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Randy K. Barkley

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

TriCord Advisors, Inc.

6772 Magnolia Ave
Riverside, CA 92506
(951) 684-7011

Mark K. Rylance

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

RS Crum Inc.

4 Upper Newport Plaza Dr, Ste 201
Newport Beach, CA 92660
(949) 428-9696
CONNECT WITH Mark
  • linkedin link

Rick K. MacBarron

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving California and the surrounding communities.

Sagemark Consulting, CA License #0B67618

18400 Von Karman Ave, Suite 400
Irvine, CA 92612-0506
(949) 474-6847

Sun M. Shim

AEP®, CFP®, CTC™, EA

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Mason & Associates, Inc.

7474 N Figueroa St
Los Angeles, CA 90041

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
(800) 988-4015
(323) 254-3072
CONNECT WITH Sun
  • linkedin link

Nate Eddinger

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving California and the surrounding communities.

Woven Prosperity®

120 Webster St
San Francisco, CA 94117
(415) 314-7249
CONNECT WITH Nate
  • linkedin link

Cory T. Schmelzer

CFP®

Financial Life Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving California and the surrounding communities.

San Diego Wealth

6390 Greenwich Dr., Ste 215
San Diego, CA 92122
(858) 270-7705

John S. Longstaff

CFP®

Sr. Partner, The Planning Center, Inc

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Fee Only Financial Advisor serving California and the surrounding communities.

The Planning Center, Inc

7473 N Ingram Ave, Suite 107
Fresno, CA 93711
(877) 338-7526
(559) 320-8200

Stephen I. Lee

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Fee Only Financial Advisor serving California and the surrounding communities.

RWA Wealth Partners

75 Overbrook
Irvine, CA 92620
(949) 534-2912
CONNECT WITH Stephen
  • linkedin link

Mengxi Monica Ma

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 755-5166

Glenda G. Callanen

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Estate...More

Financial Advisor serving California and the surrounding communities.

Cue Financial Group Inc

3435 Ocean Park Blvd, Ste 215
Santa Monica, CA 90405-3315
(310) 314-5212

Howard D. Erman

CFP®, EA

President

Specialties: Comprehensive Financial Planning, Cross-border Planning, Asset Allocation, Estate Planning...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Erman Retirement Advisory

3020 Old Ranch Pkwy, Ste 100
Seal Beach, CA 90740
(866) 827-5469
(562) 546-6021

Richard A. Hewitt

CFP®

Presdient

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Praetorian Guard

3775 Via Nona Marie, Suite 220
Carmel, CA 93923
(831) 622-9600

Dirk J. Huybrechts

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving California and the surrounding communities.

HFM Advisors

2999 Overland Ave. #216
Los Angeles, CA 90064
(310) 479-7958
CONNECT WITH Dirk
  • linkedin link

Carolanne M. Chavanne

CFP®

CERTIFIED FINANCIAL PLANNER(TM)

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Prosperity Wealth Planning

3349 Michelson Drive, Suite 200-8E
Irvine, CA 92612
(877) 878-7860
(877) 878-7860

Steven A. Barnes

CFP®, ChFC, AEP

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Barnes Wealth Management Group

5060 California Ave, Suite 600
Bakersfield, CA 93309
(661) 322-9799
(661) 322-9799

Russell E. Suede

CPA/PFS, CFP®, GEPC

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving California and the surrounding communities.

GSC Financial & Insurance Services, Inc.

30423 CANWOOD ST STE 130, Suite 130
AGOURA HILLS, CA 91301
(818) 274-5977

Christopher J. Laubach

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Ameriprise Financial Services, LLC

2220 E Route 66, Ste 150
Glendora, CA 91740-7600
(626) 771-2938
CONNECT WITH Christopher
  • linkedin link

Evan Oliver

CFA®, CFP®, CDFA®

Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving California and the surrounding communities.

VERITY Wealth Advisors, LLC

1 Harbor Dr, Ste 300
Sausalito, CA 94965
(415) 561-3340

Sarah Wotherspoon

MS, CFP®, CDFA®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903-1993
(415) 526-2902

Haddy Homampour

CFP®

President, Director of Financial Planning

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Parkview Wealth Advisors

Parkview Wealth Advisors, 1 Park Plaza, Suite 600
Irvine, CA 92614
(949) 943-1771

Joe W. Morgan

CFP®, CFA

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving California and the surrounding communities.

Best Financial Life

9000 Crow Canyon Rd, Ste S177
Danville, CA 94506
(925) 389-3889
CONNECT WITH Joe
  • facebook link
  • twitter link
  • linkedin link

Daniel Tripp

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving California and the surrounding communities.

Redwood Grove Wealth Management

3950 Civic Center Dr, Ste 210
San Rafael, CA 94903-5900
CONNECT WITH Daniel
  • facebook link
  • twitter link
  • linkedin link

Jamie C. Carey

CFP®, CPA

President

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving California and the surrounding communities.

Carey Wealth Management

2819 Canyon Road, Ste 101
San Ramon, CA 94583
(925) 406-4186
CONNECT WITH Jamie
  • facebook link
  • linkedin link

Shel Brandenburger

CFP®

Owner/President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

TRILOGY Consultants

1611 Borel Pl, Suite 5
San Mateo, CA 94402
(650) 572-7192

Tim P. Cooper

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Tim P. Cooper

5 Baja Court
Corte Madera, CA 94925
(415) 391-6644
CONNECT WITH Tim
  • linkedin link

Kent E. Noard

CFP®, EA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Fee Only Financial Advisor serving California and the surrounding communities.

KLN Financial Group

200 Gateway Drive, #1720
Lincoln, CA 95648
(916) 587-3539

Natalie McMahon

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Main Street Research LLC

30 Liberty Ship Way, #3330
Sausalito, CA 94965
(415) 289-1010

Samantha Heflin

CFP®, CSLP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving California and the surrounding communities.

SLP Wealth

Remote
Long Beach, CA 90815
CONNECT WITH Samantha
  • linkedin link

Danielle Miura

CFP®, MSFP, EA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Spark Financials

9245 Laguna Springs Dr #200
Elk Grove, CA 95758
(916) 400-9799
CONNECT WITH Danielle
  • twitter link
  • linkedin link

Gary A. Klein

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

LPL Financial

24535 2nd St
Hayward, CA 94541-6801
(510) 581-1139
CONNECT WITH Gary
  • facebook link
  • twitter link
  • linkedin link