Find a Financial Planner in Fresno, CA


Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Fresno, CA.

Jump To List of Advisors

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

We Only Work With The Best Fresno 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


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

  • Financial Advisor Close to Fresno, 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 Fresno Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Fresno area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Fresno can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.8% of Fresno'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 Fresno area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Fresno area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Fresno area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Fresno area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Fresno area. Typically, it 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 Fresno area when dealing with high-interest credit card debt and private student loans.


The Value of Working With the Best Financial Planners in Fresno, CA

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Fresno, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Fresno financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is Fresno, CA?

  • Population: 525,010
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $248,700
  • Average Monthly Housing Cost: $1,094
  • Average Household Income: $69,880
  • 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 Fresno, CA



(559) 438-2640

1312 W Herndon, Suite 101

Fresno, CA 93711

SEC#: 801-44406
Years in Business: 28 years



(559) 433-1110

9 E River Park Pl E, Suite 440

Fresno, CA 93720

SEC#: 801-112596
Years in Business: 3 years



(559) 449-8690

5260 N. Palm Avenue
Suite 221
Fresno, CA 93704

SEC#: 801-108765
Years in Business: 4 years



(559) 431-4700

684 West Cromwell Avenue
Suite 103
Fresno, CA 93711

SEC#: 801-67921
Years in Business: 14 years



(559) 432-6100

986 West Alluvial Ave.
Suite 101
Fresno, CA 93711

SEC#: 801-112758
Years in Business: 3 years



(559) 432-8400

7571 N. Remington Ave., Ste. 105

Fresno, CA 93711

SEC#: 801-38220
Years in Business: 30 years



(559) 456-6108

155 E. Shaw Avenue
Fresno, CA 93710

SEC#: 801-71206
Years in Business: 11 years



(559) 228-8002

735 West Alluvial Ave. #101

Fresno, CA 93711

SEC#: 801-40071
Years in Business: 29 years



(559) 451-3463

7447 N. First Street
Suite 202
Fresno, CA 93720

SEC#: 801-68605
Years in Business: 13 years