Best Financial Advisors in Santa Rosa

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Santa Rosa, CA

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Arrow Point Wealth Management logo
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Arrow Point Wealth Management

1011 2nd Street, Santa Rosa, CA 95404
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  • Estate Planning
  • Insurance Products
  • Custom Financial Planning
  • Tax Planning

Business Description

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.

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
Bell Investment Advisors logo
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Bell Investment Advisors

131-A Stony Circle, Santa Rosa, CA 95401
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  • Certified Financial Planner (CFP)

Business Description

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.

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
JW Financial Advisors LLC logo
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JW Financial Advisors LLC

5656 Wild View Way, Santa Rosa, CA 95404
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  • Certified Financial Planner (CFP)

Business Description

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.

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
––
Retirement Investment Specialists logo
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Retirement Investment Specialists

1120 College Avenue, Santa Rosa, CA 95404
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

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
Sonoma County Wealth Advisors logo
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Sonoma County Wealth Advisors

884 3rd Street, Santa Rosa, CA 95404
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  • Retirement Planning
  • Insurance Products

Business Description

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.

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
Sonoma Wealth Advisors logo
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Sonoma Wealth Advisors

50 Old Courthouse Square, Santa Rosa, CA 95404
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  • Certified Financial Planner (CFP)

Business Description

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.

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 (6)
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
Trek Financial logo
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Trek Financial

4737 Stonehedge Drive, Santa Rosa, CA 95405
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Ute Scott-Smith logo
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Ute Scott-Smith

829 Sonoma Avenue, Santa Rosa, CA 95404
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  • Retirement Planning
  • Tax Planning

Business Description

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.

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 (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
Back to Providers

Frequently Asked Questions

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).

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