Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

6 Best Santa Cruz Financial Advisors

Burroughs-Braley-Alibrandi Wealth Management

521 Capitola Avenue, Capitola, CA 95010

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Certified Financial Planner (CFP)
Retirement Planning

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.

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HarborLight Investments

180 7th Ave Suite 204, Santa Cruz, CA 95062

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

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.

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Natural Bridges Financial Advisors

627 Center Street, Santa Cruz, CA 95060

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Retirement Planning
Tax Planning

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.

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Springwater Wealth Management

133 Mission Street, Santa Cruz, CA 95060

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Certified Financial Planner (CFP)

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.

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WI Investment Advisory Group, LLC

1535 Seabright Avenue Suite 110, Santa Cruz, CA 95062

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Certified Financial Planner (CFP)

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.

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Wildflower Financial

Santa Cruz, CA

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Certified Financial Planner (CFP)

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.

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Best Financial Advisors in Santa Cruz

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Financial Advisors FAQs

Burroughs-Braley-Alibrandi Wealth Management

HarborLight Investments

Natural Bridges Financial Advisors

Springwater Wealth Management

WI Investment Advisory Group, LLC

Wildflower Financial

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

Q: What experience should I look for in a financial advisor?

Q: Can my financial planner help with taxes?

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