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List of Financial planners in Pleasanton
There are 98 Financial planners in Pleasanton as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 42 Financial planners which is 42.86% of all Financial planners in Pleasanton are single-owner operations, while the remaining 56 which is 57.14% are part of larger brands. Average age of Financial planners in Pleasanton is 5 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 54 have LinkedIn profiles, 38 have Facebook Pages, 17 are active on Instagram, 52 have X (formerly Twitter) handles, 1 are on TikTok, and 33 have YouTube channels. About 88 Financial planners have their own website and the remaining 10 don’t have their own website.
- 98
Number of Financial planners
- 30
Email addresses
- 96
Phone numbers
- 88
With Websites
- 54
LinkedIn Profiles
- 38
Facebook Profiles
- 17
Instagram Handles
- 52
X Handles
- 1
TikTok Profiles
- 33
YouTube Channels
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Download list of Financial planners in Pleasanton
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.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beyond Academy | Address | Pleasanton | California | United States | Phone | 49 | 4.7 | Link | ||||||
| BlueSky Wealth Advisors - Fee-Only- NAPFA Members | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Aspen Creek Financial | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Juno Moneta Wealth Advisors - Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| William V Caddick Jr - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 2 | 5 | Link | ||||||
| Karen J Goodwin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Wealth Management Associates | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Beyond Academy",
"address": "46**********",
"phone": "********2880",
"email": "of****@be**********",
"lat": 37.6951167,
"lng": -121.9004042,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 4.7,
"rating_count": 49,
"category_name": "Family planning counselors,Colleges,Financial planners"
},
{
"name": "BlueSky Wealth Advisors - Fee-Only- NAPFA Members",
"address": "18**********",
"phone": "********3768",
"email": "co*****@my********",
"lat": 37.6785441,
"lng": -121.8753397,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Aspen Creek Financial",
"address": "62**********",
"phone": "********1937",
"email": "ad***@as**********",
"lat": 37.6958805,
"lng": -121.9245177,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2090",
"email": "ja**********@am******",
"lat": 37.6831289,
"lng": -121.9026016,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2090",
"email": "ja**********@am******",
"lat": 37.6831289,
"lng": -121.9026016,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Juno Moneta Wealth Advisors - Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "ju********@am******",
"lat": 37.6830335,
"lng": -121.9020622,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "William V Caddick Jr - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "wi**********@am******",
"lat": 37.6830335,
"lng": -121.9020622,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "sh**********@am******",
"lat": 37.6830335,
"lng": -121.9020622,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 5,
"rating_count": 2,
"category_name": "Investment services,Financial planners"
},
{
"name": "Karen J Goodwin - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********3490",
"email": "ka**********@am******",
"lat": 37.6830244,
"lng": -121.9020604,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Wealth Management Associates",
"address": "66**********",
"phone": "********6007",
"email": "an*********@we**********",
"lat": 37.6597307,
"lng": -121.8975718,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Market researchers,Insurance agencies,Financial planners"
}
]Loading...
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How many Financial planners are there in Pleasanton?
There are a total of 98 Financial planners in Pleasanton as of October 15, 2025.
Number of Financial planners in Pleasanton with Phone Number
96
Number of Financial planners in Pleasanton with Email
30
List of Financial planners in Pleasanton with Social Media Accounts
38
Facebook Profiles
17
Instagram Handles
54
LinkedIn Profiles
52
X Handles
1
TikTok Profiles
33
YouTube Channels
Download sales qualified leads of Financial planners in the Pleasanton
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Pleasanton with/without Website
Download the list of Financial planners in Pleasanton as of October 15, 2025 with and without website information.
88
Number of Financial planners in Pleasanton with website
10
Number of Financial planners in Pleasanton without website
List of Financial planners in Pleasanton By Ratings
Download the data of the number of star-rated Financial planners in Pleasanton as of October 15, 2025.
2
Number of 1 star-rated Financial planners in Pleasanton
1
Number of 2 star-rated Financial planners in Pleasanton
1
Number of 3 star-rated Financial planners in Pleasanton
4
Number of 4 star-rated Financial planners in Pleasanton
24
Number of 5 star-rated Financial planners in Pleasanton
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The total number of Financial planners in Pleasanton is 98.
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You can download the complete dataset of sales qualified leads of Financial planners in Pleasanton 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 planners in Pleasanton dataset costs $99.
There are 96 Financial planners in Pleasanton with phone numbers.
There are 30 Financial planners in Pleasanton with email addresses.
There are 37 Financial planners in Pleasanton with both phone numbers and email lists.
There are 54 Financial planners in Pleasanton with LinkedIn Profiles.
There are 38 Financial planners in Pleasanton with Facebook Profiles.
There are 17 Financial planners in Pleasanton with Instagram Handles.
There are 52 Financial planners in Pleasanton with X Handles.
There are 1 Financial planners in Pleasanton with TikTok Profiles.
There are 33 Financial planners in Pleasanton with YouTube Channels.
The total count of Financial planners in Pleasanton with a website is 88.
The total count of Financial planners in Pleasanton without a website is 10.
There are 24 5-star rated Financial planners in Pleasanton.
There are 4 4-star rated Financial planners in Pleasanton.
There are 1 3-star rated Financial planners in Pleasanton.
There are 1 2-star rated Financial planners in Pleasanton.
There are 2 1-star rated Financial planners in Pleasanton.
The average age of Financial planners in Pleasanton is 5 years and 11 months.
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The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.