Find a Financial Planner in Contra Costa County, CA

 

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We did the hard work of finding trustworthy partners in Contra Costa County, CA.

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We Only Work With The Best Contra Costa County Financial Advisors


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 Contra Costa County, CA


  • Financial Advisor Close to Contra Costa County, 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 CFP® in Contra Costa County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Contra Costa County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Contra Costa County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.9% of Contra Costa County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Contra Costa County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Contra Costa County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Contra Costa County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Contra Costa County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Contra Costa County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Contra Costa County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Contra Costa County, 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 Planner Near Contra Costa County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Contra Costa County financial advisors.
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How Retirement-Friendly is Contra Costa County, CA?

  • Population: 1142,251
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $642,000
  • Average Monthly Housing Cost: $2,013
  • Average Household Income: $135,742
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Contra Costa County, CA


BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Website

(925) 932-0344

Two Walnut Creek Center
200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596

SEC#: 801-57272
Years in Business: 21 years

LITMAN GREGORY FUND ADVISORS LLC

Website

(925) 254-8999

1676 N. California Blvd
Suite 500
Walnut Creek, CA 94596

SEC#: 801-52710
Years in Business: 24 years

J.P. KING ADVISORS, INC.

Website

(925) 935-1555

1600 South Main Street
Suite 275
Walnut Creek, CA 94596

SEC#: 801-60296
Years in Business: 19 years

ACCUVEST GLOBAL ADVISORS

Website

(925) 930-2882

3100 Oak Road
Suite 380
Walnut Creek, CA 94597

SEC#: 801-68887
Years in Business: 13 years

JCSD CAPITAL, LLC

Website

(925) 954-7207

1676 N. California Blvd.
#630
Walnut Creek, CA 94596

SEC#: 801-107372
Years in Business: 5 years

INTEGRITY WEALTH PARTNERS, LLC

Website

(925) 300-3222

1320 Mt. Diablo Blvd.
Suite 200
Walnut Creek, CA 94596

SEC#: 801-77910
Years in Business: 8 years

CASILIO LEITCH INVESTMENTS

Website

(925) 448-2215

101 Ygnacio Valley Road
Suite 211
Walnut Creek, CA 94596

SEC#: 801-110379
Years in Business: 4 years

CASTLE ROCK WEALTH MANAGEMENT, LLC

Website

(925) 478-8800

1777 Botelho Dr.
Suite 105
Walnut Creek, CA 94596

SEC#: 801-110593
Years in Business: 3 years

WALNUT CREEK WEALTH MANAGEMENT

Website

(925) 280-1800

1850 Mt. Diablo Blvd
Suite 170
Walnut Creek, CA 94596

SEC#: 801-110685
Years in Business: 3 years

ECHO45 ADVISORS LLC

Website

(877) 432-4645

1801 N California Blvd
Suite 101
Walnut Creek, CA 94596

SEC#: 801-118109
Years in Business: 1 years