Expertise.com
2024

Last updated:

Best Financial Advisors in Clovis

Our Recommended Top 12

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 Clovis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

33

Reviewed

24

Curated

12

Top Picks

Learn about our selection process.

Providers

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

Clovis, 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

Clovis, CA

Why choose this provider?

Need help contacting a Financial Advisor in Clovis? 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
7447 North First Street 203, Fresno, CA 93720
  • Retirement Planning

Why choose this provider?

Warner Wealth Strategies serves the residents of Clovis and the surrounding areas. Established in 2012, the firm offers comprehensive financial planning services. Its team of financial advisors helps clients with retirement planning, legacy and estate planning, risk management, asset protection, and tax minimization strategies. Founder Gary A. Warner is a Certified Financial Planner and a Certified Retirement Counselor. He has 19 years of experience in the financial industry and holds a health and disability insurance license in California.

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
516 West Shaw Avenue Suite 200, Fresno, CA 93704
  • Certified Financial Planner (CFP)

Why choose this provider?

Buckingham Strategic Wealth is a financial advisory firm that caters to clients in Clovis. It builds financial plans for individuals and works to minimize tax obligations and optimize debt. The company also designs and rebalances investment portfolios and assists clients with asset class selection. It has experience helping people allocate capital in alternative investments like reinsurance funds. The company's chief research officer, Larry Swedroe, is the author of multiple books, including "Think, Act, and Invest Like Warren Buffett" and "Wise Investing Made Simple."

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
516 5th Street Suite 201, Clovis, CA 93612
  • Finance Planning

Why choose this provider?

Legacy Finance in Clovis helps clients address their questions about finances. It guides individuals and families in the different aspects of financial planning, including college funding, taxes, and retirement. It also educates clients about various investment vehicles like bonds, common stocks, and brokerage accounts. Insurance products are also available. Bradley Warner, the owner, has been a Certified Financial Planner since 2011. The firm aims to develop, implement, and monitor a financial strategy designed to meet the clients' needs, wants, and long-term goals.

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
7108 North Fresno Street Suite 410, Fresno, CA 93720
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Veater Financial Group serves clients in Clovis and its surrounding areas. It provides a wide variety of financial services and wealth management programs, including investment and retirement planning, insurance analysis, and estate planning services. The firm's team of financial advisors advise their clients on practical strategies for wealth management to help them achieve their financial objectives. Brian Jenssen, one of the company's finance professionals, provides his clients with a simple roadmap to understand the complex nature of investments. Jenssen works for the Fresno branch of the company. 

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
6445 North Palm Ave., Suite 102, Fresno, CA 93704
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Little Business Wealth Advisors, Inc., is an independent firm that has been serving Clovis and the surrounding communities since 1969. It assists individuals, families, and businesses by providing financial advice, portfolio monitoring services, and one-on-one meetings to address their needs. The planning process includes risk management, asset allocation, tax management, investment manager selection, and portfolio construction and management. The firm's founder, David J. Little, is a Chartered Life Underwriter and a Chartered Financial Consultant who served as president of the International Association of Financial Planners.

Website
555 W. Shaw Avenue, Suite B-1, Fresno, CA 93704
  • Certified Financial Planner (CFP)

Why choose this provider?

Acord & Fong Wealth Strategies has been serving non-profit organizations, individuals, business owners, and retirees throughout the Clovis metro since 1995. The firm offers a wide range of financial planning services, covering qualified plan distribution alternatives, estate tax reduction techniques, tax planning strategies, insurance analysis, employee benefits, and executive and key person life insurance. Its team is composed of financial advisors, accountants, financial planners, and lawyers who have a collective experience of more than 90 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.
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
590 West Alluvial Avenue Suite 108, Fresno, CA 93711
  • Finance Planning

Why choose this provider?

Resilient Wealth Management provides financial planning in the Clovis metro. Its team creates financial strategies exclusively based on its clients' personal goals, expectations, and desires. It also fills in common knowledge gaps that clients have about realistic financial targets. The firm coordinates with its clients' other personal and business advisors. Brandon Dixon-James, a Certified Financial Planner, has been in the industry since 2004 and a presenter for the CFP Board's "Financial Planning Days" to increase financial awareness.

