Find a Financial Advisor in Redding, CA
Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
Our Services
With in-house expertise across a variety of financial disciplines, every aspect of your plan is both well-informed and working in unison to achieve optimal results.
Investment Management
- Customized Portfolios
- Unwinding Concentrated Positions
- Tax-Loss Harvesting
- Private Equity
- Alternatives
Financial Planning
- Retirement Income Planning
- College Planning
- Charitable Giving Strategy
- Real Estate Analysis
Retirement Planning
- Social Security Analysis
- Tax-Efficient Withdrawal Strategies
- Retirement Transition Planning
Coordinated Tax Planning
- Tax Filing
- Tax-Efficient Income Planning
- Tax-Efficient Investing
Estate Planning
- Estate Plan Analysis
- Document Drafting
- Estate Tax Analysis & Recommendations
Insurance Services
- Life
- Long-Term Care
- Medicare
- Disability
- Healthcare
Talk With An Advisor
At Allworth, our motivation, advice, and focus are aligned with your best interests.
That’s how our advisors deliver the comprehensive strategies that can help transform your whole wealth — from financial and investment guidance to tax, insurance, estate planning and more.
Meet Your Redding Financial Advisory Team
Meet Kent and Robert! Our team of fiduciary financial advisors in Redding, California, has more than 50 years of collective industry experience and are dedicated to providing customized and comprehensive wealth management services to individuals and families throughout Northern California. We operate with a commitment to putting your needs first, ensuring that the strategies and recommendations we make are with your best interests in mind.
Visit us on Redcliff Drive (between Interstate 5 and the Sacramento River) to experience the expertise and personalized service that our Redding financial planners have to offer. We look forward to helping you reach your financial goals!
Location and Contact Details
Services
Our Redding Team is ready to serve you with expert guidance on:
- Retirement & Financial Planning
- Investment Management
- Coordinated Tax Planning
- Estate Planning
- Insurance Services
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Loyalty That Speaks Volumes
97% of our clients choose to stay with us year after year.2 Now that’s saying something. Take your first step towards experiencing what sets Allworth apart from the rest.
Privacy Policy | Disclosures | Cookie Preferences | Do Not Sell or Share My Personal Information
Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
HMRN Insurance Agency, LLC license #0D34087
1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
2 Retention Rate Source: Allworth Internal Data, FY 2022
3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration.
5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience.
6 2021 Value of an Advisor Study / Russel Investments
7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.
8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.
✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Important Information
The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.
Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.
The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.