List of Financial planners in Santa Rosa
Santa Rosa, California, has 162 Financial planners in this dataset, last verified September 6, 2026. Among the 50 California cities we track, it ranks 31st, between Jackson (163) and Oakland (156). Local listings make up 1.1% of all Financial planners in California.
71 Financial planners in Santa Rosa list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 43.8% is in line with the California average (44.1%), and 100% of listings include a phone number.
With 90.7% already online (in line with 87.5% across California), only 15 Financial planners in Santa Rosa lack a website, so site improvements and SEO are the stronger pitch. 38 of their websites list a contact page URL.
63% of the 57 rated Financial planners in Santa Rosa hold a 5-star average, in line with the California figure of 62%. The 8 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
43
22
33
9
YouTube
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Financial planners List in Santa Rosa
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Retirement Investment Specialists | Address | Santa Rosa | California | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Kristen Kaczmark - Morgan Stanley | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | AllPoint Financial Group, LLC | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Deidre McAloon | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Michael Reid - Morgan Stanley | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jonathan A Polkinghorn | Address | Santa Rosa | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Carson Amiral, CFP®|CEPA® | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Oak Mountain Financial Group, Inc. | Address | Santa Rosa | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Wedbush | Address | Santa Rosa | California | United States | Email | Phone | 2 | 3 | — | — | ||||
 | Edward Jones - Financial Advisor: Jeff Crouch | Address | Santa Rosa | California | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Kevin Lee | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Erika Lockwood, CFP® | Address | Santa Rosa | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Lopes Financial Services | Address | Santa Rosa | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Kobrin Financial & Insurance Services | Address | Santa Rosa | California | United States | Email | Phone | 10 | 5 | — | — | ||||
Parker Associates | Address | Santa Rosa | California | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 162 records with complete field coverage.
Get the full Financial planners database
162 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Santa Rosa
Most popular business categories across Santa Rosa
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Santa Rosa
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 162 Financial planners in Santa Rosa, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Santa Rosa, California
Each of these buyers can work the 162 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 162 Financial planners in Santa Rosa.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Santa Rosa, California
Start with the 71 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (162): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (71): 43.8% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (43): 26.5% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Santa Rosa, California
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (119): 73% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Santa Rosa
With 162 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 162 Financial planners in Santa Rosa and plan visit days by neighborhood.
- Postal code patches: split Santa Rosa by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 49 other California cities we track are the next step once Santa Rosa accounts are covered.
Data Coverage for Financial planners in Santa Rosa
162 records · verified September 6, 2026
- Phone numbers
- 162
- Email addresses
- 71
- Phone and email
- 71
- Websites
- 147
Google ratings· 57 rated (35%)
63% hold 5 stars
- 1-star rated
- 4
- 7% of rated
- 2-star rated
- 4
- 7% of rated
- 3-star rated
- 10
- 17.5% of rated
- 4-star rated
- 3
- 5.3% of rated
- 5-star rated
- 36
- 63.2% of rated
Social profiles:
- Facebook:43· 26.5%
- LinkedIn:33· 20.4%
- X (Twitter):23· 14.2%
- Instagram:22· 13.6%
- YouTube:9· 5.6%
Financial planners in Santa Rosa are a mixed-channel, Facebook-heavy market: 100% list a phone number and 43.8% publish an email. Among 57 rated Financial planners, 63% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Santa Rosa, California
Everything you need to know about our financial planners database for Santa Rosa, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Santa Rosa, California?
There are 162 financial planners in Santa Rosa, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Santa Rosa market for sales prospecting and territory planning.
How up to date is the Financial planners data for Santa Rosa, California?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Santa Rosa, California?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Santa Rosa, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Santa Rosa, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Santa Rosa, California cost?
The complete financial planners leads database for Santa Rosa, California costs $10 as a one-time payment.
You get instant access to all 162 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Santa Rosa, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Santa Rosa, California financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Santa Rosa, California have phone numbers?
162 financial planners in Santa Rosa, California (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Santa Rosa, California have email addresses?
71 financial planners in Santa Rosa, California (44%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Santa Rosa, California have both a phone number and an email address?
71 financial planners in Santa Rosa, California have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Santa Rosa, California are active on social media?
Social profile coverage for financial planners in Santa Rosa, California: 33 on LinkedIn, 43 on Facebook, 22 on Instagram, 9 on YouTube, 23 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Santa Rosa, California have a website?
147 financial planners in Santa Rosa, California (91%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Santa Rosa, California do not have a website?
15 financial planners in Santa Rosa, California operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Santa Rosa, California?
Rating breakdown for financial planners in Santa Rosa, California: 36 with a 5-star rating, 3 with a 4-star rating, 10 with a 3-star rating, 4 with a 2-star rating, 4 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of California or the entire US?
Yes. Beyond Santa Rosa, we offer the complete Financial planners database for California and a national all-50-states version.
If you buy the Santa Rosa list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Santa Rosa, California legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.