Top Rated Financial Advisors in Sacramento, 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 Sacramento, 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 Sacramento, 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 Sacramento, 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.

DeCamilla Capital Management, LLC

DeCamilla Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Sacramento, California area.

Sacramento, CA

Telephone Advisor

Telephone: 916-979-0870

Visit Advisor Website

http://www.decamillacapital.com/about-us

View Research Report

Additional Information:

Years of Experience:
40 Years

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $100,000

Financial Services Provided:


• Portfolio Management
• 401K Rollovers
• Wealth Management
• Money Management
• Financial Advice & Consulting
• Investment Advice & Management

Allworth Financial

MBA

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Sacramento, California area.

Sacramento, CA

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

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

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.

Roseville, CA

Telephone Advisor

Telephone: 916-509-3231

Visit Advisor Website

www.myHBWadvisor.com

View Research Report

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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Kristie Cahill

Haven Wealth Management

CFP^®, CEP^®

Kristie Cahill, a financial fiduciary, provides financial services to clients in the San Francisco, California area. Kristie holds a CFP^®, CEP^® certification. Kristie has over 22 years of experience.

San Francisco, CA

Telephone Advisor

Telephone: 415-878-1177

Visit Advisor Website

www.thehavenwealth.com

View Research Report

Additional Information:

Years of Experience:
22 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
• Risk Management
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Name(s) of Custodian(s):
Charles Schwab and Fidelity