Best Financial Advisors in Rancho Cucamonga

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
170+
Advisors
4.6/5.0
Average Rating

Rancho Cucamonga Financial Landscape

With a population of 171,386, Rancho Cucamonga boasts a growing economy driven by retail, logistics, and healthcare sectors. Its strategic location near major highways enhances its appeal for businesses.

Major industries
Retail, Logistics, Healthcare
Population
171K (metro: 4.6M)
Median household income
$76,000
Unique needs
Rancho Cucamonga requires tailored financial strategies to address its diverse economic landscape and housing market dynamics.
Market Insights
Economic Growth
According to BEA (2023), Rancho Cucamonga's economy has seen a 3% growth rate, driven by retail and logistics expansions.
Wealth Demographics
According to Census (2023), the median income in Rancho Cucamonga is approximately $76,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in the area are increasingly specializing in real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Rancho Cucamonga is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), the median home price in Rancho Cucamonga is $550,000, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Rancho Cucamonga's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Rancho Cucamonga

Falcon Wealth Planning
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Andy Carlson, AAMS®
★ ★ ★ ★ ★ 5
Journey Financial Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Gor G Antashyan, CFP®
★ ★ ★ ★ ★ 5
Trinity Financial Partners
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Rancho Cucamonga, consider these essential factors

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

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