Best Financial Advisors near Castro Valley, CA

We have 2 firms in Castro Valley on file, and both are on this list, along with 11 from towns including San Ramon (6, 8 mi), Walnut Creek (3, 13 mi) and Union City (1, 8 mi).

2 open weekends · 9 rated 4.5+ · 2 show a license

Data verified November 2, 2026

Prosperity Financial Group

Prosperity Financial Group

Free phone consultationBBB A+Since 1996
San Ramon, CA · 8 mi from Castro Valley
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Diamond Oak Wealth Partners - James Bassett

Diamond Oak Wealth Partners - James Bassett

5.0 5 reviews
“He has a knack for taking his knowledge and delivering it in a concise manner that helps us to understand what our options are and what he recommends for our situation.”
Since 2022
San Ramon, CA · 8 mi from Castro Valley
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Secure Retirement Financial

Secure Retirement Financial

4.1 9 reviews
“Secure Retirement is focussed on ensuring your wealth suffers no loss but rather continues to make gains, even in the worst times.”
Since 2006
San Ramon, CA · 8 mi from Castro Valley
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Book onlineBook
Terry Allen CFP - Financial Advisor

Terry Allen CFP - Financial Advisor

5.0 1 review
Since 2013
Walnut Creek, CA · 13 mi from Castro Valley
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Progressive Asset Management

Progressive Asset Management

Since 1990
21977 Redwood Rd
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Book onlineBook
Echo45 Advisors

Echo45 Advisors

5.0 4 reviews
“We know that whenever we have any questions or requests, Jon and his team are there for us!”
Since 2019
Walnut Creek, CA · 13 mi from Castro Valley
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The 13 firms listed for Castro Valley, 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: Castro Valley, CA

10 of the 13 firms on this page have a rating, from 4.1 to 5.0 across 162 reviews; 1 has 50 or more reviews and 9 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 financial planning (2), our process (2) and our team (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for all 13 of the firms on this page; 11 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Castro Valley listed here?

2 of the 13 firms are located in Castro Valley. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors

5.0 1 review
“Their office staff are wonderful, they have interesting and informative lunches every few months at Flemings, and its nice meeting and speaking with other clients at those events, and they work with a team that just does an exceptional job in every aspect of their work.”
Since 2011
Walnut Creek, CA · 13 mi from Castro Valley
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Certified Planners

Certified Planners

Free consultationBBB A+Since 1990
San Ramon, CA · 8 mi from Castro Valley
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THE Independent Advisors: Stephen Mantzouris

THE Independent Advisors: Stephen Mantzouris

LicensedSince 2018
San Ramon, CA · 8 mi from Castro Valley
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Garner Financial Management

Garner Financial Management

Since 2006Prices online
Lafayette, CA · 13 mi from Castro Valley
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Tom J. Nohr CFP RFC – Successful Financial Education Workshops

Tom J. Nohr CFP RFC – Successful Financial Education Workshops

LicensedSince 1988
20632 Redwood Rd # E
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Turnkey Financial Solutions

Turnkey Financial Solutions

5.0 86 reviews
“The organization, from Paula who helped get us set up and everything, is always responsive & professionalOur ERC check finally came through!”
Free consultationSince 2016
Union City, CA · 8 mi from Castro Valley
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Summit Wealth & Retirement Partners

Summit Wealth & Retirement Partners

5.0 44 reviews
“I have no reservations about recommending Rob and his team at Summit Wealth and Retirement Partners to anyone looking to protect their current investments while also building wealth and financial security for the future.”
Since 2012Prices online
San Ramon, CA · 8 mi from Castro Valley
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HomeWealth Management AdvisorsCaliforniaCastro Valley, CA

Why these companies made our list

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