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Top Rated Financial Advisors in Walnut Creek, 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 Walnut Creek, 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 Walnut Creek, 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 Walnut Creek, 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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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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Paul Stanley

Granite Bay Wealth Management LLC
CPM, CFP®
Paul Stanley, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. Paul holds a CPM, CFP® certification. Paul has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

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

    Asset Requirement: $100,000

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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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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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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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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
  • Wealth Management
  • Money Management
  • Risk Management

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

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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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