Laurels

Best Financial Advisors in Santa Rosa
2021

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.

1011 2nd Street
Santa Rosa, CA 95404

Website

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.

4737 Stonehedge Drive
Santa Rosa, CA 95405

Website

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