Lincoln Investment
32yrs
Top advisor by experience in Soquel
Financial advisors in Soquel, CA
Looking for a financial advisor in Soquel, CA? We list 10 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
10Advisors with offices here
12Median years of experience
0%At fee-only firms
7Firms represented
Largest firms here: Osaic Wealth (3), Newhouse Integrated Financial Advisors (2), Lincoln Investment (1).
Nearby: Capitola, Aptos, Santa Cruz, Scotts Valley, Felton, Ben Lomond, Freedom, Watsonville.
Osaic Wealth
30yrs
Top 16% by experience nationwide
Cetera Investment Advisers
28yrs
Top 19% by experience nationwide
Kingsview Wealth Management
27yrs
Top 16% by experience at Kingsview Wealth Management
Osaic Wealth
12yrs
More experience than 50% of advisors in Soquel
Newhouse Integrated Financial Advisors
11yrs
11 years in the industry
Edward Jones
8yrs
8 years in the industry
Osaic Wealth
5yrs
5 years in the industry
Newhouse Integrated Financial Advisors
2yrs
2 years in the industry
Farm and Community Advisory
1yr
1 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.