Best Financial Advisors in Vallejo

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
110+
Advisors
4.5/5.0
Average Rating

Vallejo Financial Landscape

Vallejo's economy is diverse, featuring sectors like healthcare, retail, and manufacturing. The city benefits from its proximity to the San Francisco Bay Area, enhancing economic opportunities.

Major industries
Healthcare, Retail, Manufacturing
Population
118.8K (metro: 4.4M)
Median household income
$75,000
Unique needs
Vallejo requires tailored financial advice due to its diverse economy and unique demographic challenges.
Market Insights
Economic Growth
According to BEA (2023), Vallejo's GDP growth has been steady, driven by healthcare and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Vallejo is approximately $75,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Vallejo are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Vallejo's cost of living is rising, particularly in housing and transportation sectors.
Real Estate Market
According to Zillow (2024), Vallejo's real estate market shows signs of appreciation, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), Vallejo's business climate is improving, with incentives for startups and small businesses.

Top 5 Financial Advisors in Vallejo

Edward Jones - Financial Advisor: Joseph Wilder, CPWA®
★ ★ ★ ★ ★ 5
Lobdell & Lane Wealth Management
★ ★ ★ ★ ★ 5
Crestline Financial
★ ★ ★ ★ ★ 5
Advice Only™ Financial Advisors CA
★ ★ ★ ★ ★ 5
Solano Wealth Management, Inc.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Vallejo, 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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Vallejo-Specific Expertise
For Vallejo residents working in Healthcare, Retail, Manufacturing, 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
Vallejo's economy relies on healthcare and retail; diversify investments to mitigate risks. Real estate prices may face volatility due to economic shifts and natural disaster threats like flooding.

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