List of Financial planners in California
There are 14825 Financial planners in California as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 5835 Financial planners which is 39.36% of all Financial planners in California are single-owner operations, while the remaining 8990 which is 60.64% are part of larger brands. The top three cities with the most Financial planners are Los Angeles with 3538 Financial planners, San Francisco with 1796 Financial planners, San Diego with 1554 Financial planners. Average age of Financial planners in California is 6 years and 6 months.Financial planners are also establishing a strong digital presence across various platforms: 7607 have LinkedIn profiles, 5891 have Facebook Pages, 3198 are active on Instagram, 6191 have X (formerly Twitter) handles, 66 are on TikTok, and 4161 have YouTube channels. About 12523 Financial planners have their own website and the remaining 2302 don’t have their own website.
- 14825
Number of Financial planners
- 3620
Email addresses
- 14528
Phone numbers
- 12523
With Websites
- 7607
LinkedIn Profiles
- 5891
Facebook Profiles
- 3198
Instagram Handles
- 6191
X Handles
- 66
TikTok Profiles
- 4161
YouTube Channels
Download list of Financial planners in California
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 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Romel Hernandez, Financial Professional - New York Life | Address | Riverside | California | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jonathan Zermeno | Address | Garden Grove | California | United States | Phone | 0 | 0 | Link | ||||||
| Envisage Wealth - Ameriprise Financial Services, LLC | Address | Los Angeles | California | United States | Phone | 0 | 0 | Link | ||||||
| Angela Croom, Licensed Agent - New York Life | Address | Indio | California | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jeff Kim | Address | Garden Grove | California | United States | Phone | 1 | 5 | Link | ||||||
| Empirical Wealth Management | Address | Irvine | California | United States | Phone | 1 | 5 | Link | ||||||
| Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLC | Address | Tustin | California | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Joe Knutsen | Address | Garden Grove | California | United States | Phone | 2 | 5 | Link | ||||||
| Wedbush Securities | Address | Los Angeles | California | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Grant Gunderson | Address | San Diego | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Romel Hernandez, Financial Professional - New York Life",
"address": "42**********",
"phone": "********8813",
"email": "rh*********@ft**********",
"lat": 33.9024077,
"lng": -117.4963698,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Riverside",
"star_count": 0,
"rating_count": 0,
"category_name": "Life insurance agencies,Financial planners"
},
{
"name": "First Command Financial Advisor - Jonathan Zermeno",
"address": "12**********",
"phone": "********8070",
"email": "JZ******@fi**********",
"lat": 33.782794,
"lng": -117.8978358,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Garden Grove",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Envisage Wealth - Ameriprise Financial Services, LLC",
"address": "24**********",
"phone": "********6675",
"email": "en**********@am******",
"lat": 34.1522463,
"lng": -118.6494762,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Los Angeles",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Angela Croom, Licensed Agent - New York Life",
"address": "79**********",
"phone": "********1400",
"email": "ar*****@ft**********",
"lat": 33.7801402,
"lng": -116.2721481,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Indio",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Life insurance agencies"
},
{
"name": "First Command Financial Advisor - Jeff Kim",
"address": "12**********",
"phone": "********8070",
"email": "JJ***@fi**********",
"lat": 33.7828073,
"lng": -117.8978547,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Garden Grove",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Empirical Wealth Management",
"address": "4 **********",
"phone": "********1780",
"email": "in**@em**********",
"lat": 33.6782262,
"lng": -117.8378283,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Irvine",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial consultants,Tax consultants,Financial planners"
},
{
"name": "Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********9766",
"email": "Ch**********@am******",
"lat": 33.7492573,
"lng": -117.8132593,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Tustin",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "First Command Financial Advisor - Joe Knutsen",
"address": "12**********",
"phone": "********8070",
"email": "JC*******@fi**********",
"lat": 33.7827918,
"lng": -117.8978057,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Garden Grove",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners"
},
{
"name": "Wedbush Securities",
"address": "21**********",
"phone": "********8000",
"email": "jo**********@we*********",
"lat": 33.8850889,
"lng": -118.4104686,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Los Angeles",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "First Command Financial Advisor - Grant Gunderson",
"address": "41**********",
"phone": "********8300",
"email": "GG********@fi**********",
"lat": 33.2126121,
"lng": -117.2888446,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Diego",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
How SmartScrapers Data Can Help You
SmartScrapers provides robust data solutions for businesses aiming to connect with Financial planners across various channels. Whether you need a Financial planners email list in California or a Financial planners IG profile list in California, our comprehensive database empowers you to create targeted outreach strategies. Below are the key ways our data can give you a competitive edge:
Email Marketing
With our Financial planners email list in California, you can personalize your campaigns to resonate with owners, managers, and key decision-makers. This direct line of communication allows you to showcase promotions, introduce new products, or share relevant updates that drive engagement and conversions.
