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Best Financial Advisors in Santa Rosa

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Santa Rosa, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

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

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Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Santa Rosa, CA

Business Description

Need help contacting a Financial Advisor in Santa Rosa? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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
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Price: Free booking service | Call 848.Book.Pro!

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Arrow Point Wealth Management logo
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Arrow Point Wealth Management

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1011 2nd Street, Santa Rosa, CA 95404
  • 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

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131-A Stony Circle, Santa Rosa, CA 95401
  • 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

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5656 Wild View Way, Santa Rosa, CA 95404
  • 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
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Retirement Investment Specialists logo
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Retirement Investment Specialists

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1120 College Avenue, Santa Rosa, CA 95404
  • 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

Sonoma County Wealth Advisors

884 3rd Street, Santa Rosa, CA 95404
  • 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

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50 Old Courthouse Square, Santa Rosa, CA 95404
  • 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

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4737 Stonehedge Drive, Santa Rosa, CA 95405
  • 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

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829 Sonoma Avenue, Santa Rosa, CA 95404
  • 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

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.