Salary distribution
Where California personal financial advisors fall on the wage curve.
Distribution not available
The Bureau of Labor Statistics suppresses wage percentiles for this occupation and state when the surveyed cell has too few employers to publish without revealing individual firm pay. National figures and adjacent states below remain a useful reference.
Personal Financial Advisors in California: actual employer-disclosed pay
Public records from 19 certified H-1B Labor Condition Applications filed with the U.S. Department of Labor. Median offered wage: $72,000. Every figure below is an actual offered salary an employer attested to under federal law.
By DOL wage level
DOL classifies every offer into one of four wage levels based on the role's experience and skill requirements.
| Level | Filings | Median offer |
|---|---|---|
| Level I — entry | 13 | $62,400 |
| Level II — qualified | 4 | $132,000 |
| Level III — experienced | 1 | $150,000 |
| Level IV — fully competent | 1 | $200,000 |
Top employers filing for this role
Companies with the most certified filings for Personal Financial Advisors in California. Median offer is across all of that employer's filings.
| Employer | Most-filed title | Filings | Median |
|---|---|---|---|
| TAOS GLOBAL GROUP OF CA, INC. | Financial Advisor | 3 | $62,109 |
| Hu Insurance Agency, Inc. | Financial Planner | 2 | $86,000 |
| MPH ADVISORY SERVICES CORP | Financial Planner | 2 | $144,000 |
| Eversafe Insurance Agency, Inc. | Healthcare Financial Planner | 2 | $62,400 |
| THE NEE AGENCY | Personal Financial Advisor | 1 | $70,720 |
| AMERICAN INTERNATIONAL FINANCIAL AND INSURANCE MARKETING, INC. | Financial Planner | 1 | $87,000 |
| TD Group | Retirement Plan Specialist and Financial Advisor | 1 | $60,000 |
| The One Pioneer LLC | Financial Service Specialist | 1 | $62,150 |
| RBC Capital Markets, LLC | Registered Client Associate - KBGFJG278681-2 | 1 | $78,770 |
| Dr. Kumo, Inc | Digital Health Enterprse Financial Analyst | 1 | $62,109 |
Recent sample filings
A snapshot of recent certified offers. Each line is a real, public, verifiable record.
- Personal Financial Advisor at THE NEE AGENCY$70,720ARCADIAWage Level IDecided Sep 4, 2025I-200-25239-271973
- Financial Planner at AMERICAN INTERNATIONAL FINANCIAL AND INSURANCE MARKETING, INC.$87,000City of IndustryWage Level IDecided Jul 22, 2025I-200-25196-176786
- Retirement Plan Specialist and Financial Advisor at TD Group$60,000FresnoWage Level IDecided Jul 7, 2025I-200-25179-137870
- Financial Planner at Hu Insurance Agency, Inc.$100,000IrvineWage Level IIDecided Jun 26, 2025I-200-25170-112706
- Financial Service Specialist at The One Pioneer LLC$62,150ArcadiaWage Level IDecided Jun 20, 2025I-200-25163-087360
- Registered Client Associate - KBGFJG278681-2 at RBC Capital Markets, LLC$78,770GreenbraeWage Level IDecided Jun 17, 2025I-200-25161-075707
- Financial Planner at MPH ADVISORY SERVICES CORP$144,000San JoseWage Level IIDecided Jun 11, 2025I-200-25155-054214
- Digital Health Enterprse Financial Analyst at Dr. Kumo, Inc$62,109Buena ParkWage Level IDecided Jun 6, 2025I-200-25152-038782
Source: U.S. Department of Labor, Office of Foreign Labor Certification. Disclosed wages reflect what employers attested to pay; actual paid wages may differ. Only certified filings are shown — denied and withdrawn cases are excluded.
Personal Financial Advisors pay by experience level in California
Each band reflects DOL Wage Levels I-IV mapped onto a four-step ladder. Click a level to see the disclosed-wage range for that segment.
Personal Financial Advisors specialties in California
Real specialty titles employers file for, clustered from 11 certified offers. The most common variant is Financial Planner at a median of $93,500.
| Specialty | Top employer | Filings | Median offer |
|---|---|---|---|
| Financial Planner | Hu Insurance Agency, Inc. | 6 | $93,500 |
| Financial Advisor | TAOS GLOBAL GROUP OF CA, INC. | 5 | $62,109 |
Specialties with 10 or more filings link to a dedicated breakdown.
Personal Financial Advisors in California, by industry
Median offered wage across 19 certified filings, grouped by NAICS industry sector. Finance and insurance leads with a median of $72,000.
| Industry | Largest employer | Filings | Median offer |
|---|---|---|---|
| Finance and insurance | TAOS GLOBAL GROUP OF CA, INC. | 17 | $72,000 |
| Technology and software | Dr. Kumo, Inc | 2 | $131,054 |
Sectors with at least 25 filings link to a dedicated page with full distribution and sample employer breakdown.
Wage trend
Median annual wage in California over the past 2 BLS OES releases. Real values are CPI-adjusted to 2024 dollars.
Typical entry
Education
Bachelor's degree
Experience
None
On-the-job training
Long-term on-the-job training
Top skills (O*NET)
- 4.5 / 5
Customer and Personal Service
Knowledge
- 4.0 / 5
Economics and Accounting
Knowledge
- 4.0 / 5
Speaking
Basic skill
- 4.0 / 5
Writing
Basic skill
- 4.0 / 5
Active Listening
Basic skill
- 4.0 / 5
Reading Comprehension
Basic skill
- 4.0 / 5
English Language
Knowledge
- 4.0 / 5
Oral Comprehension
Ability
Common tasks (O*NET)
- 01
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- 02
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- 03
Manage client portfolios, keeping client plans up-to-date.
- 04
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- 05
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- 06
Answer clients' questions about the purposes and details of financial plans and strategies.
- 07
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- 08
Contact clients periodically to determine any changes in their financial status.
10-year outlook
Growth 2024 → 2034
+9.6%
Projected annual openings
—
BLS outlook
Growing faster than average
Source: BLS Employment Projections, 2024–2034 cycle.
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Metro-level salary data for personal financial advisors in major California metropolitan areas.
- San Francisco$157,510
- San Diego$128,400
- Sacramento$126,690
- San Jose$126,480
- Los Angeles$121,940
- Riverside$96,840
Compare Personal Financial Advisors pay across nearby states
Frequently asked questions
- What is the median salary for Personal Financial Advisors in California?
- According to BLS Occupational Employment Statistics, the median annual wage for Personal Financial Advisors in California is $128,650.
- How does California compare to the national median for Personal Financial Advisors?
- The California median is +26.2% versus the BLS national figure of $101,950.
- Is Personal Financial Advisors a growing field?
- BLS Employment Projections show employment growing by 9.6% over the projection cycle. See the 10-year outlook section above for details.
- What education is required for Personal Financial Advisors?
- BLS lists the typical entry-level education as Bachelor's degree. Many employers also weigh prior experience and credentials.
Information on this page is for general educational purposes only. It is not career, financial, or tax advice. Wage data reflects BLS estimates for the reference year shown and may not match individual offers, employer-specific ranges, or current market conditions. Confirm with a licensed professional before making career or compensation decisions.