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List of Financial planners in Napa

There are 68 Financial planners in Napa as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 28 Financial planners which is 41.18% of all Financial planners in Napa are single-owner operations, while the remaining 40 which is 58.82% are part of larger brands. Average age of Financial planners in Napa is 6 years and 5 months.

Financial planners are also establishing a strong digital presence across various platforms: 42 have LinkedIn profiles, 21 have Facebook Pages, 16 are active on Instagram, 33 have X (formerly Twitter) handles, and 30 have YouTube channels. About 62 Financial planners have their own website and the remaining 6 don’t have their own website.

  • 68

    Number of Financial planners

  • 14

    Email addresses

  • 66

    Phone numbers

  • 62

    With Websites

  • 42

    LinkedIn Profiles

  • 21

    Facebook Profiles

  • 16

    Instagram Handles

  • 33

    X Handles

  • 30

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Napa

You can download Financial planners email and phone number lists. 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 ProfileInstagram HandleLinkedInTwitterYouTube
Bank of America Financial CenterAddressNapaCaliforniaUnited StatesEmailPhone303Link
William J Hjerpe - Financial Advisor, Ameriprise Financial Services, LLCAddressNapaCaliforniaUnited StatesEmailPhone00Link
Vintage Wealth AdvisorsAddressNapaCaliforniaUnited StatesEmailPhone45Link
5T Wealth, LLCAddressNapaCaliforniaUnited StatesEmailPhone32.3Link
Merrill Lynch Financial Advisor Cynthia Lynn VothAddressNapaCaliforniaUnited StatesEmailPhone00Link
DeDora CapitalAddressNapaCaliforniaUnited StatesEmailPhone00Link
Napa Wealth ManagementAddressNapaCaliforniaUnited StatesEmailPhone35Link
Financial Planning FocusAddressNapaCaliforniaUnited StatesEmailPhone00Link
U.S. Bank – Wealth Management Banker: Samuel RodriguezAddressNapaCaliforniaUnited StatesEmailPhone00Link
Align Financial Inc.AddressNapaCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Bank of America Financial Center",
    "address": "17**********",
    "phone": "********1710",
    "email": "ma**********@ml****",
    "lat": 38.2975842,
    "lng": -122.2923762,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 3,
    "rating_count": 30,
    "category_name": "Banks,Financial consultants,Financial planners"
  },
  {
    "name": "William J Hjerpe - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "17**********",
    "phone": "********6155",
    "email": "wi**********@am******",
    "lat": 38.295793,
    "lng": -122.2926561,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Vintage Wealth Advisors",
    "address": "51**********",
    "phone": "********5100",
    "email": "in**@vi**********",
    "lat": 38.3098809,
    "lng": -122.2800762,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 5,
    "rating_count": 4,
    "category_name": "Financial planners"
  },
  {
    "name": "5T Wealth, LLC",
    "address": "59**********",
    "phone": "********1340",
    "email": "in**@5t**********",
    "lat": 38.2954942,
    "lng": -122.2847478,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 2.3,
    "rating_count": 3,
    "category_name": "Financial planners"
  },
  {
    "name": "Merrill Lynch Financial Advisor Cynthia Lynn Voth",
    "address": "70**********",
    "phone": "********4609",
    "email": "br**********@ml****",
    "lat": 38.2974884,
    "lng": -122.2836765,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "DeDora Capital",
    "address": "16**********",
    "phone": "********0681",
    "email": "in**@De**********",
    "lat": 38.3035474,
    "lng": -122.2888712,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Napa Wealth Management",
    "address": "18**********",
    "phone": "********1343",
    "email": "pa*****@na**********",
    "lat": 38.2967967,
    "lng": -122.2942759,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 5,
    "rating_count": 3,
    "category_name": "Financial planners"
  },
  {
    "name": "Financial Planning Focus",
    "address": "38**********",
    "phone": "********2068",
    "email": "ce*****@fi**********",
    "lat": 38.3342755,
    "lng": -122.329746,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "U.S. Bank – Wealth Management Banker: Samuel Rodriguez",
    "address": "88**********",
    "phone": "********9394",
    "email": "sa**********@us********",
    "lat": 38.296265,
    "lng": -122.2932572,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Align Financial Inc.",
    "address": "17**********",
    "phone": "********4600",
    "email": "ro**********@ra**********",
    "lat": 38.3058733,
    "lng": -122.2843552,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Napa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  }
]

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How many Financial planners are there in Napa?

There are a total of 68 Financial planners in Napa as of October 15, 2025.

Number of Financial planners in Napa with Phone Number

66

Number of Financial planners in Napa with Email

14

List of Financial planners in Napa with Social Media Accounts

21

Facebook Profiles

16

Instagram Handles

42

LinkedIn Profiles

33

X Handles

30

YouTube Channels

Download sales qualified leads of Financial planners in the Napa

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

Data of Financial planners in Napa with/without Website

Download the list of Financial planners in Napa as of October 15, 2025 with and without website information.

62

Number of Financial planners in Napa with website

6

Number of Financial planners in Napa without website

List of Financial planners in Napa By Ratings

Download the data of the number of star-rated Financial planners in Napa as of October 15, 2025.

1

Number of 1 star-rated Financial planners in Napa

0

Number of 2 star-rated Financial planners in Napa

4

Number of 3 star-rated Financial planners in Napa

5

Number of 4 star-rated Financial planners in Napa

10

Number of 5 star-rated Financial planners in Napa

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The total number of Financial planners in Napa is 68.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Napa at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Napa once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

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

The price of Financial planners in Napa dataset costs $99.

There are 66 Financial planners in Napa with phone numbers.

There are 14 Financial planners in Napa with email addresses.

There are 16 Financial planners in Napa with both phone numbers and email lists.

There are 42 Financial planners in Napa with LinkedIn Profiles.

There are 21 Financial planners in Napa with Facebook Profiles.

There are 16 Financial planners in Napa with Instagram Handles.

There are 33 Financial planners in Napa with X Handles.

There are 30 Financial planners in Napa with YouTube Channels.

The total count of Financial planners in Napa with a website is 62.

The total count of Financial planners in Napa without a website is 6.

There are 10 5-star rated Financial planners in Napa.

There are 5 4-star rated Financial planners in Napa.

There are 4 3-star rated Financial planners in Napa.

There are 0 2-star rated Financial planners in Napa.

There are 1 1-star rated Financial planners in Napa.

The average age of Financial planners in Napa is 6 years and 5 months.

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With the email addresses of Financial planners, 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 planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.