california Date: 09-25-2025

Top 15 Financial Advisors in Santa Cruz, CA

Financial AdvisorAddress
1Wildflower Financial120 Church St, Santa Cruz, CA 95060
2Morgan Stanley Financial Advisors6004 La Madrona Dr, Santa Cruz, CA 95060
3DCD Financial & Insurance Services1123 Soquel Ave, Santa Cruz, CA 95062
4Optium Financial Services1975 Soquel Dr # 210, Santa Cruz, CA 95065
5Chamberlain Financial Planning & Wealth Management125 Mission St #3, Santa Cruz, CA 95060
6Natural Bridges Financial Advisors627 Center St, Santa Cruz, CA 95060
7Countryside Financial Services411 Kelly Ln, Santa Cruz, CA 95060
8Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC125 Water St Ste A3, Santa Cruz, CA 95060
9Seth Wax - BancWest Investment Services Financial Advisor1551 Pacific Ave, Santa Cruz, CA 95060
10HarborLight Investments180 7th Ave Suite 204, Santa Cruz, CA 95062
11UC Santa Cruz Financial Aid OfficeHahn Student Services, 205, 1156 High St, Santa Cruz, CA 95064
12Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC1237 Soquel Ave, Santa Cruz, CA 95062
13Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC125 Water St Ste A3, Santa Cruz, CA 95060
14U.S. Bancorp Advisors - Financial Advisors: Santa Cruz110 Morrissey Blvd, Santa Cruz, CA 95062
15Keenly Financial1111 River St #8, Santa Cruz, CA 95060

1.Wildflower Financial

Address: 120 Church St, Santa Cruz, CA 95060

2.Morgan Stanley Financial Advisors

Address: 6004 La Madrona Dr, Santa Cruz, CA 95060

3.DCD Financial & Insurance Services

Address: 1123 Soquel Ave, Santa Cruz, CA 95062

() user ratings total:

Nancy Jackson The best health insurance assistance service out there! Pam has been my agent for years. I totally trust her and know that the insurance she finds me will be the best one I can get. She is smart and kind and fun to work with. Medication prices can be a big deal so knowing that Pam has worked with every plan out there and knows which one would be best for me is a huge relief and ever so helpful.
5 /5

4.Optium Financial Services

Address: 1975 Soquel Dr # 210, Santa Cruz, CA 95065

5.Chamberlain Financial Planning & Wealth Management

Address: 125 Mission St #3, Santa Cruz, CA 95060

6.Natural Bridges Financial Advisors

Address: 627 Center St, Santa Cruz, CA 95060

7.Countryside Financial Services

Address: 411 Kelly Ln, Santa Cruz, CA 95060

8.Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC

Address: 125 Water St Ste A3, Santa Cruz, CA 95060

9.Seth Wax - BancWest Investment Services Financial Advisor

Address: 1551 Pacific Ave, Santa Cruz, CA 95060

10.HarborLight Investments

Address: 180 7th Ave Suite 204, Santa Cruz, CA 95062

11.UC Santa Cruz Financial Aid Office

Address: Hahn Student Services, 205, 1156 High St, Santa Cruz, CA 95064

12.Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1237 Soquel Ave, Santa Cruz, CA 95062

13.Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address: 125 Water St Ste A3, Santa Cruz, CA 95060

14.U.S. Bancorp Advisors - Financial Advisors: Santa Cruz

Address: 110 Morrissey Blvd, Santa Cruz, CA 95062

15.Keenly Financial

Address: 1111 River St #8, Santa Cruz, CA 95060