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Laurels

Best Financial Advisors in Vallejo
2022

We scored 35 Financial Advisors in Vallejo, CA and Picked the Top 8

Here are the Picks:

Anthony Trias

Asti Financial Management

Callahan Financial Planning

Larkspur Financial Advisors

Marin Wealth Advisors LLC

Napa Wealth Management

Sonoma Wealth Advisors

Wheels Up Wealth

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Vallejo 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 24 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

Anthony Trias

  • Certified Financial Planner (CFP)

Anthony Trias is a financial advisor for Stonebridge Financial Group that serves clients coming from the Vallejo area. He is a Certified Financial Planner, a Chartered Life Underwriter, and a Retirement Income Certified Professional. He has ten years of experience in the industry and uses his knowledge and expertise to create personalized financial plans for his clients. He works with small businesses in the healthcare sector and individual families who need help with tax, insurance, and investment strategies.

Click to Call

165 North Redwood Drive
San Rafael, CA 94903

Website

(415) 461-4961 Website

Reputation:A

More Info

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:

12 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: $800-$3000

Asti Financial Management

  • Certified Financial Planner (CFP)

Asti Financial Management offers investment management, wealth consulting, and financial planning services to clients in Vallejo and the surrounding areas. The firm's personal financial planning services include scenario analysis, retirement planning, college planning, budgeting and cash flow analysis, and assets and liabilities management. It also provides portfolio review and re-balancing, education planning and funding, asset allocation, and portfolio construction. Julie Scates, the founder of Asti Financial Management, established the firm over 10 years ago to assist individuals with their financial goals.

Click to Call

1101 Marina Village Parkway
Alameda, CA 94501

Website

(510) 525-8557 Website

Reputation:A+

More Info

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:

4.1 / 5 (Better)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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: --

Callahan Financial Planning

  • Certified Financial Planner (CFP)

Callahan Financial Planning is an independent financial advisory and investment management company that caters to clients in Vallejo. Its retirement planning services include Social Security and pension timing and optimization and health insurance planning. It also provides assistance with investment management, income tax minimization, and estate and legacy planning. The firm has been included in Forbes' Next-Gen Wealth Advisors in 2018. Its president, William A. Callahan, is a Registered Life Planner, a Chartered Financial Analyst, and a Certified Financial Planner.

Click to Call

851 Irwin Street
San Rafael, CA 94901

Website

(800) 991-5195 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Larkspur Financial Advisors

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Larkspur Financial Advisors is a holistic financial planning firm that serves Vallejo. It offers small business retirement planning services and private wealth management tailored to clients' goals. It also assists young professionals and individuals approaching retirement with its goals-based financial planning services. The firm's fiduciary services guide businesses, families, and individuals in wealth and estate management. Larkspur Financial Advisors contributes to the local community through volunteering or by financial sponsorship. It also supports the American Cancer Society.

Click to Call

100 Tamal Plaza
Corte Madera, CA 94925

Website

(800) 696-1997 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

Marin Wealth Advisors LLC

  • Estate Planning

Marin Wealth Advisors LLC is a financial services firm serving the Vallejo area. It assists clients to a variety of their financial planning needs like education planning, financial planning, investment management, retirement, and stock compensation. Its team of specialists also provides financial coaching services to clients to help align their goals. Marin Wealth Advisors LLC also helps assess the stock market situation for clients. Moreover, it has virtual advisors that clients can opt for and access at their own convenience 24/7.

Click to Call

899 Northgate Drive
San Rafael, CA 94903

Website

(415) 458-5880 Website

Reputation:A

More Info

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:

4 / 5 (Better)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Napa Wealth Management

  • Certified Financial Planner (CFP)

Napa Wealth Management is a financial advisory firm offering financial planning services to individuals in the Vallejo area. It provides investment consulting services such as downside risk analysis, performance analysis, current portfolio cost analysis, and income strategies. It also offers advanced planning services for charitable giving, wealth transfer, wealth enhancement, and wealth protection. George McCuen, the founder and president of Napa Wealth Management, started his financial services career in 1987 and obtained his Certified Financial Planner designation in 1992.

Click to Call

1836 2nd Street
Napa, CA 94559

Website

(707) 252-1343 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Sonoma Wealth Advisors

  • Estate Planning

Sonoma Wealth Advisors serves individuals and businesses in Vallejo and the surrounding communities. The firm helps its clients make educated decisions when it comes to their finances. Its team is composed of advisors who have various accreditations, such as Certified Financial Planner and Accredited Investment Fiduciary. These advisors are capable of financial planning for a client's retirement, education, family, insurance, and investments. Moreover, Sonoma Wealth Advisors includes risk management techniques when creating long-term financial plans for its customers.

Click to Call

539 Broadway
Sonoma, CA 95476

Website

(707) 938-7414 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

Wheels Up Wealth

  • Retirement Planning
  • Certified Financial Planner (CFP)

Wheels Up Wealth is an independent financial advisory firm that services clients in the Vallejo metro and the surrounding areas. Its advisors help clients manage their wealth through various services, such as financial, retirement, and estate planning. In addition, the firm also guides investment management, liability management, risk management, and tax strategies. Wheels Up Wealth's director of financial planning, Frances Harkins, helps women have greater confidence when handling financial matters. She is an Accredited Investment Fiduciary and a Certified Financial Planner.

Click to Call

602 West K Street
Benicia, CA 94510

Website

(707) 400-0992 Website

Reputation:A

More Info

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)

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