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Financial Advisors in Roseville, California

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

About Hiring a Financial Advisor in Roseville

Financial professionals in Roseville 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 Roseville

BULMAN WEALTH GROUP

3300 DOUGLAS BLVD., ROSEVILLE, CA 95661

📞 (916) 458-••••

CAPITAL PLANNING ADVISORS LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661

📞 (916) 286-••••

FC360 WEALTH MANAGEMENT, INC.

1508 EUREKA ROAD, ROSEVILLE, CA 95661

📞 (916) 379-••••

PINNACLE WEALTH MANAGEMENT, LLC

2999 DOUGLAS BLVD, ROSEVILLE, CA 95661

📞 (916) 772-••••

Point Equity

3001, Douglas Boulevard, Roseville, CA, 95661

📞 +1-916-248-••••

STAINES FINANCIAL, LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661

📞 (916) 663-••••

STERLING RETIREMENT GROUP OF SACRAMENTO

300 HARDING BLVD #115, ROSEVILLE, CA 95678

📞 (916) 724-••••

WE ALLIANCE WEALTH ADVISORS, INC.

3001 DOUGLAS BLVD, ROSEVILLE, CA 95661

📞 (916) 325-••••

Frequently Asked Questions

Where can I find financial advisors in Roseville, California?

Roseville, California has 8 financial advisors listed in our directory. BULMAN WEALTH GROUP 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 Roseville?

Financial professionals in Roseville 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 Roseville?

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

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