Find a Financial Planner in Kern County, CA

 

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

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We Only Work With The Best Kern 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 Kern County, CA


  • Financial Advisor Close to Kern 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 Kern County 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 Kern County 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.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Kern County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
13.5% of Kern County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Kern County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Kern County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Kern 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. Financial advisors in the Kern County 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 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 Kern 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 is a good way to make high-interest debts more manageable. Advisors in the Kern County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 887,641
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $226,100
  • Average Monthly Housing Cost: $1,080
  • Average Household Income: $73,478
  • 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 Kern County, CA


WOODWARD DIVERSIFIED CAPITAL, LLC

Website

(661) 498-7500

5401 Business Park South
#217
Bakersfield, CA 93309

SEC#: 801-117741
Years in Business: 1 years

BARNES WEALTH MANAGEMENT GROUP

Website

(661) 322-9799

5060 California Ave.
Suite 600
Bakersfield, CA 93309

SEC#: 801-118031
Years in Business: 1 years

MESTMAKER & PETREY WEALTH ADVISORS

Website

(661) 395-9400

2000 Oak Street
Suite 100
Bakersfield, CA 93301

SEC#: 801-116958
Years in Business: 1 years

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Website

(661) 326-6357

11601 Bolthouse Drive
Suite 210
Bakersfield, CA 93311

SEC#: 801-73757
Years in Business: 9 years