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Find Top Financial Advisors in Modesto, 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 Modesto, California
Last Updated - 19-Jun-2022

Modesto has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 33 non-vetted advisors in your local area. These financial advisors in Modesto, California have an average of 19 years of experience.

NOTE: The list of financial advisors in Modesto, 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 Modesto, California.

Qualified Financial Advisors in Modesto, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ken Sakamoto
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA 94588
41 Not Specified Not Specified Fee-Based
Andrew Kessler
CFP®
ALLWORTH FINANCIAL
1550 The Alameda, Suite 125,
San Jose, CA 95126
Not Disclosed Not Specified Not Specified Fee-Based
Eddie Lee
EDELMAN FINANCIAL ENGINES, LLC
3945 Freedom Circle, Suite 950,
Santa Clara, CA 95054
16 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
3 Lagoon Drive,
Suite 200,
Redwood City, CA 94065
11 $15,000,000,000 $100,000 Fee-Based
Zach Lindemann
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250,
Roseville, CA 95661
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Modesto

Qualifications CRD# 1095790
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA
94588
Phone Number 925-660-4720

I provide my clients with holistic advice designed to help protect and grow their wealth so they can achieve their financial goals. My wife Jaclynn and I have one daughter. Originally from Hawaii, I enjoy working out and keeping fit.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6211526
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 1550 The Alameda, Suite 125,
San Jose,
CA
95126
Phone Number 888-242-6766

Andrew Kessler is a CERTIFIED FINANCIAL PLANNER™ professional, who pursued a career in financial planning as a result of his passion for helping others. He aspires to share his knowledge, create plans for the future and ease financial anxieties for all the clients he serves. Andrew is a graduate of the University of Massachusetts, and proud to be part of the Allworth Financial team. He lives in the East Bay with his wife Whitney and foster dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

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


Qualifications CRD# 6711825
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3945 Freedom Circle, Suite 950,
Santa Clara,
CA
95054
Phone Number 408-565-8572

As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both).

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


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

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Transparent Fees

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 is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. 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# 6154134
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250,
Roseville,
CA
95661
Phone Number 916-462-5220

I'm a dedicated financial planner who loves to educate my clients and help them achieve their financial goals. My entire family lives in Northern California, and even though I've lived and worked in California and Arizona, Northern California has always been my home. Im happily married to my wife, Belinda, and we welcomed our first child, Lukas, in 2021.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Modesto, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Mraz, Amerine & Associates, Inc.
1120 13th Street , Suite C,
Modesto, CA 95354
$565,509,753 1460 A percentage of AUM
Hourly charges
Fixed fees
Oliveira Wealth
810 Standiford Ave , Suite 3,
Modesto, CA 95350
$101,745,881 376 A percentage of AUM
Hourly charges

    List of Additional Advisors in Modesto, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian M Nash
    Inquire with Brian
    1020 10th Street, 2nd, Floor, Modesto, CA  95354 209-576-3227
    Alias Masudi
    Inquire with Alias
    1020 10th Street, 2nd Floor, Modesto, CA  95354 650-496-4215
    Robert S Nicholson
    Inquire with Robert
    1301 L St, Ste 3, Modesto, CA  95354 209-574-1003
    Gene Carrillo Jr
    Inquire with Gene
    1301 L St, Ste 3, Modesto, CA  95354 209-574-1000
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1020 10th Street, 2nd, Floor, Modesto, CA  95354 209-526-3700
    Pinedo Financial Services 
    Inquire with Pinedo
    3340 Tully Road, Suite B5, Modesto, CA  95350 209-579-9992
    The Masudi Group
    Inquire with Masudi
    1020 10th Street, 2nd Floor, Modesto, CA  95354 209-576-3206
    Robert Runyan
    Inquire with Robert
    1020 10th Street, 2nd Floor, Modesto, CA  95354 209-576-3215
    Eddy Gouzenne
    Inquire with Eddy
    1020 10th Street, 2nd Floor, Modesto, CA  95354 209-576-2100
    Kelly McMurray
    Inquire with Kelly
    1020 10th Street, 2nd Floor, Modesto, CA  95354 209-576-2123
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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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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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