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Best Financial Advisors in Sacramento

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Sacramento, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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
––

Price: Free Consultation

Sacramento, CA

Why choose this provider?

Need help contacting a Financial Advisor in Sacramento? 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
3001 Douglas Blvd #142, Roseville, CA 95661
  • Private Wealth Advisor

Why choose this provider?

Strategic Wealth Legal Advisors P.C. provides financial solutions to clients in Sacramento and the surrounding areas. The company counsels clients on wealth management through estate, tax, and income tax planning services. It guides individuals and families in accomplishing real estate and retirement plans. It accepts requests for business planning, asset protection, and trust administration. Terry D. Wheeler heads the company through his expertise and experience in estate planning. He has been a part of the industry since 1987.

License Verified:

License: 2163092

Investment Adviser Public Disclosure Database, SEC

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 (2)

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
500 Capitol Mall, Sacramento, CA 95814
  • Certified Financial Planner (CFP)

Why choose this provider?

Towerpoint Wealth is an independent wealth management advisory firm that serves clients in Sacramento. The firm offers a variety of financial services that involves cash flow analysis, debt management, tax planning, and real estate counsel. It also delivers insurance solutions to life, health, and long-term care needs. President Joseph Eschleman has been in the financial industry for 21 years. He was also a regular guest for KXTV News10 where he talked about investment, financial, and economic matters.

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 (36)

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
555 University Avenue, Sacramento, CA 95825
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Young Wealth Management is a financial advising firm serving residents in Sacramento. The company offers various financial planning solutions covering areas such as insurance, tax, education, investment, retirement, and estate plans. Its financial advisors create financial plans to meet the needs of clients in different life situations, whether they are expecting an inheritance, preparing for retirement, recently divorced or widowed, or starting a family. Young Wealth Management operates as a fiduciary and adheres to standards set by NAPFA.

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
3741 Douglas Boulevard, Roseville, CA 95661
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Empyrion is a wealth management firm serving a small group of ultra high-net-worth individuals and families in Sacramento and the surrounding areas. It helps customers obtain financial security by providing a wide range of services, including financial planning and investment advice, collaborative estate and tax planning, education expense planning, and retirement income planning. Empyrion president and founder Kimberly Foss is a Certified Financial Planner and regularly shares her financial knowledge in various media outlets such as Fox News, Good Morning America, and CNBC.

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
1420 Rocky Ridge Drive, Roseville, CA 95661
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Capital Planning Advisors is a wealth advisory firm assisting clients in Sacramento. It offers an array of services, including wealth management and strategic insurance solutions. Additionally, the firm provides financial planning services and design, implementation, and management of retirement plans. Its partner and CEO, Jim Wilson, has been in the financial services industry for more than 27 years. He previously provided business management for high-net-worth individuals and professional athletes through his own business, Wilson Management.

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1450 Harbor Blvd., Ste. E, West Sacramento, CA 95691
  • Certified Financial Planner (CFP)

Why choose this provider?

Bradford Investment Services helps clients in Sacramento deal with their retirement and estate planning goals. The financial firm specializes in individual equities, in addition to exchange-traded and mutual funds. It assists clients in opening trust, retirement, and brokerage and investment accounts. It guides retirees with IRAs and 401 (k) plans. It helps clients save up for their children's college and educational funds and achieve a tax-free income. The owner, Chris Bradford, is a Certified Financial Planner.

License Verified:

License: 4572707

Investment Adviser Public Disclosure Database, SEC

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
333 University Avenue, Sacramento, CA 95825
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Archer Pointe provides solutions for the financial concerns of clients in Sacramento and the surrounding locations. The financial advisors at Archer Pointe use a team-based approach to achieve financial freedom in the future. They help clients create a structured financial plan through investment review, lifestyle and asset protection, and cash flow and estate planning. Additionally, they offer wealth management services, such as financial plan implementation assistance, investment management, and quarterly investment performance reporting. Its principal, Eugene K. Hsu, has been helping clients develop financial plans for over 22 years.

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
2180 Harvard Street, Sacramento, CA 95815
  • Certified Financial Planner (CFP)

Why choose this provider?

North Star Financial Partners is a consulting and advisory firm that offers its services to Sacramento and other nearby locations. The independent company provides financial plans tailored to its clients' current situation and long-term personal goals. After the plans' implementation, its team monitors and makes necessary adjustments for its customers. The firm also offers benefits consulting, estate planning, retirement planning, risk management, and investment management services. North Star Financial Partners has been in business for over a decade.

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)
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3455 American River Dr., Suite A, Sacramento, CA 95864
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

The Salvetti Group offers financial management solutions to clients in Sacramento and the surrounding areas. Its services include financial, tax, estate, and retirement planning, as well as asset allocation and management. Its staff also provides liability management, risk and cash flow analysis, trusted advisor coordination, and insurance coverage. The Salvetti Group's clients include retirees and pre-retirees, business owners, and executives. Its owners, Nick and AJ Salvetti, are both Certified Financial Planners and Chartered Retirement Planning Counselors.

License Verified:

License: 3041176

Investment Adviser Public Disclosure Database, SEC

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
1300 Ethan Way Suite 150, Sacramento, CA 95825
  • CDFA
  • CFS
  • Accredited Investment Fiduciaries

Why choose this provider?

Financial Network Wealth Advisors (FNWA) serves business owners in Sacramento and its surrounding areas. It offers securities and advisory services through Cetera Advisor Networks LLC. Its investment products include individual and group retirement, savings, and qualified tuition plans. The company also offers customized life, long-term care, and variable universal life insurance plans. From mortgage payments to tax savings, FNWA also provides money management strategies, such as saving, planning to pay lower taxes, and training employees for succession.

