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Top Rated Financial Advisors in California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Aaron Wiegman

Savvy Advisors, Inc
CFP®
Aaron Wiegman, a financial fiduciary, provides financial services to clients in the Del Mar, California area. Aaron holds a CFP® certification. Aaron has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Alano Massi

Palm Capital Management
CFP®
Alano Massi, a financial fiduciary, provides financial services to clients in the Calabasas, California area. Alano holds a CFP® certification. Alano has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Andrew Chabot

Rancho Wealth Management
MBA, CFP®
Andrew Chabot, a financial fiduciary, provides financial services to clients in the Rancho Cucamonga, California area. Andrew holds a MBA, CFP® certification. Andrew has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Pershing, LLC

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Brian Malkinson

HBW Advisory Services
Brian Malkinson, a financial fiduciary, provides financial services to clients in the Roseville, California area. Brian has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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David Bobrowsky

Gateway Financial Advisors, Inc.
CFP®, CLU®, Chartered SRI Counselor, ChFC®
David Bobrowsky, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. David holds a CFP®, CLU®, Chartered SRI Counselor, ChFC® certification. David has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Hans Reese

New Stage Investment Group<sup>&reg;</sup>
CFP®, CRPC®, AAMS®
Hans Reese, a financial fiduciary, provides financial services to clients in the San Mateo, California area. Hans holds a CFP®, CRPC®, AAMS® certification. Hans has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    LPL Financial

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Ira Zito

Financial Peak
CFP®, ChFC®
Ira Zito, a financial fiduciary, provides financial services to clients in the Westlake Village, California area. Ira holds a CFP®, ChFC® certification. Ira has over 34 years of experience.

Additional Information:

Years of Experience:
34 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Jerry Slusiewicz

Pacific Financial Planners
Jerry Slusiewicz, a financial fiduciary, provides financial services to clients in the Laguna Niguel, California area. Jerry has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
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John Cordeiro

Vintage Wealth Advisors
John Cordeiro, a financial fiduciary, provides financial services to clients in the Napa, California area. John has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Andrew Eddy

Eddy Financial, LLC
CFP®, CLU®, AIF®, ChFC®
Andrew Eddy, a financial fiduciary, provides financial services to clients in the Santa Monica, California area. Andrew holds a CFP®, CLU®, AIF®, ChFC® certification. Andrew has over years of experience.

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Erick Conway

Strong Valley Wealth & Pension
CFP®
Erick Conway, a financial fiduciary, provides financial services to clients in the San Diego, California area. Erick holds a CFP® certification. Erick has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Michael Cannone

Westmount Partners
Michael Cannone, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $3,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
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Michael Lynch

Lynch Financial Advisors
Michael Lynch, a financial fiduciary, provides financial services to clients in the Roseville, California area. Michael has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $0

    Financial Services Provided:

  • Tax Advice and Services

    Name(s) of Custodian(s):
    Charles Schwab

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Parker O'Sullivan

Farther
CRPS®
Parker O'Sullivan, a financial fiduciary, provides financial services to clients in the Moraga, California area. Parker holds a CRPS® certification. Parker has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting

    Name(s) of Custodian(s):
    Fidelity, Schwab, Pershing and Apex

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Christian Johnson

California Financial Partners
CFP®
Christian Johnson, a financial fiduciary, provides financial services to clients in the Glendale, California area. Christian holds a CFP® certification. Christian has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
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Guillermo Saade

Prudential
Guillermo Saade, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Guillermo has over years of experience.
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Jared West

West Wealth Advisory Powered by LPL Financial
CFP®, CRM®
Jared West, a financial fiduciary, provides financial services to clients in the Fresno, California area. Jared holds a CFP®, CRM® certification. Jared has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $100,000

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Jeff Kritzberg

Prudential
Jeff Kritzberg, a financial fiduciary, provides financial services to clients in the Porter Ranch, California area. Jeff has over years of experience.
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Matthew Pixa

My Portfolio Guide
Matthew Pixa, a financial fiduciary, provides financial services to clients in the Seal Beach, California area. Matthew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

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Serena Kim

Prudential
Serena Kim, a financial fiduciary, provides financial services to clients in the Carlsbad, California area. Serena has over years of experience.
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The Peregrine Private Client Group of Oppenheimer & Co. Inc.

CFP®, CIMA®, AIF®
The Peregrine Private Client Group of Oppenheimer & Co. Inc., a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the San Francisco, California area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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MC Financial Partners

MC Financial Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Concord, California area.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management

    Name(s) of Custodian(s):
    LPL Finacial

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Pure Financial Advisors LLC

Pure Financial Advisors, LLC
Pure Financial Advisors LLC, a financial fiduciary, provides financial services to clients in the Woodland Hills, California area. Pure has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    Fidelity Investments, Charles Schwab, Axos

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Allworth Financial

CFP®, MSF
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Sacramento, California area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Edelman Financial Engines, LLC

Anthony Arriaran, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Pasadena, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Additional Information:

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Walnut Creek, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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Edelman Financial Engines, LLC

Ryan Cosgrove, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the El Segundo, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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Stratos Private Wealth

Stratos Private Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Financial Planning for Individuals
  • Financial Planning for Businesses
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Mission Wealth Management, LP

Mission Wealth Management, LP, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Santa Barbara, California area.

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Financial Planning for Individuals
  • Financial Planning for Businesses

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