Financial Advisors in or around Sacramento, California

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Match Me with 2 to 3 Advisors
based on my specific needs


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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   California >   Sacramento 

Premium Financial Advisors Listing

Justin Elliot, Financial Advisor from Sacramento, California

Justin Elliot

Distance: 5 miles

Been in the business for over a decade specialize in working with affluent business owners and managing corporate retirement plans, have held my certified financial planner designation since 2005....

Jim Dillon, Financial Advisor from Sacramento, California

Jim Dillon

Distance: 17 miles

Jim Dillon, founder of Dillon Financial Services and a Chartered Financial Consultant, has been an independent financial and insurance advisor for over seven yearsHe is an Investment Advisor Representative with Transamerica Financial Advisors, Inc (TFA). Jim finds TFA to be the perfect platform for his practice as they are large enough to forge re...

Fred Ferrara, Financial Advisor from Sacramento, California

Fred Ferrara

Distance: 17 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Jeffrey Gooch, Financial Advisor from Sacramento, California

Jeffrey Gooch

Solstice Wealth Management

Solstice Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, earning a rapport of excellence...

Tom Melton, Financial Advisor from Sacramento, California

Tom Melton

The Planners Network Inc

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Dianne Melton, Financial Advisor from Sacramento, California

Dianne Melton

The Planners Network Inc

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Michael Lynch, Financial Advisor from Sacramento, California

Michael Lynch

Lynch Financial Advisors

Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) financial planning and advisory firm. Our best clients are those that enjoy having a hands on "General Manager" that h...

Jeff Gordon, Financial Advisor from Sacramento, California

Jeff Gordon

Edward Jones

With over 18 years of experience, Jeff Gordon is committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client. I...

Steven Fairchild, Financial Advisor from Sacramento, California

Steven Fairchild

Fairchild Financial Advisors, Inc.

For over 35 years we have been advising individuals who want to develop and implement an intelligent, effective long-term financial plan, customized to their personal goals and resources. Our financi...

Greg Porter, Financial Advisor from Sacramento, California

Greg Porter

Greg S. Porter, CFP

With more than 20 years of experience in the financial services industry, I have developed the knowledge and wisdom to steer my clients through an increasingly complex and volatile investment environm...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Financial Advisors in California, CA

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only