Find a Financial Advisor in Rocklin, CA

 

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

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We Only Work With The Best Rocklin Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Rocklin, CA


  • Financial Advisor Close to Rocklin, 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 Rocklin, 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 Rocklin, CA

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

  • Population: 64,835
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $491,200
  • Average Monthly Housing Cost: $1,949
  • Average Household Income: $117,257
  • 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 Rocklin, CA

 

ROSEMAN WAGNER WEALTH MANAGEMENT

Website

(888) 552-1524

4970 Rocklin Road
Suite 200
Rocklin, CA 95677

SEC#: 801-69561
Years in Business: 13 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 549-4144

4308 Live Oak Lane
Suite B
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 280-0621

6520 Lonetree Blvd.
Suite 108
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(855) 744-8585

1011 Sunset Blvd
Suite 210
Rocklin, CA 95765

SEC#: 801-69815
Years in Business: 12 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 549-4144

4308 Live Oak Lane
Suite B
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 280-0621

6520 Lonetree Blvd.
Suite 108
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 549-4144

4308 Live Oak Lane
Suite B
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 280-0621

6520 Lonetree Blvd.
Suite 108
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(916) 549-4144

4308 Live Oak Lane
Suite B
Rocklin, CA 95765

SEC#: 801-107913
Years in Business: 5 years

 


Rocklin, CA Financial Advisor FAQs

A financial advisor is a professional who advises and invests for their clients and manages the finances of many people or businesses.
The best way to find a financial advisor is by word of mouth referral. If someone you know and trust recommends an advisor, then take the time to interview that person and the advisor in order to eliminate any potential conflicts of interest.
Yes. Things like retirement, taxes, and investments are far too complicated for many people to manage on their own. Hence the need for a financial advisor - one who is professionally trained with a degree in finance and has experience with these sorts of things.
This is not an easy question to answer succinctly, but I'll do my best. Although the advisor might be someone you know personally—a banker, accountant, investment counselor or stock broker—the process should start with identifying the types of services you're likely to need.