Best Financial Advisors in San Luis Obispo County, CA

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San Luis Obispo County, 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
Directions
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# 801-64438
CRD# 135701
Location 1304 Santa Rosa St, San Luis Obispo, CA 93401, USA
Phone (805) 517-4122
Time Monday: 8:00 AM – 4:00 AM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-119640
CRD# 310825
Location 733 Marsh St Suite 110, San Luis Obispo, CA 93401, USA
Phone (805) 457-3300
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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
Directions
SEC File# 801-119912
CRD# 311261
Location 1310 Osos St, San Luis Obispo, CA 93401, USA
Phone (805) 434-2608
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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
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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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Morgan Stanley Financial Advisors
3 out of 5
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2400
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Peak Wealth Advisors
Location 1493 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 233-7011
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Lewis Financial
Location 555 Chorro St # D2, San Luis Obispo, CA 93405, USA
Phone (805) 548-0900
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JDG Financial Advisors
5 out of 5
Location 525 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 544-2242
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Stephen W Tetmeir - Private Wealth 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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Edward Jones - Financial Advisor: Anne Byerly, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 1042 Palm St Ste 100, San Luis Obispo, CA 93401, USA
Phone (805) 593-0103
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Financial Resources
SEC File# 801-123260
CRD# 116186
5 out of 5
Location 1428 Phillips Ln # 100, San Luis Obispo, CA 93401, USA
Phone (805) 544-5311
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Merrill Lynch Wealth Management Advisor Brett T Zimmer
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2225
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KMR Wealth Advisory, LLC
Location 1042 Pacific St, San Luis Obispo, CA 93401, USA
Phone (805) 546-9664
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John W Bernard Wealth Management
Location 1065 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 549-9012
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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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Aquila Wealth Advisors, LLC
5 out of 5
Location 872 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 250-4552
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Edward Jones - Financial Advisor: Jim Haack, AAMS™
SEC File# 801-3297
CRD# 250
Location 1347 Monterey St, San Luis Obispo, CA 93401, USA
Phone (805) 543-1733
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
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Central Coast Wealth Management
5 out of 5
Location 1104 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 439-0370
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Gulfstream Financial Services
5 out of 5
Location 1135 Santa Rosa St #220, San Luis Obispo, CA 93401, USA
Phone (805) 543-9200
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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
Directions
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Blakeslee & Blakeslee Inc.
SEC File# 801-115085
CRD# 287683
4 out of 5
Location 1101 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 543-4366
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Pensionmark San Luis Obispo
Location 805 Aerovista Park, San Luis Obispo, CA 93401, USA
Phone (805) 547-2009
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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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Deborah Sullivan - Morgan Stanley
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2401
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Lance Parker Wealth Management
5 out of 5
Location 1042 Pacific St, San Luis Obispo, CA 93401, USA
Phone (805) 781-2778
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Wright Wealth Strategies
Location 408 Higuera St #120, San Luis Obispo, CA 93401, USA
Phone (805) 592-1221
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Ryan Curtis, CFP®, Financial Advisor, Stifel
Location 4460 Broad St Suite 210, San Luis Obispo, CA 93401, USA
Phone (805) 903-1070
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Wells Fargo Advisors
2 out of 5
Location 1160 Marsh St Suite 200, San Luis Obispo, CA 93401, USA
Phone (805) 543-2878
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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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Merrill Lynch Wealth Management Advisor Cale Kunkle
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2226
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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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Merrill Lynch Wealth Management Advisor Cheryl D Millard
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2245
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Salvini Financial Planning
5 out of 5
Location 30 San Miguel St, Avila Beach, CA 93424, USA
Phone (805) 543-6622
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Merrill Lynch Wealth Management Advisor Bill Rasmussen
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2233
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Crew Wealth Management
5 out of 5
Location 1266 Monterey St, San Luis Obispo, CA 93401, USA
Phone (805) 781-3885
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Slocum Wealth Management
5 out of 5
Location 1410 Marsh St STE 1, San Luis Obispo, CA 93401, USA
Phone (805) 541-0101
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Brian Wiese Summit Investment
5 out of 5
Location 11545 Los Osos Valley Rd Suite B1, San Luis Obispo, CA 93405, USA
Phone (800) 549-9001
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Wealthwise LLC
Location 3889 Long St # 200, San Luis Obispo, CA 93401, USA
Phone (805) 547-1177
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D-Edward Jones - Financial Advisor: Aaron J Acosta
SEC File# 801-3297
CRD# 250
Location 1347 Monterey St, San Luis Obispo, CA 93401, USA
Phone (805) 543-1733
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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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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
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Merrill Lynch Wealth Management
5 out of 5
Location 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 596-2222
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Brian Clarke - Morgan Stanley
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2444
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CoastHills Wealth Management
Location 751 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 875-6151
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Financial Advisors in San Luis Obispo County, CA