Cold Calling
Having a reliable Financial planners phone list in California is essential for immediate and personalized conversations. SmartScrapers’ database provides verified contacts that help you quickly connect with the right people, saving you time and increasing your success rate with telephone outreach.
Mail Campaigns
Traditional mail still has its place in today’s digital world. Tap into our Financial planners mailing list in California to send catalogs, brochures, or promotional offers directly to physical addresses. This tangible approach can cut through online clutter and create a lasting impression.
Instagram DM Outreach
Reach a visually driven audience using our Financial planners IG profile list in California.
LinkedIn Outreach
If you’re seeking professional connections, our Financial planners LinkedIn profile list in California is your gateway to building meaningful B2B relationships. Connect with owners, general managers, and marketing leaders on LinkedIn to propose partnerships, pitch your services, or explore collaborative opportunities.
Facebook Message Outreach
Leverage the ubiquity of Facebook to engage Financial planners on a platform familiar to millions of users. Our Financial planners Facebook profile list in California allows you to initiate conversations through Facebook Messenger, share targeted ads, and gain valuable insights from user interactions.
By integrating these strategies, you’ll maximize your reach and ensure that your brand stands out in a crowded marketplace. SmartScrapers’ data makes it easier to connect with the right Financial planners, at the right time, through the right channel.
Target Financial planners on Paid Channels
You can also leverage the SmartScrapers database to create custom audiences on leading advertising platforms. By uploading our Financial planners email list in California, Financial planners phone list in California, or other relevant data, you can run highly targeted campaigns to reach Financial planners more effectively. Here’s how to target Financial planners on Facebook Ads, Instagram Ads, Google Ads, and YouTube:
Facebook Ads
Wondering how to target Financial planners on Facebook Ads? Simply upload your Financial planners contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial planners owners and managers, ensuring your ads appear in front of the most relevant audience. You can also build lookalike audiences to expand your reach to similar prospects.
Instagram Ads
Wondering how to target Financial planners on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial planners data. This allows you to place engaging visuals, Stories ads, or Reels ads directly in front of key decision-makers who frequently browse Instagram for the latest trends and collaborations.
Google Ads
If you’re exploring how to target Financial planners on Google Ads, you can upload your SmartScrapers’ list as a Customer Match audience in Google Ads. This makes it possible to show highly relevant display ads, text ads, or even shopping ads (if applicable) to Financial planners contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial planners leads.
YouTube
When figuring out how to target Financial planners on YouTube, use Google Ads’ video campaign features. By importing your custom audience list, you can display pre-roll or in-stream ads that speak directly to Financial planners professionals. This high-impact platform allows you to showcase compelling video content that resonates with a visually oriented audience.
By integrating custom audiences and leveraging the right messaging, you’ll create highly focused campaigns that appeal to Financial planners owners and managers. Whether you’re advertising on Facebook, Instagram, Google, or YouTube, SmartScrapers’ data helps you reach the right people, at the right time, with the right message.
