Best Financial Advisors in Monterey, CA

We did the hard work of finding trustworthy partners in Monterey, CA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Monterey, CA Fiduciary Financial Advisors

Centaurus Financial
Location 1106 Harrison St, Monterey, CA 93940, USA
Phone (831) 783-1747
Campisi Financial & Insurance Services

5 out of 5

Location 201 W Franklin St, Monterey, CA 93940, USA
Phone (831) 920-2841
Nicholson R L
Location 60 Garden Ct #240, Monterey, CA 93940, USA
Phone (831) 648-4250
Blair Financial Group
Location 550 Wave St, Monterey, CA 93940, USA
Phone (831) 655-3374
Tactical Wealth Management
Location 9699 Blue Larkspur Ln STE 103, Monterey, CA 93940, USA
Phone (831) 717-1144
Dan Kreer - Morgan Stanley
Location 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone (831) 646-6118
Evans Wealth Management Group
Location 4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, USA
Phone (831) 333-5916
Fountain Strategies LLC - Monterey
Location 127 Montecito Ave, Monterey, CA 93940, USA
Phone (831) 643-1958
Mission Coast Financial
SEC File# 801-111055
CRD# 158043
Location 80 Garden Ct, Monterey, CA 93940, USA
Steve Keller - Morgan Stanley
Location 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone (831) 646-6115
Petersen Financial Advisers
SEC File# 801-61605
CRD# 114572
Location 2340 Garden Rd #202, Monterey, CA 93940, USA
Phone (831) 372-3426
Nikolas Barr - Morgan Stanley
Location 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone (831) 646-6108
Image of Monterey, CA
Image from Google Maps

About Monterey, CA

Monterey, CA is a popular tourist destination due to its many attractions, including the Monterey Bay Aquarium and Fisherman's Wharf. The top employers in the city are the Defense Language Institute Foreign Language Center, the Naval Postgraduate School, and the Monterey County Health Department. Major highways and streets in Monterey include Highway 1 and Munras Avenue. The neighborhoods of Monterey are Pacific Grove, Carmel-by-the-Sea, Seaside, and Marina.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Monterey, CA is a city located on the Monterey Peninsula in the U.S. state of California. It is the county seat and largest city of Monterey County. The population was 27,810 at the 2010 census.Banks in Monterey provide various services to local residents such as loans, mortgages, and other banking products and services. Additionally, banks offer online banking which allows customers to conduct transactions from their personal computer or mobile device. This can include checking account balances, transferring money between accounts, paying bills, and more. Banks also have physical locations where customers can visit in person to speak with a banker or make deposits or withdrawals.

Insurance Broker

Monterey, CA residents can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex insurance system. Brokers are experts in their field and can help residents get the most out of their policies.

Retirement Planning

If you're a Monterey, CA resident who's getting close to retirement age, it's time to start planning your golden years. A financial advisor can help you figure out how much money you'll need to have saved up by the time you retire, and can give you tips on how to make that money last. They can also help you invest in safe and profitable stocks and funds, and advise you on when to start taking Social Security benefits. If you're nearing retirement age, it's definitely worth your time to consult with a financial advisor.

Wealth Management

Monterey, CA is a beautiful place to live, but it can also be expensive. Residents of Monterey need to be smart about their money in order to make the most of their hard-earned cash. Wealth management services can help Monterey residents do just that. Wealth management is a process where a professional helps you manage your money in the best way possible. This might include investing your money, saving for retirement, and even estate planning. If you're looking for a way to make the most of your money, wealth management is a great option. Talk to a financial advisor today to learn more.

Estate Planning Lawyer

Monterey, CA residents who want to make sure their estate planning is in order can work with an estate planning lawyer. Estate planning lawyers can help residents of Monterey, CA create wills and trusts, and they can also help with other aspects of estate planning such as powers of attorney and healthcare proxies. Residents of Monterey, CA who are interested in working with an estate planning lawyer should contact the nearest law firm for more information.

Mortgage Loan Officer

Mortgage loan officers in Monterey, CA can help residents get the best mortgage rates and terms for their needs. By providing a variety of services and products, these professionals can assist homeowners with finding the right home loan to fit their budget. In addition, they can help current homeowners refinance their mortgages to get a lower interest rate and save money on their monthly payments.

Tax Services

The tax season is rapidly approaching and Monterey, CA residents are looking for ways to reduce their taxable income. Tax accountants can be of great assistance in this effort, but it is important to find the right accountant for the job. Here are some tips on how to go about finding the best tax accountant for you.


FAQs About Personal Financial Advisors in Monterey, CA