Best Financial Advisors in Roseville

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Last updated: September 27, 2022

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SmartAdvisor by SmartAsset

Roseville, CA

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.

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Abound Financial

4180 Douglas Boulevard, Granite Bay, CA 95746

Estate Planning
Certified Financial Planner (CFP)
Tax Planning

Abound Financial is a wealth management company that has been serving local families in the Roseville metro for over 20 years. It offers various financial planning services, including cash flow projections, income tax planning, retirement assessment, and insurance. Financial advisors can personalize the planning and investment services to match the clients' requirements. It also provides a step-by-step guide to retirement planning and financial management. Abound Financial is partnered with LPL Financial and The Wealth Consulting Group.

Atherton Wealth Advisors

5854 Lonetree Boulevard, Rocklin, CA 95765

Tax Planning

Atherton Wealth Advisors is a family-owned firm serving clients in Roseville and nearby areas. With more than three decades of combined experience, it offers financial planning services covering personal, family, health, and social aspects of clients’ lives. These include cash flow analysis, college planning, debt management, and estate planning. The firm also assists with business and insurance plans. Its other services include retirement and tax planning. Its president, Richard Gootee, has a Certified Financial Planner designation and is an advisory affiliate of Cetera Advisor Networks LLC.

Better Financial Education

300 Harding Boulevard, Roseville, CA 95678

Certified Financial Planner (CFP)

Better Financial Education serves clients in Roseville. The firm guides clients in areas such as asset allocation, investment, and tax management. It subscribes to the financial planning process developed by the CFP® Board of Standards to assist clients in determining financial goals. Better Financial Education's owner, Larry Frank Sr., is a Certified Financial Planner and the author of Wealth Odyssey. He is also a registered financial adviser at the NAPFA.

Blue Oaks Financial

5716 Lonetree Blvd. Suite 2, Rocklin, CA 95765

Certified Financial Planner (CFP)

Blue Oaks Financial assists residents in Roseville with their financial concerns. The firm's financial consultations help clients improve their credit scores, create a sustainable budget, map out a pathway to debt reduction, and plan for retirement. It also offers investment management for clients who want to build their portfolios. Managing Director Ryan Burgess has worked in the financial industry for almost 20 years and is currently a member of The National Association of Personal Financial Advisors.

Capital Planning Advisors

1420 Rocky Ridge Drive, Roseville, CA 95661

Estate Planning
Retirement Planning
Tax Planning

Capital Planning Advisors is a wealth advisory firm that caters to families, individuals, and businesses in Roseville. It offers a range of services, including wealth management and strategic insurance solutions. The firm also provides design, implementation, and management of retirement plans and financial planning services. Its partner and CEO, Jim Wilson, has been in the financial services industry for more than 27 years. He provided business management for high-net-worth individuals and professional athletes for more than 17 years through his own business, Wilson Management.

Conklin Financial Planning

1801 Eureka Road, Roseville, CA 95661

Retirement Planning

Conklin Financial Planning is an independent firm that provides unbiased and objective advice for clients based in Roseville. It comprises professionals who help in financial planning that involves taxes, insurances, college funds, and retirement and estate planning. The team selects the right investment products that meet the goals and needs of clients. Some of the services offered are insurance need and analysis, cash flow management, long-term care planning, portfolio design and asset allocation, real estate investing.

Empyrion Wealth Management

3741 Douglas Boulevard, Roseville, CA 95661

Estate Planning

Empyrion Wealth Management is a financial advisory business that caters to clients in Roseville and neighboring communities. Its services cover collaborative estate and tax planning, education expenses and planning, and retirement income and withdrawal strategies. In addition, it offers business succession planning, cash flow management, and multigenerational wealth transfers. Founder Kimberly Foss holds several designations, including Certified Financial Planner and Certified Private Wealth Advisor. She is also a member of the Financial Planning Association.

Fox Hill Financial & Insurance Services, Inc.

2540 Douglas Boulevard, Roseville, CA 95661

Certified Financial Planner (CFP)

Fox Hill Financial & Insurance Services, Inc., is a financial advisory firm serving families and businesses in Roseville. It offers an array of services that include retirement planning, retirement planning, wealth accumulation, and business continuation and exit planning. The financial advisors from the firm have more than 55 years of combined financial planning experience. President and owner, Russell Trumm, boasts 35 years of experience in the field of business planning. He was personally trained by IRA specialist Ed Slott.

Parkshore Wealth Management

3007 Douglas Boulevard, Roseville, CA 95661

Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

Parkshore Wealth Management is an independent, family-owned financial planning firm. It serves individuals and families in Roseville and the surrounding areas. For more than three decades, the fiduciary firm has been offering a comprehensive array of services, including investment management, financial and tax planning, and portfolio diversification. It provides tailored planning and services to meet clients' financial needs and goals. Parkshore Wealth Management is a member of the National Association of Personal Financial Advisors.

Peak Financial Freedom Group

2520 Douglas Boulevard, Roseville, CA 95661

Certified Financial Planner (CFP)

Peak Financial Freedom Group is a Roseville-based financial advisory firm with a team that has more than 50 years of combined experience in the industry. It specializes in helping retirees and pre-retirees grow their assets to ensure they have dependable and predictable income for the rest of their lives. The services it provides include income planning, portfolio risk management, asset fee control, income tax management, and legacy planning. Its founders, Dan Ahmad and Jim Files, host local radio and television shows to educate the public on financial management.

Strategic Wealth Legal Advisors P.C.

3001 Douglas Boulevard, Roseville, CA 95661

Estate Planning
Tax Planning

Strategic Wealth Legal Advisors P.C. has been providing personalized financial services to clients in Roseville and the surrounding areas for over two decades. It caters to a diverse market for a wide range of services, including guardianship plans for families that cover education, assets, and goals of children and business plans that involve protection from lawsuits. It also handles tax planning and asset protection for estate owners. One of the firm's advisors, Terry Wheeler, has been in the industry since 1997.

Sullivan Wealth Management Group

3721 Douglas Boulevard, Roseville, CA 95661

Certified Financial Planner (CFP)
Retirement Planning

Sullivan Wealth Management Group is a financial advisory firm that caters to clients in Roseville and the surrounding areas. It provides a wide array of services, including benefits and insurance consulting, cash management and lending, college savings, estate and financial planning, and investment management. It also offers annuities, life insurance products, and mutual funds. Brad Sullivan, the firm's senior wealth advisor, is a Certified Financial Planner with more than 17 years of experience in the industry.

Sutter Wealth Management

3500 Douglas Boulevard, Roseville, CA 95661

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Sutter Wealth Management provides comprehensive wealth management services in Roseville. It creates financial solutions for different kinds of clients, including retirees, investors, business owners, and real estate professionals. Its services include financial planning, cash management, tax guidance, and retirement and estate planning. The firm also guides clients on portfolios containing stocks of upcoming tech companies. Sutter Wealth Management gives back to the community by supporting the Placer County Boys and Girls Club.

Tridea Advisors

1013 Galleria Boulevard, Roseville, CA 95678

Certified Financial Planner (CFP)
Retirement Planning

Tridea Advisors provides individualized financial management assistance to individuals, institutions, and retirement professionals in Roseville. The firm's team-based approach caters to a wide array of distinct concerns, such as financial blueprints, Social Security evaluation, brokerage services, investment guidance, retirement planning, and estate planning. In addition to individualized planning, its advisors also provide full-service risk analysis and monitoring and follow-up consultations. One of the firm's advisors and accountant, Gary Mitchell, has experience as a principal financial chief officer in a full-service commercial real estate management firm.

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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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