Best Financial Advisors in Concord

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.5/5.0
Average Rating

Concord Financial Landscape

Concord's economy is driven by retail, healthcare, and education sectors. The city benefits from its proximity to San Francisco and Silicon Valley.

Major industries
Retail, Healthcare, Education
Population
125.9K (metro: 4.6M)
Median household income
$80,000
Unique needs
Concord requires tailored financial advice for its diverse population and growing industries.
Market Insights
Economic Growth
According to BEA (2023), Concord's economy has shown steady growth, with a 3% increase in GDP driven by local businesses.
Wealth Demographics
According to Census (2023), the median income in Concord is $80,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Concord are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Concord is rising, driven by housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Concord's real estate market is competitive, with home prices increasing by 10% over the past year.
Business Environment
According to Fortune (2024), Concord's business climate is favorable, with incentives for startups and established companies alike.

Top 5 Financial Advisors in Concord

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS®
★ ★ ★ ★ ★ 5
John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Brent Herrera - Mutual of Omaha Advisor
★ ★ ★ ★ ★ 5
Owl and Ore Wealth Planning
★ ★ ★ ★ ★ 5
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Concord, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Concord-Specific Expertise
For Concord residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Concord's retail and healthcare focus poses risks from economic downturns. Housing prices are rising, indicating potential bubble risks. Prepare for earthquakes and diversify investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland