Find a Financial Planner in Fresno County, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Fresno 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 Fresno County, CA


  • Financial Advisor Close to Fresno 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 Fresno County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Fresno County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Fresno County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.7% of Fresno 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 Fresno County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Fresno County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 County 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. In the Fresno 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 Fresno 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 Fresno County area when dealing with high-interest credit card debt and private student loans.

 

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

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


How Retirement-Friendly is Fresno County, CA?

  • Population: 984,521
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $262,900
  • Average Monthly Housing Cost: $1,106
  • Average Household Income: $74,776
  • 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 County, CA


REGENCY INVESTMENT ADVISORS INC

Website

(559) 438-2640

1312 W Herndon, Suite 101

Fresno, CA 93711

SEC#: 801-44406
Years in Business: 27 years

PLAN FINANCIAL

Website

(559) 433-1110

9 E River Park Pl E, Suite 440

Fresno, CA 93720

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

FORD FINANCIAL GROUP

Website

(559) 449-8690

5260 N. Palm Avenue
Suite 221
Fresno, CA 93704

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

PATHWAYS ADVISORY GROUP, INC.

Website

(559) 431-4700

684 West Cromwell Avenue
Suite 103
Fresno, CA 93711

SEC#: 801-67921
Years in Business: 13 years

BRIDGEWEALTH ADVISORY GROUP, LLC

Website

(559) 432-6100

986 West Alluvial Ave.
Suite 101
Fresno, CA 93711

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

PORTFOLIO ADVISORS, INC.

Website

(559) 432-8400

7571 N. Remington Ave., Ste. 105

Fresno, CA 93711

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

SCF INVESTMENT ADVISORS, INC.

Website

(559) 456-6108

155 E. Shaw Avenue
#102
Fresno, CA 93710

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

WHELAN FINANCIAL

Website

(559) 228-8002

735 West Alluvial Ave. #101

Fresno, CA 93711

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

PRIVATE WEALTH ADVISORS

Website

(559) 451-3463

7447 N. First Street
Suite 202
Fresno, CA 93720

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