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List of Financial planners in Santa Rosa

There are 104 Financial planners in Santa Rosa as of March 13, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.

Santa Rosa accounts for approximately 1.0% of all 10,867 Financial planners in California, making it a focused local market with a well-defined prospect base ideal for precision outreach.

Around 70.2% of Financial planners in Santa Rosa have email addresses, 100.0% have phone numbers, and 70.2% include both — with 85.6% also having a website.

These businesses are active on social media: 51 have Facebook pages, 28 are on Instagram, 48 have LinkedIn profiles, 36 use X (formerly Twitter), 23 maintain YouTube channels. Over 26 Financial planners have been rated by real users, making this dataset a strong fit for local reputation management and review-based outreach. This dataset is best suited for hyperlocal outreach in Santa Rosa.

104 Number of Financial planners
73 Email addresses
104 Phone numbers
89 With Websites
48 LinkedIn Profiles
51 Facebook Profiles
28 Instagram Handles
36 X Handles
23 YouTube Channels
73 Phone and Email
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Data updated on March 13, 2026

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Download sample list of Financial planners in Santa Rosa

Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 0 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

How many Financial planners are there in the Santa Rosa?

Total Records
104

Financial planners in the Santa Rosa

Last updated: March 13, 2026

Contact Coverage · Santa Rosa

In Santa Rosa, approximately 70.2% of Financial planners have email contacts, while 100.0% have phone numbers, making it well-suited for precision outreach within a single urban market.

Data last updated March 13, 2026

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100.0%

104 Financial planners in Santa Rosa with Phone Number

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70.2%

73 Financial planners in Santa Rosa with Email Address

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70.2%

73 Financial planners in Santa Rosa with Phone and Email

Data Completeness

A majority of Financial planners records in Santa Rosa include both email and phone data, enabling highly targeted local outreach strategies.

70.2%of Financial planners have both email & phone
Email + Phone70.2%
Email only70.2%
Phone only100.0%
Website85.6%

How to Use the List of Financial planners in Santa Rosa

Santa Rosa is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.

Direct Sales Outreach in Santa Rosa

Every record in this dataset is a financial planners business verified within Santa Rosa — no filtering needed. 100.0% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.

City-Focused Email & Phone Campaigns

Santa Rosa's tight geographic footprint makes it ideal for high-relevance outreach. With 70.2% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.

Local Ad Audience Building

85.6% of financial planners in Santa Rosa have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.

Focused Local Market

1.0%

of 10,867 Financial planners in California

City Market Overview

Santa Rosa's Financial planners market is small but concentrated — perfect for precision outreach and niche campaigns where relevance matters more than volume.

Email70.2%
Phone100.0%
Website85.6%

Social Media Reach of Financial planners in Santa Rosa

Santa Rosa's Financial planners businesses are well-represented across social channels, making this dataset a strong fit for social-first outreach strategies.

Facebook Profiles
5149.0%
Facebook Profiles
Instagram Handles
2826.9%
Instagram Handles
LinkedIn Profiles
4846.2%
LinkedIn Profiles
X Handles
3634.6%
X Handles
Youtube Channels
2322.1%
Youtube Channels

Website Presence

Around 85.6% of Financial planners in Santa Rosa have an active website, pointing to a digitally active local market ready for direct website-driven outreach.

Data last updated March 13, 2026

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85.6%

89 Financial planners in Santa Rosa that have a website

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14.4%

15 Financial planners in Santa Rosa that do not have a website

Download sales qualified leads of Financial planners in the Santa Rosa

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

Ratings Breakdown

34 Financial planners in Santa Rosa have earned 4-star or higher ratings from real customers, making this dataset well-suited for review-focused local targeting.

starstarstarstarstar

15

1-star rated Financial planners in Santa Rosa

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8

2-star rated Financial planners in Santa Rosa

starstarstarstarstar

9

3-star rated Financial planners in Santa Rosa

starstarstarstarstar

8

4-star rated Financial planners in Santa Rosa

starstarstarstarstar

26

5-star rated Financial planners in Santa Rosa

Frequently Asked Questions

Answers of the most common questions about our dataset

How many Financial planners are there in Santa Rosa?

There are 104 Financial planners in Santa Rosa as of the latest update. This makes Santa Rosa an active market for B2B outreach and lead generation in the Financial planners industry.

How many Financial planners in Santa Rosa have email addresses?

73 Financial planners in Santa Rosa have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial planners in Santa Rosa have phone numbers?

104 Financial planners in Santa Rosa include phone numbers. Of those, 73 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Financial planners in Santa Rosa?

Yes. The dataset covers 104 Financial planners businesses in Santa Rosa, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.

What data fields are included for each Financial planners in Santa Rosa?

Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.

How can I access the complete Financial planners list for Santa Rosa?

You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.

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