3 cities · 103 financial advisors · CAN-SPAM-aware

California Financial Advisors Email List — 103 businesses, 26 with email

This email list covers 103 financial advisors across California's 3 cities, delivered as Excel and CSV files the moment you pay $19 USD. Of the 103 businesses, 26 have an email address, 101 a phone number, 90 a website, 103 a street address and 103 a Google rating — a blank cell means the business does not publish that field. Use it for cold email, calling or direct mail to financial advisors across California's 3 cities; one purchase includes free updates.

Total Financial Advisors
103
Across 3 cities
With Email
26
25% of listings · 81% corporate domain
Avg Rating
2.28
2,212 reviews
Cities Covered
3
With verified data

The California financial advisors list has 103 businesses, 26 of them with a business email. Each record has the business name, phone, address, website and Google rating. One-time $19 USD — download Excel and CSV right after checkout, no subscription.

/ 01 — All citiesBrowse by city

Also covered, too few listings to sell on their own

Rancho Santa Fe (1)

These are included in the California bundle above.

/ DirectoryBrowse Financial Advisors in California

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Paramount Tax & Accounting - Rancho Bernardo

★ 5.0 · 128 reviews
Financial Advisor · San Diego

PracticeCFO

★ 5.0 · 109 reviews
Financial Advisor · San Diego

Bull Oak Financial Advisors

★ 5.0 · 30 reviews
Financial Advisor · Rancho Santa Fe

Momentum Financial and Insurance Services LLC

★ 5.0 · 24 reviews
Financial Advisor · San Diego

Imeson Wealth Partners LLC

★ 5.0 · 18 reviews
Financial Advisor · San Diego

Heritage Wealth Management, Inc.

★ 5.0 · 17 reviews
Financial Advisor · San Diego

ATLAS CPAs & Advisors PC

★ 5.0 · 11 reviews
Financial Advisor · San Diego

C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298

★ 5.0 · 11 reviews
Financial Advisor · San Diego

Cody Roulier | Financial Planner - LPL Financial

★ 5.0 · 7 reviews
Financial Advisor · San Diego

Financial Security Designs

★ 5.0 · 6 reviews
Financial Advisor · San Diego

Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Stifel

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Blake Gallion, CFP

★ 5.0 · 3 reviews
Financial Advisor · San Diego

P M Tax & Financial Services

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Wisdom Wealth Management - Ameriprise Financial Services, LLC

★ 5.0 · 2 reviews
Financial Advisor · San Diego

Melbrod Wealth Management

★ 5.0 · 2 reviews
Financial Advisor · San Diego

Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

★ 5.0 · 2 reviews
Financial Advisor · Poway

Edward Jones - Financial Advisor: Bill Bauerle

★ 5.0 · 1 review
Financial Advisor · Poway

Sage Capital Advisors, LLC

★ 5.0 · 1 review
Financial Advisor · San Diego

Morgan Stanley Financial Advisors

★ 5.0 · 1 review
Financial Advisor · San Diego

Heartland Investment Advisory Services

★ 5.0 · 1 review
Financial Advisor · San Diego

Capital Financial

★ 5.0 · 1 review
Financial Advisor · Poway

Merrill Lynch Financial Advisor Frances

★ 5.0 · 1 review
Financial Advisor · San Diego

Weber | CFO

★ 5.0 · 1 review
Financial Advisor · Poway

Ethos Wealth Management/LPL Financial

★ 5.0 · 1 review
Financial Advisor · San Diego

Robinson Wealth Management of Raymond James

★ 5.0 · 1 review
Financial Advisor · San Diego

Raymond James & Associates

★ 5.0 · 1 review
Financial Advisor · San Diego

Raymond James Financial Services

★ 5.0 · 1 review
Financial Advisor · San Diego

Glenda K. Moehlenpah, CPA

★ 5.0 · 1 review
Financial Advisor · Poway

The Peart-Foster-Hill Financial Advisory Group, Wells Fargo Advisors

★ 5.0 · 1 review
Financial Advisor · San Diego

Rancho Bernardo, CA Branch Office - UBS Financial Services Inc.

★ 5.0 · 1 review
Financial Advisor · San Diego

Danielle V. Financial

★ 5.0
Financial Advisor · Poway

PDS Debt

★ 4.9 · 1,429 reviews
Financial Advisor · San Diego

TaliMar Financial

★ 4.9 · 78 reviews
Financial Advisor · San Diego

Vanguard Resource Group

★ 4.9 · 74 reviews
Financial Advisor · San Diego

Nautica Wealth Advisors

★ 4.8 · 5 reviews
Financial Advisor · San Diego

College Planning Source

★ 4.8
Financial Advisor · San Diego

H&R Block

★ 4.7 · 105 reviews
Financial Advisor · Poway

Fidelity Investments - Rancho Bernardo

★ 4.5 · 8 reviews
Financial Advisor · San Diego

Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services, LLC

★ 4.5 · 2 reviews
Financial Advisor · San Diego

Bellavia Joseph V CPA

★ 4.4 · 7 reviews
Financial Advisor · Poway

Charles Schwab

★ 4.3 · 15 reviews
Financial Advisor · San Diego

Family Tax Office

★ 4.0 · 10 reviews
Financial Advisor · Poway

Innovative Pension Strategies

★ 4.0 · 3 reviews
Financial Advisor · Poway

Succession Link

★ 3.9 · 43 reviews
Financial Advisor · San Diego

Western Financial Corporation

★ 3.0 · 2 reviews
Financial Advisor · San Diego

Telos Capital Management, Inc.

★ 3.0 · 2 reviews
Financial Advisor · San Diego

Edward Jones

★ 3.0 · 2 reviews
Financial Advisor · San Diego

Bank of America Financial Center

★ 2.5 · 22 reviews
Financial Advisor · San Diego

Financial Life Concepts

★ 2.3 · 3 reviews
Financial Advisor · San Diego

/ HelpCommon Questions

How do I choose a reliable financial advisor in California?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in California?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — collected by our own crawl. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.