Find a Financial Planner in San Bernardino County, CA

 

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

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We Only Work With The Best San Bernardino 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 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 San Bernardino County, CA

  • Financial Advisor Close to San Bernardino 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

 

How Can a CFP® in San Bernardino County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the San Bernardino County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in San Bernardino County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
14.2% of San Bernardino County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the San Bernardino County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the San Bernardino County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the San Bernardino County area.
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 San Bernardino County 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the San Bernardino County area, 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 San Bernardino County 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 San Bernardino 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 San Bernardino County, CA

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

  • Population: 2149,031
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $345,600
  • Average Monthly Housing Cost: $1,367
  • Average Household Income: $81,382
  • 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 County, CA


PAINTER, SMITH AND AMBERG INC.

Website

(909) 557-2800

1200 California Street
Suite 220
Redlands, CA 92374

SEC#: 801-112748
Years in Business: 3 years

KWB WEALTH

Website

(909) 307-8220

1782 Orange Tree Lane

Redlands, CA 92374

SEC#: 801-118740
Years in Business: 1 years