Best Financial Advisors in San Bernardino

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
210+
Advisors
4.6/5.0
Average Rating

San Bernardino Financial Landscape

As of 2023, San Bernardino has a population of 213,708, contributing to a growing regional economy. The city is strategically located near major transportation routes, enhancing its commercial appeal.

Major industries
Logistics, Healthcare, Retail
Population
213K (metro: 4.6M)
Median household income
$55,000
Unique needs
San Bernardino requires targeted investment in infrastructure and workforce development to support its growing industries.
Market Insights
Economic Growth
According to BEA (2023), San Bernardino's economy has seen a 3% growth rate, driven by logistics and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in San Bernardino is $55,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in San Bernardino are increasingly focusing on retirement planning and risk management.
Local Considerations
Cost of Living
According to BLS (2024), San Bernardino's cost of living is lower than the California average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), home prices in San Bernardino have risen by 8% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), San Bernardino's business climate is improving, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in San Bernardino

Falcon Wealth Planning
★ ★ ★ ★ ★ 5
Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa
★ ★ ★ ★ ★ 5
Raymond James Financial Services
★ ★ ★ ★ ★ 5
KWB Wealth
★ ★ ★ ★ ★ 5
La Bolsa De Valores USA
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Bernardino, 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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San Bernardino-Specific Expertise
For San Bernardino residents working in Logistics, Healthcare, Retail, 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
San Bernardino's logistics focus poses risks from economic downturns; real estate is volatile due to housing demand. Flooding and wildfires are concerns; diversify investments to mitigate risks.

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