Best Financial Advisors in Santa Rosa, CA

Sonoma Wealth Advisors offers financial advice to clients in Santa Rosa. The company caters to individuals, families, businesses, and institutions. It provides comprehensive financial planning services, including education, retirement, investment, family, and insurance. Its managing principal, Daren Blonski, holds various designations, including a Certified Financial Planner, Accredited Asset Management Specialist, and a Certified Retirement Planning Counselor. Sonoma Wealth Advisors was featured in several publications, such as ThinkAdvisor, Authority Magazine, and the U.S. News and World Report.

JW Financial Advisors LLC caters to families and business owners in the Santa Rosa metro and neighboring communities. It helps clients achieve their financial goals by offering services such as asset protection, cash management, college funding, investment planning analysis, and retirement planning. Moreover, the firm provides investment management solutions, including portfolio rebalancing, quarterly performance reporting, and withdrawal impact analysis. John Kamola, the firm's founder, holds a masters' degree in Business Administration and the Certified Financial Planner designation.

Arrow Point Wealth Management is an independent firm serving business owners, corporate leaders, and families in Santa Rosa. Its services cover custom investment management, financial planning, business planning, and strategic alliance, with a focus on tax planning. Its advisors implement efficient model management to properly allocate clients' funds into investments that fit their individual goals, balancing risk tolerance and liquidity timeline. Father-son duo Bruce and Duncan Kelm founded the firm in 2020 to serve the local community through independent and entrepreneurial advice.

Serving Santa Rosa, Bell Investment Advisors is a financial planning firm that has been in business for 30 years. Its line of services covers investment management. The process involves in-depth portfolio and tax analyses, allowing its team to develop and execute tax-sensitive strategies. In addition, the firm's financial advisors assist clients in faith-based and ESG-based investing. Since 2014, Bell Investment Advisors has been hosting annual wine and cheese events for women, which serve as networking opportunities.

Trek Financial is a financial management firm that serves individuals and businesses throughout the Santa Rosa community. It guides clients in planning for their finances, retirement, businesses, and investments. The firm also assists clients in risk management and estate conservation strategies. Trek Financial provides each client with a customized, comprehensive financial plan to help them achieve their future goals. The team also monitors and adjusts these financial plans for unforeseen challenges and life changes.

Retirement Investment Specialists offers customized financial planning services for individuals in Santa Rosa who are in retirement or are looking to retire. The company was founded by David Williams, a Certified Financial Planner who has over 30 years of experience in money management, investment advice, and monitoring portfolio allocations. Williams and his team, who have backgrounds in finance and business development, guide clients in making sound financial decisions through the process of consultation, retirement planning, and annual review.

Sonoma County Wealth Advisors provides financial advisory services in and around Santa Rosa. Its owner, Ken Weise, is an LPL Registered Representative and helps clients with investment products, such as corporate bonds, common stock, mutual funds, index funds, and government bonds. Moreover, the firm also advises clients on wealth accumulation and preservation, retirement income plans, profit-sharing plans, college plans, and 401(k) plans for businesses. Additionally, the company provides life insurance and long-term care insurance services.

Based in Santa Rosa, Ute Scott-Smith is a financial advisor offering customized financial planning and investment management solutions. Scott-Smith works with individuals and families facing major life transitions, such as retirement, divorce, career change, and financial windfall. Business and non-profits also turn to Ute Scott-Smith for her investment services involving mutual funds, stocks, and REITs. Ute Scott-Smith has been in the financial services industry for 25 years and is a member of the Financial Planning Association and the Institute of Divorce Financial Analysts.