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Paul Kirz

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.

Paul H. Kirz MD

738 W Oakcrest Ave
Brea, CA 92821
(562) 698-7946

Chase Armer

CFP®, CFA, EA

Financial Planner

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

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

Planned Solutions

1130 Iron Point Rd, Ste 170
Folsom, CA 95630
(800) 750-2111
(916) 361-0100

David C. Bobrowsky

CFP®, CLU®, ChFC®

Financial Planner

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

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

Gateway Financial Advisors, Inc.

1261 Locust St., Ste #60
Walnut Creek, CA 94596
(888) 928-3286
(925) 322-0799
CONNECT WITH David
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Jon P. Beyrer

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

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

Scott Yang

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Silicon Valley Wealth Advisors, LLC

3190 S Bascom Ave, Ste 210
San Jose, CA 95124
(406) 688-0888

William T. Weihman

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Empowerment Financial Guidance, LLC

4030 Moorpark Ave, Ste 250
San Jose, CA 95117-1807
(408) 837-9363

Jason S. Egli

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds...More

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

Long Investment Advisory, Inc.

1756 11th St
Reedley, CA 93654
(559) 638-5336

Peter F. Landini

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

RBP Investment Advisors, Inc.

3201 Danville Blvd, Ste 185
Alamo, CA 94507-1917
(925) 855-3880

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.

21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925

Financial Connections Group, Inc.

201 Spear Street
San Francisco, CA 94105

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710
(415) 924-1091

Catherine Magana

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Life Planning,...More

Financial Advisor serving California and the surrounding communities.

WWM Financial

2131 Palomar Airport Road, Ste 330
Carlsbad, CA 92011
(760) 692-5192

James F. Bell

CFP®

President and Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Bell Investment Advisors, Inc.

1111 Broadway, Ste 1630
Oakland, CA 94607
(800) 700-0089
(510) 433-1066

John Jay Hurford, Jr.

CFP®, ChFC, CIMA

Director of Private Wealth Services

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

Fee Only Financial Advisor serving California and the surrounding communities.

Advisory Group of San Francisco

44 Montgomery St, Ste 2410
San Francisco, CA 94104
(415) 977-1125

P. Emmy Hernandez

J.D., CFP®

President

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

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

EH Financial Group, Inc.

305 N. San Marino Avenue
San Gabriel, CA 91775
(626) 943-8833

Jeff Platt

JD, CFA, CFP®

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Platt Wealth Management

3838 Camino del Rio N, Ste 365
San Diego, CA 92108-1764
(619) 255-9554
CONNECT WITH Jeff
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Dwight Nakata

CFP®, CPA

CPA, CFP®

Specialties: Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business...More

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

Cetera Financial Specialists LLC

17918 Pioneer Blvd., Suite 209
Artesia, CA 90701

Cetera Financial Specialists LLC

1442 E Lincoln Ave
Orange, CA 92865
(562) 282-5971

James A. Braziel

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.

Braziel & Associates, LLC

300 Harding Blvd, Ste 102
Roseville, CA 95678
(916) 782-6688

Annie Chen

CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Falcon Wealth Planning

3595-4 Inland Empire Blvd., Ste 200
Ontario, CA 91764

Falcon Wealth Planning

790 E Colorado Blvd
Pasadena, CA 91101
(855) 963-2526

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

Lawrence I. Grossman

CFP®, AIF,MBA

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.

Grossman Financial Management

560 1st Street, Ste B-203
Benicia, CA 94510
(707) 745-8756

David R. Penniall

CFP®, AIF

President/CEO

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

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

Bridge Advisory

123 S. Marengo Ave., Suite 200
Pasadena, CA 91109-7001
(626) 795-3062

Scott A. Sprague

CFP®, CLU, ChFC

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Sprague Wealth Solutions

2400 Camino Ramon Suite 266, Ste 266
San Ramon, CA 94583
(925) 328-1066

David K. Murdock, Jr.

CFP®, CLU, CIMA

Vice President

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

Financial Advisor serving California and the surrounding communities.

1707 Cottle Ave
San Jose, CA 95125

Conrad M. Aarseth

EA, CFP®

Wealth Advisor

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

CFP®(R)

Associate Wealth Advisor

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

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

Thrivent Financial

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

Fwu-Chian Tsai

CFP®, CPA/PFS

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

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

FWU CHIAN TSAI

405 S San Gabriel Blvd, Ste F
San Gabriel, CA 91776
(626) 451-9833

Matthew B. Showley

CFP®

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 Drive, Suite 1150
San Diego, CA 92108
(619) 298-3993

Peter Philipp

CFP®, CFA®

Senior Wealth Manager

Specialties:

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

Newport Advisory

4695 MacArthur Court, Suite 480
Newport Beach, CA 92660
(949) 622-9000

Michael C. Marangola

CFP®, ChFC, CLU

Financial Planner

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.

Marangola Financial Group, Inc.

24025 Park Sorrento, Ste 250
Calabasas, CA 91302-4001
(818) 225-9399
CONNECT WITH Michael
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D. Bradley Hannink

CFP®, MS, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

11001 River Run Blvd, Ste 100
Bakersfield, CA 93311
(661) 664-6900

Ryan DeMartini

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

JC Financial Services

5985 Horseshoe Bar Rd
Loomis, CA 95650
CONNECT WITH Ryan
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