Best Financial Advisors in Santa Rosa

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

Santa Rosa Financial Landscape

The economy of Santa Rosa is diverse, with strengths in agriculture, healthcare, and technology. The city benefits from its proximity to the San Francisco Bay Area.

Major industries
Agriculture, Healthcare, Technology
Population
171.9K (metro: 0.5M)
Median household income
$80,000
Unique needs
Santa Rosa requires tailored financial strategies due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Santa Rosa's economy has shown steady growth, driven by technology and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Santa Rosa is approximately $80,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Santa Rosa increasingly specialize in real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Santa Rosa is higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the Santa Rosa real estate market is competitive, with home prices rising due to limited inventory.
Business Environment
According to Fortune (2024), Santa Rosa's business climate is favorable, with support for startups and established firms alike.

Top 5 Financial Advisors in Santa Rosa

Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|RICP®|ABFP®|CLU®|AAMS®|CRPC™|AWMA®|CRPS™
★ ★ ★ ★ ★ 5
Arrow Point Wealth Management
★ ★ ★ ★ ★ 5
Censia Wealth Advisors
★ ★ ★ ★ ★ 5
Kobrin Financial & Insurance Services
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Santa Rosa, 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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Santa Rosa-Specific Expertise
For Santa Rosa residents working in Agriculture, 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
Santa Rosa's tech and agriculture sectors face volatility; housing market risks are heightened by demand. Prepare for wildfire risks and diversify investments.

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