Best Financial Advisors in Pittsburg

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2855 Mitchell Drive, Suite 203, Walnut Creek, CA 94598
Walnut Creek, CA 94598
  • Certified Financial Planner (CFP)

Since 1993, Arbor Wealth Management has been guiding individuals, families, and businesses in Pittsburgh and neighboring areas through their financial journey. The firm provides financial planning, investment management, and insurance services. Its financial advisors have access to alternative investments, including managed futures, non-traded REITs, MLPs, and Business Development Companies. Other options for investing include Biblically Responsible Investing and ESG or investing for a cause. Founder Steve Aguiar has been in the financial services industry for 30 years.

2855 Mitchell Drive, Suite 203, Walnut Creek, CA 94598
Walnut Creek, CA 94598

Website(925) 947-0900

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1390 Willow Pass Road Suite 900, Concord, CA 94520
Concord, CA 94520
  • Tax Planning
  • Retirement Planning

For almost two decades, Aya Wealth has been helping individuals, families, and business owners in Pittsburg and the surrounding areas achieve their financial goals. Its financial advisors assist retired persons or those approaching retirement in the areas of investments, financial planning, and insurance. They deal with various types of financial plans, including college, estate, profit sharing, and 401 (k). From planning to execution to follow-up, they work closely with clients. Aya Wealth is a daughter company of Cetera Financial Group.

1390 Willow Pass Road Suite 900, Concord, CA 94520
Concord, CA 94520

Website(503) 515-3875

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1111 Broadway 16th Floor, Oakland, CA 94607
Oakland, CA 94607
  • Certified Financial Planner (CFP)

Bell Investment Advisors provides financial strategies to people throughout Pittsburg. It offers financial planning, investment management, career coaching, and social impact investing services. A significant portion of the company's portfolio utilizes no-load mutual funds and EFTs, giving it maximum liquidity and flexibility, while also serving as a fiduciary for its clients. James Bell, a Certified Financial Planner, founded the company in 1991 with his late wife. He has also participated in LEIP and appeared in media programs like CNN Financial News and CNBC.

1111 Broadway 16th Floor, Oakland, CA 94607
Oakland, CA 94607

Website(510) 433-1066

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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.

Online Profiles:

1 (Good)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

The Del Monte Group has been working with clients in Pittsburg since 1985. Its financial advisors help individuals manage their wealth so that they can attain current and future goals. They provide advice on claiming social security, setting up estates, and choosing insurance policies. The company also helps create investment portfolios that suit a client's risk tolerance. Co-founder Richard Del Monte is a Certified Financial Planner and the author of "Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family."

75 Golden Meadow Lane, Alamo, CA 94507
Alamo, CA 94507

InstagramWebsite(925) 736-6410

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1053 Sunvalley Blvd, Concord, CA 94520
Concord, CA 94520
  • Certified Financial Planner (CFP)

DJ Chan is a Merrill financial solutions advisor who helps individuals and families in Pittsburg achieve their goals. He develops investment strategies and portfolios based on their needs and risk attitude. Chan and his team assist clients with tools and solutions so that they can manage their finances, plan for retirement and future health care, and build wealth for their families. Chan is also licensed to do business in Arizona, Nevada, Florida, and Texas.

1053 Sunvalley Blvd, Concord, CA 94520
Concord, CA 94520

Website(707) 205-3947

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600 California St., 11th Floor, San Francisco, CA 94108
San Francisco, CA 94108
  • Certified Financial Planner (CFP)

Financial Zen is an independent firm serving clients in the Pittsburg area. It provides various financial planning programs to optimize wealth and help with early retirement. It has a foundations program and a mastery program that include coaching calls and proprietary tools for wealth management. Investment management services are also available. Financial Zen has a team of Certified Financial Planner and CRPC professionals with more than 14 years of industry expertise. It is a member of the NAPFA and the XY Planning Network.

600 California St., 11th Floor, San Francisco, CA 94108
San Francisco, CA 94108

Website(415) 792-0345

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

318 Diablo Road, Suite 260, Danville, CA 94526
Danville, CA 94526
  • Certified Financial Planner (CFP)

Fullerton Advisors offers financial planning services to individuals and families in the Pittsburg metro. It works with customers to determine their objectives and analyze their current situation. The company helps clients plan and implement a financial strategy that integrates the various aspects of their finances. It also develops an investment strategy based on the customer's income needs, family dynamics, time horizon, and risk tolerance. Nick Fullerton, the founder of Fullerton Advisors, is a CFP and a member of the Financial Planning Association.

318 Diablo Road, Suite 260, Danville, CA 94526
Danville, CA 94526

Website(925) 480-7018

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370 Diablo Road, Suite 201, Danville, CA 94526
Danville, CA 94526
  • Certified Financial Planner (CFP)

Herrmann & Cooke has been serving Pittsburg clients for more than 30 years. It provides a wide range of services, including financial, retirement, and estate planning, as well as investment management. It also offers partnership buy-and-sell agreements, ownership structuring, and succession planning. The firm is led by David P. Herrmann, who is also the chief financial officer for Micro Business Mentors and a former vice-chairman of the National Association of Securities Dealers' District Business Conduct Committee.

