Find a Financial Planner in
Within of
613 Financial Planners in California
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Jerry L. Schmitt

CFP®, CRPC

Wealth Advisor

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

Financial Advisor serving California and the surrounding communities.

Osaic Wealth, Inc.

18400 Von Karman Ave - 400
Irvine, CA 92612
(949) 474-6827
CONNECT WITH Jerry
  • linkedin link

Stewart A. McGuire

CFP®,CFA

Regional President, Weatlh Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

MAI Capital Management

251 Lafayette Cir, Suite 250
Lafayette, CA 94549
(925) 962-1100
CONNECT WITH Stewart
  • linkedin link

Lavina Nagar

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Maya Advisors, Inc.

228 Hamilton Avenue, Floor 3
Palo Alto, CA 94301
(650) 704-3074
CONNECT WITH Lavina
  • linkedin link

Fredric C. Harper

CFP®

Inv. Analyst & Paraplanner

Specialties: Budget & Debt Management, Charitable & Planned Giving, Annuities, Asset Allocation,...More

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

Landmark Wealth Management Group, LLC

2021 The Alameda, Suite 390, Suite 390
San Jose, CA 95126
(408) 984-8777

Kate M. Wilusz

CFP®

Founder, Certified Financial Planner®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fiat Lux Financial Planning

166 Geary St, Suite 1500
San Francisco, CA 94108
(415) 965-3633

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

Sean Burgess

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Burgess Financial Planning

354 Pine St, Fl 7
San Francisco, CA 94104-3229
(415) 525-1041

Bernard C. Murphy

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Arista Advisory Group LLC

3920 FAIRWAY DR
Soquel, CA 95073-3023
(831) 227-2624
CONNECT WITH Bernard
  • linkedin link

Eric Joynt

CFP®

Specialties:

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

Prospettiva Financial LLC

22 Battery St, Ste 426
San Francisco, CA 94111-5542

Brie Ford

CFP®

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

Financial Advisor serving California and the surrounding communities.

Conquis Financial

1 La Cruz Ave Ste 202
Millbrae, CA 94030
(650) 231-4010
CONNECT WITH Brie
  • linkedin link

Mark Markland

CFP®

Certified Financial Planner

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

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

Markland Wealth Management, Inc.

2006 N SEPULVEDA BLVD, # 275
Manhattan Beach, CA 90266-2906
(800) 959-7201
+1 More Number
(310) 643-7737
CONNECT WITH Mark
  • linkedin link

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

WealthSpring

15338 Central Ave
Chino, CA 91710
+ 2 More Addresses

WealthSpring

One Park Plaza
Irvine, CA 92614

WealthSpring

5000 Airport Plaza Drive
Long Beach, CA 90815
(909) 566-0900

Kelly F. Crane

CFP®, CFA, CLU

SVP, Financial Advisor

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.

Wealth Enhancement Group

1981 North Broadway, Suite 225
Walnut Creek, CA 94596
+ 1 More Address

Wealth Enhancement Group

PO Box 19370
Reno, NV 89511-1679
(888) 883-3222
+1 More Number
(888) 883-3222
CONNECT WITH Kelly
  • facebook link
  • twitter link
  • linkedin link

Jennifer Coffey Smith

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Financial Connections Group, Inc.

201 Spear Street, Suite 1100
San Francisco, CA 94105
+ 2 More Addresses

Financial Connections Group, Inc.

1100 Larkspur Landing Circle
Larkspur, CA 94939

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710

Cliff Loh

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2570 W. El Camino Real, Ste. 520
Mountain View, CA 94040
CONNECT WITH Cliff
  • linkedin link

David A. Perry

CFP®

Owner

Specialties: Estate Planning, Investment Management, Retirement

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

LPL Financial

12501 seal beach blvd, Ste 255
Seal Beach, CA 90740-2763
(562) 493-0031

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
+1 More Number
(661) 322-9799

Jerry L. Clements

CFP®

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

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

Ameriprise Financial Services, LLC

4 Venture, Suite 300
Irvine, CA 92618
(949) 453-0593 x228

Paul A. Neves

ChFC, CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

FSI Wealth Management

1455 Frazee Rd., Suite 804
San Diego, CA 92108-4301
(800) 859-5793
+1 More Number
(619) 681-1911

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

Kevin M. Gahagan

CFP®, CIMA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Private Ocean

1 California St, Ste 200
San Francisco, CA 94111
(415) 788-1952
CONNECT WITH Kevin
  • facebook link
  • linkedin link
  • youtube link

Frank A. Virgallito

CFP®

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

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

Arktos Wealth Management

3436 N Verdugo Rd, Ste 210
Glendale, CA 91208
(818) 249-4984
CONNECT WITH Frank
  • facebook 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

James Moore

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1440 North Harbor Boulevard, Ste 220
Fullerton, CA 92835
(714) 738-0220

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

Alex E. Okugawa

CFP®, CKA®, CEPA®

CERTIFIED FINANCIAL PLANNER™

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

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

ONE DEGREE ADVISORS

8880 Rio San Diego Dr, Ste 1000
San Diego, CA 92108-1644
(619) 282-3288
CONNECT WITH Alex
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Katherine Davalos

CFP®

Financial Advisor

Specialties:

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

333 W San Carlos St, Ste 1650
San Jose, CA 95110
(877) 486-2174
+1 More Number
(408) 533-9102

Faith Counio

CFP®

Founder & Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Chrysalid Financial LLC

Virtual
San Francisco Bay Area, CA 94560
(415) 226-9848
CONNECT WITH Faith
  • 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

Audrey Johnson

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663