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Laurels

Best Financial Advisors in Santa Rosa
2021

We scored 43 Financial Advisors in Santa Rosa, CA and Picked the Top 8

Here are the Picks:

Arrow Point Wealth Management

Bell Investment Advisors

JW Financial Advisors LLC

Retirement Investment Specialists

Sonoma County Wealth Advisors

Sonoma Wealth Advisors

Trek Financial

Ute Scott-Smith

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Rosa 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 43 29 8

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

Arrow Point Wealth Management

  • Estate Planning
  • Custom Financial Planning
  • Insurance Products
  • Tax Planning

Arrow Point Wealth Management is an independent firm serving business owners, corporate leaders, and families in Santa Rosa. Its services cover custom investment management, financial planning, business planning, and strategic alliance, with a focus on tax planning. Its advisors implement efficient model management to properly allocate clients' funds into investments that fit their individual goals, balancing risk tolerance and liquidity timeline. Father-son duo Bruce and Duncan Kelm founded the firm in 2020 to serve the local community through independent and entrepreneurial advice.

Click to Call

1011 2nd Street
Santa Rosa, CA 95404

Website

(800) 241-9876 Website

Bell Investment Advisors

  • Certified Financial Planner (CFP)

Serving Santa Rosa, Bell Investment Advisors is a financial planning firm that has been in business for 30 years. Its line of services covers investment management. The process involves in-depth portfolio and tax analyses, allowing its team to develop and execute tax-sensitive strategies. In addition, the firm's financial advisors assist clients in faith-based and ESG-based investing. Since 2014, Bell Investment Advisors has been hosting annual wine and cheese events for women, which serve as networking opportunities.

Click to Call

131-A Stony Circle
Santa Rosa, CA 95401

Website

(510) 433-1066 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

JW Financial Advisors LLC

  • Certified Financial Planner (CFP)

JW Financial Advisors LLC caters to families and business owners in the Santa Rosa metro and neighboring communities. It helps clients achieve their financial goals by offering services such as asset protection, cash management, college funding, investment planning analysis, and retirement planning. Moreover, the firm provides investment management solutions, including portfolio rebalancing, quarterly performance reporting, and withdrawal impact analysis. John Kamola, the firm's founder, holds a masters' degree in Business Administration and the Certified Financial Planner designation.

Click to Call

5656 Wild View Way
Santa Rosa, CA 95404

Website

(707) 538-9012 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Retirement Investment Specialists

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Retirement Investment Specialists offers customized financial planning services for individuals in Santa Rosa who are in retirement or are looking to retire. The company was founded by David Williams, a Certified Financial Planner who has over 30 years of experience in money management, investment advice, and monitoring portfolio allocations. Williams and his team, who have backgrounds in finance and business development, guide clients in making sound financial decisions through the process of consultation, retirement planning, and annual review.

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1120 College Avenue
Santa Rosa, CA 95404

Website

(707) 571-8222 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free initial consultation

Sonoma County Wealth Advisors

  • Insurance Products
  • Retirement Planning

Sonoma County Wealth Advisors provides financial advisory services in and around Santa Rosa. Its owner, Ken Weise, is an LPL Registered Representative and helps clients with investment products, such as corporate bonds, common stock, mutual funds, index funds, and government bonds. Moreover, the firm also advises clients on wealth accumulation and preservation, retirement income plans, profit-sharing plans, college plans, and 401(k) plans for businesses. Additionally, the company provides life insurance and long-term care insurance services.

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884 3rd Street
Santa Rosa, CA 95404

Website

(707) 284-2975 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sonoma Wealth Advisors

  • Certified Financial Planner (CFP)

Sonoma Wealth Advisors offers financial advice to clients in Santa Rosa. The company caters to individuals, families, businesses, and institutions. It provides comprehensive financial planning services, including education, retirement, investment, family, and insurance. Its managing principal, Daren Blonski, holds various designations, including a Certified Financial Planner, Accredited Asset Management Specialist, and a Certified Retirement Planning Counselor. Sonoma Wealth Advisors was featured in several publications, such as ThinkAdvisor, Authority Magazine, and the U.S. News and World Report.

Click to Call

50 Old Courthouse Square
Santa Rosa, CA 95404

Website

(707) 595-0439 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Trek Financial

  • Retirement Planning
  • Certified Financial Planner (CFP)

Trek Financial is a financial management firm that serves individuals and businesses throughout the Santa Rosa community. It guides clients in planning for their finances, retirement, businesses, and investments. The firm also assists clients in risk management and estate conservation strategies. Trek Financial provides each client with a customized, comprehensive financial plan to help them achieve their future goals. The team also monitors and adjusts these financial plans for unforeseen challenges and life changes.

Click to Call

4737 Stonehedge Drive
Santa Rosa, CA 95405

Website

(707) 538-2126 Website

Ute Scott-Smith

  • Retirement Planning
  • Tax Planning

Based in Santa Rosa, Ute Scott-Smith is a financial advisor offering customized financial planning and investment management solutions. Scott-Smith works with individuals and families facing major life transitions, such as retirement, divorce, career change, and financial windfall. Business and non-profits also turn to Ute Scott-Smith for her investment services involving mutual funds, stocks, and REITs. Ute Scott-Smith has been in the financial services industry for 25 years and is a member of the Financial Planning Association and the Institute of Divorce Financial Analysts.

Click to Call

829 Sonoma Avenue
Santa Rosa, CA 95404

Website

(707) 523-0570 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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