Find a Financial Planner in Roseville, CA

 

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We Only Work With The Best Roseville 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 Roseville, CA


  • Financial Advisor Close to Roseville, 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 Roseville Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Roseville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Roseville offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
19.8% of Roseville'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 Roseville area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Roseville area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Roseville area an ongoing effort.
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 Roseville 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 in the Roseville area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Roseville area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 135,637
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $448,400
  • Average Monthly Housing Cost: $1,771
  • Average Household Income: $109,812
  • 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 Roseville, 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: 2 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: 7 years

PINNACLE ASSET MANAGEMENT, INC.

Website

(916) 772-0807

2271 Lava Ridge Court
Suite 200
Roseville, CA 95661

SEC#: 801-78656
Years in Business: 7 years