License Verified:

License: 2550457

Investment Adviser Public Disclosure Database, SEC

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

Website
6801 Five Star Boulevard Suite A, Rocklin, CA 95677
  • Certified Financial Planner (CFP)

Why choose this provider?

Delyon Wealth Management is a financial planning company that caters to clients in Sacramento. It examines the annual income and tax of its clients to determine possible returns and reduced expenses. It also checks on existing policies to find potential investment risks or problems. Current owner Nicolas Delyon is a second-generation CFP who offers direct financial consultation through e-mails and phone calls. His office's clientele includes incoming retirees, new parents, and testators of estate plans.

License Verified:

License: 5581557

Investment Adviser Public Disclosure Database, SEC

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
5854 Lonetree Boulevard, Rocklin, CA 95765
  • Certified Financial Planner (CFP)

Why choose this provider?

Atherton Wealth Advisors delivers financial solutions to individuals and families in Sacramento and the surrounding communities. The company proffers financial, investment, insurance, retirement, tax, and business planning services. Its financial planning programs include budgeting, cash flow analysis, risk management, and estate planning. It handles requests for rental property analysis and debt and mortgage management. Its financial advisors assist clients in managing wealth from fortune and income. Atherton Wealth Advisors operates with over 35 years of collective experience.

License Verified:

License: 4442556

Investment Adviser Public Disclosure Database, SEC

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
1425 River Park Drive, Sacramento, CA 95815
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Josh S. Albert is a financial advisor that serves the Sacramento area. He is a Certified Financial Planner, helping clients create a budget, build wealth, purchase homes, or fund children's education. Albert also guides clients in planning for their estate, businesses, retirement, and education funding. He also offers risk management services, which include life and disability insurance and long-term care. The financial advisor assists his clients throughout the planning process, equipping them with knowledge and insight to make informed decisions.

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 (9)
Google
5.0 / 5 (3)

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
1212 Suncast Lane, El Dorado Hills, CA 95762
  • Retirement Planning

Why choose this provider?

Rossi Financial Group assists Sacramento clients in making intelligent choices for their financial goals. The firm strives to understand its clients' goals in crafting an evidence-based framework for their financial plan. Its comprehensive planning includes tax strategy, investment management, and planning for college and retirement. The firm, moreover, assists in financially planning for life-changing events like marriage, divorce, and birth. Services for business succession are also available. The owner, Paul R. Rossi, is a Chartered Financial Analyst.

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
81 Blue Ravine Road, Folsom, CA 95630
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Gasber Financial Advisor, Inc. is one of the most trusted and respected financial advisor firms in Sacramento, Folsom, and the rest of the state. Established in 1995, the firm offers a variety of services including financial planning, investment management, and 401(k) services. With over five decades of combined experience, the team of financial advisors caters to a diverse group of clients in the three phases of the lifecycle which are the growth phase, the transition phase, and the maturity phase.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3626 Fair Oaks Boulevard, Sacramento, CA 95864
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Fulfilled Finances is a financial planning firm that serves clients in Sacramento. The firm helps clients in managing their cash flows, including income and debts. It also assists in designing and modifying investment portfolios that involve retirement and Social Security planning. In addition, it covers family-related matters that include estates, insurance, and future education services. The firm has been featured in CNBC and Fox News. Pamela Rodriguez has worked with numerous firms such as Wells Fargo Bank and Principal Financial Group before founding Fulfilled Finances.

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 (10)

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
1545 River Park Drive, Suite 375, Sacramento, CA 95815
  • Retirement Planning

Why choose this provider?

Tate has been serving clients in Sacramento and nearby areas since 1971. The company offers a variety of services, such as wealth management and personal financial planning. The firm handles investments policy reviews, performance evaluations, portfolio rebalancing analyses, and cash flow projections. Tate also provides tax consulting and compliance services, which include tax structuring and optimizing clients' retirement plans. The company serves family offices, corporate executives, and clients who are building their wealth portfolios.

License Verified:

License: 120938

Investment Adviser Public Disclosure Database, SEC

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

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.

  • Are financial advisors in Sacramento required to work with established firms?

    No. Financial advisors in Sacramento and other parts of California can choose to work as independent investment advisers. That said, they also have the option to register themselves as investment adviser representatives of financial firms that are already operating in the city or state. Either way, they must register with the Securities Regulation Division of the California Department of Corporations and the Securities and Exchange Commission.

  • Can a Sacramento-registered financial advisor work in other states?

    Yes, but with restrictions. Financial advisors registered in Sacramento or other parts of California are allowed to perform advisory business in other states without having to register there. However, this is limited to a maximum of four clients in any other single state. If they want to work with a fifth client, they must register as a financial advisor in that state.

  • Are there exams that financial advisors need to pass in Sacramento?

    Yes. The Securities Regulation Division of the California Department of Corporations and the Securities and Exchange Commission requires financial advisors to pass the Uniform Investment Adviser Law Examination (Series 65), the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). However, financial advisors in Sacramento who have certain professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), are exempted from these exams.

  • Are all financial advisors in Sacramento fiduciaries?

    No. There are no laws in Sacramento requiring all financial advisors to follow the fiduciary standard. Having the distinction of a fiduciary financial advisor is important because it means they are legally bound to prioritize the financial interests of their clients above all else—even their own—at all times.

  • Are Sacramento residents covered under the CalSavers Retirement Savings Program?

    Yes. The CalSavers Retirement Savings Program allows private-sector employers that do not offer a retirement plan to enroll their employees. Employers who have at least five employees living in Sacramento or other parts of the state are eligible. Participation in CalSavers is voluntary, so potential enrollees can consult a financial advisor to determine if CalSavers would be beneficial for their financial goals.

  • 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.