Best Financial Advisors in Santa Cruz 2022
We scored 20 Financial Advisors in Santa Cruz and Picked the Top 6
Here are the Picks:
Burroughs-Braley-Alibrandi Wealth Management
Burroughs-Braley-Alibrandi Wealth Management offers financial planning solutions to clients in Santa Cruz. The company analyzes a customer's cash flow and tax situation and formulates strategies geared toward amassing funds for retirement and unforeseen events. It monitors current developments in individuals' portfolios, making adjustments to address shifts in the economy. Managing partner Jason Braley has over 15 years of experience in investment planning. He was with Froshman Financial starting in 2004 and bought it from John Burroughs in 2017.
HarborLight Investments
HarborLight Investments is a full-service financial planning firm that caters to clients in Santa Cruz and the surrounding metros. The firm consists of CFPs, working with clients looking to get their finances organized and navigating them through the retirement planning process. Its professionals analyze their estate, insurance, and college planning needs. They also implement strategies to reduce consumers' taxes and protect their wealth. Its co-founder, Jason Draut, has worked with financial software companies as a derivatives specialist and financial engineer.
Natural Bridges Financial Advisors
Natural Bridges Financial Advisors has been serving clients in Santa Cruz and the surrounding areas since 2008. Its team offers a broad array of services, including financial and retirement planning, tax preparation, and asset management. It examines clients' records, such as bank statements, investment account statements, and tax returns, and develops a financial plan based on their unique circumstances. In addition, the firm provides guidance on IRA rollovers, home equity loans, taxes, and charitable giving.
Springwater Wealth Management
Springwater Wealth Management is an independent firm that serves pre-retirees and young professionals in Santa Cruz and the surrounding communities. The company incorporates estate, tax, retirement, income distribution, and charitable giving and family legacy planning in delivering wealth management solutions. It also assists in minimizing taxes, developing investment strategies to help fund goals, and developing a budget to manage cash flow. Jim Corbeau, the firm's principal and co-founder, is a member of the National Association of Personal Financial Advisors.
WI Investment Advisory Group, LLC
WI Investment Advisory Group, LLC, aims to guide clients through the financial process and provide them with strategies to suit their personal objectives. The firm serves individuals and families throughout Santa Cruz and the nearby areas, offering a full range of financial and retirement advisory services that support clients in accumulating, conserving, and transferring wealth. Services include retirement and estate planning, risk management, taxation, and business planning. Managing partner Andy Bacaylan is a Certified Financial Planner who has been in the industry since 1991.
Wildflower Financial
Wildflower Financial has been catering to customers in Santa Cruz and the surrounding areas since 2017. It offers financial planning services, helping individuals achieve their wealth goals. Its plans address areas of concern such as cash flow, estate and legacy, net worth, risk tolerance, savings strategies, and taxes. It also provides equity compensation planning and portfolio review solutions. Jennipher Lommen, the firm's founder, is a Certified Financial Planner. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.