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Venita K. Zavidny

CFP®

Sr VP Relationship Manager

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084 Contact Me

Maureen Verduyn

CFP®, EA, MEd

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.

The Financial Team, Inc.

5740 Fleet St, Ste 120
Carlsbad, CA 92008
(760) 448-2882 Contact Me

Christopher A. Pratt

CFP®

Partner, Advisor

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

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

Wolters, Hagar & Pratt Financial Planning, Inc.

6390 Greenwich Drive, Suite 230
San Diego, CA 92122
(858) 550-7090 Contact Me

Jeffrey L. Abadie

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Sand Hill Global Advisors

245 Lytton Ave, Ste 300
Palo Alto, CA 94301
(650) 854-9150 Contact Me

Tony Blagrove

CFA, CFP®

Managing Director

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.

United Capital Financial Advisors, LLC

4300 El Camino Real, Ste 203
Los Altos, CA 94022
(650) 964-7024 Contact Me

Noah E. Echavarria

CFP®

Senior Associate - Wealth Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

ASPIRIANT

11100 Santa Monica Blvd, Suite 600
Los Angeles, CA 90025
(310) 806-4023 Contact Me

Donald L. St. Clair, Jr.

CFP®, AIF

President

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

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

St. Clair Financial

2140 Professional Drive, Ste 250
Roseville, CA 95661
(916) 780-1848 Contact Me

Carol A. Wikle

CFP®

Financial Advisor

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

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

Mirador Capital Partners

7041 Koll Center Pkwy, Ste 275
Pleasanton, CA 94566
(925) 621-1028 Contact Me

Evan C. Barrett

CFP®, ChFC, CLU, RIC

Retirement Planning Specialist

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

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

The Pacific Group

21700 Oxnard St, Suite 1100
Woodland Hills, CA 91367
(818) 587-4281 Contact Me

Robert B. Greene

MSFS, CFP®

Senior Wealth Manager

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

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

LPL Financial

11500 West Olympic Blvd, Ste 303
Los Angeles, CA 90064
(310) 477-4777 Contact Me

Justin Reckers

CFP®, CDFA

Lead Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving California and the surrounding communities.

Fonte Financial Advisors

12636 High Bluff Dr, Ste 400
San Diego, CA 92130
(858) 800-4176
CONNECT WITH Justin
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Rod Evans

CFP®

CFP Professional

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

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

Comprehensive Financial Group

6265 Greenwich Dr, Ste 125
San Diego, CA 92122
(858) 622-0066 Contact Me

Linda J. Fitz

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Aspiriant

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7800 Contact Me

David V. Fernelius

CFP®

Financial Advisor

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

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

Vantage Wealth Management, LLC

1 Waters Park Dr, Ste 98
San Mateo, CA 94403
(650) 638-9600 Contact Me

Susan E. Honig

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Veritana Financial Planning, Inc

3500 W Olive Ave, Ste 300
Burbank, CA 91505
(818) 725-1202 Contact Me

Conrad M. Aarseth

Enrolled Agent CFP®

Wealth Advisor

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

Financial Advisor serving California and the surrounding communities.

Dynamic Wealth Strategies, LLC

9700 Village Center Drive, Suite 50-A
Granite Bay, CA 95746

Dynamic Wealth Strategies, LLC

1530 The Alameda
San Jose, CA 95126
(800) 407-0572
(916) 673-3470
CONNECT WITH Conrad
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Barbara G. Meyers

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Insurance, Retirement,...More

Financial Advisor serving California and the surrounding communities.

Meyers Financial Group

4 Shoreline
Irvine, CA 92614
(949) 733-8012 Contact Me

Diane L. Woodward

CFP®, RICP®

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Career Change,...More

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

Oak Tree Wealth Management

3180 Crow Canyon Place, Suite 220
San Ramon, CA 94583
(925) 275-9400
CONNECT WITH Diane
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John N. Harms

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Physicians' Financial Advisors

14 Corporate Plaza Dr, Ste 120
Newport Beach, CA 92660
(949) 721-9958 Contact Me

Margaret M. Daly

CFP®, CPA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Authent Advisors, Inc.

300 Tamal Plz, Ste 175
Corte Madera, CA 94925-1164
(415) 927-0722 Contact Me

Jennifer K. Butler

CFP®, CDFA®

Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Getting Divorced, Government &...More

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

Summit Wealth & Retirement Partners

55 Oak Ct, Suite 210
Danville, CA 94526
(925) 927-1900
CONNECT WITH Jennifer
  • linkedin link
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Brian W. Matter

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Creative Capital Management

8880 Rio San Diego Dr, Ste 1150
San Diego, CA 92108
(800) 615-6666
(619) 298-3993
Contact Me

Julie Anderson Bray

CFP®

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.

GW Financial

151 Kalmus Dr, Ste C-150
Costa Mesa, CA 92626
(714) 850-0534
CONNECT WITH Julie
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Larry Weiss

CFP®, CPA

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

Financial Advisor serving California and the surrounding communities.

NEXT Financial

2030 Harrison St, 3rd Floor
San Francisco, CA 94110
(415) 794-4360 Contact Me

Russell W. Ketron

CFP®

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

Financial Advisor serving California and the surrounding communities.

Ketron Financial, LLC

1701 Novato Blvd, Ste 204
Novato, CA 94947-3030
(800) 748-6338
(415) 892-0928
Contact Me

Laurent J. Harrison

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Bell Investment Advisors

1111 Broadway, 16th Floor
Oakland, CA 94607
(800) 700-0089
(510) 433-1066
Contact Me

Jane Bragg

CFP®

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

Financial Advisor serving California and the surrounding communities.

1300 E Shaw, Ste 130
Fresno, CA 93710
(559) 225-1112 Contact Me

Joven C. Arella, Jr.

CFP®

Financial Advisor

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

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

Wells Fargo Advisors

10540 Foothill Blvd
Rancho Cucamonga, CA 91730
(909) 948-5324 Contact Me

Karl Leonard Hicks

CFP®, MBA

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.

The Leonard Financial Group, LLC

6820 Indiana Ave, Ste 230
Riverside, CA 92506
(951) 781-7320 Contact Me

Charles D. Cencibaugh

CFP®

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.

RS Crum, Inc.

4 Upper Newport Plaza Dr, Ste 201
Newport Beach, CA 92660
(949) 428-9696 x104 Contact Me