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Best Financial Advisors in Rancho Cucamonga

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Rancho Cucamonga, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement 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
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Price: Free Consultation

Rancho Cucamonga, CA

Why choose this provider?

Need help contacting a Financial Advisor in Rancho Cucamonga? 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
3400 Inland Empire, Suite 100, Ontario, CA 91764
  • Certified Financial Planner (CFP)

Why choose this provider?

Falcon Wealth is a financial planning firm that serves clients in Rancho Cucamonga and the neighboring areas. The firm assists clients in analyzing their cash flows and pensions and generating income through retirement and investment management. In addition, it educates business owners on their current tax situations and recommends strategies to minimize taxes. It also handles insurance, real estate, and college planning solutions. Owner Gabriel Shahin is a Certified Financial Planner and has been in the industry since 2003.

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 (134)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
8885 Haven Avenue, Rancho Cucamonga, CA 91730
  • Certified Financial Planner (CFP)

Why choose this provider?

Retirement. Plan. Advice. Wealth Management is a fiduciary financial planning firm headquartered in Rancho Cucamonga. It offers personalized investment and financial strategies using goal-based solutions and technology. The firm serves pre-retirees through retirement planning services that cover cash flow, Social Security income, distributions, and taxes. It also assists small business owners in managing their personal and business wealth to achieve their financial goals. One of the firm's financial advisors, Matthew Theal, is a Certified Financial Planner.

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)

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
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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.

  • Are all investment advisors in Rancho Cucamonga registered with FINRA?

    No, not every investment advisor in Rancho Cucamonga is registered with FINRA. Legitimate investment professionals, including registered representatives, investment advisors, and insurance agents, must acquire licenses from FINRA, the SEC, or the relevant state securities or insurance regulator to legally sell financial products. It is crucial to verify the licensing status of any investment advisor you intend to work with. If they claim to be unlicensed, it is recommended to avoid conducting any transactions with them.

  • Can you hire a financial advisor in Rancho Cucamonga on a fee-only basis?

    Yes, you can find fee-only financial advisors in Rancho Cucamonga. Financial advisors who charge on a fee-only basis receive compensation based on a fixed rate for the services they offer rather than earning commissions from selling or trading financial products. Opting for a fee-only advisor offer several advantages, including transparency in fees, the absence of hidden charges, and the elimination of conflicts of interest associated with promoting specific product lines or offerings from particular companies.

  • What is the difference between a CFP and a CFA in Rancho Cucamonga?

    In Rancho Cucamonga, the main difference between CFAs and CFPs is their focus and expertise. CFAs specialize in investment-related services and financial analytics, while CFPs specialize in comprehensive financial planning for individuals. CFAs also assist clients with investments and asset allocation, while CFPs help with broader financial planning aspects such as tax, estate planning, retirement, and insurance.

  • Are financial advisors in Rancho Cucamonga fiduciaries?

    In Rancho Cucamonga, it is not a requirement for all financial advisors to be fiduciaries. However, some professional fiduciaries offer financial management services, including tasks like bill paying and estate and investment management. These fiduciaries are held to a separate Code of Ethics, which sets professional guidelines to ensure they make decisions in the best interests and safeguard their clients' personal information.

  • Can financial advisors in Rancho Cucamonga guarantee investment returns?

    Financial advisors in Rancho Cucamonga are not allowed to guarantee investment returns. It is also prohibited for them to make precise predictions about prices or assure clients they would not experience any losses. No one can guarantee profitable outcomes from investments. However, by gaining knowledge about saving and investing, implementing a well-thought-out plan, and creating a money management plan, individuals can work towards achieving financial security.

  • 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.