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Best Financial Advisors in Tracy

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Tracy, CATracy, CA

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.

Tracy, CATracy, CA

Website

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: --

3340 Tully Rd., Ste. B4, Modesto, CA 95350
Modesto, CA 95350
  • Certified Financial Planner (CFP)

Blom & Howell is a Modesto-based firm that serves clients throughout Tracy and the surrounding areas. It offers financial planning, retirement and Social Security planning, insurance and college planning, and investment management services. It assists clients in developing spending plans to manage cash flow. It also creates estate plans—including wills, trusts, and powers of attorney—for legacy planning. The firm believes that a refined financial planning process will help clients in making more informed financial decisions.

3340 Tully Rd., Ste. B4, Modesto, CA 95350
Modesto, CA 95350

Website(209) 857-5207

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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:

3 (Good)

Score Consistency:

Consistent (Best)

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+

1811 Santa Rita Rd # 214, Pleasanton, CA 94566
Pleasanton, CA 94566
Instagram
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

BlueSky Wealth Advisors provides families and individuals in Tracy with customized financial solutions. Part of its financial planning service is minimizing tax implications, reviewing existing insurance plans, and organizing wealth transfer. Its team also helps analyze the clients' investment portfolio, monitor its performance, and make recommendations for the investment to grow more. The independent registered investment advisory firm was founded in 1999. David L. Blain, its founder and CEO, is a NAPFA member who has been quoted in various publications, including The Wall Street Journal.

1811 Santa Rita Rd # 214, Pleasanton, CA 94566
Pleasanton, CA 94566

InstagramWebsite(925) 846-3768

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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+

2603 Camino Ramon, Suite 416, San Ramon, CA 94583
San Ramon, CA 94583
  • Certified Financial Planner (CFP)

Established in 2006, Cannon Beach Financial Advisors offers financial planning and portfolio management services in Tracy and its surrounding areas. It focuses on clients' long-term financial goals and guides them through investment market cycles. The firm is a Registered Investment Advisor with a team of experts having more than 20 years of industry experience. Gregory Rogers, one of the principal advisors, is a Certified Financial Planner. The firms' offices are located in San Jose, San Ramon, and Brookline.

2603 Camino Ramon, Suite 416, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 359-6518

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1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

CAVU Wealth Advisors is a wealth management firm that serves the residents of Tracy and the surrounding areas. It provides various financial planning and analysis services, including cash flow analysis, insurance and risk analysis, tax strategy and optimization, retirement planning, and estate planning. It also offers goal development and investment management solutions. Founding principal David Sylvester is a Certified Financial Planner and Chartered Financial Analyst. He has been working in the industry for over 15 years.

1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 388-0372

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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)

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+

2160 The Alameda, Suite A, San Jose, CA 95126
San Jose, CA 95126
  • Financial Planning

Clarity Wealth Advisors serves individuals and families in Tracy and the surrounding areas. It offers financial advising services to help clients achieve and maintain financial independence. It covers various aspects of financial planning, such as investment management, insurance analysis, education funding, and charitable strategies. It assists clients in identifying investment objectives, risk tolerance, and tax implications. Its managing partner, Parvin Manuchehri, is a registered investment advisor (RIA) and has taught courses for the College of Financial Planning, focusing on retirement, and income tax planning.

2160 The Alameda, Suite A, San Jose, CA 95126
San Jose, CA 95126

Website(408) 560-3220

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700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Financial Planning
  • Wealth Management

Serving Tracy and the surrounding regions, Enhance assists clients in making wise decisions through financial planning. This comprises a client’s goals, constraints, what-if scenarios, and cost-benefit analyses. Enhance also provides wealth management services, including customized portfolios, to help individuals build their wealth. The service also determines a client’s risk tolerance and psychological capacity to handle market fluctuations. One of the firm’s professionals, Terry Allen, is a Certified Financial Planner (CFP) and Accredited Wealth Management Advisor (AWMASM).

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 932-8609

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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)

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: --

Detail: --

1452 N. Vasco Rd #172, Livermore, CA 94551
Livermore, CA 94551
Instagram
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Meritage Wealth Advisory serves Tracy and the surrounding areas. The firm provides financial solutions to pre-retirees and business owners. It offers services such as investment management, and exit and financial planning. Ken Perine, the founder, is a Certified Financial Planner. He assists clients in accomplishing their financial goals by giving advice, providing recommendations, and developing strategies that help minimize the impact of taxes. Perine is a member of the National Association of Personal Financial Advisors and the Financial Planning Association of the East Bay.

1452 N. Vasco Rd #172, Livermore, CA 94551
Livermore, CA 94551

InstagramWebsite(925) 292-5936

Show Number

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:

2 (Good)

Score Consistency:

Consistent (Best)

1981 North Broadway Suite 225, Walnut Creek, CA 94596
Walnut Creek, CA 94596
  • Investment Management
  • Financial Planning

Napa Valley Wealth Management serves the financial advisory needs of communities throughout the Tracy metro. Its services are divided into three categories: retirement planning, which introduces clients to its Retirement RoadMap; business planning, which assists clients in preserving assets and managing taxes and expenses; and investment strategies, which educate individuals on financial and investment planning. Kelly Crane, its chief investment officer, has more than 35 years of industry experience. He and his team follow a tactical investment management strategy to help manage their clients' risks.

1981 North Broadway Suite 225, Walnut Creek, CA 94596
Walnut Creek, CA 94596

Website(925) 827-4393

Show Number

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:

6 (Good)

Score Consistency:

Consistent (Best)

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+

3340 Tully Road Suite B5, Modesto, CA 95350
Modesto, CA 95350
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Tax Planning

Pinedo Financial Services Inc. serves clients in the Tracy area. The firm helps individuals prepare for their future by giving advice on budgeting and investments, which covers creating a portfolio that suits a client's goals and risk tolerance. Its team also helps people plan for retirement with stable and sufficient income, along with offering tax management, insurance, and estate planning services. Founder Steven Pinedo is a Certified Financial Planner who also works with small business owners.

3340 Tully Road Suite B5, Modesto, CA 95350
Modesto, CA 95350

Website(209) 579-9992

Show Number
218 Ray Street, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Certified Financial Planner (CFP)

Pleasanton Wealth Advisors is a financial advisory firm serving clients in Tracy, offering financial and retirement planning services. The firm begins its process by helping clients understand their financial needs and priorities before building plans that adapt to the changes in the clients' circumstances and goals. This approach allows the firm to deliver customized strategies. Pleasanton Wealth Advisors was founded by Samah Naguib in 2018. She has over 20 years of investment experience and master's degrees in Finance and Economics.

218 Ray Street, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 425-9238

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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:

2 (Good)

Score Consistency:

Consistent (Best)

3190 South Bascom Avenue #210, San Jose, CA 95124
San Jose, CA 95124
  • Certified Financial Planner (CFP)
  • Financial Planning

Silicon Valley Wealth Advisors is a company that assists individuals and families in Tracy with their financial planning needs. It offers a variety of services to help clients reach their financial goals, including retirement advice and planning, investment advice and analysis, estate planning, and long-term care, health, and property insurance review. Its team of professionals also specializes in cash flow management, savings plans, and insurance analysis. The financial planning firm has been serving clients for more than 30 years.

3190 South Bascom Avenue #210, San Jose, CA 95124
San Jose, CA 95124

Website(408) 688-0888

Show Number

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)

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+

4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Finance Planning

Smart Path Wealth Management is a firm that assists clients in Tracy with strategic financial planning and investment management. It develops single stock concentration and diversification strategies to minimize tax. Its advisors offer goal-based retirement planning, equity compensation planning, and college and tax planning solutions. The firm helps people ensure financial freedom and leave a legacy for future generations. Smart Path Wealth Management was founded in 2015 by Palbir Nijjar, who was a research analyst and investment writer for The Motley Fool.

4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(925) 267-8955

Show Number

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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+

1101 Standiford Avenue Suite C2, Modesto, CA 95350
Modesto, CA 95350
  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Investment Advisor

Thorson Financial Estate Management, Inc., helps clients in Tracy understand and manage their finances through education, information, and experience. The firm works with retirees and those preparing to retire by creating personalized financial plans based on their needs. It assists with tax planning, investment management, long-term care risk management, and estate planning. Additionally, it offers Social Security benefits classes through the American Financial Education Alliance. Thorson Financial Estate Management is owned and operated by Thomas Thorson, who has over 30 years of industry expertise.

1101 Standiford Avenue Suite C2, Modesto, CA 95350
Modesto, CA 95350

Website(209) 522-0250

Show Number

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:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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+

2105 South Bascom Ave Suite 110, Campbell, CA 95008
Campbell, CA 95008
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Wade Financial Advisory guides clients with managing their wealth and finances in the metro of Tracy. It provides personalized financial advice based on each client's goals and needs. It assists with wealth management, tax planning, investment management, and liquidity planning. It also helps parents plan for their children's college expenses, retirement, and estate. Wade's advisors guide clients through life transitions such as buying a house, relocating, or changing jobs. The firm has been helping individuals and families for more than three decades.

2105 South Bascom Ave Suite 110, Campbell, CA 95008
Campbell, CA 95008

Website(408) 369-7399

Show Number

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)

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: --

Detail: --

117 E Main St, Ripon, CA 95366
Ripon, CA 95366
  • Tax Planning

Way Financial is a firm that lists the Tracy metro as one of its service areas. It assists individuals and families through its multi-family office services, which include estate preservation, legacy planning, and investment banking. Its stewardship advisors, led by CEO Joseph Laswell, helps clients in planning life insurance and financially preparing for retirement. Laswell, who has been a financial advisor for more than 20 years, was given the "Above and Beyond" award by Assist International, a humanitarian organization.

117 E Main St, Ripon, CA 95366
Ripon, CA 95366

Website(209) 542-4929

Show Number
612 W 11th St Ste 101, Tracy, CA 95376
Tracy, CA 95376
  • Certified Financial Planner (CFP)
  • Financial Planning

Willson & Company serves individuals and families in Tracy and the surrounding areas. Its team of professionals can help clients with retirement planning and short-term and long-term investing. The firm also assists individuals and small business groups with their life, long-term care, and disability needs. It also offers fixed annuities and 529 college savings plans. The company’s mission is to help clients determine their financial needs and promote success through client education. One of its associates, Jeremy Willson, is a Certified Financial Planner.

612 W 11th St Ste 101, Tracy, CA 95376
Tracy, CA 95376

Website(209) 832-2997

Show Number

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)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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