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
50+
Advisors
4.7/5.0
Average Rating

Roseville Financial Landscape

With a population of 47,555, Roseville boasts a mix of retail, manufacturing, and healthcare industries. The city's strategic location enhances its economic prospects.

Major industries
Retail, Manufacturing, Healthcare
Population
47.6K (metro: 4.3M)
Median household income
$54,000
Unique needs
Roseville requires tailored financial planning services to address its diverse economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Roseville's economy is expanding, driven by retail and healthcare sectors, with a projected growth rate of 3% annually.
Wealth Demographics
According to Census (2023), the median income in Roseville is $54,000, reflecting a diverse economic base and varying income levels.
Advisor Specializations
Based on BLS (2023), financial advisors in Roseville are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Roseville's cost of living is 5% lower than the national average, making it an attractive place for families and retirees.
Real Estate Market
According to Zillow (2024), Roseville's real estate market is stable, with home prices appreciating steadily, but potential bubble risks should be monitored.
Business Environment
According to Fortune (2024), Roseville's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Roseville

Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER
★ ★ ★ ★ ★ 5
WGG Wealth Partners - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Legacy Wealth Advisors
★ ★ ★ ★ ★ 5
NORTHERN FINANCIAL ADVISORS
★ ★ ★ ★ ★ 5
LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier
★ ★ ★ ★ ★ 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, Manufacturing, 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
Roseville's reliance on retail and manufacturing poses risks amid economic shifts. Monitor housing market trends to avoid bubbles, and prepare for flooding risks.

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