Click/tap here to find the best Petaluma, California financial advisor for your needs!

Financial Advisors in Petaluma, California (Sonoma County)

Dale Wannen
Petaluma, CA
Visit Dale Wannen

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
Petaluma, CA
Visit Tina Anders

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

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.
Rawson Gulick, CFP
13 miles from Petaluma, CA
Visit Rawson Gulick, CFP

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Highlights: Financial Planning Advice And Services, Fiduciary, Retirement Income Planning, Investment Consulting, Retirement Distribution Plan, Comprehensive Financial Planning, Certified Financial Planner, IRA, Wealth Management, Legacy Planning, Retirement Planning, Investment Services, Socially Responsible Investments, Independent Investment Advisor, NAPFA Member, Sustainability, Passive Investment Strategies, Estate Planning, Fee Only, Family Financial Planning
Ridgeview Financial Planning
16 miles from Petaluma, CA
Visit Ridgeview Financial Planning

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

Financial Planning Focus
22 miles from Petaluma, 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.
25 miles from Petaluma, CA
Visit Financial Connections Group, Inc.

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
25 miles from Petaluma, CA
Visit Katy Song

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
Katy Song Financial Planning
25 miles from Petaluma, CA
Visit Katy Song Financial Planning

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

Soares Financial, Inc.
25 miles from Petaluma, CA

Colleen Soares, CFP, CPA

Financial Solutions
25 miles from Petaluma, 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.

Kristin Harad
34 miles from Petaluma, CA
Visit Kristin Harad

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
KB Financial Advisors, LLC
35 miles from Petaluma, CA
Visit KB Financial Advisors, LLC

Jackie Kleinman, CFP

Wetherby Asset Management
35 miles from Petaluma, CA
Visit Wetherby Asset Management

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

The Humphreys Group
35 miles from Petaluma, CA
Visit The Humphreys Group

Lexi Olian, CFP is © Copyright Sudden Ventures, Inc. ( 0.086 secs on 05/21/22)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode