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Financial Advisors in Santa Rosa, California (Sonoma County)

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Brandon Grundy, CFP
Ridgeview Financial Planning is a California state registered investment advisory firm. Located in Santa Rosa, we specialize in financial planning and investment management, working with clients in Sonoma County and throughout Cal... See More

Dale Wannen
16 miles from Santa Rosa, CA
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We are a fee-only independent investment advisory firm that focuses on sustainable and responsible investing. Clients range from individuals to family trusts to family foundations to non-profits. Charles Schwab is our custodian, though we are indepe... See More

Highlights: Sustainability, Socially Responsible Investments, Women's Issues, 401k Rollover, Wealth Management, Young Investors, Fee Only, IRA, Stocks, Advisory And Investment Management, Retirement Planning, Financial Planning, Independent Investment Advisor, Fee-Only, 403B Plans, Investment Management
Tina Anders
16 miles from Santa Rosa, CA
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Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested finan... See More

Highlights: Financial Advisor, Portfolio Management, Investment Policy Statements, Investment Advice, Roth IRA, Retirement Income Planning, Retirement Planning., Registered Investment Advisor, Certified Financial Planner, Financial Planning For Women, Investment Review And Planning., Fee-Only, IRA, Financial Planning, NAPFA Member, Professional Wealth Management, Financial Planner, Fiduciary Advisor, Rollover Of 401k Or IRA, Personalized Investment Management And Advice
Anders Wealth Management
16 miles from Santa Rosa, CA

Fee-Only Planning and Investment Management. I do not accept commissions or kickbacks for any of my recommendations, therefore my advice is completely objective. One of my most important goals is to help you achieve yours.

Highlights: Fiduciary, Passive Investment Strategies, Member Of NAPFA, Wealth Management, Retirement Planning & Investing, Independent Investment Advisor, Fee-Only, NAPFA Member, Investment Management, Retirement Planning.
Soares Financial, Inc.
28 miles from Santa Rosa, CA

Colleen Soares, CFP, CPA

Financial Planning Focus
36 miles from Santa Rosa, CA

Celeste Mirassou, CFP
I'm Celeste Mirassou, CFP®, RIA, an independent financial planner. I offer my financial planning and budgeting services on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs... See More

Financial Connections Group, Inc.
39 miles from Santa Rosa, CA
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Brian Pon, CFP, EA
We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.
We offer the following services: Ongoing Investm... See More

Katy Song Financial Planning
40 miles from Santa Rosa, CA
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Katy Song, CFP, MBA
Financial planning is for everyone - not just the very wealthy. Determining financial priorities and setting short- and long-term goals is critical for every couple or family who wants to be confident that they are making the righ... See More

Katy Song
40 miles from Santa Rosa, CA
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Comprehensive fee-only financial planning for new parents and young families.

Highlights: Family Financial Planning, Estate Planning, Disability Income & Long Term Care Insurance, Women's Issues, College Planning, MBA, Comprehensive Financial Planning, Retirement Planning, CFP ®, Certified Financial Planner, Income Tax Planning, Annuities & Life Insurance, Fee Only
Financial Solutions
40 miles from Santa Rosa, CA

Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.

D. A. Flowers & Company, LLC
48 miles from Santa Rosa, CA
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David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Kristin Harad
48 miles from Santa Rosa, CA
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Fee-only comprehensive financial advice for new parents and growing families.

Highlights: Job Transition Coaching, Fee Only, Disability Income & Long Term Care Insurance, Estate Planning, Investment Consulting, Certified Financial Planner, Comprehensive Financial Planning, College Planning, Retirement Planning, Women's Issues, Family Financial Planning, CFP ®, Debt Management
DABK Inc.
48 miles from Santa Rosa, CA

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Highlights: MBA, Certified Financial Planner, Retirement Distribution Plan, Investment Policy Statements, Mutual Funds, Socially Responsible Investments, Debt Management, CFP ®, Fee Only, Investment Consulting, Retirement Planning, Comprehensive Financial Planning, IRA, Fiduciary, NAPFA Member, 401K Consulting, Middle Income, Family Financial Planning, Independent Investment Advisor
Marjorie Bennett, CFA
49 miles from Santa Rosa, CA

We provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. At Aegis Capital Management, we emphasize client education and participation in the investment management process. O... See More

Highlights: Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning, Fee Only, MBA, Comprehensive Financial Planning, College Planning, 401K Consulting, Investment Consulting, 403B Plans, CFA, IRA, ETFs, Fee-Only, NAPFA Member, Independent Investment Advisor, Investment Policy Statements
Wetherby Asset Management
50 miles from Santa Rosa, CA
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Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective,... See More

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