Find Top Financial Advisors in Sacramento
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Sacramento. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Sacramento
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Sacramento, California | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Garrett Morgan Fountainhead Wealth Management |
1451 River Park Drive, Sacramento, CA 95815 |
(916) 431-0294 |
| Jim Dillon Dillon Financial Services |
9700 Business Park Drive, Sacramento, CA 95827 |
(916) 380-3164 |
| Jennifer Staben Edelman Financial Engines, LLC |
9245 Laguna Springs Drive Suite 200, Elk Grove, CA 95758 1112 Galleria Boulevard Suite 160, Roseville, CA 95678 |
(916) 780-5353 |
| Mark Palmer Edelman Financial Engines, LLC |
2175 North California Boulevard, Walnut Creek, CA 94596 |
(925) 962-5823 |
| Hutch E. Ashoo Pillar Wealth Management |
1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597 |
(925) 407-0320 |
| Mallory Dinis Edelman Financial Engines, LLC |
4301 Hacienda Drive, Suite 100, Pleasanton, CA 94588 |
(925) 227-0555 |
| Ken Sakamoto Edelman Financial Engines, LLC |
4040 Civic Center Drive, San Rafael, CA 94903 |
(925) 227-0555 |
| Pete Woodring Cypress Partners |
23 Ross Common 4B, Ross, CA 94957 |
(415) 530-3995 |
Information on Qualified Financial Advisors in Sacramento
Qualifications
CRD# 2844791
Series 7, 31, 63, 66
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions
Office Location
1451 River Park Drive,
Suite 142,
Sacramento,
CA 95815
Phone Number
(916) 4310294
Garrett Morgan has been in the financial services industry since 1996 and is a CERTIFIED FINANCIAL PLANNER. Prior to founding Fountainhead Wealth in 2005, Garrett worked as a financial advisor for a large multi-national corporation, focusing on financial and investment management for members of CalPERS and employees of the US Government. Mr. Morgan has a love for the Financial Planning profession and founded Fountainhead Wealth with the express purpose of changing the way financial advice is delivered in the US. He speaks regularly on topics related to money and success. Mr. Morgan earned his certificate in Financial Planning from Boston University.
About Fountainhead Wealth Management
Fountainhead Wealth is the trusted source for financial services because we go beyond the numbers on the page. We are intensely focused on our clients' success and understanding what they want to accomplish with their business and personal investments. Our team of professionals connects the dots between what you want to accomplish and the steps you need to take to get there. If your financial plan is not aligned with your vision for your life the way you would like it to be, maybe we should talk.
Qualifications
CRD# 5161877
FirmCRD# 7717
Series 6, 7, 26, 63, 65
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee
Office Location
9700 Business Park Drive,
Suite 204,
Sacramento,
CA 95827
Phone Number
(916) 3803164
Jim Dillon has been in private practice in the financial services industry since 2007. A CFP® and Chartered Financial Consultant®. Jim assists clients with both their business and their personal investment and insurance related needs.
About Dillon Financial Services
Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial Services, has been in business as an independent financial advisor since 2007. Jim offers his clients comprehensive financial planning services, retirement planning, and investment portfolio management. Jim also works with business entities that sponsor qualified company retirement plans. Many times these types of clients are unaware of the excessive costs their plans are paying and the liability the sponsors are personally exposed to. Jim Dillon is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated. Registrations Include: Series 6, Series 7, Series 63, Series 65. California Insurance License: 0F21878 Licensed to sell securities in CA Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website, you are leaving our site and assume total responsibility for your use at these sites.
Qualifications
CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA 95758
Phone Number
(916) 7805353
Office Location
1112 Galleria Boulevard Suite 160,
Roseville,CA 95678
Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2546710
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA 94596
Phone Number
(925) 9625823
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2003. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Politics and Economics from Claremont McKenna College, J.D from Georgetown University Law Center and a Masters.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1741558
FirmCRD# 147837
Series 65
Compensation/Fee
I am a fee-only financial professional, Based on Assets, Flat Fee
Office Location
1255 Treat Boulevard, Suite 300,
Walnut Creek,
CA 94597
Phone Number
(925) 4070320
Hutch Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEOs Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Todays Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients financial lives.
