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WH Personal FinanceFinancial advisor in Live Oak, CA

WH Personal Finance is a financial advisor in Live Oak, CA, ranked #7 of 108 financial advisors in Live Oak and rated 5.0 from 7 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Live Oak, CAUpdated 0 paid placements in any rankingHow we rank

Call (661) 904-0882Website ↗

Key facts

Key facts about WH Personal Finance
Phone(661) 904-0882
Websitewhpersonalfinance.com
HoursMonday to Friday: 8:30 AM – 6:30 PM; Saturday: 8:30 AM – 5:30 PM; Sunday: 8 AM – 4 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Live Oak and 11 towns within 25 miles: Scotts Valley, Capitola, Santa Cruz, Los Gatos, Watsonville, Saratoga, Campbell, Morgan Hill, Communications Hill, Cupertino and San Jose.

Based in Live Oak, CAView on map

Opening hours

Opening hours for WH Personal Finance
DayHours
Monday8:30 AM – 6:30 PMevening
Tuesday8:30 AM – 6:30 PMevening
Wednesday8:30 AM – 6:30 PMevening
Thursday8:30 AM – 6:30 PMevening
Friday8:30 AM – 6:30 PMevening
Saturday8:30 AM – 5:30 PM
Sunday8 AM – 4 PM
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays

Questions about WH Personal Finance

How is WH Personal Finance ranked in Live Oak?

WH Personal Finance is ranked #7 of 108 financial advisors in Live Oak by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WH Personal Finance’s hours?

WH Personal Finance is open 7 days a week. Its listed hours are Monday to Friday, 8:30 AM – 6:30 PM; Saturday, 8:30 AM – 5:30 PM; Sunday, 8 AM – 4 PM. On Saturdays it is open 8:30 AM to 5:30 PM, and on Sundays 8 AM to 4 PM. Hours come from the business listing; holiday hours may differ.

What areas does WH Personal Finance serve?

Serves Live Oak and 11 towns within 25 miles: Scotts Valley, Capitola, Santa Cruz, Los Gatos, Watsonville, Saratoga, Campbell, Morgan Hill, Communications Hill, Cupertino and San Jose. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WH Personal Finance?

WH Personal Finance has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WH Personal Finance?

Call WH Personal Finance on (661) 904-0882. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WH Personal Finance compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WH Personal Finance (this business)—645.0 (7)YesYes
Earthrise Financial - Raymond James#5655.0 (16)——3.5 mi
Santa Cruz County Small Business Development Center#6644.8 (12)NoNo4.7 mi
HarborLight Investments#8645.0 (8)NoNo6.7 mi

See all 108 ranked financial advisors in Live Oak