TOP 10 Wealth advisor in Bakersfield, California

Moneywise Wealth Management, located at 8700 Stockdale Highway in Bakersfield, California, is a finance institution that specializes in helping individuals reach their financial goals and retirement aspirations. Our team of experienced advisors listens to your specific needs and goals, empowering you to take control of your financial journey and thrive as your own hero. As an independently owned, fee-based financial and investment advisory firm, Moneywise Wealth Management has deep roots in Bakersfield and serves clients from across the country. With over 60 years of combined industry experience, our advisors are dedicated to improving the lives of our clients by alleviating stress and helping them achieve their retirement dreams.

WealthTarget Investment Advisors, LLC is a reputable finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Specializing in investment advisory services, WealthTarget helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building and preserving wealth, the team at WealthTarget is dedicated to providing top-notch financial advice and support to help clients secure their financial future.

Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard, Bakersfield, California, United States. The institution offers a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of wealth management, estate planning, retirement planning, investment strategies, and more, ensuring that advisors at Hendra Tanuwijaya - Private Wealth Advisor are well-equipped to provide comprehensive financial advice to their clients.

Charpentier Wealth Strategies is a finance institution located at 5001 California Avenue in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Barnes Wealth Management Group is a leading financial institution located at 5060 California Avenue in Bakersfield, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Trust Barnes Wealth Management Group to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Entruity Wealth is a premier financial institution located at 11601 Bolthouse Drive in Bakersfield, California. As a leading provider of wealth management services, Entruity Wealth offers personalized financial solutions to help individuals and families achieve their financial goals. With a team of experienced and knowledgeable advisors, clients can expect expert guidance and tailored investment strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Entruity Wealth is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Pacific Advisors is a leading finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong commitment to providing personalized financial solutions, Pacific Advisors offers a wide range of services including investment management, retirement planning, insurance, and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pacific Advisors can help you navigate the complexities of the financial world.

Trovato Wealth Management is a leading finance institution located at 4925 Commerce Drive in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, our experts are here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Trovato Wealth Management to guide you towards a secure and prosperous financial future.

Merrill Lynch Wealth Management, located at 5080 California Avenue in Bakersfield, California, is a premier finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. We prioritize client service and satisfaction, working closely with you to understand your goals and create personalized financial strategies. As part of the community, we are committed to giving back through volunteerism and charitable outreach. With access to Merrill's resources and industry insights, our advisors are equipped to help you pursue your financial and life goals. Whether you are just starting out in your career or looking to expand your financial expertise, Merrill offers professional training, mentoring, and technology to support your growth. Let us work together to help you achieve your goals and secure your financial future.

Merrill Lynch Wealth Management Advisor Bradford L McNaughto is a finance institution located at 5080 California Avenue, Bakersfield, California, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The institution believes in building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team is comprised of talented and experienced individuals committed to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on client goals. The institution believes in staying connected with clients to discuss any changes in their life or financial approach, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can trust Merrill Lynch Wealth Management Advisor Bradford L McNaughto to guide them towards financial success.

Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.

Edward Jones - Financial Advisor: Elizabeth Varela is a reputable finance institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Elizabeth Varela is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning services. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Elizabeth Varela is committed to providing top-notch financial advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Elizabeth Varela is the go-to institution for all your financial needs.

John Rodgers is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With a commitment to providing personalized financial planning and investment management services, John and his team work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, John Rodgers can help you navigate the complex world of finance with confidence and peace of mind.

Rick L. Scott is a financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With years of experience in the finance industry, Rick L. Scott provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Rick L. Scott can help you create a customized financial plan tailored to your specific needs. Contact Rick L. Scott at Ameriprise Financial Services, LLC today to start building a secure financial future.

Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a team led by Jeffrey Bell, who holds certifications as a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™), clients can expect expert financial advice and personalized wealth management services. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is dedicated to helping you achieve your financial goals.

Brad Hannink is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment management services, Brad helps his clients achieve their financial goals and secure their future. As a trusted advisor, Brad offers expert guidance and tailored solutions to help individuals and families build and preserve their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Brad Hannink and Ameriprise Financial Services, LLC are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Wells Fargo Advisors is a financial institution located at 5060 California Avenue in Bakersfield, California, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.

Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is a trusted finance institution located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment services, Tim Werdel and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing expert guidance and support every step of the way. Contact them today to start your journey towards financial success.

Barnes Wealth Management: O'Donnell Dani M is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. With a focus on providing personalized financial planning and wealth management services, the institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced professionals, Barnes Wealth Management offers a range of services tailored to meet the unique needs of each client, including investment management, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barnes Wealth Management: O'Donnell Dani M is committed to guiding you towards financial success.

Philippe P Heglin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment advice, Philippe and his team work closely with clients to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, they offer a range of services to meet the diverse needs of their clients. With a commitment to integrity and excellence, Philippe P Heglin and Ameriprise Financial Services, LLC are dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor is a reputable finance institution located at 901 Tower Way in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones provides tailored solutions to meet your individual needs. Trustworthy and reliable, Edward Jones is committed to providing top-notch financial advice and guidance to help you secure a stable financial future.

Antonio Carlos Beccari is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment strategies, Antonio Carlos Beccari helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Antonio Carlos Beccari is a trusted advisor in the finance industry.

Merrill Lynch Financial Advisor Brian Self is a reputable finance institution located at 5080 California Avenue in Bakersfield, California, United States. As a trusted financial advisor, Brian Self provides personalized financial planning and investment solutions to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Merrill Lynch Financial Advisor Brian Self is dedicated to providing expert guidance and support to individuals and businesses seeking to secure their financial future.

Rick Yanez - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 5001 California Avenue in Bakersfield, California. With a focus on providing personalized financial advice and services, Rick Yanez helps clients navigate their financial goals and plan for a secure future. Whether you are looking to invest, save for retirement, or manage your wealth, Rick Yanez and his team are dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Ollie Mulligan is a trusted financial institution located at 1100 Mohawk Street in Bakersfield, California. As a dedicated financial advisor, Ollie Mulligan provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and education savings. Whether you are planning for the future or looking to grow your investments, Edward Jones - Financial Advisor: Ollie Mulligan is committed to providing expert advice and exceptional service to clients in the Bakersfield area.

Merrill Lynch Financial Advisor Bradford L McNaughton, located at 5080 California Avenue in Bakersfield, California, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, the institution offers one-on-one consultations to understand each client's unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution's team of experienced professionals works to design customized approaches tailored to address the financial needs of each client. Through the Merrill Personal Wealth Analysis™ process, clients can build and document personalized plans centered on their goals and aspirations.

Merrill Lynch Financial Advisor Blake Goehring, located at 5080 California Avenue, Suite 102, Bakersfield, California, United States, is a finance institution dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Blake Goehring can create a flexible strategy tailored to today's market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your financial objectives through personalized wealth management strategies. Blake Goehring follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built centered around your goals and aspirations. By engaging in conversations and understanding your unique investment preferences, Blake Goehring can help customize a financial approach to suit your needs.

Edward Jones - Financial Advisor: Crystal M Zazueta is a leading finance institution located at 7906 Downing Avenue in Bakersfield, California, United States. Crystal M Zazueta is dedicated to providing personalized financial planning and investment services to individuals, families, and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Crystal M Zazueta is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Crystal M Zazueta and her team are here to help you navigate the complexities of the financial world and secure your financial future.

Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.

UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.