Find a Financial Advisor in Santa Cruz County, CA

 

Get Top Tier Financial Planning

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

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We Only Work With The Best Santa Cruz 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 Santa Cruz County, CA


  • Financial Advisor Close to Santa Cruz 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 Santa Cruz 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 Santa Cruz County, CA

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

  • Population: 273,962
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $778,300
  • Average Monthly Housing Cost: $1,864
  • Average Household Income: $115,265
  • 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 Santa Cruz County, CA

 

SAGE FINANCIAL ADVISORS INC.

Website

(480) 305-8060

2938 Granite Creek Road

Scotts Valley, CA 95066

SEC#: 801-60717
Years in Business: 20 years

 


Santa Cruz County, CA Financial Advisor FAQs

You need a financial advisor to provide you with specific investment advice and counsel. Financial advisors can provide guidance on when you should invest, how much money you should save for retirement, how to pay off student loans, and so on.
Financial advisors advise clients on how to manage their money, helping them decide the best way to save, spend and invest for a desired future.
Think about their level of expertise and whether they have any history of abuse/negligence towards clients before committing yourself.
Financial advisors get paid through commission, asset fees, and other fees for various services.