Find a Financial Advisor in Placer County, CA

 

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

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We Only Work With The Best Placer 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Placer County, CA


  • Financial Advisor Close to Placer 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

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

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

  • Population: 385,512
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $477,100
  • Average Monthly Housing Cost: $1,759
  • Average Household Income: $115,043
  • 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 Placer County, CA

 

AMERICAFIRST CAPITAL MANAGEMENT, LLC

Website

(916) 787-9940

300 Harding, Ste. 215

Roseville, CA 95678

SEC#: 801-67636
Years in Business: 14 years

EMPYRION WEALTH MANAGEMENT, INC.

Website

(916) 786-7626

3741 Douglas Blvd
Ste 130
Roseville, CA 95661

SEC#: 801-36794
Years in Business: 31 years

UP CAPITAL MANAGEMENT, INC.

Website

(916) 520-6420

341 Lincoln Street

Roseville, CA 95661

SEC#: 801-79503
Years in Business: 7 years

CAPITAL PLANNING ADVISORS LLC

Website

(916) 286-7650

1420 Rocky Ridge Drive
#140
Roseville, CA 95661

SEC#: 801-79170
Years in Business: 7 years

WE ALLIANCE WEALTH ADVISORS, INC.

Website

(916) 325-0130

3001 Douglas Blvd
Ste. 142
Roseville, CA 95661

SEC#: 801-113406
Years in Business: 3 years

SMART INVESTOR, LLC

Website

(916) 773-5217

2130 Professional Drive
Suite 190
Roseville, CA 95661

SEC#: 801-61937
Years in Business: 18 years

PROTECTION POINT ADVISORS

Website

(916) 367-4540

1075 Creekside Ridge Drive
Suite 150
Roseville, CA 95678

SEC#: 801-113898
Years in Business: 3 years

GRECU CAPITAL MANAGEMENT, INC.

Website

(888) 504-7328

970 Reserve Drive
Suite 100
Roseville, CA 95678

SEC#: 801-112717
Years in Business: 3 years

PARKSHORE WEALTH MANAGEMENT

Website

(916) 797-3007

3007 Douglas Boulevard
Suite 150
Roseville, CA 95661

SEC#: 801-78573
Years in Business: 8 years

 


Placer County, CA Financial Advisor FAQs

Financial advisors are people who advise clients on their finances, including how to invest, save for retirement, and take care of debt. It is important to note that while qualifications vary among different types of financial advisors, they all must abide by rules that protect the public.
It's very hard to bet with only money. Investing in the stock market is one of the most important decisions you can make. A financial advisor can help you assess your risk tolerance, provide guidance on investing strategies, and assess the degree to which stocks may or may not be appropriate for you.
One basic function of the financial advisor is to take into account various aspects of one's life--income, spending constraints, savings for specific objectives, etc.--and come up with a plan that will meet those needs and objectives given the present conditions.
The two most important things to look for in a financial advisor are 1) good communication and 2) understanding of your goals. Typically, this means that they will need to know the nature of your investments and financial planning needs well enough to make appropriate recommendations for you.