Fiduciary Financial Advisors in Bakersfield, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bakersfield, CA


  • Financial Advisor Close to Bakersfield, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Bakersfield, CA Help You?

Financial advisors are professionals whose job it is to help you assess your overall financial health and create a plan for the future.

They can help you meet all kinds of financial goals, including but not limited to:

  • Retirement planning
  • Life transition planning
  • Paying off debts
  • Increasing your credit score
  • Starting a business
  • Improving your investment portfolio

If you are looking for something simple, you also have many options as far as non-traditional advisors go.

The traditional, in-person advisor, although an advanced and powerful option, can also be quite expensive; on the other hand, online only and automated robo-advisors cost a fraction of the price and still offer many benefits.

 

The Value Of A Retirement Financial Advisor in Bakersfield, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor Near Bakersfield, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 27411 Tourney Road, Suite 260, Valencia, CA 91355


Top Financial Advisors Serving Bakersfield, CA

The first European to explore the area now known as Bakersfield was the Spanish missionary Francisco Garcés, who arrived in 1776.

The city has a hot-desert climate, according to the Köppen classification system, with hot and dry summers and cool winters with chilly nights.

If you live outside of Bakersfield but are still local to the area, then our Bakersfield advisors can still serve you!

Below is a list of locations around Bakersfield where you can visit our advisors:

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Certified Financial Advisors In Bakersfield, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.