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.

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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.
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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?

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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.