Expertise.com
2024

Last updated:

Best Financial Advisors in Chico

Our Recommended Top 14

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

34

Reviewed

26

Curated

14

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Chico, CA

Why choose this provider?

Need help contacting a Financial Advisor in Chico? 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
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1074 East Ave., Suite T-1, Chico, CA 95926
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Altum Wealth Advisors is an independent investment advisory firm that serves business owners, families, individuals, estates, trusts, and entrepreneurs in Chico and the surrounding areas. It comprises a team of financial advisors who have a combined experience of more than 25 years. They offer investment management, financial planning, and wealth management. They assist clients in reaching financial goals through risk management and insurance, tax planning and strategies, investment analysis, retirement planning, education funding, and charitable gifting during life and after death.

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 (6)
Yelp
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1074 East Ave B, Chico, CA 95926
  • Wealth Management

Why choose this provider?

Presidio Group Wealth Management provides financial guidance to individuals, families, and business owners in the Chico area. Its services include retirement planning, estate planning, and investment management. The company bases its services on the client's life milestones, helping them implement investment strategies tailored to their current status and assisting them in updating these strategies as their circumstances change. One of the firm's managing directors, Ernest Holguin, holds the Certified Financial Planner and the Certified Investment Management Analyst 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
5.0 / 5 (1)

Website
1074 East Avenue, Suite L, Chico, CA 95926
  • Certified Financial Planner (CFP)

Why choose this provider?

Braziel & Associates LLC is a financial advisory firm serving residential and commercial clientele in Chico. It helps individuals and families develop financial plans for various phases of life, from college education for children to personal retirement and estate plans. It also assists business owners in planning for business succession. James A. Braziel, one of the firm's financial advisors, is a member of the Financial Planning Association of Northern California. The association awarded him with the Financial Planner of the Year Award in 2000.

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

Website
1074 East Ave Suite K3, Chico, CA 95926
  • Estate Planning
  • Tax Planning
  • Finance Planning
  • CFA Charterholder

Why choose this provider?

BBMP Wealth Management and Insurance Services is a member of the Northwestern Mutual Private Client Group. It serves clients in and around the Chico area, providing a comprehensive range of financial planning services, including budgeting and debt management, risk management, wealth management, asset allocation, and retirement income and distribution. It also assists clients in creating tailored estate, multigenerational, charitable, and business plans. Chris Bodney, one of the firm's partners and private wealth advisors, holds CLU®, ChFC®, and CFP® designations.

Website
30 Landing Circle Suite 300, Chico, CA 95973
  • Financial Planning

Why choose this provider?

Retirement Security Centers accommodates the needs of clients in Chico. The firm specifically uses The EASE Process and The Retirement Discovery Program to develop customized wealth management plans. Its advisors guide clients in making decisions on investing their money to accumulate retirement funds or to earn retirement income. In addition, they advise about dealing with risks through protection plans like long-term care and health insurance. Co-founder Jeff R. Maas has certifications as CFP, ChFC, and CRPC.

Website
434 Broadway Street #100, Chico, CA 95928
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Liberty Bell Financial Group is a company that serves clients in the Chico metro. It delivers specialized services such as market-linked CDs, tax-efficient disposition of assets (CRT and CLT), cash and banking solutions, fixed income/rate investments, variable annuities, and hourly consulting programs. Certified Financial Planner Peter W. Bell has been in the finance industry since 1993. He has assisted individuals, professionals, and businesses with their investment and financial needs without incurring fines, penalties, or a single lawsuit.

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

Website
196 Cohasset Road, Suite 100, Chico, CA 95926

Why choose this provider?

Serving the community of Chico, Sweeney & Michel, LLC, offers a wide range of services to help clients manage their finances. It offers wealth planning strategies, such as educational, insurance, and retirement plans. It can also assist in drafting powers of attorney and medical directives, asset titling, beneficiary review, and Medicare premium management. It also specializes in asset and risk management. Founding partner of Sweeney & Michel, LLC, Renée Michel, has been with the company for almost two decades.

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

Website
2111 Forest Avenue, Chico, CA 95928
  • Finance Planning

Why choose this provider?

Clario Financial provides financial advisory and planning services to Chico residents. These services include income planning utilizing tax-reduction strategies for working individuals, asset allocation based on the client's financial circumstances, and retirement readiness assessments coupled with cash flow projections. It provides clients with monthly statements and annual reports detailing the status of their accounts managed by the company. Company president Mark Barrett has been working in the financial services industry since 1982. He has been a Certified Financial Planner for over three decades.

