Laurels

Best Financial Advisors in Bakersfield
2021

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 86 56 13

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.

Read more about our selection process

SmartAdvisor by SmartAsset FEATURED Expertise.com

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, CA

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

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

Wrong city? Here are some nearby places: