Laurels

Best Financial Advisors in Tracy
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tracy 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 35 27 16

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

Cannon Beach Financial Advisors

  • 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

Website

Pinedo Financial Services Inc

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement 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

Website

Way Financial

  • 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

Website