Number of Financial planners locations by each city/area
| City/Area | Population | Number Of Financial planners |
|---|---|---|
| Los Angeles | 3.90M | 3538 |
| San Francisco | 864.82K | 1796 |
| San Diego | 1.39M | 1554 |
| San Jose | 1.03M | 888 |
| Sacramento | 490.71K | 736 |
| Newport Beach | 87.13K | 418 |
| Irvine | 256.93K | 366 |
| Walnut Creek | 68.91K | 220 |
| Fresno | 520.05K | 219 |
| Thousand Oaks | 129.34K | 188 |
| Santa Rosa | 174.97K | 173 |
| Santa Barbara | 91.84K | 169 |
| Ontario | 171.21K | 148 |
| Murrieta | 109.83K | 146 |
| San Bernardino | 216.11K | 142 |
| Riverside | 322.42K | 136 |
| Huntington Beach | 201.90K | 110 |
| Bakersfield | 373.64K | 104 |
| Monterey | 28.34K | 103 |
| Stockton | 305.66K | 99 |
| Brea | 41.94K | 98 |
| Pleasanton | 79.51K | 98 |
| Modesto | 211.27K | 93 |
| Oxnard | 207.25K | 89 |
| Costa Mesa | 113.20K | 87 |
| Contra Costa Centre | 5.36K | 79 |
| Tustin | 80.58K | 76 |
| Redding | 91.58K | 74 |
| San Ramon | 76.13K | 72 |
| Napa | 80.43K | 68 |
| Rossmoor | 10.24K | 68 |
| San Luis Obispo | 47.34K | 68 |
| Santa Cruz | 64.22K | 64 |
| Laguna Niguel | 65.81K | 61 |
| Orange | 140.99K | 56 |
| Visalia | 130.10K | 56 |
| Indian Wells | 5.29K | 54 |
| Chico | 121.34K | 53 |
| Anaheim | 350.74K | 52 |
| Santa Ana | 335.40K | 51 |
| Santa Maria | 105.09K | 50 |
| Danville | 44.40K | 49 |
| Garden Grove | 175.39K | 49 |
| Laguna Hills | 31.75K | 47 |
| Palm Desert | 51.87K | 47 |
| Mission Viejo | 97.16K | 46 |
| Corona | 164.23K | 43 |
| Fullerton | 140.85K | 41 |
| Lodi | 64.60K | 39 |
| Simi Valley | 126.79K | 38 |
| Lafayette | 25.84K | 35 |
| Petaluma | 60.44K | 35 |
| Victorville | 122.22K | 35 |
| Arroyo Grande | 18.11K | 34 |
| Carmel-by-the-Sea | 3.90K | 34 |
| Fairfield | 112.97K | 34 |
| Salinas | 157.38K | 32 |
| Auburn | 13.78K | 31 |
| Placentia | 52.49K | 31 |
| El Dorado Hills | 42.11K | 28 |
| San Juan Capistrano | 36.45K | 28 |
| Woodland | 58.57K | 28 |
| Aliso Viejo | 50.20K | 27 |
| Camarillo | 67.61K | 25 |
| Concord | 128.67K | 24 |
| Merced | 82.44K | 24 |
| Turlock | 72.29K | 23 |
| Vacaville | 96.80K | 23 |
| Yuba City | 66.94K | 23 |
| Dana Point | 34.18K | 22 |
| Grass Valley | 12.94K | 22 |
| Palm Springs | 47.37K | 22 |
| Pleasant Hill | 34.81K | 22 |
| Yorba Linda | 67.97K | 21 |
| Atascadero | 29.82K | 20 |
| Davis | 67.67K | 20 |
| Morgan Hill | 42.95K | 20 |
| Acalanes Ridge | 1.14K | 19 |
| San Clemente | 65.53K | 19 |
| Lake Forest | 82.49K | 18 |
| Manteca | 75.45K | 18 |
| Los Alamitos | 11.45K | 17 |
| Orinda | 19.28K | 16 |
| Rancho Mirage | 18.08K | 16 |
| Vallejo | 121.69K | 16 |
| Alamo | 14.57K | 15 |
| Brentwood | 58.97K | 15 |
| Eureka | 27.02K | 15 |
| Tracy | 87.08K | 15 |
| Gilroy | 53.23K | 14 |
| Sonoma | 11.04K | 14 |
| Antioch | 110.54K | 13 |
| Dublin | 57.72K | 13 |
| Ramona | 20.29K | 13 |
| Blackhawk | 9.35K | 12 |
| Menifee | 87.17K | 12 |