Where Certified Financial Advisors in San Luis Obispo County, CA Serve

San Luis Obispo County, located on California's central coast, boasts a plethora of landmarks that attract visitors from all over the world. From the iconic Hearst Castle to the stunning Morro Rock, there is no shortage of natural and man-made beauty in this region. In addition to its tourism industry, San Luis Obispo County is home to a variety of top employers, including Cal Poly State University, Pacific Gas and Electric, and Tenet Healthcare. These companies provide jobs and contribute to the economic growth of the area. The county is also home to major highways and streets, including Highway 101, which runs through the heart of the region, and the scenic Pacific Coast Highway, which winds along the coast. Neighborhoods in San Luis Obispo County range from quaint beach towns like Pismo Beach to bustling urban areas like San Luis Obispo itself. Overall, San Luis Obispo County is a vibrant and diverse region that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of San Luis Obispo County, CA are serviced by banks in a variety of ways. The most common services include checking and savings accounts, loans, credit cards, and online banking. One specific aspect of banking in San Luis Obispo County is the focus on supporting the local community. Many banks in the area offer special programs and services to help small businesses and non-profits thrive. Additionally, some banks have partnered with local organizations to provide financial education and resources to residents. Whether you need to deposit a check or apply for a loan, there are plenty of options available to meet your banking needs in San Luis Obispo County.

Insurance Broker

Residents of San Luis Obispo County, CA can benefit greatly from the services of an insurance broker. With the county being home to a diverse population and a range of industries, an insurance broker can help individuals and businesses navigate the complexities of insurance policies and find the best coverage options to suit their unique needs. For example, with San Luis Obispo County being a hub for agriculture, an insurance broker can help farmers and ranchers find coverage for their crops and livestock. Additionally, with the county being prone to natural disasters such as wildfires and earthquakes, an insurance broker can assist residents in finding policies that provide adequate protection for their homes and properties. The expertise and guidance of an insurance broker can provide peace of mind and financial security for San Luis Obispo County residents.

Retirement Planning

Residents of San Luis Obispo County, CA can benefit greatly from the services of a retirement planner. With a large portion of the population being retirees, a retirement planner can help individuals navigate the complexities of retirement planning, including Social Security benefits, Medicare enrollment, and investment strategies. Additionally, the high cost of living in San Luis Obispo County can make it challenging for retirees to maintain their desired standard of living. A retirement planner can help individuals create a personalized financial plan that takes into account their unique needs and goals, ensuring they can enjoy a comfortable retirement in this beautiful coastal community.

Wealth Management

Residents of San Luis Obispo County, CA can benefit greatly from the guidance and expertise of a wealth manager. With its thriving tourism industry and growing population, the county offers a range of investment opportunities that a wealth manager can help navigate. For example, with its beautiful coastline and wine country, the county has a strong real estate market that can provide lucrative investment opportunities. Additionally, with its proximity to Silicon Valley and a growing tech industry, a wealth manager can help residents take advantage of emerging technologies and startups. A wealth manager can also assist with retirement planning, estate planning, and tax optimization strategies, ensuring that residents can enjoy their wealth and achieve their financial goals. Overall, a wealth manager can provide invaluable support and guidance for residents of San Luis Obispo County, CA as they navigate the complexities of wealth management and financial planning.

Mortgage Loan Officer

Residents of San Luis Obispo County, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may need financial assistance to purchase a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and ensure they receive the best possible loan terms. Additionally, San Luis Obispo County is known for its thriving wine industry, and a mortgage loan officer can assist those looking to invest in vineyards or wineries. With their expertise and knowledge of the local real estate market, a mortgage loan officer can be an invaluable resource for residents of San Luis Obispo County looking to achieve their homeownership or investment goals.

Tax Services

Residents of San Luis Obispo County, CA can greatly benefit from the expertise of a tax advisor. With the county's diverse economy and unique tax laws, a tax advisor can provide valuable guidance on how to minimize tax liabilities and maximize deductions. For example, agriculture is a significant industry in San Luis Obispo County, and a tax advisor can advise farmers on how to take advantage of tax breaks for equipment purchases or land conservation. Additionally, the county's high cost of living may make it challenging for residents to save money, but a tax advisor can provide strategies for reducing tax burdens and increasing savings. Overall, a tax advisor can help residents of San Luis Obispo County navigate the complex tax system and achieve financial stability.

Estate Planning Lawyer

Residents of San Luis Obispo County, CA can greatly benefit from the services of an estate planning lawyer. With a population of over 280,000 people, there are many families and individuals who could use legal assistance in planning for their future. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets and property are distributed according to their wishes after they pass away. Additionally, residents of San Luis Obispo County may have specific concerns related to the area's unique geography and economy, such as owning property near the coast or dealing with agricultural assets. An estate planning lawyer can provide personalized guidance and solutions to address these concerns and help residents feel secure in their plans for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in San Luis Obispo County, CA