Best Financial Advisors in Roseville

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
4.8/5.0
Average Rating

Roseville Financial Landscape

With a population of 127,035, Roseville boasts a diverse economy driven by retail, healthcare, and technology. The city is strategically located near Sacramento, enhancing its economic potential.

Major industries
Retail, Healthcare, Technology
Population
127K (metro: 2.4M)
Median household income
$85,000
Unique needs
Roseville requires tailored financial advice focusing on real estate and tech sector diversification.
Market Insights
Economic Growth
According to BEA (2023), Roseville's economy has seen a 4% growth rate, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Roseville is approximately $85,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Roseville are increasingly specializing in real estate and tech investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Roseville is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), the median home price in Roseville is $550,000, with a 10% increase year-over-year.
Business Environment
According to Fortune (2024), Roseville's business environment is rated favorable due to its supportive local policies and infrastructure.

Top 5 Financial Advisors in Roseville

Bangerter Financial Strategies, Inc.
★ ★ ★ ★ ★ 5
Diligence Wealth Management, LLC
★ ★ ★ ★ ★ 5
Money Bridge: Wealth & Income Planning
★ ★ ★ ★ ★ 5
Lilani Wealth Management
★ ★ ★ ★ ★ 5
WGG Wealth Partners - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Roseville, 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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Roseville-Specific Expertise
For Roseville residents working in Retail, Healthcare, Technology, 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
Roseville's tech growth demands diversification to mitigate market volatility. Real estate prices are rising, indicating potential bubble risks. Prepare for flooding and wildfires.

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