Expertise.com

2024

Last updated:

Best Financial Advisors in Concord, CA

Our Recommended Top 9

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

38Reviewed

26Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Concord, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Concord, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Concord? 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.

150 North Wiget Lane, Walnut Creek, CA 94598

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Babylon Wealth Management is a fiduciary financial advisor that serves clients in the Concord area. This firm offers wealth management, financial planning, corporate retirement planning, and 401k consulting services. Its also team provides tax advisory, estate planning, college planning, risk management, and charitable giving strategy consultations. It serves a diverse client base, from individuals and young families to business owners, tech professionals, physicians, and federal employees. Babylon Wealth Management has offices located in Walnut Creek and San Francisco.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

3021 Citrus Circle, Walnut Creek, CA 94598

Expertise.com Rating

Why choose this provider?

Wealth & Tax Planners is an independent financial advisory firm founded in 1984. Catering to the needs of clients in Concord and the surrounding neighborhoods, it offers investment management, tax planning, and insurance planning or risk management. The company also handles long-term care planning, estate planning, and retirement calculations. Its team of financial advisors has more than 80 years of collective experience in the financial planning industry. They also have backgrounds in investments, corporate management, and law.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Attorney Information

Attorney NameBar StatusExperience
Mark Greenberg - Founding PrincipalActive9 yrs

5356 Clayton Road, Concord, CA 94521

Expertise.com Rating

Review Sources

Yelp
4.5 (40)
Google
4.8 (21)
Facebook
5.0 (10)

Why choose this provider?

Mt Diablo Tax Pros is a full-service financial advisory firm that serves clients in Concord and the neighboring areas. The firm is partnered with Archvest Wealth Advisors in offering a wide range of financial planning services to a diverse clientele, including families, corporate executives, and business owners. These services involve utilizing retirement plans to generate income, saving for a child's college education, and reducing risks in investments. The firm also provides business-related services such as cash flow management and accounting.

  • Certified Financial Planner (CFP)
  • Tax Planning

1777 North California Boulevard, Walnut Creek, CA 94596

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Saranap Wealth Advisors is a financial advisory firm serving individuals in Concord. It provides financial planning services that help clients set quantifiable financial goals, reduce expenses and save excess cash, and invest their savings. It also assists clients with protecting their assets and maximizing their benefits from employers. John Knolle, a financial advisor with Saranap Wealth Advisors, started managing portfolios in 1998. He is a Certified Financial Planner and has a Master of Business Administration degree.

  • Tax Planning

3478 Buskirk Avenue, Pleasant Hill, CA 94523

Why choose this provider?

Wagner Loftin Investment Services is an independent firm that provides a complete range of financial and investment advisory services for individuals, families, and businesses in the Concord area. Based in Pleasant Hill, this firm offers a wide selection of financial planning services, including tax management, investment management, estate planning, account consolidation, and insurance planning. It also assists clients in constructing retirement and rollover strategies. Company founders Ron Wagner and Steve Loftin established the firm in 1992.

  • Certified Financial Planner (CFP)

1220 Oakland Boulevard, Walnut Creek, CA 94596

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

CAVU Wealth Advisors is a financial advisory firm serving the Concord metro. The firm is currently led by David Sylvester, who had worked on Wall Street for over 25 years and discovered the industry of investment advisors in 2005. CAVU Wealth Advisors offers goal development, investment management, and financial planning services to its clientele. The firm provides insurance and risk analysis, tax strategy and optimization, retirement planning, cash flow analysis, budgeting support, and college and education planning.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2010 Crow Canyon Place, San Ramon, CA 94583

Expertise.com Rating

Why choose this provider?

Gateway Financial Advisors, Inc., is a privately owned financial firm that serves clients in Concord. It assists clients in designing investment plans that are based on their financial goals and needs. In addition, it educates clients on the risks and gains upon investing. The firm also delivers insurance solutions for long-term care, disability, and business needs. Roland Bergman, one of the firm's financial associates, is a Certified Financial Planner whose area of expertise involves wealth management and investment advisory.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Babylon Wealth Management
150 North Wiget Lane, Walnut Creek, CA 94598
Wealth & Tax Planners
3021 Citrus Circle, Walnut Creek, CA 94598
Mt Diablo Tax Pros
5356 Clayton Road, Concord, CA 94521
Saranap Wealth Advisors
1777 North California Boulevard, Walnut Creek, CA 94596
Wagner Loftin Investment Services
3478 Buskirk Avenue, Pleasant Hill, CA 94523
CAVU Wealth Advisors
1220 Oakland Boulevard, Walnut Creek, CA 94596
Gateway Financial Advisors, Inc.
2010 Crow Canyon Place, San Ramon, CA 94583

FAQs

  • 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.

  • Why should you ask your financial advisor in Concord about concentrated positions?

    You should ask your financial advisor about concentrated positions or investments that comprise over 10% of your finances because they are a double-edged sword. These include stocks that are held within the family to maximize wealth accumulation. Concentrating your investments on a single stock in Concord is risky. Consumer and economic trends, scandals, global pandemics, and supply chain disruptions can threaten a company and result in significant loss.

  • You just won the lottery in Concord. How can you handle your newfound money wisely?

    The first impulse when you come across a fortune in Concord is to spend it immediately. It is not wrong to treat yourself and celebrate, but it is more prudent to pause and leave the money untouched for a while. This will prevent you from making emotionally charged purchases. It is also wise to evaluate your financial situation. Prioritize your debts, tax bills, and future needs. Learn to say no to people who might turn up and ask for money.

  • Is it alright to overfund a 529 account in Concord?

    It is generally not advisable to overfund a 529 account, as the earnings on the excess contributions will be subject to taxes and penalties if they are not used for qualified education expenses. However, it is possible to name a grandchild as a beneficiary of a 529 account, and the funds can be a long-term investment in their education. Qualified family members can also be named secondary beneficiaries, including in-laws, first cousins, step-siblings, and nieces or nephews.

  • What are some ways to protect your funds against inflation in Concord?

    To strategize against inflation, it is helpful to remember that it affects cash. Therefore, think about where to store cash outside of your savings or checking account in Concord. Store funds only for emergencies and short-term expenses in these accounts. You can invest the rest in stocks, real estate, tax-exempt retirement accounts, or commodities like gold. These investments provide different forms of protection against inflation.

  • How can a reverse mortgage in Concord benefit you?

    If you are eligible for one, a reverse mortgage in Concord will enable you to utilize your equity without having to give up your home. Lenders would often provide you a line of credit, which you can use to write out checks according to your needs. Since there are no income restrictions on reverse mortgages, you will still receive Social Security and Medicaid benefits.

  • 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.