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List of Financial planners in Santa Rosa
There are 173 Financial planners in Santa Rosa as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 94 Financial planners which is 54.34% of all Financial planners in Santa Rosa are single-owner operations, while the remaining 79 which is 45.66% are part of larger brands. Average age of Financial planners in Santa Rosa is 6 years and 1 months.Financial planners are also establishing a strong digital presence across various platforms: 86 have LinkedIn profiles, 75 have Facebook Pages, 38 are active on Instagram, 70 have X (formerly Twitter) handles, and 45 have YouTube channels. About 141 Financial planners have their own website and the remaining 32 don’t have their own website.
- 173
Number of Financial planners
- 53
Email addresses
- 170
Phone numbers
- 141
With Websites
- 86
LinkedIn Profiles
- 75
Facebook Profiles
- 38
Instagram Handles
- 70
X Handles
- 45
YouTube Channels
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Download list of Financial planners in Santa Rosa
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 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harrison Saal, Financial Advisor - Three Groves Insurance And Financial Services LLC | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link | ||||||
| Bank of America (with Drive-thru ATM) | Address | Santa Rosa | California | United States | Phone | 15 | 2.6 | Link | ||||||
| Censia Wealth Advisors | Address | Santa Rosa | California | United States | Phone | 3 | 5 | Link | ||||||
| Swad Wealth Management | Address | Santa Rosa | California | United States | Phone | 9 | 5 | Link | ||||||
| Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link | ||||||
| JDH Wealth Management | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link | ||||||
| Zachary Bressick Financial Advisor with Eagle Strategies, LLC | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link | ||||||
| Heritage Wealth Advisors - Ameriprise Financial Services, LLC | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link | ||||||
| Heritage Wealth Advisors - Ameriprise Financial Services, LLC | Address | Santa Rosa | California | United States | Phone | 1 | 5 | Link | ||||||
| Apex Wealth Advisors - Ameriprise Financial Services, LLC | Address | Santa Rosa | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Harrison Saal, Financial Advisor - Three Groves Insurance And Financial Services LLC",
"address": "24**********",
"phone": "********6958",
"email": "hs***@ft**********",
"lat": 38.4340911,
"lng": -122.6911783,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial advisors,Financial planners"
},
{
"name": "Bank of America (with Drive-thru ATM)",
"address": "50**********",
"phone": "********4150",
"email": "ky********@ml****",
"lat": 38.6145098,
"lng": -122.8714845,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 2.6,
"rating_count": 15,
"category_name": "Banks,Financial consultants,Financial planners"
},
{
"name": "Censia Wealth Advisors",
"address": "52**********",
"phone": "********3010",
"email": "in**@ce**********",
"lat": 38.5094097,
"lng": -122.7575046,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 5,
"rating_count": 3,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Swad Wealth Management",
"address": "10**********",
"phone": "********1010",
"email": "in**@sw**********",
"lat": 38.4420956,
"lng": -122.7459549,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 5,
"rating_count": 9,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "92**********",
"phone": "********3011",
"email": "RY**********@AM******",
"lat": 38.5500028,
"lng": -122.8121176,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "JDH Wealth Management",
"address": "18**********",
"phone": "********1110",
"email": "in**@jd**********",
"lat": 38.5113679,
"lng": -122.7892681,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Zachary Bressick Financial Advisor with Eagle Strategies, LLC",
"address": "32**********",
"phone": "********5512",
"email": "zb*******@ea**********",
"lat": 38.445953,
"lng": -122.721692,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Heritage Wealth Advisors - Ameriprise Financial Services, LLC",
"address": "61**********",
"phone": "********9098",
"email": "pl*********@am******",
"lat": 38.4450398,
"lng": -122.7150697,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Heritage Wealth Advisors - Ameriprise Financial Services, LLC",
"address": "61**********",
"phone": "********9098",
"email": "pl*********@am******",
"lat": 38.445056,
"lng": -122.7150625,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 5,
"rating_count": 1,
"category_name": "Investment services,Financial planners"
},
{
"name": "Apex Wealth Advisors - Ameriprise Financial Services, LLC",
"address": "52**********",
"phone": "********4630",
"email": "ap**********@am******",
"lat": 38.442279,
"lng": -122.719313,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Santa Rosa",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
}
]Loading...
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How many Financial planners are there in Santa Rosa?
There are a total of 173 Financial planners in Santa Rosa as of October 15, 2025.
Number of Financial planners in Santa Rosa with Phone Number
170
Number of Financial planners in Santa Rosa with Email
53
List of Financial planners in Santa Rosa with Social Media Accounts
75
Facebook Profiles
38
Instagram Handles
86
LinkedIn Profiles
70
X Handles
45
YouTube Channels
Download sales qualified leads of Financial planners in the Santa Rosa
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 Santa Rosa with/without Website
Download the list of Financial planners in Santa Rosa as of October 15, 2025 with and without website information.
141
Number of Financial planners in Santa Rosa with website
32
Number of Financial planners in Santa Rosa without website
List of Financial planners in Santa Rosa By Ratings
Download the data of the number of star-rated Financial planners in Santa Rosa as of October 15, 2025.
7
Number of 1 star-rated Financial planners in Santa Rosa
3
Number of 2 star-rated Financial planners in Santa Rosa
10
Number of 3 star-rated Financial planners in Santa Rosa
9
Number of 4 star-rated Financial planners in Santa Rosa
33
Number of 5 star-rated Financial planners in Santa Rosa
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The total number of Financial planners in Santa Rosa is 173.
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You can download the complete dataset of sales qualified leads of Financial planners in Santa Rosa 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 Santa Rosa dataset costs $99.
There are 170 Financial planners in Santa Rosa with phone numbers.
There are 53 Financial planners in Santa Rosa with email addresses.
There are 66 Financial planners in Santa Rosa with both phone numbers and email lists.
There are 86 Financial planners in Santa Rosa with LinkedIn Profiles.
There are 75 Financial planners in Santa Rosa with Facebook Profiles.
There are 38 Financial planners in Santa Rosa with Instagram Handles.
There are 70 Financial planners in Santa Rosa with X Handles.
There are 45 Financial planners in Santa Rosa with YouTube Channels.
The total count of Financial planners in Santa Rosa with a website is 141.
The total count of Financial planners in Santa Rosa without a website is 32.
There are 33 5-star rated Financial planners in Santa Rosa.
There are 9 4-star rated Financial planners in Santa Rosa.
There are 10 3-star rated Financial planners in Santa Rosa.
There are 3 2-star rated Financial planners in Santa Rosa.
There are 7 1-star rated Financial planners in Santa Rosa.
The average age of Financial planners in Santa Rosa is 6 years and 1 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.