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Optimum WealthFinancial advisor in Paso Robles, CA

Optimum Wealth is a financial advisor at 935 Riverside Ave Ste 11, Paso Robles, CA 93446, ranked #5 of 21 financial advisors in Paso Robles and rated 5.0 from 4 Google reviews. Open Monday to Friday.

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.

Paso Robles, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 237-6460Website ↗

Key facts

Key facts about Optimum Wealth
Address935 Riverside Ave Ste 11, Paso Robles, CA 93446Get directions
Phone(805) 237-6460
Websiteoptimumwealthpaso.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Paso Robles and 4 towns within 25 miles: Atascadero, Morro Bay, Los Osos and San Luis Obispo.

Based in Paso Robles, CAView on map

Opening hours

Opening hours for Optimum Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Optimum Wealth

How is Optimum Wealth ranked in Paso Robles?

Optimum Wealth is ranked #5 of 21 financial advisors in Paso Robles by RFA Score, with 62 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 Optimum Wealth’s hours?

Optimum Wealth is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Optimum Wealth serve?

Serves Paso Robles and 4 towns within 25 miles: Atascadero, Morro Bay, Los Osos and San Luis Obispo. 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 Optimum Wealth?

Optimum Wealth has a rating of 5.0 from 4 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 Optimum Wealth?

Call Optimum Wealth on (805) 237-6460. The business is at 935 Riverside Ave Ste 11, Paso Robles, CA 93446. 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

Optimum Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Optimum Wealth (this business)—625.0 (4)NoNo
Edward Jones - Financial Advisor: Joe Boche#3635.0 (26)NoNo23.6 mi
Bank of America (with Drive-thru ATM)#4622.5 (55)NoNo0.5 mi
Sound Financial & Insurance Solutions, Inc.#6614.8 (22)NoNo23.7 mi

See all 21 ranked financial advisors in Paso Robles