370 Diablo Road, Suite 201, Danville, CA 94526
Danville, CA 94526

Website(925) 831-0200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1383 South Main Street, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Index Gurus, Inc., is an independent advisory firm that helps professionals, individuals, business owners, and families in Pittsburg. It guides clients in investing and asset allocation, risk management, and legacy building. Its analysts take a concierge-style approach to financial planning that involves assessment, tax liability analysis, and cash flow management. The firm was established by Faruk Jaffer, a CFP and ChFC, in 2004. He teaches financial planning at UCSC. Jaffer is a member of the Financial Planning Association and the American Red Cross.

1383 South Main Street, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 354-1090

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

51 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2255 Contra Costa Boulevard, Suite 207, Pleasant Hill, CA 94523
Pleasant Hill, CA 94523
  • Certified Financial Planner (CFP)
  • Tax Planning

Pathwise is a financial planning firm serving individuals and families in Pittsburg. It offers comprehensive advice on risk management, retirement planning, estate planning, income tax planning, and withdrawal strategies. The firm assists with investment management, helping diversify assets and construct disciplined portfolios for private equity, publicly traded investments, and real estate. It also works with small businesses looking to evaluate corporate structure and analyze cash flow. Pathwise's co-founder, Arek Puzia, is a Certified Financial Planner and an active certified public accountant.

2255 Contra Costa Boulevard, Suite 207, Pleasant Hill, CA 94523
Pleasant Hill, CA 94523

Website(925) 939-5607

Show Number
475 14th Street, Suite 1200, Oakland, CA 94612
Oakland, CA 94612
  • Certified Financial Planner (CFP)

Rina is a wealth management advisory firm serving the people of Pittsburg and the nearby areas. It provides clients with financial guidance and services, including investment management, insurance and estate planning, retirement income planning, and 401(k) plan consulting. Roshan Weeramantry, the director and Investment Advisor Representative of Rina, brings his expertise to the company to help it reach its long-standing vision of bringing a more holistic approach to its services. Weeramantry graduated with a bachelor's degree in Finance in 1999.

475 14th Street, Suite 1200, Oakland, CA 94612
Oakland, CA 94612

Website(510) 893-6908

Show Number
57 Post Street Suite 713, San Francisco, CA 94104
San Francisco, CA 94104
  • Certified Financial Planner (CFP)

Robert J. Eldred, CFP, caters to individuals and small business owners in Pittsburg and the surrounding areas. The company helps clients understand how their individual financial decisions impact their overall financial success and then creates integrated strategies that take into account the interconnectedness of their financial activities. It also customizes and manages investment portfolios designed to help clients pursue short- and long-term investment goals. Principal Robert J. Eldred has been a financial advisor since 1991.

57 Post Street Suite 713, San Francisco, CA 94104
San Francisco, CA 94104

Website(415) 575-6626

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2033 North Main Street Suite 800, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

The Olin Financial Group provides services to individuals and families in Pittsburg. Its financial advisory services include retirement planning, asset management, 401k distribution strategies, Social Security techniques, and estate investment planning. Its overall financial planning offers the flexibility to adjust through major life events, like getting married or inheriting assets. Founding member Lawrence C. Olin is a Certified Financial Planner and has been recognized by the National Association of Board Certified Advisory Practices as one of the Bay Area’s Premier Wealth Advisors for three consecutive years.

2033 North Main Street Suite 800, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 746-7277

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

165 Lennon Lane, Suite #200, Walnut Creek, CA 94598
Walnut Creek, CA 94598
  • Private Wealth Advisor
  • Retirement Planning

Thomas Doll is a financial services firm that serves physicians, dentists, and medical professionals in Pittsburg and the surrounding locations. It specializes in various services, including wealth management, retirement plan solutions, income tax planning, and practice accounting. It offers clients personalized payroll and practice creation and transition services. Thomas Doll has more than four decades of industry experience and combines the advantages of tax preparation with internal control and anti-embezzlement processes to improve the business success of its clients.

165 Lennon Lane, Suite #200, Walnut Creek, CA 94598
Walnut Creek, CA 94598

Website(877) 939-2500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
San Ramon, CA 94583
  • Certified Financial Planner (CFP)

Veraz Advisors is a financial management firm that caters to clients in Pittsburg and the surrounding areas. The firm navigates clients in various areas of their financial life, which includes advising in managing the client's wealth, growing their business, planning for retirement, and funding a college education. One of its founders, Stephen Stanton, has been in the financial industry since 2003. He is also a certified college funding specialist and has worked with small businesses and start-ups to design financial plans.

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

Website(925) 309-5535

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2033 N. Main Street, Suite 1060, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Yoder Wealth Management is an independent family office serving individuals, entrepreneurs, and retirees in the Pittsburg area. It offers financial planning solutions for clients looking to minimize income and estate taxes and continue growing wealth. The firm assists with equity compensation, wealth transfer, charitable giving, and financial optimization. Yoder Wealth Management was featured on Forbes and Nasdaq. Its co-founder, Michael D. Yoder, is a CFP and CRPS professional with over 20 years of industry experience.

2033 N. Main Street, Suite 1060, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 691-5600

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 Pringle Ave., Suite 400, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)
  • Retirement Planning

ZRC Wealth Management offers financial advisory services in Pittsburg. The fiduciary firm provides solutions to various aspects of clients' financial lives, including specific goals, timelines, income and liquidity requirements, and risk tolerance. It also assists those who want to consider investing in environmental, social, and corporate governance. Additionally, the company advises current and retired attorneys in protecting their assets. Managing partner Barry N. Mendelson is a Certified Financial Planner and served as president of the Financial Planning Association of the East Bay Chapter.

200 Pringle Ave., Suite 400, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 962-5600

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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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