Laurels

Best Financial Advisors in Bakersfield
2020

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Bakersfield Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 84 54 11

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Barnes Wealth Management Group

Barnes Wealth Management Group believes that education and understanding how to reach your financial goals is the key to delivering personalized financial services. Steven Barnes founded the company in 1986, after gaining experience in a Fortune 500 company. The diverse team of professionals includes members with experience in risk management, asset allocation strategy, retirement planning, personal financial planning services, and estate planning. The group believes in taking a disciplined approach that takes your specific circumstances into account. They help you develop a plan that addresses all of your financial planning needs using a holistic approach to each unique situation.

Bakersfield, CA 93309

Website

Bowles Financial & Insurance Group, Inc.

Bowles Financial & Insurance Group, Inc. offers investment management, estate planning services, life stage services, and a host of investment and insurance products. For over two decades, they built a reputation for providing their clients with a roadmap to get where they want to go financially. They specialize in offering a personalized approach to financial planning that is based on individual circumstance and goals. Their team of financial advisors includes founder and CEO, Mike Bowles, CFP who began his career in 1985 with a major Wall Street firm.

Bakersfield, CA 93309

Website

Charpentier Wealth Strategies

Charpentier Wealth Strategies offers a variety of financial planning services to both individuals and businesses. Their business services include business solution planning and succession planning. For individuals, they offer education funding strategies, wealth protection, estate planning, retirement planning, and investment management for individuals. Charpentier Wealth Strategies pride themselves on building client trust and always balancing potential reward and return with risk, tax considerations, and fees. They strive to find a solution customized to each client and their circumstances. Founder Debbie Charpentier has 30 years of experience and received the 2012 Southern California Planner of the Year Award for Lincoln Financial Services.

Bakersfield, CA 93309

Website

Mestmaker & Petrey Wealth Advisors Inc.

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 93301

Website

Rozell Wealth Management

Rozell Wealth Management was founded in December 2009 to provide services focused on maximizing wealth and minimizing expenses. The company places an emphasis on serving people going through major life transition events such as retirement, divorce, becoming widowed, or selling a business. Rozell Wealth Management helps clients plan for retirement, review their insurance policies, taxes, and estate plans. They also offer portfolio analysis and investment management services. They believe that your money should work for you so that you can enjoy life. They work with you to develop your own unique goals and a plan that both meets your objectives and allows you to enjoy your life now to the fullest.

Bakersfield, CA 93309

Website

Steven Van Metre Financial

Steven Van Metre Financial specializes in life insurance and portfolio management. They also feature a number of financially related classes throughout the year including financial planning for baby boomers and information about new tax laws. They pride themselves in earning high returns for their clients, while managing risks effectively. Their unique investment strategy allows them to adapt to changing market conditions. Their simple strategy involves using high-quality portfolio items from the S&P 500, NASDAQ-100, the Russell 2000, and treasury bond fund to yield high investment returns with minimal risk.

Bakersfield, CA 93309

Website

Trovato Wealth Management

Trovato Wealth Management is an independent financial planning and wealth management firm that has been in business since 2004. President and CEO, Joe Trovato, emphasizes on meeting the individual needs, wants, and wishes of every client. They are a full-service, independent wealth advisory company and offers customized strategies customized to the individual’s objectives. Their services include estate planning, philanthropy planning, retirement planning, portfolio management, tax strategy, risk management solutions, long-term care planning, stock options, and education planning. Within one year of opening, Trovato Wealth Management was recognized as one of the leading financial planning and asset management firms in the Bakersfield area.

Bakersfield, CA 93309

Website

WealthTarget Investment Advisors LLC

WealthTarget Investment Advisors LLC has provided satisfied clients for over a decade with both active and passive portfolio management strategies to take the worry out of financial management. They develop portfolios based on nine different risk profiles, then fine-tune those profiles to meet the needs of each client. WealthTarget Investment Advisors also offers individual stock portfolio management services, business succession planning, 401(K) management, and other investment strategy planning services.

Bakersfield, CA 93309

Website

Zuk Financial Group

Zuk Financial Group has offices in fifteen different locations, including Bakersfield. In business since 1974, they have a dedicated group of professionals who believe in investing for the long-term. They specialize in retirement planning and advising individuals and couples on their social security benefits and insurance plans. They also help small businesses and entrepreneurs explore potential benefit and retirement plans, and are experienced helping California teachers and public employees navigate their retirement options.

Bakersfield, CA 93309

Website

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