Best Financial Advisors in Yuba City, CA

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.