| Saranap | 5.20K | 12 |
| Hanford | 55.66K | 11 |
| Laguna Woods | 16.41K | 11 |
| Sonora | 4.82K | 11 |
| Cathedral City | 53.83K | 10 |
| Eastvale | 59.04K | 10 |
| Livermore | 88.13K | 10 |
| Paso Robles | 27.16K | 10 |
| San Miguel | 2.34K | 10 |
| Truckee | 16.30K | 10 |
| Buena Park | 83.27K | 8 |
| Cameron Park | 18.23K | 8 |
| El Centro | 43.96K | 8 |
| Hemet | 83.86K | 8 |
| La Quinta | 40.48K | 8 |
| Lompoc | 44.16K | 8 |
| Porterville | 56.06K | 8 |
| Saint Helena | 5.81K | 8 |
| South Lake Tahoe | 21.71K | 8 |
| Tulare | 62.31K | 8 |
| Canyon Lake | 11.08K | 7 |
| East Hemet | 17.42K | 7 |
| Jackson | 4.65K | 7 |
| La Habra | 62.13K | 7 |
| La Palma | 15.90K | 7 |
| Laguna Beach | 23.36K | 7 |
| Oakhurst | 2.83K | 7 |
| Oroville | 16.26K | 7 |
| Ripon | 15.15K | 7 |
| Big Bear City | 12.30K | 6 |
| Fortuna | 12.00K | 6 |
| Half Moon Bay | 12.66K | 6 |
| Los Banos | 37.46K | 6 |
| Oakdale | 22.26K | 6 |
| Pacific Grove | 15.67K | 6 |
| Ukiah | 15.92K | 6 |
| Angels Camp | 2.68K | 5 |
| Bishop | 3.81K | 5 |
| Cypress | 49.29K | 5 |
| Dinuba | 23.70K | 5 |
| Fountain Valley | 56.99K | 5 |
| Hollister | 37.46K | 5 |
| Jurupa Valley | 21.93K | 5 |
| King City | 13.90K | 5 |
| Lakeport | 4.81K | 5 |
| Moraga | 17.26K | 5 |
| Moreno Valley | 204.20K | 5 |
| Norco | 26.29K | 5 |
| Paradise | 26.48K | 5 |
| Reedley | 25.57K | 5 |
| Stanton | 38.87K | 5 |
| Tehachapi | 13.02K | 5 |
| Villa Park | 5.96K | 5 |
| Fort Bragg | 7.29K | 4 |
| Galt | 25.30K | 4 |
| Indio | 87.53K | 4 |
| Madera | 64.21K | 4 |
| Patterson | 21.50K | 4 |
| Perris | 74.97K | 4 |
| Ridgecrest | 28.78K | 4 |
| Santa Paula | 30.55K | 4 |
| Shingle Springs | 4.43K | 4 |
| Solvang | 5.74K | 4 |
| Watsonville | 53.63K | 4 |
| Westminster | 92.11K | 4 |
| Yucaipa | 53.33K | 4 |
| Arcata | 17.84K | 3 |
| Banning | 30.95K | 3 |
| Barstow | 23.69K | 3 |
| Discovery Bay | 13.35K | 3 |
| Escalon | 7.52K | 3 |
| Ione | 7.00K | 3 |
| Lake Arrowhead | 12.42K | 3 |
| Lake Elsinore | 61.98K | 3 |
| Lake Isabella | 3.47K | 3 |
| Lower Lake | 1.29K | 3 |
| Mammoth Lakes | 7.95K | 3 |
| Red Bluff | 14.13K | 3 |
| Wasco | 26.28K | 3 |
| Willows | 6.07K | 3 |
| Yreka | 7.60K | 3 |
| Arvin | 20.88K | 2 |
| Beaumont | 43.81K | 2 |
| Bonny Doon | 2.68K | 2 |
| Carpinteria | 13.73K | 2 |
| Clayton | 11.87K | 2 |
| Cloverdale | 8.81K | 2 |
| Coachella | 44.63K | 2 |
| Colusa | 5.93K | 2 |
| Crescent City | 6.77K | 2 |
| Delano | 52.73K | 2 |
| Desert Hot Springs | 28.34K | 2 |
| Diamond Springs | 11.04K | 2 |
| Dixon | 19.39K | 2 |
| East Sonora | 2.27K | 2 |
| Elk Grove | 166.91K | 2 |
| Exeter | 10.55K | 2 |
| Gridley | 6.58K | 2 |
| Idyllwild | 3.58K | 2 |
| Kerman | 14.47K | 2 |
| Linden | 1.78K | 2 |
| Lockeford | 3.23K | 2 |
| Martinez | 38.14K | 2 |
| McKinleyville | 15.18K | 2 |
| Newman | 10.90K | 2 |
| Orland | 7.55K | 2 |
| Placerville | 10.65K | 2 |
| Rio Vista | 8.35K | 2 |
