Find a Financial Advisor in San Bernardino, CA


Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best San Bernardino 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


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


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 San Bernardino, CA

  • Financial Advisor Close to San Bernardino, 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 San Bernardino, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Bernardino, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Bernardino financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is San Bernardino, CA?

  • Population: 216,089
  • % of Population 62 Years and Over: 11.3%
  • Average Home Value: $262,400
  • Average Monthly Housing Cost: $1,106
  • Average Household Income: $60,409
  • 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 San Bernardino, CA




(909) 382-4545

1918 Business Center Drive
San Bernardino, CA 92408

SEC#: 801-78617
Years in Business: 8 years


San Bernardino, CA Financial Advisor FAQs

At a fundamental level, a financial advisor is in the business of helping people and businesses use and manage their money wisely.
The key to choosing a great advisor is education. Before choosing an advisor, you should do your research on their background. Confirm they are licensed by the applicable bodies in your area.
There are many questions you should ask a financial advisor. One of the most important is how they get paid. They should be able to clearly articulate what type of fee they charge and how much it is on an annual basis. A second question would be asking if they specialize in any particular investment strategy (which some advisors do).
Yes. In general, an independent financial advisor can offer guidance on areas of investments, insurance, retirement planning, and education funding. Even those who don't invest often do some form of job planning which could benefit from the help of a qualified adviser.