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Whether you’re planning for retirement, investing for the future, or seeking guidance through major financial decisions, working with a qualified advisor can offer clarity and structure. In San Bernardino, a variety of financial professionals provide services designed to support individuals, families, and business owners at different stages of their financial journey.
This list features financial advisors based in San Bernardino, each offering unique expertise and services. It’s intended to help you explore your options and make informed decisions based on your personal financial goals and preferences.
1. Optimal Wealth Network Inc
Optimal Wealth Network, based in San Bernardino, California, offers personalized financial services designed to help clients build and preserve wealth. Operating under the name My Own Inc., the firm specializes in tax strategies, retirement planning, insurance, and wealth accumulation solutions tailored to individuals, families, and businesses. Their approach combines deep industry expertise with a client-first mindset, aiming to foster long-term financial health through education, strategic planning, and trusted advisory relationships.
Phone: +1 909-406-8810
Email: info@myowninc.net
Address: 473 E Carnegie Dr #200, San Bernardino, CA 92408, United States
Website: https://optimalwealthnetwork.com/
2. Quezada MVP’s
Primerica – Quezada Team, located in San Bernardino, California, is a branch of the national financial services firm Primerica. The Quezada team is focused on empowering middle-income families through financial education and practical solutions. Their services include term life insurance, investment strategies, retirement planning, debt reduction guidance, and income protection. With a mission to help clients become properly protected, debt-free, and financially independent, Primerica delivers personalized support through a team of licensed representatives committed to making a difference in the community.
Phone: +1 626-548-7222
Email: socialmedia@primerica.com
Address: 225 W Hospitality Ln Ste 300, San Bernardino, CA 92408, United States
Website: https://www.primerica.com/quezada
3. Salazar Insurance & Financial Services, LLC.
Salazar Insurance & Financial Services, located in San Bernardino, California, provides a range of insurance and financial solutions designed to protect families, individuals, and businesses. With a commitment to personalized service and community engagement, Salazar Insurance offers services including auto, home, life, and commercial insurance, as well as retirement and financial planning. Their knowledgeable team works closely with clients to identify the most effective policies and strategies tailored to their specific needs and goals.
Phone: +1 909-880-6100
Email: insurance@salazarsvc.com
Address: 1455 W Highland Ave #105, San Bernardino, CA 92411, United States
Website: https://www.salazarsvc.com/
Considering Your Financial Options in San Bernardino
Finding a financial advisor is more than a transaction—it’s about building a partnership that aligns with your values and long-term vision. San Bernardino is home to advisors with diverse backgrounds and specialties, giving you the flexibility to choose a professional who fits your specific needs.
Take the time to explore, compare services, and ask questions. With thoughtful consideration, you can move forward with greater confidence in managing your finances and planning for the future.
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