Financial advisors in California

Browse financial advisors on Sam's List. Compare professional profiles, reviews, services, specialties, and location details before reaching out.

44 financial advisors. 116 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "@TKopelman. Use him, and have referred 15 people to him who use him. Setting up everything, structuring, funding weird shit I’ve never heard of, makin…"
    — Jon Matzner, 0.0 stars, for Thomas-Kopelman
  • "I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
    — Yev, 0.0 stars, for 5T Wealth Management
  • "Stellar. Team was great, delivered my plan a week ahead of schedule."
    — Matthew Powers, 0.0 stars, for Steward

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