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2024

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Best Financial Advisors in Santa Clarita, CA

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Santa Clarita Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

47Reviewed

31Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Santa Clarita, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Santa Clarita, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Santa Clarita? 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.

25152 Springfield Court, Santa Clarita, CA 91355

Why choose this provider?

Wealth Planning Group handles wealth management, financial planning, insurance services, and legacy planning for clients in Santa Clarita. It helps pre-retirees and retirees, entertainment professionals, business owners, and executives with their investments, taxes, estates, and retirement plans. The firm's co-founder and one of its principals, Chris Verbeck, has been in the financial services industry for 18 years and has been a Certified Financial Planner since 2002. He is a member of the Financial Planning Association.

  • Certified Financial Planner (CFP)

23822 Valencia Boulevard, Valencia, CA 91355

Expertise.com Rating

Review Sources

Yelp
5.0 (3)

Why choose this provider?

Global is a management company founded in 1960. Its financial advisory unit was later on added in 1997 and has been serving clients from Santa Clarita and the nearby metros since then. The team offers wealth and legacy planning services for entrepreneurs, executives, athletes, artists, and their families. Its services include planning for education, protecting assets, and managing finances for life transitions. David Garelick, Certified Financial Planner and CEO of Global, is also an Accredited Investment Fiduciary.

  • Certified Financial Planner (CFP)

28494 Westinghouse Place, Santa Clarita, CA 91355

Expertise.com Rating

Why choose this provider?

Hartman Financial Planning is a team of investment advisors who serve the Santa Clarita area. One of the services they offer is retirement planning which includes recommendations on different investment vehicles, analyses of real estate cash flow and retirement capital needs, and advice for clients who do not have pensions. The firm also provides financial planning assistance for small businesses. Hartman Financial Planning is led by Brad Hartman, a CFP whose industry experience covers college and retirement planning and stock market and real estate investments.

  • Certified Financial Planner (CFP)

25419 Los Altos Drive, Santa Clarita, CA 91355

Why choose this provider?

Based in Valencia, Jolley Financial Group serves individuals, families, and businesses in the Santa Clarita area. It offers investment, insurance, and risk management, asset allocation, and portfolio construction. It also assists with college, retirement, and estate planning. It educates clients to enable them to make informed decisions. Its founder, Clark Jolley, has more than 30 years of experience as a financial planner. He hosts the Business Channel TV show on finance. He has made speeches about international investing, fear and greed, and successful money management.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

28494 Westinghouse Place, Santa Clarita, CA 91355

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Martin & Company is a financial advisory firm that has been serving the Santa Clarita area for over 30 years. Its services include tax management, accounting, investment management, retirement strategies, estate conservation, and insurance. Terry Martin started his career in 1974. He joined a local CPA firm in 1981 and has since become the sole owner of Martin & Company. Terry has been involved in community organizations, including serving as a board member for the Chamber of Commerce and the Child & Family Center.

  • Certified Financial Planner (CFP)

27433 Tourney Road, Santa Clarita, CA 91355

Expertise.com Rating

Why choose this provider?

David S. Reinders, Inc., offers investment management and financial planning services for Santa Clarita residents. Its team develops financial plans that provide insights to help clients pursue long-term goals, and it also offers continuous financial coaching. In addition, the firm's investment management service involves the use of diverse asset classes, management styles, and alternative investments. Firm owner David Reinders has been providing financial services for Christian ministries, families, individuals, and business owners since 1992. He mentors other financial planners and participates in public speaking engagements.

  • Private Wealth Advisor

26491 Summit Circle, Santa Clarita, CA 91350

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Vance Wealth is a financial advisory firm that has been guiding Santa Clarita residents through their financial journey since 2003. In developing the client's retirement financial plan, the firm employs both growth-oriented investments and income-focused assets. It also entails reallocating assets and reducing risks. Through its divorce planning service, the firm also helps simplify the client's divorce process, including asset and debt analysis. Business owners can also seek business planning services. Vance Wealth also offers financial education workshops and speaking engagements.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Wealth Planning Group
25152 Springfield Court, Santa Clarita, CA 91355
Global Financial Advisory Services, Inc.
23822 Valencia Boulevard, Valencia, CA 91355
Hartman Financial Planning
28494 Westinghouse Place, Santa Clarita, CA 91355
Jolley Financial
25419 Los Altos Drive, Santa Clarita, CA 91355
Martin & Company
28494 Westinghouse Place, Santa Clarita, CA 91355
David S. Reinders, Inc.
27433 Tourney Road, Santa Clarita, CA 91355
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350

FAQs

  • 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.

  • How can you avoid risks when you are investing in stocks in Santa Clarita?

    Investing your hard-earned money in stocks in Santa Clarita and throughout the state of California comes with some risks. To minimize these risks, you should learn how to diversify your stocks and never put them in one product. You must do your own research and monitor business news regularly. It is recommended to seek assistance from a financial advisor if you are not familiar with the stock market.

  • What are the qualifications of a financial advisor in Santa Clarita that you need to check before investing?

    If you are planning to invest your money in Santa Clarita, you may need to check your financial advisor's qualifications first. You can make a short list of financial advisers and interview several candidates to get to know their different expertise based on your financial goals. Certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and PFS (Personal Financial Specialist) are some of the credentials you have to look for in a financial advisor.

  • How can a financial advisor help you in your retirement planning in Santa Clarita?

    A financial advisor in Santa Clarita can help you in various ways in terms of retirement planning. Competent financial advisors are well aware of the financial landscape of a specific location and may be able to advise you about investments and money matters. Financial advisors can also suggest financial products such as long-term care insurance, health insurance, and umbrella insurance for your retirement years.

  • What important things can you ask your financial advisor in Santa Clarita before you make an investment?

    Where and how to Invest your hard-earned money in Santa Clarita can be daunting tasks. Before hiring the services of a financial advisor, you should be aware of what questions to ask candidates. It is important to determine if an advisor is a fiduciary, who will look after your best interest. You may also ask about the different payment terms as other advisors are on a fee-only basis. Lastly, you should ask for any conflict of interest with the investment products you will be offered.

  • 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.