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Find Top Financial Advisors in Stockton, California
Stockton, California is home to a population of over 324,000 residents and has a cost of living that is 22% lower than the state average. While this may be beneficial for Stockton residents' finances, it is still perhaps important to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities. Finding the right financial advisor can be a time-consuming task, but WiserAdvisor's list of ranked financial advisors and advisory firms can serve as a valuable starting point while searching for a trustworthy financial advisor. The vetted financial advisors and financial advisory firms listed on our directory are experienced in providing tailored guidance in retirement planning, investment management, wealth management, financial planning, estate planning, and more depending on your financial needs.
How To Find Trusted Financial Advisors in Stockton, California
Stockton has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Stockton, California have an average of 31 years of experience.
NOTE: The list of vetted financial advisors in Stockton, California mentioned below does 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 Stockton, California.
Qualified Financial Advisors in Stockton, California
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Edelman Financial Engines, LLC9245 Laguna Springs DriveElk Grove, CA 95758 2175 North California BoulevardWalnut Creek, CA 94596 2901 Douglas BlvdRoseville, CA 95661 | N/A | $0 | Not Specified | Fee-Only |
| 31 Years | Not Specified | Not Specified | Fee-Based |
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Information on Qualified Financial Advisors in Stockton, California
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
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.
Client references furnished upon request. https://www.davidroggenkamp.com/
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