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
7110 North Fresno Street Suite 200, Fresno, CA 93720
  • Retirement Planning

Why choose this provider?

Blue Oak Wealth Management is a team of financial advisors serving high-net-worth individuals, families, pre-retirees, and retirees in the Clovis metro. It specializes in investment strategies and holistic financial planning. Its services include legacy planning, insurance assessment, estate planning, risk management consulting, college savings planning, and 401(k) and 403(b) plan design. Its team of professionals can also help with estate conservation issues. It also offers insurance products, such as life, disability income, and long-term care insurance.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1865 Herndon Ave Ste K-122, Clovis, CA 93611
  • Financial Planning

Why choose this provider?

BOLT Wealth Management is a planning and investment firm that caters to any clients around Clovis. It employs steps such as risk assessment and mitigation, portfolio reviews, and asset allocation in helping individuals, families, and businesses reach their financial goals. Its practice areas cover financial planning, investment management, tax advice, and insurance policies. Its experts are Chartered Financial Consultants and Certified Plan Fiduciary Advisors. They work on a relationship-focused approach through continued learning and varied expertise in designing a viable financial blueprint for clients.

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
5380 N Fresno Street #103, Fresno, CA 93710
  • Wealth Management

Why choose this provider?

McCann Asset Management is an advisory firm that serves an array of financial needs in Clovis. The firm assists employers in creating 401(K) retirement plans, managing fiduciary responsibilities, and setting up group health insurance. Led by founder Martin McCann, its team of professionals offers strategies in preparing for retirement, earning income from investments, and planning for college education. McCann is a Life Underwriter Training Council Fellow. He previously worked as a manager of Financial Services at Prudential.

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

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.

  • What are some issues clients may face regarding financial advisors in Clovis?

    In Clovis, some financial advisors offer an unclear fee that may affect the client's portfolio's performance and cause miscommunication. They can misinform people that they have proper qualifications and credentials, like Registered Investment Advisors or Certified Financial Planners, losing their credibility and customers' trust. Some financial advisors are not versatile and may not fit individual needs—while some can create investment strategies for long-term goals, others can only provide consultations or referrals. Hence, it is important to vet your financial advisor properly before hiring them.

  • How can financial advisors in Clovis help physicians?

    A financial advisor can assist physicians in opening retirement accounts, like pension, 401(k), and profit share plans. They can recommend insurance products, develop a medical school debt payoff program, analyze annual portfolio projections, and offer high-net-worth disability services. Financial advisors in Clovis can also help physicians with their financial concerns by crafting cash flow planning, cost analysis, and multi-generational wealth transfer strategies.

  • Can a 529 plan in Clovis pay K-12 education costs?

    A 529 plan in Clovis does not cover K-12 education costs or allow deductions on federal and income taxes. However, 529 plans can be used to pay for college expenses even in another state. The withdrawal in these plans can be tax-exempt and allow individuals to contribute up to $529,000. In addition, owners of 529 plans can invest their funds in governance, environmental, and social portfolios.

  • How much does it cost to provide a conservative portfolio for people with disabilities in Clovis?

    The CalABLE program offers a conservative portfolio for people with disability and charge 0.44% for the state administrative fee, 0.07% for the estimated underlying investment cost, and 0.51% for the total annual asset-based expenses. The cost of investing in a conservative portfolio may grow by $52 to $164 for one to three years and $286 to $642 within five to 10 years. Conservative portfolio in Clovis allows these individuals to invest 55% in bonds, 20% in stocks, and 25% in funding agreements.

  • Who is exempted from the licensing requirements for investment advisors in Clovis?

    Under the California Code of Regulations, investment advisors in Clovis registered with the Securities and Exchange Commission are exempted from the licensing requirements if they do not have a place of business and have less than six clients during the preceding 12-month period. According to the Investment Advisers Act of 1940, these clients exclude savings or loan associations, trust firms, banks, and other investment advisers. Additionally, investment advisors whose only customers are insurance companies are exempted from the licensing requirements.

  • 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.