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Top Rated Financial Advisors in Tracy, 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 Tracy, 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 Tracy, 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 Tracy, 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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Shad Roundy

Merrill Lynch
Shad Roundy, a financial fiduciary, provides financial services to clients in the Tracy, California area. Shad has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • 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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Mark Sikich

Edelman Financial Engines, LLC
Mark Sikich, a financial fiduciary, provides financial services to clients in the Santa Clara, California area. Mark has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

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

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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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Allworth Financial

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

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
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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.

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

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

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