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

Website
418 Broadway Street, Chico, CA 95928
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Embrace Wealth Management provides investment advisory services for clients in Chico and the surrounding communities. This independent firm offers financial guidance, wealth management, and second opinion services. It assists clients in retirement, tax, and estate planning, risk management, and cash flow and budgeting. Its team of financial advisors creates financial plans that are tailored to each client's goals and financial situations, including their business assets and real estate holdings. Kim N. Huber, founder and family wealth advisor, has been serving clients for over 25 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
Google
5.0 / 5 (1)

Website
40 Philadelphia Dr # 101, Chico, CA 95973
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Ely Prudent Portfolios is an independent advisory firm that serves Chico. It offers a range of services, including charitable giving solutions, estate and retirement planning, and investment management. It assists its clients in creating plans that help them prepare for retirement and preserve their wealth. It works on strategies related to 401(k) plans, employer benefits, investment options, savings, Social Security options, and taxes. Its founder, Guerdon T. Ely, has an MBA degree and has contributed articles for Newsweek and Forbes Magazine.

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

Website
2619 Forest Avenue Suite 120, Chico, CA 95928
  • Financial Planning

Why choose this provider?

FocalPoint Wealth Management provides financial planning services to Chico clients. It assists in creating tax planning strategies, paying off debts, investing, college planning, and charitable giving. This independent fiduciary serves a diverse client base, from young adults to those in their golden years and nearing retirement. It uses the Wealthvision™ data aggregation system in helping clients streamline their finances. Chris Urness, founder and CEO, holds CFP®, ChFC®, and AAMS® designations. He is also licensed to work in multiple states, including Alabama, Arizona, and New York.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2452 Lakewest Drive, Chico, CA 95928
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1988, Asset Management Group serves clients in Chico. It helps families and professionals take charge of their finances by providing them with financial planning services during life events such as marriage, divorce, career change, and inheritance management. Its team of professionals works closely with clients by identifying their financial needs and objectives, analyzing their current financial situation, and monitoring their assets. Matt Donner, one of the financial advisors of the company, specializes in retirement planning and income generation.

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 (2)

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

  • 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 can individuals in Chico create a budget to manage their finances effectively, especially when dealing with debt or irregular income?

    Individuals in Chico can effectively manage their finances by designing a simple and realistic budget. This process begins by accurately identifying their monthly income and deducting routine expenditures. The resulting balance should be directed towards savings or an emergency reserve. In situations involving debt or irregular income, it's critical to maintain budget simplicity. This could require modifying financial priorities and adjusting spending proportions to provide a viable path for navigating these financial situations.

  • How can parents in Chico teach their college-bound kids about financial responsibility?

    Parents in Chico should instill fundamental money management principles to guide their college-bound children toward financial responsibility. They should start by highlighting the significance of financial self-sufficiency. Encouraging budgeting and saving habits while helping them foresee potential expenses is also vital. Equally important is discussing responsible borrowing, covering credit card commitments such as high-interest rates, due dates, and various charges. This knowledge will empower young adults to make informed financial choices.

  • How can individuals in Chico increase their credit scores and improve their financial health?

    Chico citizens can enhance their credit score, which is a crucial indicator of their financial well-being, through various strategies. A credit score, typically between 300-850, influences borrowing capacities and costs. Those above 700 are deemed favorable, while lower ones imply higher lending risks. Do note that scores aren't fixed and vary with differing debt types. Improving it involves prompt bill payments, reasonable credit applications, and regular examination of credit reports for inaccuracies and improvement opportunities.

  • How can individuals in Chico prepare financially for a potential recession?

    Residents of Chico can financially prepare themselves for a potential recession by revisiting and adjusting their spending habits. Analyzing past expenses can spotlight problematic areas and help reallocate funds to align with personal values and goals. Important steps include building an emergency fund - equivalent to three to six months' worth of expenses - and minimizing credit card balances to reduce interest costs. Additionally, considering recession-proof career options or side businesses can provide extra income, further fortifying financial security.

  • How do value investing and growth investing differ, and what advantages can they offer to investors in Chico?

    Value investing seeks to capitalize on undervalued stocks, buying at a low cost and selling when the stock attains its true market value. Conversely, growth investing aims at pinpointing stocks from businesses expected to undergo considerable expansion in the future. The perceived benefits for Chico investors are the prospect of buying at low and selling at high prices. A blend of these methods offers the potential for a diversified portfolio, potentially buffering against market instability.

  • 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.