Petaluma, CA Financial Advisors and Resources



Financial Advisor Firms in Petaluma, CA


BREEN WEALTH MANAGEMENT, LLC

Website

(707) 595-6556

200 Kentucky St. 2nd Floor
Suite C
Petaluma, CA 94952

SEC#: 801-112749
Years in Business: 3 years

ENSO WEALTH MANAGEMENT, LLC

Website

(707) 981-7584

140 Second Street
Suite 250
Petaluma, CA 94952

SEC#: 801-110382
Years in Business: 4 years

CREEKSIDE PARTNERS

Website

(707) 769-7820

775 Baywood Drive
Suite 306
Petaluma, CA 94954

SEC#: 801-68879
Years in Business: 13 years

BURLESON & COMPANY, LLC

Website

(707) 283-0520

201 1st Street
Suite 204
Petaluma, CA 94952

SEC#: 801-66240
Years in Business: 15 years

RESOURCE INVESTMENT ARCHITECTS, INC.

Website

(707) 763-7861

11 Petaluma Blvd. N. Suite 205

Petaluma, CA 94952

SEC#: 801-56409
Years in Business: 22 years

DOBSON ASSET MANAGEMENT

Website

(707) 766-9254

7 Fourth Street
Suite 25
Petaluma, CA 94952

SEC#: 801-51693
Years in Business: 25 years

FPC INVESTMENT ADVISORY, INC.

Website

(707) 795-0500

1465 North Mcdowell Blvd
Suite 170
Petaluma, CA 94954

SEC#: 801-112493
Years in Business: 3 years


How Retirement-Friendly is Petaluma, CA?

  • Population: 60,767
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $647,200
  • Average Monthly Housing Cost: $1,951
  • Average Household Income: $118,520
  • 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.)


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