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Find Top Financial Advisors in Folsom, California

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Folsom, California. 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 Advisors in Folsom

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.

Qualified Financial Advisors in Folsom, California
Financial Advisor Office Location Phone Number
CFG
Capstone Financial Group
620 Coolidge Drive, #165,
Folsom, CA 95630
916-467-8850
Zach Lindemann
CFP®
Edelman Financial Engines, LLC
1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250,
Roseville, CA 95661
916-462-5220
Ted Smalling
CFP®, MBA
Allworth Financial
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
888-242-6766
Jennifer Staben
Edelman Financial Engines, LLC
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA 95758
916-894-9999

Information on Qualified Financial Advisors in Folsom

Qualifications FirmCRD# 14869


Office Location 620 Coolidge Drive, #165,
Folsom,
CA
95630
Phone Number 916-467-8850

About Capstone Financial Group

Capstone Financial Group is one of the Sacramento region's prominent financial services and wealth management firms. Founded in 2002 by Chris Vaccaro, CLU, ChFC, Capstone has earned a strong reputation with the surrounding communities. Based in Folsom California, our local office is comprised of 6 advisors and 4 support staff. Capstone is also home to another 11 advisors throughout the western states. While we are considered a large firm, our personalized approach is designed to give every client a custom planning experience. With over $160 million in assets under management and another $135 million in other investments, our advisors have a broad range of experience and knowledge. Capstone Financial Group is uniquely positioned to help you with your personal, family, and business planning needs. Please reach out to us to schedule a time for a preliminary conversation. Our process is straightforward, educational, and moves at your pace. We look forward to helping you with the financial issues, fears, concerns, and big questions. Let's get started today!

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


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 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# 5981078
FirmCRD# 111167

Compensation/Fee Fee-Based


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

Ted Smalling is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA from the Keller Graduate School of Management. A native of Sacramento, CA, before embarking on an advisory career, Ted spent 25 years as a small business owner. An avid golfer, Ted lives with his family in Elk Grove, California.

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# 5862463
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA
95758
Phone Number 916-894-9999

I am passionate about helping clients achieve the peace of mind that comes along with having financial security, while being mindful of their personal circumstances. I love getting to know my clients and being a resource for them when they have questions about any aspects of their lives that has a dollar sign. When I am not helping clients, I am living life to its fullest: traveling, reading, writing and trying to make my kids and granddaughter laugh.

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.


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Frequently Asked Questions

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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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?