Best Financial Advisors in Fresno, CA

The Planning Center is a financial services firm that has been serving clients in Fresno since 1984. It offers asset and debt management, cash flow and income management, asset preservation, estate planning, and retirement planning. Its financial services come with a fiduciary approach, wisdom, and collaboration. The Planning Center is led by Eric Kies, who is a senior financial planner. He holds a master's degree in Finance and is a member of the National Association of Personal Financial Advisors.

Diversified Wealth Management Solutions, LLC, is a full-service financial firm that has been serving individuals in the community of Fresno and the surrounding areas for more than 15 years. It provides a wide range of services, such as educational IRA, money purchasing plans, alternative and traditional investments, variable annuity, estate plans, and portfolio management. It also offers long-term care, life, and disability income insurance. Its founder, Mark P. Alcorn, Jr., has been in the finance industry since 2002. He is a Certified Financial Planner.

Panoramic Financial Advice provides services to clients in Fresno and the surrounding areas. It caters to individuals who want to plan their current and future finances to protect their assets and families by offering various financial planning services. These include the investment management plan that guides clients in finding a suitable strategy to minimize the risk and conflicts of their investments. Panoramic Financial Advice was founded by Andrew McFadden, a Certified Financial Planner who holds a master's degree in Finance.

Blue Oak Wealth Management is a financial advisory firm serving clients in Fresno and the surrounding communities. Its services include tax reduction, estate planning, legacy planning, college savings planning, and risk management consulting. The team of professionals at the company analyzes customers' needs, evaluates their financial situations, and designs a plan that would help clients obtain financial freedom. Additionally, Blue Oak Wealth Management provides life insurance, long-term care insurance, and disability income insurance.

With more than 25 years of industry experience, Veater Financial Group is a wealth management firm that serves the residents of Fresno and the surrounding areas. It helps clients work towards financial independence through services such as tax planning, legacy planning, retirement planning, and insurance analysis. The firm also offers investment management services, which include the creation, monitoring, and regular rebalancing of clients' investment portfolios. Founder George Veater has served more than 500 high-net-worth clients nationwide.

Armey, Bushey & Associates is a financial services firm that serves the residents of Fresno and the surrounding areas. It helps clients attain financial independence through services such as risk management analysis, tax planning, college planning, estate and retirement planning, and 401(k) and 403(b) planning. It also offers investment planning services. Financial consultant Dan Bushey has been working in the wealth management industry for more than two decades. He has served as a board member for various non-profits, including The Discovery Center.

Pacific Advisors is a team of financial specialists who serve the Fresno area. Its range of services includes succession, charitable, retirement, and estate planning. Moreover, the firm develops tax strategies, and its employees have access to various products comprising individual life insurance policies, group health plans, and products for individual investments, enterprise retirement, and retirement planning, allowing them to customize financial strategies. Pacific Advisors, which has over 150 specialists and advisors, traces its roots back to 1862.

The Roush Group provides financial advising services to clients in the Fresno metro and the neighboring communities. It helps individuals plan for their current and upcoming finances to protect future needs and goals by offering various financial services, including asset management and retirement plans. It also handles estate planning, life insurance, wealth management, and financial life planning services. The company's president and chief investment officer, Rick Roush, brings over 35 years of experience in the industry.

Regency Investment Advisors is an independent, locally-owned wealth management firm that has been serving individuals and companies from Fresno and the surrounding areas for more than 25 years. It provides a wide range of financial planning services, including cash flow management, tax planning, college planning, estate planning, and retirement planning. The firm also offers investment management services. President Daniel Ray has been working in the financial services industry since 1991. He is a member of the Fresno Estate Planning Council.

Plan Life & Wealth is an independent advisory firm located in Fresno. The firm offers individuals and families a wide range of financial services that include guidance on insurance products, wealth planning, and investment advisory services. It also offers enterprise solutions for organizations and businesses such as group insurance plans, risk management, and retirement plan consulting. A native of Fresno, Jack Hooper founded the firm in 1985. Hooper is a current member of the Financial Planning Association of Central California.

Valley Wealth Management handles the financial planning concerns of clients within Fresno and its neighboring locations. Since the firm's founding in 2009, its staff has been helping individuals and families with their retirement plans, support issues, asset protection, and risk management. Its strategies are customized to address each client's unique financial situation, to better foster opportunities for investments that deliver control and flexibility within the market. The firm's co-founder, Erik Van Valkenberg, is also a CLU and ChFC. His partner, Warren S. Lowe, is a designated RFC.

Strong Valley caters to the Fresno metro and the surrounding areas. Its service industries include accounting, agribusiness organizations, legal firms, medical groups, and product developers. It helps clients make informed financial decisions by offering them wealth management services. These include asset allocation, investment evaluation, and financial statement and reporting consolidation. The firm also provides education, estate, and retirement planning. Adam Tirapelle, one of the founding principals, brings over 16 years of industry experience. He holds the Certified Investment Management Analyst designation.

Private Wealth Advisors is a Fresno-based financial advisory group that was first established in 2007 after over 20 years of being part of the Principal Financial Group. With a research approach that utilizes robust analytical tools in order to analyze only the necessary technical and fundamental data points, the boutique firm focuses on portfolio management for high-net-worth families and individuals. The team of financial advisors has over 60 years of combined experience in the industry. They are all Certified Financial Planners.

Kerr Wealth Management caters to Fresno residents and businesses. Its services range from financial planning to investment management. As a part of its financial planning services, the company's staff can help clients manage their current assets and plan for their retirement. Corporate tax planning services and strategies are available as well. CEO and financial advisor Andrew Kerr has a background in business development and capital markets. He was previously employed at Cambridge Investment Research and Lincoln Securities Corporation before opening Kerr Wealth Management in 2015.

Resilient Wealth Management has developed financial strategies that befit clients’ goals in Fresno since 1978. The firm guides clients who are seeking to set realistic financial goals. It builds a personalized financial plan after consulting the client's goals and objectives. It also gathers copies of documents to analyze the client's financial picture. The firm then proposes solutions and advice that suit the client’s risk tolerance. The advisor, Brandon Dixon-James, is a Certified Financial Planner with over 17 years of experience.

Falcon Financial & Insurance Solutions, Inc. is a financial planning firm that has been providing long-term financial advice and solutions to clients in Fresno since 2016. It helps individuals and families build, protect, and preserve their wealth thru financial planning, wealth management, estate planning, and retirement planning services. It also offers a wide array of services for businesses, including executive benefits and succession planning. Co-founder Clay Blanton was the former Vice President/Trustee for the National Association of Insurance Financial Advisors. He is a Chartered Life Underwriter.