Best Financial Advisors in San Luis Obispo, CA

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San Luis Obispo, CA Fiduciary Financial Advisors

SEC File# 801-107866
CRD# 283714
Location 735 Tank Farm Rd Suite #250, San Luis Obispo, CA 93401, USA
Phone (805) 781-2773
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-80089
CRD# 154861
Location 1135 Santa Rosa St #310, San Luis Obispo, CA 93401, USA
Phone (805) 548-8920
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10746
CRD# 793
5 out of 5
Location 4460 Broad St Suite 210, San Luis Obispo, CA 93401, USA
Phone (805) 783-2921
Directions
SEC File# 801-8095
CRD# 2881
Location 755 Santa Rosa St STE 300, San Luis Obispo, CA 93401, USA
Phone (805) 468-5375
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Deborah Garza - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1521 Higuera St Ste A, San Luis Obispo, CA 93401, USA
Phone (805) 781-3700
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Lifepoint Financial Design
Location 872 Higuera St. STE. # DD30, San Luis Obispo, CA 93401, USA
Phone (805) 234-7288
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Cryden David
Location 1101 Marsh St # B, San Luis Obispo, CA 93401, USA
Phone (805) 544-7526
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Foronjy Financial
5 out of 5
Location 956 Walnut St Suite 200, San Luis Obispo, CA 93401, USA
Phone (805) 543-1033
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Merrill Lynch Wealth Management Advisor Michael D Stenvall
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2231
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The Core Financial Group
5 out of 5
Location 1177 Marsh St suite 200-b, San Luis Obispo, CA 93401, USA
Phone (805) 452-5327
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Merrill Lynch Wealth Management Advisor Eric Anthony Hallin
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2251
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Jay Hutchcraft - Morgan Stanley Financial Advisor
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2448
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Merrill Lynch Wealth Management Advisor Edward S English
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2247
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
2 out of 5
Location 1160 Marsh St Suite 200, San Luis Obispo, CA 93401, USA
Phone (805) 543-2878
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Wacker Wealth Partners
SEC File# 801-68752
CRD# 145931
5 out of 5
Location 892 Aerovista Pl Suite 220, San Luis Obispo, CA 93401, USA
Phone (805) 541-1308
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Obispo Wealth Management
Location 560 Higuera St ste a, San Luis Obispo, CA 93401, USA
Phone (805) 541-6500
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Aaron Hendry - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1521 Higuera St Ste A, San Luis Obispo, CA 93401, USA
Phone (805) 781-3700
Directions
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Mustang Private Wealth
Location 429 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 439-3800
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Financial Advisors in San Luis Obispo, CA

Where Certified Financial Advisors in San Luis Obispo, CA Serve

San Luis Obispo, CA is a charming city nestled in the heart of the Central Coast. This vibrant community boasts a plethora of landmarks, including the iconic Bubblegum Alley, the historic Mission San Luis Obispo de Tolosa, and the breathtaking Bishop Peak. Top employers in the area include Cal Poly, Pacific Gas and Electric Company, and the County of San Luis Obispo. Major highways such as the 101 and 1 run through the city, while bustling streets like Higuera and Marsh offer a diverse range of shops and restaurants. Neighborhoods like Downtown, Laguna Lake, and Edna Valley offer unique experiences and lifestyles for residents and visitors alike. Whether you're looking for outdoor adventure, cultural experiences, or simply a place to call home, San Luis Obispo has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of San Luis Obispo, CA are serviced by banks in a variety of ways, but one of the most common is through traditional checking and savings accounts. As a vibrant college town, many banks in San Luis Obispo offer student-specific accounts and financial services tailored to the unique needs of young adults. Additionally, with its proximity to the Pacific Ocean and stunning natural beauty, many banks in the area offer specialized loans and financial products to support local businesses in the tourism and hospitality industries. Whether you're a student looking for a convenient way to manage your finances or a business owner seeking support for your venture, banks in San Luis Obispo are well-equipped to meet your needs.

