Best Financial Advisors in Roseville 2022
We scored 45 Financial Advisors in Roseville and Picked the Top 16
Here are the Picks:
SmartAdvisor by SmartAssetFeatured
Abound Financial
Atherton Wealth Advisors
Better Financial Education
Blue Oaks Financial
Capital Planning Advisors
Conklin Financial Planning
Empyrion Wealth Management
Fox Hill Financial & Insurance Services, Inc.
Grecu Capital Management, Inc
Parkshore Wealth Management
Peak Financial Freedom Group
Strategic Wealth Legal Advisors P.C.
Sullivan Wealth Management Group
Sutter Wealth Management
Tridea Advisors
SmartAdvisor by SmartAssetFEATURED
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.
Abound Financial
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
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
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
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
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
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
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.
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.
Grecu Capital Management, Inc
Grecu Capital Management, Inc., is an independent financial advisory firm that has been serving individuals, families, and businesses in Roseville and the surrounding areas since 2002. Its services include customized investment portfolios creation, estate planning advice, insurance strategies, risk mitigation analysis, and tax liabilities minimization. It also offers investment and wealth management and retirement planning. Lex Grecu, the president, is a member of the National Association of Personal Financial Advisors. He holds the Certified Financial Planner and Chartered Financial Analyst designations.
Parkshore Wealth Management
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
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.
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
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
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
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.