Financial planning is one of those rooms where faith and money end up sitting next to each other, and a lot of people want both to feel settled. Every planner listed here signed our statement of faith to be here, confessing Jesus as Lord. That's the requirement. Not a credential review, not a portfolio screen. A genuine confession of faith, which is what this directory is built on, full stop.
California has real coverage. Across the coast, the Central Valley, the inland metros, there are Christian financial planners who have listed their practices and made that affirmation. We reach out to welcome most new businesses with a call and pray for the owner while we have them on the line. A hello. Nothing more, nothing less, and honestly that's how it should be.
What we cannot tell you is whether a given planner is sharp on retirement projections or conservative enough for your taste in risk, or whether they'll sit with you long enough to actually understand what you're trying to protect. That's the job the reviews do, written by real clients who sat across the table from these planners, made decisions together, and came back to say something about it. A planner who opens with prayer and closes with a plain disclosure of their fees is worth a phone call. Whether they're the right fit for your actual financial life is still yours to figure out, and the reviews below are where that figuring starts.
Metro areas with listings
Listings (10)
His Kingdom Insurance and Services Inc.
He owns it all! Psalm 24:1 The earth is the Lord's, and the fulness thereof; the world, and they that dwell therein.
SaiDarA Group
John Olson Insurance Agency, LLC
The Money Chica
Kristen Eaton Insurance & Investment Planning
HarvestWise Wealth Planning
One Pacific Financial Strategies - Bar De Leon
New York Life
Scalco Financial
Frequently asked questions
What does it mean for a financial planner to be listed here?
It means the owner signed our statement of faith, confessing Jesus as Lord. That's the requirement to be listed. We also welcome most new businesses with a call and pray for the owner on that call. It's a greeting, not a review of their credentials or methods.
Does LocateFaith verify the quality of a planner's financial advice?
No. We point you to planners who have made a faith commitment, and the reviews do the rest. Judging the quality of financial advice belongs to clients who have actually worked with them, and that's who writes the reviews.
Are there Christian financial planners across all of California or just certain areas?
Coverage is solid statewide. You'll find planners in major metros and in smaller markets too. Use the map or filters to see what's near you.
How do I know which planner is the right fit for my situation?
Start with the reviews. Past clients will tell you more about communication style, fee transparency, and planning philosophy than we can. Faith is the common ground; fit is something you discover in the first conversation.