Castelli Financial
“Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you're investing in.”
Best Financial Advisors in Santa Cruz, CA
10 firms listed · 4 in Santa Cruz · 8 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
Harborlight Investments
“He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business.”
Natural Bridges Financial Advisors
“The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information.”
Chamberlain Financial Planning & Wealth Management
Sherer Group
“Tim Sherer is a responsible advisor.”
Wynn Capital Management
The 10 firms listed for Santa Cruz, 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: Santa Cruz, CA
Of the 10 firms we list here, 4 are in Santa Cruz itself and 6 come from towns including Los Gatos (2, 18 mi), Capitola (1, 4 mi) and Soquel (1, 4 mi). 8 of the firms on this page have a rating, from 4.6 to 5.0 across 35 reviews. 1 shows a license on its website. 8 have ten or more years of experience, the longest 24 years. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; 7 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.
Do firms listed for Santa Cruz take financial planning bookings online?
2 of the 10 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.
Patricia A. Beckwith, CPA
“From the annual reminder to easy communication during the year when I have questions to having online access to my returns and absolutely to doing a great job on my taxes!”
Quintes | Securing Retirement Outcomes
Timothy Imbrie CPA MBA
“We've used Tim for 2+ years for our business and it was the best choice.”
Lanai Financial Solutions
“Although I am still in my preliminary work with her, she has inspired me to get organized, and truly transform my attitude around finances.”
Why these companies made our list
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