Top Rated Financial Advisors in California

Telephone: 858-321-3936

https://www.savvywealth.com/

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

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.

Calabasas, CA

Telephone: 805-727-2700

https://www.palmcm.com/

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

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.

Rancho Cucamonga, CA

Telephone: 858-784-1513

https://www.ranchowealth.com/team

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

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: 916-509-3231

www.myHBWadvisor.com

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

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.

Walnut Creek, CA

Telephone: 925-322-0799

https://gfainvestments.com/

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

Hans Reese

New Stage Investment Group<sup>®</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.

San Mateo, CA

Telephone: 650-458-0312

https://www.newstageinvestment.com

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

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.

Westlake Village, CA

Telephone: 818-639-9278

https://www.financialpeak.us

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

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.

Laguna Niguel, CA

Telephone: 949-219-0692

https://pfpinvest.com/

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

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.

Napa, CA

Telephone: 707-492-5100

https://www.vintage-wealth.com/

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

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.

Santa Monica, CA

Telephone: 310-451-3339

https://www.eddyfinancial.com/

Additional Information:

Financial Services Provided:

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

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.

Los Angeles, CA

Telephone: 310-556-2502

http://www.westmount.com/

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

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.

Roseville, CA

Telephone: 916-772-3103

lynchfinancialadvisors.com

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

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.

Moraga, CA

Telephone: 310-697-6795

https://www.farther.com/advisor/parker-osullivan

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

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.

Glendale, CA

Telephone: 818-637-0177

https://calfp.com/

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

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.

Los Angeles, CA

Telephone: 213-884-1724

https://www.prudential.com/advisor/guillermo-saade

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.

Fresno, CA

Telephone: 559-860-2191

https://westwealth.lpl.com/

Additional Information:

Years of Experience:
25 Years

Asset Requirement: $100,000

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.

Porter Ranch, CA

Telephone: 818-832-3652

https://www.prudential.com/advisor/jeff-kritzberg

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.

Seal Beach, CA

Telephone: 562-799-5595

www.myportfolioguide.com

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Only

Asset Requirement: $500,000

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

Serena Kim

Prudential

Serena Kim, a financial fiduciary, provides financial services to clients in the Carlsbad, California area. Serena has over years of experience.

Carlsbad, CA

Telephone: 760-930-7629

https://www.prudential.com/advisor/serena-kim

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.

San Francisco, CA

Telephone: 415-438-2926

https://www.oppenheimer.com/peregrinepcg/index.aspx

Additional Information:

Fee Structure

Fee-Based
Based on Assets

Financial Services Provided:

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

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.

Concord, CA

Telephone: 925-575-8881

https://www.mcfinancialpartners.com/

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

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.

Woodland Hills, CA

Telephone: 818-805-5500

https://purefinancial.com/

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

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.

San Diego, CA

Telephone: 619-814-4100

https://purefinancial.com/

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

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.

Sacramento, CA

Telephone: 888-242-6766

https://allworthfinancial.com/

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

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.

Pasadena, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

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.

Woodland Hills, CA

Telephone: 818-309-4065

https://www.dashinvestments.com/

Additional Information:

Fee Structure

Fee-Only

Financial Services Provided:

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

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 San Diego, California area.

San Diego, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

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.

El Segundo, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

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.

San Diego, CA

Telephone: 844-249-6534

https://stratosprivatewealth.com/

Additional Information:

Fee Structure

Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Financial Planning for Individuals
Financial Planning for Businesses

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.

Santa Barbara, CA

Telephone: 805-882-2360

https://missionwealth.com