Expertise.com
2024

Last updated:

Best Financial Advisors in Redding

Our Recommended Top 8

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

28

Reviewed

20

Curated

8

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Redding, CA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial 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

Redding, CA

Why choose this provider?

Need help contacting a Financial Advisor in Redding? 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
2520 Goodwater Ave b, Redding, Ca 96002
  • Finance Planning
  • CFA Charterholder

Why choose this provider?

Ric Komarek is a Certified Financial Planner that collaborates with his Redding-based clients in working toward a healthier financial life. Applying his knowledge in investment and financial planning since 2007, he advises his clients to seek long-term security through smarter financial choices. He also designs customized financial plans that protect his clients' assets and focus on gaining a sustainable stream of income. Ric Komarek imparts his industry knowledge as a co-host of the radio show Retirement Lifestyles.

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
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (2)

Website
1800 Pine St. Suite A, Redding, CA 96001
  • Certified Financial Planner (CFP)

Why choose this provider?

Woven provides financial planning and wealth management services to the Redding metro. Founded by Aaron Hatch, a Certified Financial Planner, the company offers The Woven Road Map, a financial plan that helps clients handle cash flow, save money, and plan for taxes. Hatch and his team also assist in investment management by developing strategies based on client goals and risk tolerance. Hatch is actively involved in the community. He served on the board of the Catalyst Redding Young Professionals.

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

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
––

Website
457 Knollcrest Dr., Suite 130, Redding, CA 96002
  • Financial Planning

Why choose this provider?

The Wealth Consulting Group offers advice to clients in the Redding metro regarding their finances. The advising group works with clients to create comprehensive financial plans that include investment and risk management. Its advisors regularly review wealth plans to ensure that clients are maintaining their financial standing. Financial advising services are available for both private clients and corporate groups. The Wealth Consulting Group has been giving financial advice since 1995 and is partnered with LPL Financial.

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
Facebook
5.0 / 5 (28)
Google
5.0 / 5 (2)

Website
3011 Victor Avenue, Redding, CA 96002
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

American Financial Advisors Inc. is a Redding-based company that assists individuals and their families in developing financial plans aimed towards goals such as retirement and education. Its financial advisors help clients utilize personal spending budgets and long-term investments like 401(k) plans, helping them save money and improve their revenue stream. They also assist individuals in updating their current financial plans and goals according to their circumstances. Founder Parrish Malson is a Certified Financial Planner and an Accredited Investment Fiduciary.

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
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1915 Bembow Drive, Redding, CA 96002
  • Retirement Planning
  • Financial Planning

Why choose this provider?

The Advice Center Wealth Management is a firm serving Redding and surrounding communities. It guides individuals, families, and businesses in the processes of developing financial plans, investment management, life insurance, long-term care, securities, and tax preparation and reduction. Its Certified Financial Planner, Tom J Wood, assists high-net-worth individuals and small businesses in achieving their financial goals. He utilizes more than 20 years of business experience in helping clients navigate through the planning process. He served as host of the radio program called "Money Talk".

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1600 Victor Avenue, Redding, CA 96003
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Serving clients in Redding, Forcella Wealth Management provides financial planning, retirement planning, and wealth management services. It has been guiding individuals, families, and businesses in achieving their financial objectives since 2004. Its advisors work with their clients in developing asset protection, investment management, and tax management strategies. They also provide assistance in education funding, and disability and life insurance reviews. One of its financial planners, Geoff V. Forcella, is a Certified Financial Planner and a Chartered Life Underwriter.

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

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

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.

  • What should people in Redding know when deciding between a financial planner and a wealth manager?

    Individuals in Redding should understand the roles of a financial planner and a wealth manager before deciding whom to hire. Financial planners primarily deal with life-centered financial goals, including budgeting, college funds, and retirement plans. Conversely, wealth managers take a more all-encompassing approach, handling matters such as investment counsel, risk scrutiny, tax plans, and estate strategies. Each offers distinct value, making it important to know their scopes to achieve one's financial objectives.

  • Why is financial planning important for lawyers in Redding?

    Navigating financial complexities is crucial for Redding-based lawyers, particularly those with partnership status. They are often burdened by substantial education loans and face distinct financial aspects, such as business taxes and liquidity. As their legal careers advance, so do their financial considerations, requiring tailored financial strategies. Support from a financial planner can help alleviate the pressures inherent in their demanding profession. Effective financial planning aids them in managing these intricate issues, paving the way for enhanced financial security.

  • What strategies should freelancers in Redding employ to ensure their future financial security?

    Self-employed professionals in Redding should commit to systematically setting aside funds for retirement and unforeseen events, acknowledging the unstable nature of freelancing. They need to evaluate their financial needs post-retirement, keeping lifestyle preferences and present earnings in mind. Obtaining insurance policies to protect against life, health, and disability contingencies is essential. Moreover, they should diversify their investment portfolio to mitigate risks.

  • How does establishing a budget benefit the residents of Redding in terms of personal financial management?

    For residents of Redding, establishing a budget serves as a roadmap for personal financial management. It permits the identification of expendable costs and saving opportunities. Providing a detailed view of earnings and outgoings, it guides well-informed choices on spending and savings. Furthermore, budgeting assists individuals in ranking their financial goals and appropriately allocating resources. It also acts as a preventive mechanism against excessive spending and potential debt accumulation.

  • What are annuities, and what protections are in place in Redding against potential fraud?

    Annuities are financial products providing recurring income for a specified timeframe or one's entire life, serving as a potent financial strategy, especially for healthcare costs. To shield consumers in Redding from potential annuity fraud, California's Department of Insurance, in conjunction with the Assembly Budget Committee, established the Annuity Adequacy Bill, AB 689. This legislation ensures that annuity sales are suitable by obliging insurance companies to scrutinize various aspects such as the customer's income, age, and financial aspirations.

  • 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.