Financial advisors and lenders · California

Financial advisors and lenders in San Luis Obispo, CA

102 financial advisors in San Luis Obispo with phone numbers, 40 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Luis Obispo list freeSee a sample
102
businesses
100%
have a phone number
39%
have an email address (40)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Luis Obispo

Twelve of the 102 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Cj Investment ServicesFinancial Planner—Yes(805) •••-••••Available
AcquireLoans Agency—Yes(805) •••-••••Available
Miguel Paredes InsuranceFinancial Service; Legal Service—Yes(805) •••-••••Available
Nda & AssociatesLoans Agency—Yes(805) •••-••••Available
We Help You LegalFinancial Service; Legal Service—Yes(805) •••-••••Available
Arrona FinancialFinancial Service—Yes(805) •••-••••Available
Fitzpatrick Professional Accountancy LLPFinancial Service; Legal Service—Yes(805) •••-••••Available
United Process ServersFinancial Service; Legal Service—Yes(805) •••-••••Available
Cardservice Cal CoastFinancial Planner—Yes(805) •••-••••Available
Ortiz Ginger TFinancial Service; Legal Service; Law Office—Yes(805) •••-••••Available
Foronjy FinancialFinancial Service; Legal Service; Business Service—Yes(805) •••-••••Available
E-Legal Services, IncFinancial Service; Legal Service—Yes(805) •••-••••Available

Showing 12 of 102. Data refreshed October 2026.

The market

What San Luis Obispo'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; 102 have no rating yet — prime prospects for review and reputation services.
29 (28%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service42
  • Financial Planner22
  • Loans Agency16
  • Financial Service; Legal Service; Business Service8
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service3

Area codes

  • (805)100
  • (800)1
  • (888)1
Playbook

How to sell to financial advisors in San Luis Obispo

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 San Luis Obispo financial advisors leads

How many financial advisors and lenders in San Luis Obispo, CA are in the database?
102 financial advisors and lenders in San Luis Obispo, CA, as of October 2026. 102 of them have a phone number and 40 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 San Luis Obispo list of 102 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

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Other businesses in San Luis Obispo

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in San Luis Obispo →

Start calling San Luis Obispo financial advisors today

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

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