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Financial Advisors in Lafayette, California

Our hand-picked list of 8 financial advisors serving Lafayette, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Lafayette

Financial professionals in Lafayette should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Lafayette

GARNER FINANCIAL MANAGEMENT

3620 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549

📞 (925) 282-••••

GEBHARDT GROUP, INC

3390 MT. DIABLO BOULEVARD, LAFAYETTE, CA 94549

📞 (925) 283-••••

GIFFORD FONG ASSOCIATES

3658 MT. DIABLO BLVD., LAFAYETTE, CA 94549

📞 (925) 299-••••

HYPHEN WEALTH MANAGEMENT

3569 MT. DIABLO BLVD., LAFAYETTE, CA 94549

📞 (408) 314-••••

LEWIS ASSET MANAGEMENT

985 MORAGA RD., LAFAYETTE, CA 94549

📞 (925) 284-••••

LLOYD TEVIS INVESTMENTS, LLC

3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA 94549

📞 (415) 237-••••

THE FOUNDATION INVESTMENT GROUP

3466 MT. DIABLO BLVD., LAFAYETTE, CA 94549

📞 (925) 298-••••

WALLACE ADVISORY GROUP, LLC

3658 MOUNT DIABLO BOULEVARD, LAFAYETTE, CA 94549

📞 (925) 284-••••

Frequently Asked Questions

Where can I find financial advisors in Lafayette, California?

Lafayette, California has 8 financial advisors listed in our directory. GARNER FINANCIAL MANAGEMENT is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Lafayette?

Financial professionals in Lafayette should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Lafayette?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Lafayette-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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