Best Financial Advisors in Bakersfield

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Bakersfield, CABakersfield, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Bakersfield, CABakersfield, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5060 California Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Founded by Steven Barnes in 1986, Barnes Wealth Management Group caters to individuals and businesses in Bakersfield. It offers financial planning services through focused planning, including personalized cash flow-based planning, risk management, and social security analysis. It examines the client's family index number, which shows the individual rate of return needed to pursue the set financial goals. Moreover, it identifies the risk factors and creates a protection plan to counteract them. Barnes Wealth Management Group comprises different professionals, ranging from investment strategists to tax planners.

5060 California Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(855) 322-9799

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 New Stine Road, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Bowles Financial & Insurance Group, Inc., is a boutique firm in Bakersfield. It offers clients a comprehensive roadmap that integrates various financial components into a centralized plan. Its services include wealth management, estate planning, retirement and financial planning, and life stage services. The company also provides assistance in investment and insurance products such as bonds, mutual funds, life insurance, treasury bills, and disability income insurance. CEO Mike Bowles started his career in Wall Street.

200 New Stine Road, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 835-8189

Show Number
2222 E Street, Bakersfield, CA 93301
Bakersfield, CA 93301

California Retirement Plans is a financial advisory firm helping individuals in Bakersfield achieve their financial targets. Financial advisors at this company draft wealth accumulation, asset protection, annuities, and retirement income strategies. The firm delivers retirement and insurance solutions to state and federal employees through the "Retirement Roadmap." This roadmap guides pre-retirees and retirees through their benefits packages, allowing them to make the most informed decisions possible. Andy Barkate, the company's president, served as an on-air financial consultant in radio and TV programs.

2222 E Street, Bakersfield, CA 93301
Bakersfield, CA 93301

Website(661) 631-4355

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

5001 California Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Certified Financial Planner (CFP)
  • Tax Planning

Charpentier Wealth Strategies has been offering financial planning services to individuals, families, and business owners in Bakersfield since 1989. It focuses on different areas of planning, including but not limited to college funding strategies, wealth protection and investment planning, tax strategies, and retirement and estate planning. The firm identifies the client's current insurance and protection goals to determine if there is a need for additional need for replacement of income or asset, estate preservation or proper continuation of the client's business, and tax efficiency.

5001 California Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 322-5204

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

2028 17th Street, Bakersfield, CA 93301
Bakersfield, CA 93301
  • Retirement Planning
  • Insurance Products

Based in Bakersfield, the Golden Valley Team is a part of the not-for-profit financial services organization called Thrivent. It works with clients to create a personalized financial strategy and provides ongoing financial guidance to help them reach their targets. It also assists clients with retirement savings accounts, mutual funds, annuities, traditional and Roth IRAs, and investments. Terry Cornelius, a wealth advisor at the firm, has the Chartered Financial Consultant and the Fraternal Insurance Counselor designations.

2028 17th Street, Bakersfield, CA 93301
Bakersfield, CA 93301

Website(661) 321-3443

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5401 Business Park South, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Certified Financial Planner (CFP)

Howard Financial is an independent registered investment advisor (RIA) firm serving individuals and business clients in Bakersfield and the nearby areas. It provides financial advice in several areas, including asset maximization, income planning, and legacy planning. It also guides clients concerning investments, retirement strategies, and risk management to help maximize and protect their wealth. Lance Howard founded the firm in 1995. His expertise led him to host the "Asset Protection Hour" on KERN-Talk for five years.

5401 Business Park South, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 322-5192

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bakersfield, CA 93301Bakersfield, CA 93301

Mestmaker & Petrey Wealth Advisors Inc. has been in business since 2009. This locally owned company provides comprehensive services including portfolio management, college planning, corporate retirement payment plans, cash management, and other wealth management solutions. They serve a diverse client base that includes corporations, individuals, foundations, and charities. The founders have worked for large corporations, such as Morgan Stanley, prior to striking out to form their own company providing clients a more personalized service. Team members place an emphasis on giving back to their community, as well as a commitment to putting their clients first.

Bakersfield, CA 93301Bakersfield, CA 93301

Website(661) 395-9400

Show Number
8700 Stockdale Highway, Bakersfield, CA 93311
Bakersfield, CA 93311
  • Insurance Products
  • Tax Planning

Moneywise Wealth Management is a team of financial advisors committed to helping the Bakersfield community by providing financial advice regarding financial planning, goal funding, asset allocation, 401(k), retirement, and investment advisories. They have experience working with a wide range of clients, from construction companies to event planners, in developing written policies to determine investment goals and risk profiles. The team also has a radio show named The Moneywise Guys. It also produces daily podcasts and appears on local news media.

8700 Stockdale Highway, Bakersfield, CA 93311
Bakersfield, CA 93311

Website(661) 847-1000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

841 Mohawk Street, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Rozell Wealth Management helps the residents of Bakersfield make comprehensive financial plans. Its financial planning services cover insurance review, income and retirement plans, and tax efficiency maximization. Clients receive assistance in the investment management process, including strategy development and implementation and guidance in navigating their transitional wealth planning options. Founder Rylan Rozell is a Certified Financial Planner and Certified Divorce Financial Analyst who established the company in 2009. He likewise owns and operates property management and real estate brokerage firms.

841 Mohawk Street, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 347-1211

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

4925 Commerce Drive, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Estate Planning
  • Private Wealth Advisor
  • Tax Preparation

Trovato Wealth Management is a Bakersfield-based independent wealth management and financial planning company. It is owned and operated by Joe Trovato, who has been serving clients around the metro for more than 20 years. It helps businesses, families, and individuals distribute and preserve their wealth. It also assists in developing financial plans to pursue clients' retirement, college, estate, and investment goals. Trovato Wealth Management is also available for long-term care, stock option planning, and risk management solutions.

4925 Commerce Drive, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 864-7500

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5500 Ming Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Retirement Planning

Wealth Target Investment Advisors LLC is a financial advising firm that offers its services to residents of Bakersfield and the neighboring communities. It provides a broad range of services, including investment management, retirement income planning, business succession planning, and insurance. Owner Larry Menna possesses both a CFP and an AIF designation. He has been in the finance industry for more than 26 years. He provides financial guidance to clients who are saving for future eventualities like college and retirement.

5500 Ming Avenue, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(866) 557-7366

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5301 Office Park Drive, Bakersfield, CA 93309
Bakersfield, CA 93309
  • Private Wealth Advisor
  • Tax Planning

The Zuk Financial Group offers advisory services to residents of Bakersfield and the surrounding areas. The firm works with educators, pre-retirees and retirees, businesses, and non-profits to achieve their financial goals. Clients are profiled according to their risk appetites before developing strategies that fit with their needs. Daniel Raymond, the company's managing principal, has been in the industry for more than 20 years. He has worked in various organizations where he handles over $2-billion in assets.

5301 Office Park Drive, Bakersfield, CA 93309
Bakersfield, CA 93309

Website(661) 836-8686

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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