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Best Financial Advisors in Vallejo

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Vallejo, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Vallejo, CA

Why choose this provider?

Need help contacting a Financial Advisor in Vallejo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.9
Facebook
5.0 / 5 (7)
Google
4.0 / 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

Website
539 Broadway, Sonoma, CA 95476
  • Estate Planning

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.1
Yelp
4.0 / 5 (13)
Google
4.0 / 5 (2)
Facebook
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When can you claim social security benefits in Vallejo?

    You can claim your social security benefits in Vallejo when you reach 62 years old. However, if you wait a little longer, the amount of benefits you can claim will increase. Your retirement credits may increase by at least 8% for every year you wait until you are 70 years old. According to the Social Security Administration, they can pay the beneficiary retroactively for benefits accrued up to six months after their 70th birthday.

  • Can energy efficiency tax credits or rebates be carried over to the following year in Vallejo?

    No. If you had your home in Vallejo renovated for energy-efficient improvements in any given year, these must be claimed on your individual tax return in the same year when the improvements were made. For example, you installed a heat pump or solar panel in 2023. Therefore, you must claim tax credits and rebates in the same tax year of 2023 as when they were installed.

  • Do you need to rebalance your portfolio in Vallejo if your asset allocation is way off target?

    It is recommended to at least check your portfolio in Vallejo at least once a year. If each asset earned more than five percent, you may want to consider rebalancing. You may rebalance your portfolio by selling the high performers and reinvesting that money into the lower performers or funneling new money into the lower performers. Stocks and bonds fluctuate in value. Your investments may increase in value, but they could also plummet overnight.

  • Is there a penalty if you withdraw from your Roth IRA account in Vallejo?

    If you are 59 years old or younger, you may withdraw your contributions from your Roth IRA account without penalty. However, if you withdraw a portion of your earnings, you will need to pay taxes and penalties in Vallejo. Note that contributions are simply the funds you have deposited in your Roth IRA account, while earnings are the funds that the account earns based on the interest rate of your specific investment.

  • What happens if you outlive your term life insurance policy in Vallejo?

    If you outlive your term life insurance policy in Vallejo, it is no longer in effect. Your beneficiaries will not get anything because the benefit is only accessible if the policyholder dies during the policy period. A term life insurance plan is usually useful for covering financial responsibilities like dependent care, mortgages, and college education for dependents should the policyholder die unexpectedly.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.