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List of Financial consultants in Santa Cruz

There are 73 Financial consultants in Santa Cruz as of December 1, 2024; which is an 1.27% increase from 2023. Of these locations, 22 Financial consultants which is 30.14% of all Financial consultants in Santa Cruz are single-owner operations, while the remaining 51 which is 69.86% are part of larger brands. Average age of Financial consultants in Santa Cruz is 4 years and 11 months.

Financial consultants are also establishing a strong digital presence across various platforms: 29 have LinkedIn profiles, 27 have Facebook Pages, 11 are active on Instagram, 26 have X (formerly Twitter) handles, and 23 have YouTube channels. About 66 Financial consultants have their own website and the remaining 14 don’t have their own website.

  • 73

    Number of Financial consultants

  • 9

    Email addresses

  • 79

    Phone numbers

  • 66

    With Websites

  • 29

    LinkedIn Profiles

  • 27

    Facebook Profiles

  • 11

    Instagram Handles

  • 26

    X Handles

  • 23

    YouTube Channels

Data updated on December 1, 2024
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Download list of Financial consultants in Santa Cruz

You can download Financial consultants email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileLinkedInTwitterYouTube
Kingsview Partners Wealth Management - Jonathan LubellAddressSanta CruzCaliforniaUnited StatesEmailPhone00Link
Merrill EdgeAddressSanta CruzCaliforniaUnited StatesEmail00Link
World Financial Group - Pinnacle EliteAddressSanta CruzCaliforniaUnited StatesPhone25Link
Peter Dean - Morgan StanleyAddressSanta CruzCaliforniaUnited StatesPhone00Link
Flynn Financial and Insurance Services, IncAddressSanta CruzCaliforniaUnited StatesPhone00
Jim Bargetto Wealth Advisor - Morgan StanleyAddressSanta CruzCaliforniaUnited StatesPhone00Link
Michael Chamberlain CFPAddressSanta CruzCaliforniaUnited StatesPhone15
Chamberlain Financial Planning & Wealth ManagementAddressSanta CruzCaliforniaUnited StatesPhone15
Galaham Zuanich - Morgan StanleyAddressSanta CruzCaliforniaUnited StatesPhone00Link
Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™AddressSanta CruzCaliforniaUnited StatesPhone15Link
[
  {
    "name": "Kingsview Partners Wealth Management - Jonathan Lubell",
    "address": "29**********",
    "phone": "********1205",
    "email": "jl*****@ki**********",
    "lat": 36.9873559,
    "lng": -121.9368415,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "Merrill Edge",
    "address": "45**********",
    "phone": "",
    "email": "fr*******@ba**********",
    "lat": 37.0477126,
    "lng": -122.0185218,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants"
  },
  {
    "name": "World Financial Group - Pinnacle Elite",
    "address": "29**********",
    "phone": "********2809",
    "email": "",
    "lat": 36.987356,
    "lng": -121.9368406,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial consultants"
  },
  {
    "name": "Peter Dean - Morgan Stanley",
    "address": "60**********",
    "phone": "********5254",
    "email": "",
    "lat": 37.0360472,
    "lng": -122.0225775,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants"
  },
  {
    "name": "Flynn Financial and Insurance Services, Inc",
    "address": "21**********",
    "phone": "********0800",
    "email": "",
    "lat": 36.9792899,
    "lng": -121.9655129,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants"
  },
  {
    "name": "Jim Bargetto Wealth Advisor - Morgan Stanley",
    "address": "60**********",
    "phone": "********5257",
    "email": "",
    "lat": 37.0360483,
    "lng": -122.0226306,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services"
  },
  {
    "name": "Michael Chamberlain CFP",
    "address": "30**********",
    "phone": "********1340",
    "email": "",
    "lat": 36.9795155,
    "lng": -122.0222019,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Chamberlain Financial Planning & Wealth Management",
    "address": "12**********",
    "phone": "********1340",
    "email": "",
    "lat": 36.9767156,
    "lng": -122.0289381,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial consultants,Certified public accountants,Financial planners"
  },
  {
    "name": "Galaham Zuanich - Morgan Stanley",
    "address": "60**********",
    "phone": "********5260",
    "email": "",
    "lat": 37.0359833,
    "lng": -122.0225659,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants"
  },
  {
    "name": "Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™",
    "address": "22**********",
    "phone": "********9311",
    "email": "",
    "lat": 37.044694,
    "lng": -122.0276622,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Investment services,Financial consultants,Finance brokers,Stock brokers"
  }
]

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How many Financial consultants are there in Santa Cruz?

There are a total of 73 Financial consultants in Santa Cruz as of December 01, 2024.

Number of Financial consultants in Santa Cruz with Phone Number

79

Number of Financial consultants in Santa Cruz with Email

9

List of Financial consultants in Santa Cruz with Social Media Accounts

27

Facebook Profiles

11

Instagram Handles

29

LinkedIn Profiles

26

X Handles

23

YouTube Channels

Download sales qualified leads of Financial consultants in the Santa Cruz

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial consultants in Santa Cruz with/without Website

Download the list of Financial consultants in Santa Cruz as of December 01, 2024 with and without website information.

66

Number of Financial consultants in Santa Cruz with website

14

Number of Financial consultants in Santa Cruz without website

List of Financial consultants in Santa Cruz By Ratings

Download the data of the number of star-rated Financial consultants in Santa Cruz as of December 01, 2024.

1

Number of 1 star-rated Financial consultants in Santa Cruz

1

Number of 2 star-rated Financial consultants in Santa Cruz

4

Number of 3 star-rated Financial consultants in Santa Cruz

2

Number of 4 star-rated Financial consultants in Santa Cruz

12

Number of 5 star-rated Financial consultants in Santa Cruz

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The total number of Financial consultants in Santa Cruz is 73.

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You can download the complete dataset of sales qualified leads of Financial consultants in Santa Cruz once you purchase it.

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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial consultants in Santa Cruz dataset costs $99.

There are 79 Financial consultants in Santa Cruz with phone numbers.

There are 9 Financial consultants in Santa Cruz with email addresses.

There are 8 Financial consultants in Santa Cruz with both phone numbers and email lists.

There are 29 Financial consultants in Santa Cruz with LinkedIn Profiles.

There are 27 Financial consultants in Santa Cruz with Facebook Profiles.

There are 11 Financial consultants in Santa Cruz with Instagram Handles.

There are 26 Financial consultants in Santa Cruz with X Handles.

There are 23 Financial consultants in Santa Cruz with YouTube Channels.

The total count of Financial consultants in Santa Cruz with a website is 66.

The total count of Financial consultants in Santa Cruz without a website is 14.

There are 12 5-star rated Financial consultants in Santa Cruz.

There are 2 4-star rated Financial consultants in Santa Cruz.

There are 4 3-star rated Financial consultants in Santa Cruz.

There are 1 2-star rated Financial consultants in Santa Cruz.

There are 1 1-star rated Financial consultants in Santa Cruz.

The average age of Financial consultants in Santa Cruz is 4 years and 11 months.

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With the email addresses of Financial consultants, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial consultants ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.