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Finding the right financial advisor is crucial for building long-term wealth, planning for retirement, and navigating the complexities of personal or business finances. Whether you’re just beginning your financial journey or looking to optimize existing investments, Fresno offers a wide range of experienced professionals ready to guide you. From retirement planning and wealth management to estate strategies and insurance solutions, this list features ten reputable financial advisors in Fresno who are worth considering.
1. Wespac
WESPAC Plan Services, founded in 1977 and headquartered in Orinda, California, offers a comprehensive suite of financial services tailored to individuals, families, and businesses. Their offerings include retirement plan design and administration, wealth management and fiduciary services, as well as health and welfare benefits. With additional offices in Reno, Nevada, and Fresno, California, WESPAC is committed to delivering personalized solutions that help clients achieve their financial goals.
Phone: 1-559-221-6664
Email: julie.m@wespac.net
Address: 1222 W Shaw Ave, Fresno, CA 93711
Website: https://www.wespac.net/
2. Portfolio Advisors
Portfolio Advisors is a global private asset management firm specializing in private equity, private credit, and private real estate investments. Established in 1994, the firm focuses on the U.S. middle market, offering tailored investment solutions through direct, secondary, and primary investments. In 2023, Portfolio Advisors merged with FS Investments, creating a combined entity managing over $78 billion in assets, with a team of more than 600 employees across offices in the U.S., Europe, and Asia. The firm emphasizes responsible investing by integrating Environmental, Social, and Governance (ESG) factors into its investment processes.
Phone: 1-559-432-8400
Email: lyn@portfolioadvisor.com
Address: 2520 W Shaw Ln Ste 106, Fresno, CA 93711
Website: http://www.portfolioadvisors.com
3. RB Capital Management
RB Capital Management, LLC, established in 2000 and headquartered in Reno, Nevada, is an SEC-registered investment advisor managing over $800 million in assets as of December 31, 2024. The firm offers customized portfolio and wealth management strategies, emphasizing protection, income, and diversification to minimize risk and enhance returns. Their comprehensive services include portfolio management, wealth management, financial planning, and 401(k) retirement plan services. With a client-centric approach, RB Capital Management is committed to delivering personalized financial solutions and fostering enduring relationships to help clients achieve their financial goals.
Phone: 1-559-478-2565
Email: rleiphart@rbcapitalmanagement.com
Address: 7571 N Remington Ave Ste 105, Fresno, CA 93711
Website: http://www.rbcapitalmanagement.com
4. Regency Investment Advisors
Regency Investment Advisors®, established over three decades ago in Fresno, California, is dedicated to guiding clients toward financial confidence through personalized services. Their offerings encompass financial planning, investment management, and retirement plans, tailored to meet the unique goals of individuals, businesses, and nonprofits. With a team of experienced professionals, including Certified Financial Planner™ (CFP®) practitioners, Regency emphasizes a client-centric approach, focusing on education and support to help clients make informed financial decisions.
Phone: 1-559-438-2640
Email: mdeck@regencyinvests.com
Address: 1228 P St, Fresno, CA 93721
Website: https://regencyinvests.com/
5. Pillar Advisors
Pillar Financial Group, based in Fresno, California, offers comprehensive financial services aimed at enhancing clients’ financial futures. Their mission is to provide high-quality, personalized strategies that increase value and enrich lives. The firm’s services include retirement planning, investment analysis, employee benefits solutions, and wealth management, tailored to meet the unique needs of individuals and businesses. Emphasizing core values such as innovation, collaboration, and stewardship, Pillar Financial Group strives to be a financial beacon, helping clients achieve their dreams through structurally sound strategies.
Phone: 1-559-436-6441
Email: rwarren@pillarcentral.com
Address: 1312 W Herndon Ave, Fresno, CA 93711
Website: http://www.pillarcentral.com/
6. Carole R. Ford MS CFP
Ford Financial Group, based in Fresno, California, is dedicated to guiding clients through the complexities of investing, retirement planning, and financial decision-making. Their client-centric approach focuses on understanding individual needs, wants, and long-term goals to develop, implement, and monitor personalized strategies. The firm offers a comprehensive range of services, including financial life planning, private wealth investment planning, retirement planning, and business 401(k) solutions. Their process involves assessing clients’ financial situations, strategizing tailored solutions, and implementing plans while managing life changes and market volatility. With a team of experienced professionals, Ford Financial Group emphasizes building lasting relationships to help clients achieve financial confidence and success.
Phone: 1-223-774-8076
Email: nredmond@fordfg.com
Address: 1477 E Shaw Ave, Fresno, CA 93710
Website: http://www.fordfg.com/
7, Nichols Financial Strategies
Nichols Financial Strategies, located in Fresno, California, offers personalized financial and investment planning services to individuals, families, professionals, and businesses in the Central Valley region. With over a decade of experience, the firm has developed a deep understanding of the agriculture industry’s unique challenges, providing tailored strategies for retirement planning, legacy establishment, and business succession. Their comprehensive services include business planning, wealth management, and asset management, aiming to guide clients toward financial confidence and clarity.
Phone: 1-559-440-6999
Email: tammie.sitton@lpl.com
Address: 1939 N Fine Ave #101, Fresno, CA 93727
Website: https://www.nicholsfinancialstrategies.com/
8, Equitable Advisors, LLC
Estrada Financial Group, led by Robert Michael Estrada, is associated with Equitable Advisors, LLC, operating from Fresno, California. With a career in financial services dating back to 1975, Robert Estrada established Estrada & Associates brokerage firm in 1983, specializing in retirement planning and estate preservation strategies for a diverse clientele nationwide. The firm emphasizes building trust-based relationships, aiming to assist clients in achieving their financial goals through personalized strategies.
Phone: 1-559-447-2379
Email: adam@estradafinancial.com
Address: 7050 N Fresno St, Fresno, CA 93720
Website: http://www.estradafinancial.com/
9. Riverpark Financial Group
RiverPark Financial Group, located in Fresno, California, offers personalized financial services to help clients navigate life’s financial complexities. Their approach focuses on understanding each client’s unique circumstances and objectives, developing tailored strategies for financial stability. Services include retirement planning, investment management, estate planning, and insurance solutions. Led by Rick R. Staggs, a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience, the firm emphasizes lifelong guidance and trust-based relationships to support clients in achieving their financial goals.
Phone: 1-559-227-0704
Email: thurtado@riverparkfg.com
Address: 265 E River Park Cir #410, Fresno, CA 93720
Website: https://www.riverparkfg.com/
10. Linker Financial Group
Linker Financial Group, Inc., located in Fresno, California, offers comprehensive financial planning services tailored to individual client needs. Their approach begins with a thorough financial inventory, encompassing cash flow and net worth analysis, asset allocation, tax assessment, retirement, estate, college, and insurance planning, as well as asset protection strategies. This holistic methodology aims to demystify financial planning, providing clients with personalized strategies to achieve their financial goals.
Phone: 1-559-650-2929
Email: nichole@linkerfinancial.com
Address: 575 E Locust Ave UNIT 110, Fresno, CA 93720
Website: http://www.linkerfinancial.com/
Making the Smart Choice for Your Financial Future
Finding the right financial advisor can be the key to unlocking a secure and confident future. Whether you’re planning for retirement, managing investments, or navigating life’s financial transitions, these Fresno-based professionals offer a wide range of services to support your journey. From boutique firms with personalized strategies to national firms with robust resources, there’s a solution for every financial need and lifestyle.
Take the time to evaluate your goals, ask questions, and meet with potential advisors to ensure a great fit. With the right guidance, you can feel empowered to make decisions that lead to long-term success and peace of mind.
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