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Find Top Financial Advisors in Elk Grove, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Elk Grove, California
Last Updated - 17-Mar-2023

Elk Grove has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 23 non-vetted advisors in your local area. These financial advisors in Elk Grove, California have an average of 16 years of experience.

NOTE: The list of financial advisors in Elk Grove, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Elk Grove, California.

Qualified Financial Advisors in Elk Grove, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
MBA
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
3017 Douglas Blvd,
Roseville, CA 95661
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
250 Montgomery Street,
Suite 700,
San Francisco, CA 94104
11 $22,400,000,000 $100,000 Fee-Based
David Roggenkamp
ChFC®
COMMONWEALTH FINANCIAL NETWORK
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
3 Lagoon Drive,
Suite 200,
Redwood City, CA 94065
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Elk Grove

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8775 Folsom Blvd Suite 100,
Sacramento,
CA
95826
Phone Number 888-242-6766

Office Location 8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number 888-242-6766

Office Location 3017 Douglas Blvd,
Roseville,CA 95661
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 250 Montgomery Street,
Suite 700,
San Francisco,
CA
94104
Phone Number 855-855-8005

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 1934091
Firm CRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number 415-785-4540

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

About Commonwealth Financial Network

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


List of Additional Advisors in Elk Grove, California*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Justin Elliott
Inquire with Justin
9245 Laguna Springs Dr, Ste 200, Elk Grove, CA  95758 833-564-4881
Max Agent Financial
Inquire with Max
9355 E Stockton Blvd, Suite 260, Elk Grove, CA  95624 916-740-6400
Lanh Bui, MBA
Inquire with Lanh
9280 West Stockton Blvd, Suite 200, Elk Grove, CA  95758 916-730-8644
Allstate Personal Financial Representative: Thep Simaly
Inquire with Allstate
4805 Laguna Blvd, Ste 103, Elk Grove, CA  95758 209-247-3478
Michael Cruz
Inquire with Michael
8352 Largo Way, Suite 235, Elk Grove, CA  95757 916-515-9917
Mai Lee
Inquire with Mai
8739 Whitehouse Rd, Suite 101, Elk Grove, CA  95758 916-550-7695
Amy Nishiyama Hayashida | New York Life Agent
Inquire with Amy
9280 W Stockton Blvd, Ste 200, Elk Grove, CA  95758 415-742-2696
Heidi Herrera
Inquire with Heidi
9355 E. Stockton Blvd., Suite 230-A, Elk Grove, CA  95624 916-312-8888
Nancy Florylet Durol
Inquire with Nancy
9355 E. Stockton Blvd., Suite 230-A, Elk Grove, CA  95624 916-312-8888
Roderick Durol
Inquire with Roderick
9355 E. Stockton Blvd, #230, Elk Grove, CA  95624 916-312-8888
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?