About Pillar Wealth Management
At Pillar Wealth Management, LLC., you'll discover a single source for all your family's financial needs, including investment management, tax, legal, insurance, risk, estate and charitable-giving advice. You want an advisor who cares about the changes in your life and helps you prepare for and protect your wealth through it all; someone who will work with other professionals ? attorneys, mergers and acquisitions experts, accountants and insurance advisors' on your behalf. You need someone to help you make sense of all the legal, tax, financial, insurance and investment information out there so you can make better-informed decisions. We coordinate the efforts of the other professionals on your team ? this alone may save you hundreds of thousands or millions of dollars. Not to mention countless hours that you could spend on causes near and dear to your heart, or with your loved ones.
Qualifications
CRD# 5823103
FirmCRD# 104510
Series 6, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4301 Hacienda Drive, Suite 100,
Pleasanton,
CA 94588
Phone Number
(925) 2270555
Joined Edelman Financial Engines in 2011. Began her career in the financial services industry in 2010. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo. Mallory enjoys staying active outdoors with her husband and their Labrador Retriever.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1095790
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4040 Civic Center Drive,
Suite 200,
San Rafael,
CA 94903
Phone Number
(925) 2270555
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1979. Successfully completed the Series 7, 6, 63 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Grew up in Hawaii and has Associate Degree from the University of Hawaii, LCC. Married to Jaclynn and they have a daughter, Erika age 15. Enjoys keeping fit by working out, watching sports, and going on vacations to Hawaii.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 424062B
FirmCRD# 148070
Series 65
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets
Office Location
23 Ross Common 4B,
PO Box 1428,
Ross,
CA 94957
Phone Number
(415) 5303995
Peter co-founded Cypress Partners because he knew there was a better way to help people make successful wealth management decisions. During his tenure with U.S. Trust company, he was exposed to product-driven sales approaches and valuable client-centric services. Inspired by the latter, he was set on building a new kind of organization, one devoted to client advocacy, and to comprehensive wealth planning. Peter takes great pride in offering objective and transparent solutions to individuals and families that need collaborative planning in managing the complexities of generational family wealth. Peter works closely with clients to coordinate all aspect of their financial strategy by acting as their family CFO. His goal is to give clients the comfort of knowing that the financial aspects of their lives are diligently managed by estate attorneys, CPAs, insurance specialists and other experts they can trust. Born into the business, Peter benefits from a lifetime of wealth planning knowledge learned from his father and co-founder,Doug Woodring, who has been consulting with successful families in the San Francisco Bay area for several decades. Working together, they bring multi-generational expertiseto their clients. As a successful entrepreneur, investor and relationship manager, Peter brings valuable insight and resources to a wide range of clients who appreciate the personal attention and the collaboration of planning professionals that the firm offers.
About Cypress Partners
Cypress Partners was founded to help you protect, grow and optimize what's most important to you. Our relationship is a partnership, and it's guided by your participation in our comprehensive planning process. It begins with a conversation about your dreams, objectives, values, concerns and personal and professional relationships. Gaining a thorough understanding of your life allows us to formulate not only a specific plan, but also a team of independent, expert advisors to achieve your goals. Our expertise is financial planning and portfolio construction and management, as well as acting as the conduit between you and your advisory team. Your team will generally include an estate, tax and insurance planner who we collaborate with to optimize your wealth and efficiently achieve your goals. Our 401(k) Consulting group is dedicated to improving retirement outcomes and reducing plan sponsor liability. We help our plan sponsor clients run their 401(k) plans for the benefit of their employees. We focus on transparency, reducing plan fees, prudent approach to investing, comprehensive retirement and income for life planning and a diligent fiduciary process. We are a father and son partnership with institutional power and a boutique client experience. Our business depends on the satisfaction of our clients, and personalized service tailored to meet your needs is our passion. Our planning process is dynamic, and we constantly monitor your progress and make necessary changes as life unfolds. We value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. Our typical client shares similar values.
| List of Additional Financial Advisors in or around Sacramento, California | |
| Greg S. Porter, CFP | Folsom, CA |
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