Best Financial Planner Fresno Near Me

4worldlovers: "Hi, we are Kerr Wealth Management in Fresno, CA. Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA). Our Financial Advisors help people invest in their future, reduce taxes, save money and retire with confidence.


The customers we help happen to be a diverse group of successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."


Nothing is conflict free but as fee-only financial advisors we do our best to help you where you need it the most. With our fee-only pricing we disclose our fee's upfront.


Retire on your terms! Proper financial planning can help you get a better idea of what your future might look like. The old way of doing business meant you had to buy a product first. Our way, we start with you first and identify risks, opporunities and design a roadmap to independent wealth and financial freedom.


Keep it simple. After careful planning our team of fee-only advisor's work together to develop and manage your tailored investment portfolio. The old way - you purchased a product first from a broker and then you had to figure it out.

Kerr Wealth offers a professional 1-on-1 wealth management approach with an experienced fiduciary advisor backed by a team of dedicated staff, and professional managed portfolios to meet your needs.

Through our institutional relationship with Charles Schwab and with our advanced intelligent systems we can manage your existing portfolio so you dont have to. For a small fee our investment advisors will guide you along the way.

With the help of our professionals we carefully design a portfolio model that doesnt rely on timing or what if's. Following a time tested allocation approach we can help you reach your future income needs.

Using a fee-only approach, our team of financial advisors tailor holistic financial plans to meet our client's needs.

We are an independent investment advisory firm staffed with Accredited Wealth Managers and Certified Investment Management Analysts. Providing an actively managed approach to portfolio management, Kerr Wealth offers experience and a deep understaning of the stock market, fixed income markets, financial products, cryptocurrency and more.

Kerr Wealth Management can help your business implement and manage a qualified retirement plan including; 401(k), profit share, SIMPLE IRA's and SEP IRA plans. Together, our team of tax experts we can help your business reduce taxes through various pension plan strategies and defined contribution plans.

With our team of tax professionals Kerr Wealth Management takes a proactive approach by incorporating in depth tax planning into your financial plan; giving you a true holistic approach.

Kerr Wealth Management specializes in holistic life-cycle financial planning and investment management. Holistic means we start by exploring what money represents to you and aligning your finances, taxes and investments with your life.

Business owners. We can seriously help you improve cash flow and save on taxes.

Developing a plan that identifies a required rate of return on all investment assets.

Identifying a required rent roll and cap rate on an investment rental property.

How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.

Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.

Knowing how they can retire, when they can retire, and if they actually have enough money.

Now that you know we are fee-only. What else should you know?

Kerr Wealth Management is a Registered Investment Advisor (RIA). RIA stands for you. It also means we are registered directly with the state of California as a fiduciary investment advisory.

We are staffed with Fiduciary Investment Advisors who have completed rigorous education requirements and adhere to fiduciary standards. This also means we do not work for a middle man, broker dealer or insurance company.

You pay us directly and it can help reduce conflicts and help reduce costs.

The Kerr Wealth approach addresses your goals first, then we talk investment solutions.

4worldlovers: Plan for Your Future with Trusted Financial Services in Fresno, CA


Soutas Financial & Insurance Solutions provides the most trusted comprehensive financial planning services in Fresno, CA. We are a team of experienced financial advisors and consultants dedicated to helping individuals and businesses achieve their financial goals.

Soutas Financial & Insurance Solutions offers various financial services tailored to meet your needs. Whether you need retirement planning, investment advice, or financial planning, we have the expertise and resources to help you succeed.

As a leading investment advisor in Fresno, CA we understand that every client is unique. We take a personalized approach to financial planning. Our team of skilled financial consultants will work with you to understand your goals and help you develop a comprehensive financial plan that meets your needs.

Retirement planning is a critical part of financial planning, and we specialize in providing retirement planning services. Whether you’re just starting your career or planning to retire soon, we can help you create a retirement plan that aligns with your goals and aspirations.

Our financial advisor services are designed to help you make informed investment decisions. We provide expert advice on many investment products, including stocks, bonds, mutual funds, and more. We also offer ongoing investment management services to help you stay on track and achieve your investment goals.

Our financial planner services are comprehensive and include estate planning, tax planning, insurance planning, and more. We will work with you to develop a customized financial plan that meets your unique needs and helps you achieve your goals.

At Soutas Financial & Insurance Solutions, we pride ourselves on delivering exceptional customer service and expert financial advice. If you’re looking for a trusted financial advisor or financial consultant in Fresno, CA, look no further than Soutas Financial & Insurance Solutions Inc. Contact us today to schedule a consultation and take the first step toward achieving your financial goals.

Soutas Financial and Insurance Solutions is here to help take the complexity out of retirement planning.

Learn more about Fresno California Financial Planning including Tax Strategies for Retirement

Knowing your risk score can help you make appropriate investment choices here in Fresno. Find out your risk score with our RiskAlyze tool!

It’s hard to have fun with grandkids if you’re worried about running out of money.

Don’t let financial concerns keep you from a happy retirement in Fresno California.

We can help you build a financial plan to ensure you have enough, for as long as you live.

4worldlovers: The team at Whelan Financial carefully crafts a financial plan tailored to meet your goals. Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. Learn how our experienced professionals can assist you in planning for your future and securing your legacy.

Work with a team of qualified financial advisors who are passionate about helping you secure your financial future.

4worldlovers: The associates of Thiesen Dueker Financial Consulting Group offer Wall Street experience and opportunities from an independent, locally owned company. That means we are free to offer the investment and wealth management opportunities that are right for you, not just a menu of products someone wants to sell you. Thiesen Dueker’s owners, associates and staff members live right here in California. So when you invest with Thiesen Dueker, we contribute our time and resources to the things that matter right here in the communities we serve.