Insurance Broker

Residents of San Luis Obispo, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on selecting the right insurance policies for their specific needs. In San Luis Obispo, where the cost of living is higher than the national average, an insurance broker can help residents navigate the complex insurance market and find policies that provide adequate coverage at an affordable price. Additionally, an insurance broker can help residents understand the unique risks associated with living in San Luis Obispo, such as the risk of earthquakes or wildfires, and recommend policies that provide adequate protection against these risks. Overall, working with an insurance broker can help residents of San Luis Obispo make informed decisions about their insurance coverage and ensure that they are adequately protected against unexpected events.

Retirement Planning

Residents of San Luis Obispo, CA could greatly benefit from the guidance of a retirement planner. With its high cost of living and limited job opportunities, it can be difficult for locals to save enough money for retirement. A retirement planner can help residents create a personalized financial plan that takes into account their unique circumstances and goals. They can provide advice on investment strategies, tax planning, and managing debt, all of which can help residents save more money for their golden years. Additionally, a retirement planner can help residents navigate the complexities of Social Security and Medicare, ensuring they receive the benefits they are entitled to. With the help of a retirement planner, residents of San Luis Obispo can feel more confident and secure about their financial future.

Wealth Management

Residents of San Luis Obispo, CA can benefit greatly from the expertise of a wealth manager. With the city's thriving tourism industry and growing tech sector, many residents may find themselves with complex financial situations that require professional guidance. A wealth manager can help individuals and families in San Luis Obispo navigate the complexities of investment planning, retirement planning, tax planning, and estate planning. Additionally, with the high cost of living in California, a wealth manager can help residents in San Luis Obispo make the most of their financial resources and achieve their long-term financial goals. Whether it's saving for a child's education or planning for retirement, a wealth manager can provide personalized advice and strategies that are tailored to the unique needs of each client.

Mortgage Loan Officer

Residents of San Luis Obispo, CA would benefit greatly from the expertise of a mortgage loan officer. With the city's high cost of living and limited housing options, a loan officer can assist in finding the best mortgage options for first-time homebuyers, current homeowners looking to refinance, or those seeking to invest in rental properties. Additionally, San Luis Obispo is home to many small businesses and entrepreneurs who may need a loan officer's guidance in securing a commercial mortgage or loan to expand their operations. A local loan officer can also provide personalized advice on the unique real estate market in San Luis Obispo, including factors such as seasonal fluctuations and the impact of nearby colleges and universities on housing demand. With the help of a mortgage loan officer, residents of San Luis Obispo can navigate the complex world of real estate financing and make their dreams of homeownership a reality.

Tax Services

Residents of San Luis Obispo, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on state and local tax laws that are specific to the area. For example, San Luis Obispo has a transient occupancy tax (TOT) that applies to short-term rentals, such as Airbnb properties. A tax advisor can help homeowners navigate the TOT regulations and ensure they are properly reporting and paying the tax. Additionally, a tax advisor can assist residents in maximizing deductions and credits on their federal tax returns, which can ultimately save them money. Overall, having a tax advisor can provide peace of mind and ensure that residents are in compliance with all tax laws and regulations.

Estate Planning Lawyer

Residents of San Luis Obispo, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after they pass away. In San Luis Obispo, where many residents own property and businesses, having a solid estate plan is crucial to ensure that their assets are protected and passed down to their loved ones. Additionally, an estate planning lawyer can help with creating trusts, setting up healthcare directives, and minimizing tax liabilities. With the help of an estate planning lawyer, residents of San Luis Obispo can have peace of mind knowing that their assets are in order and their loved ones are taken care of.

San Luis Obispo, CA Financial Resources

San Luis Obispo, CA Chamber of Commerce

https://slochamber.org/

San Luis Obispo, CA City Hall

https://www.slocity.org/

San Luis Obispo, CA Public Library

https://www.slolibrary.org/

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