Best Financial Advisors in Chico, CA

Altum Wealth Advisors is an independent investment advisory firm that serves business owners, families, individuals, estates, trusts, and entrepreneurs in Chico and the surrounding areas. It comprises a team of financial advisors who have a combined experience of more than 25 years. They offer investment management, financial planning, and wealth management. They assist clients in reaching financial goals through risk management and insurance, tax planning and strategies, investment analysis, retirement planning, education funding, and charitable gifting during life and after death.

Serving the community of Chico, Sweeney & Michel, LLC, offers a wide range of services to help clients manage their finances. It offers wealth planning strategies, such as educational, insurance, and retirement plans. It can also assist in drafting powers of attorney and medical directives, asset titling, beneficiary review, and Medicare premium management. It also specializes in asset and risk management. Founding partner of Sweeney & Michel, LLC, Renée Michel, has been with the company for almost two decades.

Clario Financial provides financial advisory and planning services to Chico residents. These services include income planning utilizing tax-reduction strategies for working individuals, asset allocation based on the client's financial circumstances, and retirement readiness assessments coupled with cash flow projections. It provides clients with monthly statements and annual reports detailing the status of their accounts managed by the company. Company president Mark Barrett has been working in the financial services industry since 1982. He has been a Certified Financial Planner for over three decades.

Retirement Security Centers accommodates the needs of clients in Chico. The firm specifically uses The EASE Process and The Retirement Discovery Program to develop customized wealth management plans. Its advisors guide clients in making decisions on investing their money to accumulate retirement funds or to earn retirement income. In addition, they advise about dealing with risks through protection plans like long-term care and health insurance. Co-founder Jeff R. Maas has certifications as CFP, ChFC, and CRPC.

Braziel & Associates LLC is a financial advisory firm serving residential and commercial clientele in Chico. It helps individuals and families develop financial plans for various phases of life, from college education for children to personal retirement and estate plans. It also assists business owners in planning for business succession. James A. Braziel, one of the firm's financial advisors, is a member of the Financial Planning Association of Northern California. The association awarded him with the Financial Planner of the Year Award in 2000.

Ely Prudent Portfolios is an independent advisory firm that serves Chico. It offers a range of services, including charitable giving solutions, estate and retirement planning, and investment management. It assists its clients in creating plans that help them prepare for retirement and preserve their wealth. It works on strategies related to 401(k) plans, employer benefits, investment options, savings, Social Security options, and taxes. Its founder, Guerdon T. Ely, has an MBA degree and has contributed articles for Newsweek and Forbes Magazine.

BBMP Wealth Management and Insurance Services is a member of the Northwestern Mutual Private Client Group. It serves clients in and around the Chico area, providing a comprehensive range of financial planning services, including budgeting and debt management, risk management, wealth management, asset allocation, and retirement income and distribution. It also assists clients in creating tailored estate, multigenerational, charitable, and business plans. Chris Bodney, one of the firm's partners and private wealth advisors, holds CLU®, ChFC®, and CFP® designations.

Liberty Bell Financial Group is a company that serves clients in the Chico metro. It delivers specialized services such as market-linked CDs, tax-efficient disposition of assets (CRT and CLT), cash and banking solutions, fixed income/rate investments, variable annuities, and hourly consulting programs. Certified Financial Planner Peter W. Bell has been in the finance industry since 1993. He has assisted individuals, professionals, and businesses with their investment and financial needs without incurring fines, penalties, or a single lawsuit.

Presidio Group Wealth Management provides financial guidance to individuals, families, and business owners in the Chico area. Its services include retirement planning, estate planning, and investment management. The company bases its services on the client's life milestones, helping them implement investment strategies tailored to their current status and assisting them in updating these strategies as their circumstances change. One of the firm's managing directors, Ernest Holguin, holds the Certified Financial Planner and the Certified Investment Management Analyst designations.

Founded in 1988, Asset Management Group serves clients in Chico. It helps families and professionals take charge of their finances by providing them with financial planning services during life events such as marriage, divorce, career change, and inheritance management. Its team of professionals works closely with clients by identifying their financial needs and objectives, analyzing their current financial situation, and monitoring their assets. Matt Donner, one of the financial advisors of the company, specializes in retirement planning and income generation.

Embrace Wealth Management provides investment advisory services for clients in Chico and the surrounding communities. This independent firm offers financial guidance, wealth management, and second opinion services. It assists clients in retirement, tax, and estate planning, risk management, and cash flow and budgeting. Its team of financial advisors creates financial plans that are tailored to each client's goals and financial situations, including their business assets and real estate holdings. Kim N. Huber, founder and family wealth advisor, has been serving clients for over 25 years.

FocalPoint Wealth Management provides financial planning services to Chico clients. It assists in creating tax planning strategies, paying off debts, investing, college planning, and charitable giving. This independent fiduciary serves a diverse client base, from young adults to those in their golden years and nearing retirement. It uses the Wealthvision™ data aggregation system in helping clients streamline their finances. Chris Urness, founder and CEO, holds CFP®, ChFC®, and AAMS® designations. He is also licensed to work in multiple states, including Alabama, Arizona, and New York.