| Rosamond | 18.15K | 2 |
| San Jacinto | 46.95K | 2 |
| San Joaquin | 4.02K | 2 |
| Seaside | 33.02K | 2 |
| Selma | 24.41K | 2 |
| Shafter | 18.34K | 2 |
| Suisun | 28.11K | 2 |
| Valley Center | 9.28K | 2 |
| Willits | 4.86K | 2 |
| Angwin | 3.05K | 1 |
| Auburn Lake Trails | 3.43K | 1 |
| Berkeley | 120.97K | 1 |
| Borrego Springs | 3.43K | 1 |
| Brawley | 25.90K | 1 |
| Buckhorn | 2.43K | 1 |
| Buttonwillow | 1.51K | 1 |
| Byron | 1.28K | 1 |
| Calimesa | 8.54K | 1 |
| Calistoga | 5.33K | 1 |
| Carmel Valley Village | 4.41K | 1 |
| Caruthers | 2.50K | 1 |
| Castroville | 6.48K | 1 |
| Cayucos | 2.59K | 1 |
| Chowchilla | 18.51K | 1 |
| Coalinga | 16.56K | 1 |
| Columbia | 2.30K | 1 |
| Corcoran | 22.48K | 1 |
| Del Monte Forest | 4.51K | 1 |
| Dollar Point | 1.22K | 1 |
| Firebaugh | 8.33K | 1 |
| Forestville | 3.29K | 1 |
| Guerneville | 4.53K | 1 |
| Gustine | 5.76K | 1 |
| Happy Camp | 1.19K | 1 |
| Hayfork | 2.37K | 1 |
| Hilmar-Irwin | 5.20K | 1 |
| Ivanhoe | 4.50K | 1 |
| Joshua Tree | 7.41K | 1 |
| Kelseyville | 3.35K | 1 |
| Lake of the Pines | 3.92K | 1 |
| Los Olivos | 1.13K | 1 |
| Los Osos | 14.28K | 1 |
| Marin County | - | 1 |
| Marina | 21.23K | 1 |
| Middletown | 1.32K | 1 |
| Morro Bay | 10.64K | 1 |
| Mount Shasta | 3.30K | 1 |
| Oakley | 39.81K | 1 |
| Orosi | 8.77K | 1 |
| Parlier | 15.14K | 1 |
| Pittsburg | 69.42K | 1 |
| Pixley | 3.31K | 1 |
| Portola | 1.90K | 1 |
| Riverdale | 3.15K | 1 |
| San Andreas | 2.78K | 1 |
| Sanger | 24.95K | 1 |
| Santa Ynez | 4.42K | 1 |
| Taft | 9.49K | 1 |
| Tahoe Vista | 1.43K | 1 |
| Twentynine Palms | 26.02K | 1 |
| Walnut Grove | 1.54K | 1 |
| Waterford | 8.82K | 1 |
| Weaverville | 3.60K | 1 |
| Wheatland | 3.73K | 1 |
| Willow Creek | 1.71K | 1 |
How many Financial planners are there in California?
There are a total of 14825 Financial planners in California as of October 15, 2025.
List of Financial planners in California with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
WhatsApp Numbers
YouTube Channels
Download sales qualified leads of Financial planners in the California
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 California with/without Website
Download the list of Financial planners in California as of October 15, 2025 with and without website information.
Number of Financial planners in California with website
Number of Financial planners in California without website
List of Financial planners in California By Ratings
Download the data of the number of star-rated Financial planners in California as of October 15, 2025.
Number of 1 star-rated Financial planners in California
Number of 2 star-rated Financial planners in California
Number of 3 star-rated Financial planners in California
Number of 4 star-rated Financial planners in California
Number of 5 star-rated Financial planners in California
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