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Best Financial Advisors in Lodi

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4thGen Wealth Management logo

4thGen Wealth Management

2111 W. Kettleman Lane, Ste. C,, Lodi, CA 95242
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  • Certified Financial Planner (CFP)
  • Retirement Planning

4thGen Wealth Management serves the Lodi area. Taking a holistic approach to financial planning, its team focuses on helping investors, business owners, high-net-worth families, and farmers build, manage, preserve, and transition their wealth. It performs comprehensive analyses of clients’ financial situations and advises them in the areas of investment management, retirement income planning, tax reduction strategies, and wealth transfer. The firm’s executive member, Kenneth F. Levy, has been in the financial advisory services industry since 1984.

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Blackhawk Financial Advisors logo

Blackhawk Financial Advisors

4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506
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  • Certified Financial Planner (CFP)

Blackhawk Financial Advisors has been serving clients in Lodi for more than 15 years. This independent boutique firm limits its services to less than a hundred clients to deliver personalized financial planning solutions. Its team members help create retirement, investment, estate, and education plans. They also advise on how to minimize tax liabilities. The team offers risk management options like life insurance and annuities. Owner Diane Johnson is an attorney and a CFP who worked at Lincoln Financial Advisors as financial planning director.

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Blakely Financial Services logo

Blakely Financial Services

3439 Brookside Road Suite 210, Stockton, CA 95219
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  • Certified Financial Planner (CFP)

Blakely Financial Services has been assisting individuals and families in the Lodi area for more than three decades. The fiduciary firm creates and manages investment portfolios, which may comprise mutual funds, individual stocks, bonds, and structured notes. It also provides financial planning services, which involve projecting clients' expenses and income needs, analyzing cash flow and asset allocation, and developing withdrawal strategies. Blakely Financial Services was founded in 1991 by Kurt L. Blakely. He has been working in the industry for almost 40 years.

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CFS Wealth Advisors logo

CFS Wealth Advisors

5301 Madison Avenue Suite 302, Sacramento, CA 95841
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  • Certified Financial Planner (CFP)

CFS Wealth Advisors provides financial advisory services, including risk analysis, tax preparation, and asset management for clients in Lodi. The company also helps clients roll over IRA, 401k, and 457 retirement plans upon retirement or changing careers. CFS Wealth Advisors uses tax-advantaged estate planning strategies to reduce tax burdens and protect wealth. Gregg Smith, the company's founder, is an independent financial advisor with over 35 years of industry experience who looks for investment vehicles that match the goals of his clients.

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Del Monte Group logo

Del Monte Group

75 Golden Meadow Lane, Alamo, CA 94507
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  • Certified Financial Planner (CFP)

Del Monte Group is a wealth management firm serving individuals, families, and businesses in Lodi. It helps clients achieve their financial objectives through tax planning, wealth and portfolio management, and financial education. The firm has been offering integrated wealth management strategies based on the needs and financial situations of customers since 1985. Founder Richard Del Monte is a certified financial planner with more than 35 years of wealth management industry experience. He has been featured on The Wall Street Journal, Fox Business News, and New York Times.

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Fairchild Financial Advisors, Inc. logo

Fairchild Financial Advisors, Inc.

193 Blue Ravine Road, Folsom, CA 95630
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  • Certified Financial Planner (CFP)

Fairchild Financial Advisors, Inc., caters to the residents of Lodi who need advice on wealth management. The firm works with individuals and reviews the state of their assets and life goals. It then formulates plans and monitors their implementation to make periodic adjustments as the client's circumstances change over time. President Steven Fairchild taught financial planning courses at UC Davis. He has been giving investment counsel for over three decades and has served former employees of Intel and Hewlett Packard.

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Gasber Financial Advisors, Inc. logo

Gasber Financial Advisors, Inc.

81 Blue Ravine Road, Suite 250, Folsom, CA 95630
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  • Estate Planning
  • Certified Financial Planner (CFP)

Gasber Financial Advisors, Inc., guides individuals in the Lodi metro to plan for their future. Since 1995, it has been offering financial planning and investment management services. Committed to securing the clients' financial goals, the firm assists them in understanding their current circumstances and implementing a personalized plan that meets their needs and interests. It also launched The GFA 401(k) Retirement Plan Solution. Founder Gerald E. Gasber is a Certified Financial Planner and a Certified Investment Management Analyst.

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Lucas Group Financial Planners Inc logo

Lucas Group Financial Planners Inc

1545 River Park Dr. Ste. 401, Sacramento, CA 95815
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  • Certified Financial Planner (CFP)

Lucas Group Financial Planner Inc. has been serving Lodi and its surrounding communities for more than 30 years. It provides fiduciary tax and investment advice and strategies for clients who want to achieve financial independence and security. Its team of professionals assists them in financial planning, wealth management, tax strategies, and 401(k) plans. The firm helps in navigating through financial road maps whether the situation involves building a foundation, enjoying earnings, or living on accumulation.

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Zeller Kern Wealth Advisors logo

Zeller Kern Wealth Advisors

11335 Gold Express Dr, Ste 155, Gold River, CA 95670
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  • Certified Financial Planner (CFP)

Zeller Kern Wealth Advisors is a financial advisory firm that has been serving Lodi and its surrounding communities since 2007. It offers a wide range of services for individuals, families, and businesses which include protecting sudden wealth, safeguarding assets, reducing the tax burden, business continuity planning, and short-term investments. The planning process involves open communication, investment management, and ongoing monitoring of the client's progress. Co-founder Steven E. Zeller has a background as a territory manager in a Fortune 500 consumer products company.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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