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List of Financial planners in San Bernardino

There are 142 Financial planners in San Bernardino as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 95 Financial planners which is 66.90% of all Financial planners in San Bernardino are single-owner operations, while the remaining 47 which is 33.10% are part of larger brands. Average age of Financial planners in San Bernardino is 6 years and 10 months.

Financial planners are also establishing a strong digital presence across various platforms: 50 have LinkedIn profiles, 52 have Facebook Pages, 35 are active on Instagram, 44 have X (formerly Twitter) handles, 2 are on TikTok, and 34 have YouTube channels. About 102 Financial planners have their own website and the remaining 40 don’t have their own website.

  • 142

    Number of Financial planners

  • 35

    Email addresses

  • 136

    Phone numbers

  • 102

    With Websites

  • 50

    LinkedIn Profiles

  • 52

    Facebook Profiles

  • 35

    Instagram Handles

  • 44

    X Handles

  • 2

    TikTok Profiles

  • 34

    YouTube Channels

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

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 ATM (Drive-thru)AddressSan BernardinoCaliforniaUnited StatesEmailPhone53.4Link
Bank of America (with Drive-thru ATM)AddressSan BernardinoCaliforniaUnited StatesEmailPhone721.9Link
Bank of America (with Drive-thru ATM)AddressSan BernardinoCaliforniaUnited StatesEmailPhone922.1Link
Bank of America Financial CenterAddressSan BernardinoCaliforniaUnited StatesEmailPhone772.9Link
IMI Asset Management CompanyAddressSan BernardinoCaliforniaUnited StatesEmailPhone12Link
Stacie Leake - Financial Advisor, Ameriprise Financial Services, LLCAddressSan BernardinoCaliforniaUnited StatesEmailPhone00Link
Cornerstone Financial Strategies - Ameriprise Financial Services, LLCAddressSan BernardinoCaliforniaUnited StatesEmailPhone00Link
Cornerstone Financial StrategiesAddressSan BernardinoCaliforniaUnited StatesEmailPhone00Link
MILES Financial GroupAddressSan BernardinoCaliforniaUnited StatesEmailPhone105Link
Sandra J Caprine-Esquer - Financial Advisor, Ameriprise Financial Services, LLCAddressSan BernardinoCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "11**********",
    "phone": "********8500",
    "email": "ed**********@ml****",
    "lat": 34.0508948,
    "lng": -117.4348526,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 3.4,
    "rating_count": 5,
    "category_name": "Financial consultants,Financial planners,ATMs"
  },
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "11**********",
    "phone": "********0151",
    "email": "st**********@ml****",
    "lat": 34.0505703,
    "lng": -117.2607684,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 1.9,
    "rating_count": 72,
    "category_name": "Banks,Financial planners,Financial consultants"
  },
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "11**********",
    "phone": "********3469",
    "email": "ed**********@ml****",
    "lat": 34.0508948,
    "lng": -117.4348526,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 2.1,
    "rating_count": 92,
    "category_name": "Financial planners,Financial consultants,Banks"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "30**********",
    "phone": "********6350",
    "email": "ru**********@ml****",
    "lat": 34.0566571,
    "lng": -117.1789259,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 2.9,
    "rating_count": 77,
    "category_name": "Financial planners,Banks,Financial consultants"
  },
  {
    "name": "IMI Asset Management Company",
    "address": "71**********",
    "phone": "********2080",
    "email": "km**@im**********",
    "lat": 34.124932,
    "lng": -117.4838616,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 2,
    "rating_count": 1,
    "category_name": "Financial planners,Life insurance agencies,Financial consultants"
  },
  {
    "name": "Stacie Leake - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********8095",
    "email": "St**********@am******",
    "lat": 34.0651492,
    "lng": -117.580055,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Cornerstone Financial Strategies - Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********8095",
    "email": "jb*******@am******",
    "lat": 34.0651383,
    "lng": -117.5800859,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Cornerstone Financial Strategies",
    "address": "32**********",
    "phone": "********8095",
    "email": "jb*******@am******",
    "lat": 34.065154,
    "lng": -117.580014,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Life insurance agencies"
  },
  {
    "name": "MILES Financial Group",
    "address": "36**********",
    "phone": "********0418",
    "email": "in**@lo**********",
    "lat": 34.0698971,
    "lng": -117.5708342,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 5,
    "rating_count": 10,
    "category_name": "Financial planners"
  },
  {
    "name": "Sandra J Caprine-Esquer - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "10**********",
    "phone": "********5262",
    "email": "sa**********@am******",
    "lat": 34.0580835,
    "lng": -117.1807162,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Bernardino",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  }
]

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How many Financial planners are there in San Bernardino?

There are a total of 142 Financial planners in San Bernardino as of October 15, 2025.

Number of Financial planners in San Bernardino with Phone Number

136

Number of Financial planners in San Bernardino with Email

35

List of Financial planners in San Bernardino with Social Media Accounts

52

Facebook Profiles

35

Instagram Handles

50

LinkedIn Profiles

44

X Handles

2

TikTok Profiles

34

YouTube Channels

Download sales qualified leads of Financial planners in the San Bernardino

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

Data of Financial planners in San Bernardino with/without Website

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

102

Number of Financial planners in San Bernardino with website

40

Number of Financial planners in San Bernardino without website

List of Financial planners in San Bernardino By Ratings

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

7

Number of 1 star-rated Financial planners in San Bernardino

2

Number of 2 star-rated Financial planners in San Bernardino

11

Number of 3 star-rated Financial planners in San Bernardino

15

Number of 4 star-rated Financial planners in San Bernardino

39

Number of 5 star-rated Financial planners in San Bernardino

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The total number of Financial planners in San Bernardino is 142.

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

You can download the complete dataset of sales qualified leads of Financial planners in San Bernardino 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 San Bernardino dataset costs $99.

There are 136 Financial planners in San Bernardino with phone numbers.

There are 35 Financial planners in San Bernardino with email addresses.

There are 44 Financial planners in San Bernardino with both phone numbers and email lists.

There are 50 Financial planners in San Bernardino with LinkedIn Profiles.

There are 52 Financial planners in San Bernardino with Facebook Profiles.

There are 35 Financial planners in San Bernardino with Instagram Handles.

There are 44 Financial planners in San Bernardino with X Handles.

There are 2 Financial planners in San Bernardino with TikTok Profiles.

There are 34 Financial planners in San Bernardino with YouTube Channels.

The total count of Financial planners in San Bernardino with a website is 102.

The total count of Financial planners in San Bernardino without a website is 40.

There are 39 5-star rated Financial planners in San Bernardino.

There are 15 4-star rated Financial planners in San Bernardino.

There are 11 3-star rated Financial planners in San Bernardino.

There are 2 2-star rated Financial planners in San Bernardino.

There are 7 1-star rated Financial planners in San Bernardino.

The average age of Financial planners in San Bernardino is 6 years and 10 months.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

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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.