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Best Financial Advisors in Yuba City

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Atherton Wealth Advisors logo

Atherton Wealth Advisors

5854 Lonetree Boulevard, Rocklin, CA 95765
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning
  • Business Formation

Atherton Wealth Advisors aims to help individuals and families in Yuba City secure themselves financially through its broad range of services. Its advisors, who hold over 35 years of combined industry experience, seek to understand clients' situations and create financial frameworks and strategies tailored to meet their unique needs and goals. This includes planning for retirement, investments, cash flow, tax, and insurance. Likewise, the firm advises clients about business planning, which includes buy and sell strategies, sole proprietorship, and corporations.

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Atlas Financial Advisors, Inc. logo

Atlas Financial Advisors, Inc.

2126 5th Ave, Oroville, CA 95965
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Atlas Financial Advisors, Inc., is a fiduciary firm serving Yuba City and the surrounding areas. Its team offers asset management services, which involve constructing and managing investment portfolios that are diverse enough to withstand market changes. The financial advisors also help clients plan for retirement, whether they are looking to fund their grandchildren's education or settle outstanding mortgages. Atlas Financial Advisors also provides estate planning assistance. Its founder, Cole Garcia, is a CFP with almost two decades of industry experience.

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CFS Wealth Advisors logo

CFS Wealth Advisors

5301 Madison Avenue Suite 302, Sacramento, CA 95841
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

CFS Wealth Advisors offers comprehensive financial solutions to clients in Yuba City. These include retirement and estate planning, asset and risk management, tax planning and preparation, distribution strategies, and long-term care options. It also helps clients who are retiring or changing jobs by rolling over their 401(k), 457, IRA, and other retirement plans. Founder Gregg Smith is a Certified Financial Planner with 35 years of experience. He also earned the Outstanding Graduate Award after completing his MBA Financial Planning program.

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Cornerstone Financial logo

Cornerstone Financial

1110 Civic Center Boulevard Suite 504B, Yuba City, CA 95993
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  • Certified Financial Planner (CFP)

Cornerstone Financial, which was founded in 2016, serves residents in and around Yuba City. Its team of advisors works with clients to create a financial plan that is tailored to their specific needs, whether they are saving for college or managing debt. Clients who require assistance with investment selection, retirement planning, and financial portfolio monitoring are also catered to by the experts. Cornerstone Financial maintains a partnership with LPL Financial, an independent brokerage company with offices in Boston, San Diego, and Charlotte.

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Empyrion Wealth Management logo

Empyrion Wealth Management

3741 Douglas Blvd Suite 130, Roseville, CA 95661
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  • Certified Financial Planner (CFP)

Founded in 1989, Empyrion Wealth Management is a fiduciary firm that serves high-net-worth individuals and families in Yuba City, including women in transition and thriving retirees. It offers comprehensive guidance on financial planning and investment that is tailored to each client's specific requirements, future objectives, and present or predicted obstacles. It also provides advice on estate and tax, education expenses, and retirement income and withdrawal approach. Empyrion Wealth Management has been featured in several media outlets, such as Fox Business and MSN Money.

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Impact Financial Advisors logo

Impact Financial Advisors

2827 Spafford Street Suite B2, Davis, CA 95618
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning

Impact Financial Advisors serves individuals and families in Yuba City and nearby locations. It offers an array of risk management solutions to help clients achieve financial stability. The firm provides investment planning services, such as the processing of treasury notes, brokerage accounts, common stocks, and standard and educational IRAs. Its specialists also deal with 401(k), 403(b), tax, retirement, and estate planning. Additionally, they furnish life and long-term care insurance. President and CEO Paul Romo is an FSCP and a CFP.

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Kajiwara Wealth Advisors logo

Kajiwara Wealth Advisors

3433 American River Drive Ste. B, Sacramento, CA 95864
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  • Certified Financial Planner (CFP)

Kajiwara Wealth Advisors provides comprehensive financial planning solutions to Yuba City customers, including customized retirement analysis, Social Security optimization, and income distribution strategies. It also offers asset allocation planning, fund management monitoring, and portfolio design as part of its investment management services. Kajiwara Wealth Advisors created a mobile app for its clients' convenience, allowing them to ask questions and receive updates while on the go. The firm's founder, Bruce Kajiwara, is a CFP professional with over 33 years of experience.

