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Best Financial Advisors in Rocklin

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Abound Financial logo

Abound Financial

4180 Douglas Blvd., Suite 200, Granite Bay, CA 95746
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  • Certified Financial Planner (CFP)

Abound Financial serves the residents of Rocklin and the surrounding areas. The Granite Bay-based company provides financial advice to make retirement easier for clients. It understands their financial situations, reviews their goals, designs personalized financial plans or investment services, and routinely checks the strategies to accommodate their growing or fluctuating goals. David Laut, the firm's CEO, is a Certified Financial Planner who has been in the field for nearly 15 years serving families in the local community.

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Blue Oaks Financial logo

Blue Oaks Financial

5716 Lonetree Blvd. Suite 2, Rocklin, CA 95765
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  • Retirement Planning
  • Certified Financial Planner (CFP)

Blue Oaks Financial is a fiduciary wealth advising firm that helps Rocklin residents plan and prepare their finances for retirement. Its team of financial advisors provides consulting packages that cover retirement planning, real estate equity, debt reduction plan, and investment strategies. Their clients include mainly current and former educators of the California public school system. Ryan Burgess, the firm's managing director, has been in the financial services industry for over two decades and holds the Accredited Investment Fiduciary and Certified Financial Planner designations.

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Blueprint Financial and Insurance Services, LLC logo

Blueprint Financial and Insurance Services, LLC

2360 Professional Drive Suite 200, Roseville, CA 95661
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  • Retirement Planning

Blueprint Financial and Insurance Services, LLC, is a Roseville-based financial agency assisting individuals, families, and businesses in Rocklin and nearby metros. It provides personalized services that are tailored to the needs, wants, and long-term goals of its clients to build wealth, protect, and preserve their assets. Its services include life and health insurances, investment products and services, annuities, disability income insurances, and 401(k) plans. Its senior financial advisor and owner, Deron Allred, has been in the industry since 1987 and is a Certified Financial Planner.

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Hutchison Financial Group, Inc. logo

Hutchison Financial Group, Inc.

5 Sierragate Plaza Ste. 340, Roseville, CA 95678
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  • Private Wealth Advisor

Hutchison Financial Group, Inc., helps clients in Rocklin and nearby locations. Its team assists them in achieving their goals and minimizing risks by handling different aspects of their financial life, which include business, education, estate, insurance, retirement, and tax planning. It advises on inter-generational wealth transfer strategies and ways to manage charitable foundations and philanthropic activities. It also recommends common and alternative investments such as equities, ETFs, mutual funds, taxable and tax-exempt bonds, and UITs. Hutchison Financial Group was established in 1982.

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Legato Financial Divorce Planning logo

Legato Financial Divorce Planning

4240 Rocklin Road Ste. 6, Rocklin, CA 95677
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  • Certified Financial Planner (CFP)

Legato Financial Divorce Planning addresses the needs of clients in Rocklin and the surrounding areas. Its owner, Tony Owings, is a Certified Financial Planner who has been in the industry since 1994. As a CFDA, he handles financial-related matters in divorce cases. He is well-versed in composing an equitable counteroffer with supporting documentation to obtain a reasonable settlement. Owings also provides advice on valuing marital homes, assets, and debts and dividing pension and retirement accounts.

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Pinnacle Wealth Management, LLC logo

Pinnacle Wealth Management, LLC

2271 Lava Ridge Court Suite 200, Roseville, CA 95661
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  • Certified Financial Planner (CFP)

Pinnacle Wealth Management, LLC, is an independent company serving Rocklin and the surrounding areas. It caters to individuals, families, and business owners, helping them achieve financial protection through its asset management solutions. The company handles matters related to mutual and exchange-traded funds, stocks, and bonds. It also provides comprehensive financial and investment planning services. Additionally, it deals with equity, fixed-income, and alternative and global allocation issues. CEO Jack Zborralske holds the Accredited Investment Fiduciary designation.

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Smart Investor logo

Smart Investor

2130 Professional Drive Suite 190, Roseville, CA 95661
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Smart Investor has been providing wealth management solutions to communities like Rocklin since 2001. With the approach that involves focusing on what one can control, its advisors lead clients in their investment and financial planning goals. They look through documents like tax returns, pension statements, and life insurance policies to craft schemes for wealth accumulation and retirement. They also create diversified portfolios covering options like mutual funds. The firm holds a certification from the Centre for Fiduciary Excellence.

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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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