Laurels

Best Financial Advisors in Santa Clarita
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Clarita Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 45 29 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Jolley Financial

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

Based in Valencia, Jolley Financial Group serves individuals, families, and businesses in the Santa Clarita area. It offers investment, insurance, and risk management, asset allocation, and portfolio construction. It also assists with college, retirement, and estate planning. It educates clients to enable them to make informed decisions. Its founder, Clark Jolley, has more than 30 years of experience as a financial planner. He hosts the Business Channel TV show on finance. He has made speeches about international investing, fear and greed, and successful money management.

25419 Los Altos Drive
Santa Clarita, CA 91355

Website

Wealth Planning Group

  • Certified Financial Planner (CFP)

Wealth Planning Group handles wealth management, financial planning, insurance services, and legacy planning for clients in Santa Clarita. It helps pre-retirees and retirees, entertainment professionals, business owners, and executives with their investments, taxes, estates, and retirement plans. The firm's co-founder and one of its principals, Chris Verbeck, has been in the financial services industry for 18 years and has been a Certified Financial Planner since 2002. He is a member of the Financial Planning Association.

25152 Springfield Court
Santa Clarita, CA 91355

Website

Wrong city? Here are some nearby places: