Financial Advisors in Santa Rosa, CA
3550 Round Barn Blvd
Suite 212
Santa Rosa, CA 95403
Focus Partners is your locally based investment advisor in Santa Rosa, CA - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of California’s wine country, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Santa Rosa, CA. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
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October 19, 2026
Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.
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October 12, 2026
How To Manage a Financial Windfall: An 8-Step Guide
A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps for aligning your windfall with your personal financial goals.
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