Best Financial Advisors in Rohnert Park

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
40+
Advisors
4.8/5.0
Average Rating

Rohnert Park Financial Landscape

Rohnert Park's economy is driven by education, retail, and healthcare. The city benefits from its location near Sonoma County's thriving wine industry.

Major industries
Education, Retail, Healthcare
Population
41.4K (metro: 413.9K)
Median household income
$80,000
Unique needs
Rohnert Park requires tailored financial services to support its diverse population and growing industries.
Market Insights
Economic Growth
According to BEA (2023), Rohnert Park's economy is expanding, driven by local education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Rohnert Park is approximately $80,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Rohnert Park are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Rohnert Park's cost of living is higher than the national average, primarily due to housing expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Rohnert Park shows signs of appreciation, raising concerns about affordability.
Business Environment
According to Fortune (2024), Rohnert Park's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Rohnert Park

Edward Jones - Financial Advisor: Anthony J Feeney, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Krista Neary
★ ★ ★ ★ ★ 5
JL Financial & Insurance Solutions-Justin LeRette
★ ★ ★ ★ ★ 5
Horne Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|RICP®|ABFP®|CLU®|AAMS®|CRPC™|AWMA®|CRPS™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Rohnert Park, 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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Rohnert Park-Specific Expertise
For Rohnert Park residents working in Education, Retail, 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
Rohnert Park's reliance on education and retail poses economic risks; housing market volatility and potential flooding from nearby rivers require diversification.

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