Expertise.com

2024

Last updated:

Best Financial Advisors in Roseville

Our Recommended Top 16

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

45Reviewed

33Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Roseville, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Roseville, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Roseville? 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.

1013 Galleria Boulevard, Roseville, CA 95678

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

5854 Lonetree Boulevard, Rocklin, CA 95765

Expertise.com Rating

Why choose this provider?

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.

  • Tax Planning

2520 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Yelp
4.0 (16)
Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4180 Douglas Boulevard, Granite Bay, CA 95746

Expertise.com Rating

Review Sources

Google
5.0 (9)
Yelp
5.0 (8)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

3500 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3741 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning

3001 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning

Attorney Information

Attorney NameBar StatusExperience
Terry Wheeler - PartnerActive28 yrs

1801 Eureka Road, Roseville, CA 95661

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

5716 Lonetree Blvd. Suite 2, Rocklin, CA 95765

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1420 Rocky Ridge Drive, Roseville, CA 95661

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2540 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Facebook
5.0 (14)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3007 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
5.0 (18)
Yelp
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

300 Harding Boulevard, Roseville, CA 95678

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3721 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Yelp
4.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

FAQs

  • 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 are the membership standards for a NAPFA-registered Roseville financial advisor?

    Membership standards for NAPFA-registered Roseville financial advisors include the following:

    • they are fee-only and cannot receive compensation such as commissions, awards, rebates, finder’s fees, or bonuses;
    • they may not be employed by or own any interest in financial services firms that give commissions and other compensation;
    • they abide by NAPFA’s bylaws, standards of affiliation and membership, and code of ethics as well as state and federal regulations.
  • How does a Roseville fee-only financial planner differ from a fee-based one?

    A Roseville fee-only financial planner differs from a fee-based one by how much clients pay. Fee-only advisors are paid by clients for the service they receive, and the process is transparent and straightforward. They have the fiduciary responsibility of serving the best interests of their clients exclusively. Fee-based advisors, on the other hand, are paid by the client, while at the same time, they also get commissions for the products that the client purchases.

  • How can Roseville residents boost their savings?

    As a Roseville resident, you can boost your savings by taking advantage of an employer’s matching of your savings contribution. Also, increase savings by one percent per year to achieve a 15 percent rate in 10 years without effort. Explore workplace opportunities such as employee stock purchase and ownership plans and profit-sharing plans. Put savings in tax-deferred retirement accounts. Finally, use a credit card with cashback that directly deposits to your retirement account.

  • What education expenses in Roseville can a 529 plan pay for?

    Certain education expenses in Roseville are qualified to be paid by a 529 plan. For post-secondary educational institutions, they can be tuition, fees, supplies, books, peripheral equipment, computers, room and board, and special needs expenses connected with attendance and enrollment. For K-12 considerations, a maximum of $10,000 in tuition expenses per year is qualified.

  • Is there a difference between a Roseville wealth manager and financial advisor?

    While clients often typically interchange the meaning and function of wealth managers and financial advisors, there are differences between the two. Wealth managers take into consideration the overall short-, intermediate-, and long-term financial goals of their clients and offer a comprehensive wealth management strategy. The wealth management profession combines skills, knowledge, trust, and experience. In contrast, typical financial brokers and advisors often focus on commission-based services and products.

  • 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.