Best Financial Advisors in Vallejo

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Vallejo, CA

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
Yelp
4.0 / 5 (4)

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

Anthony Trias logo
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Anthony Trias

165 North Redwood Drive, San Rafael, CA 94903
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  • Certified Financial Planner (CFP)

Business Description

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.

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 (12)

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
Asti Financial Management logo
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Asti Financial Management

1101 Marina Village Parkway, Alameda, CA 94501
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  • Certified Financial Planner (CFP)

Business Description

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.

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.
4.5
Yelp
4.0 / 5 (13)
Google
4.0 / 5 (2)

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
––
Callahan Financial Planning logo
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Callahan Financial Planning

851 Irwin Street, San Rafael, CA 94901
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  • Certified Financial Planner (CFP)

Business Description

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.

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
Larkspur Financial Advisors logo
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Larkspur Financial Advisors

100 Tamal Plaza, Corte Madera, CA 94925
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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
Marin Wealth Advisors LLC logo
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Marin Wealth Advisors LLC

899 Northgate Drive, San Rafael, CA 94903
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  • Estate Planning

Business Description

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.

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
Google
4.0 / 5 (7)

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
Napa Wealth Management logo
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Napa Wealth Management

1836 2nd Street, Napa, CA 94559
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  • Certified Financial Planner (CFP)

Business Description

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.

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 (3)

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

539 Broadway, Sonoma, CA 95476
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  • Estate Planning

Business Description

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.

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
Wheels Up Wealth logo
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Wheels Up Wealth

602 West K Street, Benicia, CA 94510
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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 (7)
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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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