The Best Financial Advisors in Bakersfield

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Bakersfield Financial Advisor

Barnes Wealth Management Group

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Barnes Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes.

Services

Portfolio Management
We take a multi-faceted approach to managing your investments. This investment process is built on discipline, which drives repeatable and consistent results.
Financial Planning
In cooperation with our research group, Advanced Planning Solutions Team and CPAs, our advisors design a wealth plan for your current financial situation.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
High Net-Worth Protection Planning
We have a team of experienced insurance professionals who identify risks and provide suitable comprehensive protection planning to mitigate these risks.
Tax Planning
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Plan Design Consulting
Retirement plans exist for the general purpose of helping people retire comfortably.
Private Trust
One of the most important decisions in estate planning is who to name as trustee.

5060 California Ave, Suite 600 Bakersfield, CA 93309

Bowles Financial & Insurance Group, Inc.

For over two decades, Bowles Financial & Insurance Group, Inc., with our advisors have been in our community assisting individuals and families like yours in achieving their life ambitions.

Each of our clients has varying financial goals and objectives, which result in diverse financial planning and wealth management needs. Our aspiration is to provide you with a comprehensive roadmap to meet those needs.

Our firm was founded with three words in mind, Knowledgeable, Caring, Guidance. At Bowles Financial & Insurance Group, we strive to bring the knowledge our clients seek, and with it, integrity and an unwavering commitment to advance our client’s financial security.

By adhering to the highest fiduciary standards and acting in the best interest of you our client 100% of the time. The recommendations we make are part of a collaborative process that integrates multiple perspectives and areas of expertise. There is no substitute for the skills and judgment that come from having decades of hands-on experience managing money.

Services

Investments

Brokerage Accounts
Common Stocks
Bonds
Mutual Funds
Traditional IRA
ROTH IRA
SIMPLE IRA
Treasury Bills
Government Securities
Treasury Notes
Variable & Fixed Annuities

Financial Planning

Retirement Income Planning
Wealth Management Plans
Estate Planning
401k Planning
403b Planning
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

200 New Stine Road Suite 150 Bakersfield, CA 93309

California Retirement Plans

Since 1984, California Retirement Plans has been working with friends and neighbors throughout the greater Southern California area to help meet their financial goals.

We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future.

That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With California Retirement Plans, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.

Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Services

Retirement Income Strategies
Wealth Accumulation
Asset Protection Annuities
Life Insurance
Tax Minimization Strategies
Long-Term Care IRA & 401(k) Rollovers

2222 E St Suite 3 Bakersfield, CA 93301

Charpentier Wealth Strategies

If you’re searching for a financial advisor, chances are you might be feeling slightly stressed and overwhelmed. We get it; thinking about how your finances are working for you now and if you’ll have enough moving forward is something that everyone worries about.

We’re dedicated to the individuals, families and business owners who want to live life to the fullest, now and in the future. People are often embarrassed to admit that they don’t have a current financial plan or any plan at all.

We understand that feeling and we are willing to meet our clients where they are and help to move them move ahead. We don’t micromanage; we simplify information to make it understandable.

Your individual plans and goals should be the primary drivers of the financial planning process. Our clients talk, we listen. We watch over our clients from their first investment to their last paycheck deposit. We know it feels good to get everything in order.

Services

Retirement Planning
College Funding Strategies
Wealth Protection Planning
Investment Planning
Estate Planning
Tax Strategies
Maximizing Employee Benefits

5001 California Avenue Suite 125 Bakersfield, CA 93309

Howard Financial & Wealth Management, Inc.

Howard Financial is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management.

To provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial.

Howard Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers.

Our goal at Howard Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial is legally obligated to put our client’s interests first.

Services

Investments
Retirement Strategy & Risk
Legacy Planning
Income planning
Generational Vault
Asset Maximixation
Asset Allocation & Risk

5401 Business Park South, Suite 112 Bakersfield, CA 93309

Mestmaker & Petrey Wealth Advisors Inc.

Mestmaker & Petrey Wealth Advisors Inc. is a locally owned SEC Registered Investment Advisory Firm providing portfolio and investment management services. As an investment advisory firm we work towards customized solutions for our clients’ life goals.

Our team approach allows us to be more proactive rather than reactive in this ever changing investment landscape. MP Wealth Advisors’ diverse client base includes individuals, corporations, foundations, and charities. Thank you for visiting our site, we hope that it is enjoyable and informative.

For individuals and families with investable assets, MP Wealth Adivsors offers wealth management solutions tailored specifically to meet complex financial challenges.

