Financial advisors and lenders · California

Financial advisors and lenders in Pleasanton, CA

153 financial advisors in Pleasanton with phone numbers, 36 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Pleasanton list freeSee a sample
153
businesses
100%
have a phone number
24%
have an email address (36)
—
average Google rating
Sample

A sample of financial advisors and lenders in Pleasanton

Twelve of the 153 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Global Pro Insurance ServicesInsurance Agency; Financial Service; Legal Service—Yes(925) •••-••••Available
Pleasanton WealthFinancial Planner—Yes(925) •••-••••Available
Law Office of Nicole M. HausmannLaw Office; Financial Service; Legal Service—Yes(925) •••-••••Available
BayBridge Capital GroupFinancial Service; Legal Service—Yes(888) •••-••••Available
GJEL Accident AttorneysFinancial Service; Legal Service—Yes(925) •••-••••Available
Viewpoint Financial NetworkFinancial Service; Legal Service—Yes(925) •••-••••Available
Cal ReportingFinancial Service; Legal Service—Yes(925) •••-••••Available
Swaag Health and Medical AdvisorsFinancial Service; Legal Service—Yes(925) •••-••••Available
Edward Jones - Financial Advisor: Jeffrey R BohnFinancial Service; Legal Service—Yes(925) •••-••••Available
Darlene Crane at CrossCountry MortgageLoans Agency—Yes(925) •••-••••Available
Harsch Investment PropertiesFinancial Planner—Yes(925) •••-••••Available
East Presidio InvestigationsFinancial Service; Legal Service—Yes(925) •••-••••Available

Showing 12 of 153. Data refreshed October 2026.

The market

What Pleasanton's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 153 have no rating yet — prime prospects for review and reputation services.
17 (11%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service56
  • Loans Agency28
  • Financial Service; Legal Service; Business Service28
  • Financial Planner18
  • Law Office; Financial Service; Legal Service8
  • Financial Service6

Area codes

  • (925)141
  • (510)4
  • (408)2
  • (888)2
  • (310)1
  • (949)1
Playbook

How to sell to financial advisors in Pleasanton

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Pleasanton financial advisors leads

How many financial advisors and lenders in Pleasanton, CA are in the database?
153 financial advisors and lenders in Pleasanton, CA, as of October 2026. 153 of them have a phone number and 36 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Pleasanton list of 153 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Pleasanton

RestaurantsSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Pleasanton →

Start calling Pleasanton financial advisors today

25 free credits, no card. Search "financial advisors in Pleasanton" and unlock your first 25 contacts.

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