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Lighthouse Financial & Tax logo

Lighthouse Financial & Tax

2204 Plaza Dr., Suite 100, Rocklin, CA 95765
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  • Retirement Planning

Lighthouse Financial & Tax serves clients in Yuba City and nearby areas. It offers financial planning solutions, such as asset protection, wealth accumulation, estate planning and charitable giving, IRA legacy planning, tax planning, and retirement income strategies. The company provides life insurance and long-term care plans. It also assists business owners with cost remediation and segregation, financing, preventative medical care plans, and 401(k) rescue plans. Lighthouse Financial & Tax is headed by James D. Kersey, a CLU and ChFC professional practicing since 1980.

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Navion Financial Advisors logo

Navion Financial Advisors

400 Capitol Mall Suite 900, Sacramento, CA 95814
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Navion Financial Advisors caters to the asset management needs of residents in Yuba City. It designs financial plans and investment strategies for its clients. The firm helps them plan for their retirement using a five-step method. It also conducts tax planning to provide restructuring opportunities and identify possible savings. The firm's principal, Joel Larsen, served as a U.S. Marine and as a St. Tammany Parish, Louisiana, reserve deputy sheriff. He started his career in financial services in 1990 and has since earned his CFP and AIF credentials.

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Peak Financial Freedom Group logo

Peak Financial Freedom Group

2520 Douglas Blvd, Roseville, CA 95661
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  • Certified Financial Planner (CFP)

Peak Financial Freedom Group provides advisory services to retirees and pre-retirees in Yuba City and the surrounding communities. Its solutions focus on retirement planning, handling various facets, such as portfolio risk management, income planning, income tax management, asset fee control, and legacy planning. Co-founder and president Dan Ahmad has been a Certified Financial Planner since 1989 and is an accredited tax advisor. He served for the IRS as an Enrolled Agent for 30 years and is currently a member of the National Society of Accountants.

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Ryan Wealth Management logo

Ryan Wealth Management

463 Century Park Drive, Yuba City, CA 95991
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  • Estate Planning
  • Retirement Planning

Ryan Wealth Management is a financial advisory firm that has been serving clients in Yuba City since 1996. It provides financial planning, wealth management, and insurance planning services. It designs succession and retirement plans and diversifies investments for individuals and businesses. Its client base includes pre-retirees, small business owners, ranchers, retirees, and farmers. It partners with firms and organizations like Dimensional Fund Advisors, Royal Alliance, Schwab, and Pershing. Robert Ryan III, its principal financial consultant, focuses his expertise on investment consulting and wealth management.

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Sean Andersen logo

Sean Andersen

440 N Palora Ave., Suite G, Yuba City, CA 95991
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  • Tax Planning

Sean Andersen is a local financial advisor who caters to families and entrepreneurs in Yuba City and the surrounding areas. Through Eagle Strategies LLC, he offers financial advisory services. His process involves determining financial goals and resources, formulating measurable objectives, identifying financial and insurance products, and consulting with clients' legal and tax advisors. Andersen holds a Chartered Financial Consultant designation. He has been named into the MDRT, The Premier Association of Financial Professionals.

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Sequoia Advisory Group Financial & Insurance Services logo

Sequoia Advisory Group Financial & Insurance Services

1225 Pleasant Grove Blvd Suite 120, Roseville, CA 95678
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  • Certified Financial Planner (CFP)

Sequoia Advisory Group Financial & Insurance Services is a three-person team that assists residents in and around Yuba City. The financial professionals develop plans for clients seeking to prepare for retirement. They also build custom investment portfolios that reflect clients' risk tolerance and goals. In addition, they advise on matters concerning taxes, estates, and insurance. Firm president Charlie Harrison has been working in the industry since 2014. He earned his CFP designation four years later.

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Stratos Wealth Advisors logo

Stratos Wealth Advisors

915 Highland Pointe Drive, Suite 250, Roseville, OH 95678
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  • Retirement Planning

Stratos Wealth Advisors is a group of independent counselors that delivers financial planning solutions to Yuba City residents. The team creates wealth management plans that range in scope, from modular to comprehensive. It educates clients on the appropriate practices in the financial sector and advises them on cash flow management, asset protection, and choosing investment products. Counselor Kenneth G. Bielejeski has been in the investment planning scene for over 25 years. He was a management employee with Waterhouse Securities and E*Trade Financial.

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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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