The Ameriflex Group
“Can't be successful without an amazing team supporting you and Rylan has knocked it out of the park with his team.”
Best Financial Advisors in Bakersfield, CA
22 firms listed · all 22 in Bakersfield · 2 open weekends · 16 rated 4.5+ · 3 show a license
Data verified October 17, 2026
Daniells Phillips Vaughan & Bock
“People with strong character/pride/confidence and compedence at every level of folks I've met, not just the partners.”
Fanucchi & Marsh Cpa's
“Gino is an excellent tax professional.”
California Retirement Plans
“Andy Barkate has been handling mine and my families Financial affairs for over 10 years.”
Howard Financial
Arrive Financial & Insurance Services
“They were not only kind, compassionate and understanding, they were forward-thinking and knowledgable of our individual goals.”
The 22 firms listed for Bakersfield, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bakersfield, CA
All 22 firms we list here are in Bakersfield itself. 17 of the firms on this page have a rating, from 4.4 to 5.0 across 65 reviews; 16 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2) and retirement planning (2). 3 show a license on their websites and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 67 years. We have a website on file for 19 of the firms on this page; 16 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bakersfield take financial planning bookings online?
3 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Charpentier Wealth Strategies
“As a business owner, I was afraid about having enough money for retirement, but the team at Charpentier Wealth Strategies has us in line.”
Barnes Wealth Management Group
“From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals.”
Selfridge Financial Design
“She works twice as hard as most to assist in your financial needs.”
Moneywise Wealth Management
“If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.”
Taylor & Galyan CPA
“We have used Taylor & Galyan for 10+ years and they I can highly recommend them for both person and business financial planning and tax planning and preparation”
Entruity Wealth
“Honesty and integrity are key elements to any relationship but even more so in the financial planning world.”
Portfolio Funding
Mestmaker & Petrey Wealth
Woodward Diversified Capital
Freedom 2 Retire
“Great company I am extremely happy with Freedom 2 Retire.”
Trovato Wealth Management
“Even now with the stock market and it's crazy swings up and down, they work hard to minimize the damage.”
Ironwood Retirement Plan Consultants
Spectrum Tax & Financial
“Smart, funny and will take your tax situation as seriously as you do.”
Terry Morgan, EA, Cfp, Cltc, MS Tax, Mba, CLU
Pacific Advisors
Wealthtarget Investment Advisors
Why these companies made our list
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