Best Financial Advisors in Bakersfield

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.