List Of All financial planner Leads in Santa Cruz
25 financial planner in Santa Cruz are covered on this page, listed with their contact details and customer ratings. The highest-rated listing here is HarborLight Investments at 5.0★; across the full list, ratings average close to 4.7★. Updated 10/11/2026 - scroll down to compare the full list and follow through to whichever business suits your needs.
25 results · last updated 10/11/2026
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| Company | Address | Rating | Phone | Website | Social | |
|---|---|---|---|---|---|---|
HarborLight InvestmentsFinancial planner | +*8***9**843View in Leads Search | in**@h**********.investmentsView in Leads Search | www.harborlightinvestments.com/ | |||
Natural Bridges Financial AdvisorsFinancial planner | +*8******700View in Leads Search | ch***@n***************.comView in Leads Search | www.naturalbridgesfa.com/ | |||
Lanai Wealth PartnersFinancial planner | +*8***767*00View in Leads Search | in**@l******************.comView in Leads Search | www.lanaiwealthpartners.com/ | |||
Alves Tax and Financial Services IncTax Advisor | +*8***7***00View in Leads Search | ta****@a***************************.comView in Leads Search | www.alvestaxandfinancialservices.com/ | - | ||
Nevin Hougardy - Morgan StanleyFinancial Advisor | +*8*******62View in Leads Search | - | advisor.morganstanley.com/nevin.t.hougardy?y_source=1_MTEwODc5NTctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | ||
MC Michael Chamberlain CFPFinancial Advisor | +*8*******40View in Leads Search | - | - | - | ||
Beacon Pointe AdvisorsFinancial planner | +*8***76**10View in Leads Search | - | beaconpointe.com/financial-advisors/ca/santa-cruz/?utm_source=google&utm_medium=GBP | |||
CF Chamberlain Financial Planning & Wealth ManagementFinancial Advisor | +*8*******40View in Leads Search | - | - | - | ||
Coast Financial Services, Inc.Tax preparation | +*8***6***30View in Leads Search | he***@c*********************.comView in Leads Search | www.coastfinancialservices.com/ | |||
Chiorini Hunt & JacobsTax preparation service | +*8******883View in Leads Search | ad***@p*****.comView in Leads Search | www.chj.com/ | - | ||
Morgan Stanley Financial AdvisorsFinancial Advisor | +*8*******00View in Leads Search | - | advisor.morganstanley.com/santa-cruz-branch?y_source=1_MjM2MjA2NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | - | ||
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | - | www.ameripriseadvisors.com/jeffrey.t.raegen/contact?cid=IP_local_google | - | |
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8***6***40View in Leads Search | - | www.ameripriseadvisors.com/Jerry.Positeri/?cid=IP_local_google | - | |
Kyle Coulter, CFP® - Morgan StanleyFinancial Advisor | - | +*8*******03View in Leads Search | - | advisor.morganstanley.com/kyle.coulter?y_source=1_MTA4MjIwOTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
Edward Jones - Financial Advisor: Ryan D BennettFinancial Advisor | - | +*8***76*606View in Leads Search | ry**********@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/ryan-bennett?y_source=1_MTE3NTEzMC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | ||
Lisa Rosenau - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | - | www.ameripriseadvisors.com/Lisa.Rosenau/?cid=IP_local_google | - | |
Edward Jones - Financial Advisor: Kris A SchilperoortFinancial Advisor | - | +*8***669788View in Leads Search | kr***************@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/kris-schilperoort?y_source=1_OTcxODc4OS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | ||
Adage Advisory - Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | - | www.ameripriseadvisors.com/team/adage-advisory/contact?cid=IP_local_google | - | |
Parkwoods Wealth PartnersConsultant | - | +*877*78*716View in Leads Search | yo******@p********.comView in Leads Search | www.parkwoods.com/ | - | |
Peter Dean - Morgan StanleyFinancial Advisor | - | +*8*******54View in Leads Search | - | advisor.morganstanley.com/peter.dean?y_source=1_MTEwODE3MTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
Scott Tucker - Morgan StanleyFinancial Advisor | - | +*8*******53View in Leads Search | - | advisor.morganstanley.com/scott.tucker1?y_source=1_Njc3MTM1MTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
Stiles-Strudley - Raymond JamesFinancial planner | - | +*8***6*6*16View in Leads Search | - | www.raymondjames.com/stiles-strudley/ | - | |
Tristan Kass - Morgan StanleyFinancial Advisor | - | +*8*******33View in Leads Search | - | advisor.morganstanley.com/tristan.kass?y_source=1_MTA4Mjg4MjItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
U.S. Bancorp Advisors - Financial Advisors: Santa CruzFinancial planner | - | +*8**6887*86View in Leads Search | - | www.usbank.com/wealth-management/find-an-advisor/ca/santa-cruz/?utm_source=google&utm_medium=organic&utm_campaign=gbp_listing | ||
Wildflower FinancialFinancial planner | - | +*8**8**7*91View in Leads Search | je**************@w******************.comView in Leads Search | www.wildflowerfinancial.com/ | - |
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