Financial Planners in Walnut Creek, CA — 18 Firms (2026)
18 financial planners in Walnut Creek, California meet our listing bar — a website plus a public review record. They average 3.92★ across 18 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Mutual of Omaha Reverse Mortgage at 5.0★ across 21 Google reviews.
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MO
Mutual of Omaha Reverse Mortgage✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 5.0★ across 21 Google reviews.
BE
Burton Enright Welch✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 5.0★ across 12 Google reviews.
AF
Allworth Financial✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
BW
Babylon Wealth Management✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
DO
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
EA
Echo45 Advisors✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 5.0★ across 5 Google reviews.
GF
Ginsberg Financial Strategies✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 4.4★ across 23 Google reviews.
MP
Mark Palmer - Edelman Financial Engines✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 4.3★ across 6 Google reviews.
BF
Becker Financial Group✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 4.2★ across 5 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 3.9★ across 11 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering advisory. Rated 3.7★ across 15 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 3.5★ across 22 Google reviews.
PC
Patelco Credit Union Walnut Creek✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning. Rated 3.3★ across 29 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 3.3★ across 7 Google reviews.
VA
Vitucci & Associates✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 3.3★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 2.6★ across 53 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 2.4★ across 14 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWalnut Creek, CA
Financial Planning in Walnut Creek, California offering financial planning, and advisory. Rated 1.6★ across 25 Google reviews.
Top financial planners in Walnut Creek
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mutual of Omaha Reverse Mortgage✓ | Financial Planning | ★ 5.0 | 21 |
| 2 | Burton Enright Welch✓ | Financial Planning | ★ 5.0 | 12 |
| 3 | Allworth Financial✓ | Financial Planning | ★ 5.0 | 7 |
| 4 | Babylon Wealth Management✓ | Financial Planning | ★ 5.0 | 7 |
| 5 | Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®✓ | Financial Planning | ★ 5.0 | 6 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.