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Best Financial Advisors in Bakersfield

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Bakersfield, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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Expertise.com Concierge Service

Bakersfield, CA

Business Description

Need help contacting a Financial Advisor in Bakersfield? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Barnes Wealth Management Group logo
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Barnes Wealth Management Group

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

Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bowles Financial & Insurance Group, Inc. logo
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Bowles Financial & Insurance Group, Inc.

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

Business Description

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.

California Retirement Plans logo
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California Retirement Plans

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2222 E Street, Bakersfield, CA 93301

Business Description

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.

Reputation:

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.
4.8
Google
5.0 / 5 (10)
Facebook
4.5 / 5 (8)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Charpentier Wealth Strategies logo
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Charpentier Wealth Strategies

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)
Golden Valley Team logo
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Golden Valley Team

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

Business Description

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.

Reputation:

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.
5.0
Google
4.8 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Howard Financial logo
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Howard Financial

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

Business Description

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Moneywise logo
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Moneywise

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

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Rozell Wealth Management logo
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Rozell Wealth Management

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

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Trovato Wealth Management logo
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Trovato Wealth Management

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wealth Target Investment Advisors LLC logo

Wealth Target Investment Advisors LLC

5500 Ming Avenue, Bakersfield, CA 93309
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Zuk Financial Group logo

Zuk Financial Group

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

Business Description

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.