Best Financial Advisors in Manteca

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Last updated: October 1, 2022

Alfred E Ruiz

929 N Central Ave Ste A, Tracy, CA 95376

Certified Financial Planner (CFP)

Alfred E. Ruiz is an Ameriprise Financial private wealth advisor serving clients in Manteca. He helps individuals and families achieve their financial objectives through risk tolerance analysis, asset allocation, cash flow management, and estate and multi-generational planning. Ruiz also determines whether a 401(k) plan rollover matches clients' overall retirement savings strategy. He incorporates modern technology with Ameriprise Financial's more than 125 years of industry experience to offer financial advice and products, including insurance, annuities, and investments.

BBMP Wealth Management and Insurance Services

207 W. Oak St., Lodi, CA 95240

Estate Planning
Retirement Planning

BBMP Wealth Management and Insurance Services serves clients in the Manteca metro and nearby areas. It offers a wide range of services, from financial and retirement planning to wealth and risk management solutions. It also develops investment strategies for products like money market funds, mutual funds, stocks, and treasury bills. Michael Bellotti, one of the firm's partners, has been in the industry since 2007 and has held leadership roles with Northwestern Mutual for over 10 years.

Blackhawk Financial Advisors

4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506

Certified Financial Planner (CFP)

Blackhawk Financial Advisors is an independent boutique firm serving the Manteca area. It offers various services for individuals, entrepreneurs, businesses, and corporations. These include investment, tax, and estate planning. Its team also crafts financial plans for clients looking to prepare for retirement. The financial professionals advise clients on matters concerning annuities, 401(k)s, and life insurance. Blackhawk Financial Advisors limits its clientele to less than 100, allowing its advisors to develop deep relationships with each family, individual, or business.

Crosby Capital Advisors

1101 Sylvan Avenue Ste. B-2, Modesto, CA 95350

Certified Financial Planner (CFP)

Crosby Capital Advisors assist Manteca clients in making wise retirement decisions. Its advisors establish customers' goals for increasing and protecting income and wealth and devise tax-management strategies in order to maximize savings. The team also creates estate plans for clients to distribute their assets to beneficiaries and advises them on whether insurance products may protect their assets. Greg Crosby, a team member, has a CFP qualification and is a member of the Financial Planning Association. He also works as an investment advisor for FSC Securities Corporation.

Del Monte Group

75 Golden Meadow Lane, Alamo, CA 94507

Estate Planning
Certified Financial Planner (CFP)
Tax Planning

The Del Monte Group offers financial advice to individuals in the Manteca area. Its wealth management service provides a comprehensive plan that includes getting insurance, claiming social security, and setting up an estate to protect loved ones after the client's death. The company also helps manage investments and assists in planning for retirement with a sustainable income after leaving the workforce. Richard Del Monte, the firm's president, has been providing financial advice for more than 35 years.

Kemper CPA Group LLP Livermore

2117 Fourth Street, Livermore, CA 94550

Tax Preparation

Kemper CPA Group LLP Livermore is a financial services provider that serves individuals, families, and businesses from Manteca and the surrounding areas. Its staff of professionals holds designations such as Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant. The company's advisory services include wealth management, healthcare consulting and management, and retirement planning. The team also performs accounting and auditing, bookkeeping, and business consulting. Kemper CPA Group has been featured on INSIDE Public Accounting and Accounting Today.

Pring Turner

1600 S. Main Street, #375, Walnut Creek, CA 94596

Retirement Planning

Pring Turner assists Manteca residents in making investment decisions that will prepare them for their desired retirement lifestyle. Its advisors assist in the creation of personalized investment portfolios that include bonds and stocks. They address retirement planning issues such as how much money to save, when to take social security, and how to deal with tax implications. Martin J. Pring, the co-founder, wrote "Technical Analysis Explained," which is required reading for anyone wishing to obtain the CMT designation.

Saranap Wealth Advisors

777 N California Blvd STE 300, Walnut Creek, CA 94596

Estate Planning
Retirement Planning
Tax Planning

Founded in 1998, Saranap Wealth Advisors serves Manteca. It offers planning assistance to help individuals and families build a financially secure future. Its process involves determining clients’ goals and recommending money-saving strategies to achieve them. It also advises people on investments and insurance to grow their wealth and protect them from financial risks. The firm’s financial planner, John F. Knolle, worked as a subadvisor for WisdomTree Investments, where he managed ETFs.

Veraz Advisors

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583

Certified Financial Planner (CFP)
Retirement Planning

Veraz Advisors has been serving clients in Manteca and its surrounding areas since 2011. It offers a wide range of financial and investment advisory services, from creating business plans and financial management to consultation and quarterly review. It also provides retirement income analysis, cash flow planning, and life insurance audit. The firm is led by Stephen Stanton, an insurance advisor and a certified college funding specialist, who has been working in the industry since 2003.

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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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