Services

Financial Planning
At Mestmaker & Petrey Wealth Advisors we feel that in order to establish and create a solid base for investing you must first develop a sound financial plan.
Wealth Management Solutions
Mestmaker & Petrey Wealth Advisors is able to provide an array of wealth management solutions for high net worth individuals.
College Planning
Many parents today are burdened by the rising cost of college tuition. Effective college savings plans can help to alleviate that burden.
Alternative Investments
An investment that is not one of the three traditional asset types (stocks, bonds and cash). Alternative investments include hedge funds, managed futures, real estate, commodities and derivatives contracts.

2000 Oak Street, Suite 100 Bakersfield, CA 93301

Steven Van Metre Financial

Steven Van Metre, Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc., a Registered Investment Advisory firm.) is a financial planner, portfolio manager, and President of Steven Van Metre Financial. He specializes in retirement income strategies and the direct management of client assets.

Steven designed a planning process to help clients understand, prepare and become active participants in creating their own retirement plan. His process helps people understand what their retirement will look like, and what they need to do to make their retirement goals come true. Over the past 15 years, Steven has coached many people through to a completely successful retirement.

Utilizing a sophisticated income planning spreadsheet that takes into account current age estimated retirement age, future sources of income, inflation, and simulations under various historic stock market conditions, clients are given a ballpark estimate of what their retirement will look like. The ultimate goal is to provide peace of mind before and after retirement.

Services

Financial Services
Steven Van Metre Financial offers a wide range of life insurance policies including Term, Universal, and Whole Life. Life insurance policies are selected based on a carrier’s rating and price, with the goal to get you the highest amount of coverage for the lowest possible price.
Investment Services
Actively manage the portfolios through the economic cycles in order to provide the greatest opportunity for growth while minimizing risk. Automate processes and procedures using the latest technology to keep fees low.

5901 Sundale Ave. Ste B Bakersfield, CA 93309

Trovato Wealth Management

The fundamental character or spirit of a culture; the underlying sentiment that informs the beliefs or practices of a group: In the Greek ethos, the individual was highly valued.”

Our Ethos, or culture, also places a high value on individuals. Our goal is to develop highly value-added relationships based on mutual trust & benefit, a clear understanding of your needs, wants & goals, complete transparency and the highest level of ethics.

Our comprehensive and independent financial planning is focused on one word. Purpose.

We are a full-service, independent wealth advisory firm. We don’t have a canned, one size fits all, Wall Street approach to investing and retirement planning. We personalize every plan for every client based on your particular needs, wants and wishes.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We exist to help our clients engage, plan, implement and review a customized.

Financial planning is at the very core of the services we provide for successful individuals & families, and businesses. We have a fully integrated total wealth management structure that we refer to as 360 degree wealth management.

4925 Commerce Drive Suite 100 Bakersfield, CA 93309

Rozell Wealth Management

Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business.

Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.

Complete Financial Planning
No matter what stage of life you’re going through, we provide a comprehensive financial planning experience accounting for and organizing all areas of your financial situation to help you maximize wealth, minimize your expenses and move toward a sense of financial freedom.

Transitional Wealth Specialists
Whether you’re entering retirement, dealing with a divorce or the death of a spouse, or you’re selling a business, we will work with you to understand your options, diffuse your stress and help you make proactive financial choices.

Fiduciary Investment Advice
As an independent and objective advisor, we have access to a broad universe of financial products and solutions, perform detailed analysis and research for each scenario, and base planning on your unique investments goals and objectives.

Services

Comprehensive Financial Planning
Investment Management
Transitional Wealth Planning

841 Mohawk Street, Suite 270 Bakersfield CA 93309

Moneywise Wealth Management

Moneywise Wealth Management is an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA and works with incredible clients from all over the country.

Our comprehensive and hyper-engaged investment and planning services are passionately driven by our advisors’ 60+ years of combined industry experience and our dedication to doing everything that is within our power to better our clients’ lives by relieving stress and helping them manifest their retirement goals.

As an extension of our commitment to best serve our clients, we are also driven by a desire to better serve our communities through sharing practical advice and accessible financial education. We utilize different media platforms in order to breakdown the dense financial world and make it useful and fun.

Whether it be through “The Moneywise Guys” live radio show + podcast, weekly live appearances on local news media, or video commentary series with community partners, we are regularly called on as the go-to-favorite to share our unique insights, trusted experience, and down-to-earth personality.

Services

Retirement + Financial Planning
401(k) + and Pension Rollovers
Education + Goal Funding
Investment Advisory Services
Asset Allocation
Annuities + Insurance Services with a Fiduciary Perspective

8700 Stockdale Highway, Bakersfield, CA 93311

The Best Financial Advisors in Bakersfield

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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