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.
Showing 18 of 18 · sorted by Google rating
1.
Mutual of Omaha Reverse Mortgage
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 1800 Tice Valley Blvd ste a, Walnut Creek, CA 94595
Services: advisory
2.
Burton Enright Welch
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 1850 Mt Diablo Blvd #335, Walnut Creek, CA 94596
3.
Allworth Financial
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 1331 N California Blvd Suite 350, Walnut Creek, CA 94596
Services: advisory
4.
Babylon Wealth Management
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 1501 N Broadway Ste 204, Walnut Creek, CA 94596
Services: advisory
5.
Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 700 Ygnacio Valley Rd Ste 140 Floor 1, Walnut Creek, CA 94596
Services: advisory
6.
Echo45 Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1802 Tice Valley Blvd, Walnut Creek, CA 94595
7.
Ginsberg Financial Strategies
★★★★★★★★★★4.4(23 Google reviews)✓ Verified on Google
Financial Planning · 2950 Buskirk Ave #150, Walnut Creek, CA 94597
Services: advisory
8.
Mark Palmer - Edelman Financial Engines
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 2175 N California Blvd #800, Walnut Creek, CA 94596
Services: advisory
9.
Becker Financial Group
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 1990 N California Blvd #1050, Walnut Creek, CA 94596
10.
First Republic Bank
★★★★★★★★★★3.9(11 Google reviews)✓ Verified on Google
Financial Planning · 1400 Civic Dr, Walnut Creek, CA 94596
11.
BMO Bank N.A Branches
★★★★★★★★★★3.7(15 Google reviews)✓ Verified on Google
Financial Planning · 1530 N California Blvd, Walnut Creek, CA 94596
Services: advisory
12.
Fidelity Investments
★★★★★★★★★★3.5(22 Google reviews)✓ Verified on Google
Financial Planning · 2001 N Main St Ste 100, Walnut Creek, CA 94596
13.
Patelco Credit Union Walnut Creek
★★★★★★★★★★3.3(29 Google reviews)✓ Verified on Google
Financial Planning · 1790 N Broadway, Walnut Creek, CA 94596
14.
TD Ameritrade
★★★★★★★★★★3.3(7 Google reviews)✓ Verified on Google
Financial Planning · 1231 S California Blvd, Walnut Creek, CA 94596
Services: advisory
15.
Vitucci & Associates
★★★★★★★★★★3.3(6 Google reviews)✓ Verified on Google
Financial Planning · 877 Ygnacio Valley Rd, Walnut Creek, CA 94596
Services: advisory
16.
Bank of America Financial Center
★★★★★★★★★★2.6(53 Google reviews)✓ Verified on Google
Financial Planning · 1330 N Main St, Walnut Creek, CA 94596
Services: advisory
17.
Bank of America Financial Center
★★★★★★★★★★2.4(14 Google reviews)✓ Verified on Google
Financial Planning · 2290 Oak Grove Rd, Walnut Creek, CA 94598
Services: advisory
18.
Bank of America Financial Center
★★★★★★★★★★1.6(25 Google reviews)✓ Verified on Google
Financial Planning · 2153 Oak Grove Rd, Walnut Creek, CA 94598
Services: advisory
Top financial planners in Walnut Creek
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Mutual of Omaha Reverse Mortgage | Financial Planning | 5.0 / 5 | 21 |
| 2 | Burton Enright Welch | Financial Planning | 5.0 / 5 | 12 |
| 3 | Allworth Financial | Financial Planning | 5.0 / 5 | 7 |
| 4 | Babylon Wealth Management | Financial Planning | 5.0 / 5 | 7 |
| 5 | Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC® | Financial Planning | 5.0 / 5 | 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.