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Stanley C. Leong

CFP®, ChFC, RICP

Private Wealth Advisor

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

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

Wisdom Pointe Wealth Advisors, a private wealth advisory practice of Ameriprise

2260 Douglas Blvd, Ste 245
Roseville, CA 95661
(916) 787-9988

Larysa Prytula

CFP®, CDFA®

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

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

Solutions Wealth Management

120 Lester Lane
Los Gatos, CA 95032

Solutions Wealth Management

1777 Hamilton Ave
San Jose, CA 95125
CONNECT WITH Larysa
  • linkedin link
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Morrie W. Reiff

CFP®

CEO

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.

Planned Asset Mgmt.,LLC

26135 Mureau Rd, Ste 201
Calabasas, CA 91302
(818) 708-6888
CONNECT WITH Morrie
  • facebook link

Steve Branton

CFP®

Senior Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mosaic Financial Partners

140 Geary St, 6th Floor
San Francisco, CA 94108
(415) 788-1952
CONNECT WITH Steve
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Natalie A. Morrella

CFP®

Manager - Wealth Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant

2881 Cambridge Dr.
San Jose, CA 951285
(415) 371-7800
CONNECT WITH Natalie
  • linkedin link

Tom Zachystal

CFA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

IAM

750 Menlo Ave, Ste 200
Menlo Park, CA 94025
(619) 501-7105

Ariadne Horstman

CFP®

Founder & CCO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Appreciate Personal Finance

2225 East Bayshore Road, Ste 200
Palo Alto, CA 94303
(650) 687-7089
CONNECT WITH Ariadne
  • linkedin link

Kevin Charter

CFP®, ChFC®, AAMS®

Financial Advisor

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

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

Edward Jones

711 Pine St
Mount Shasta, CA 96067
(530) 926-5711
CONNECT WITH Kevin
  • linkedin link

Mitchell F. Keil

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Noble Wealth Management, Inc.

6B Liberty
Aliso Viejo, CA 92656
(800) 640-5281
(888) 272-2008
CONNECT WITH Mitchell
  • twitter link

Patricia Heaton Parker

CFP®, CDFA, CEP

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Discovery Financial Wealth Managers

500 N State College Blvd, Suite 1100
Orange, CA 92868

Discovery Financial Wealth Managers

27 Golfview Drive
Dove Canyon, CA 92679
(949) 432-6855

Stephen Reh

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Reh Wealth Advisors LLC

4767 Rodeo Ln
La Verne, CA 91750
(909) 518-2134

Jeffrey R. Gall

CFP®, ChFC, CLU, CPA

Founder & Owner

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

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

Jeffrey Gall Wealth Advisors

1350 Treat Blvd, Ste 390
Walnut Creek, CA 94597
(800) 877-7210
(925) 937-6382
CONNECT WITH Jeffrey
  • facebook link
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Ted J. Buchan

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving California and the surrounding communities.

Ted Buchan & Company

12396 World Trade Dr, Ste 112
San Diego, CA 92128
(858) 605-0686

Nancy J. Carr

CFP®

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

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

Carr Financial Services

22996 El Toro Rd.
Lake Forest, CA 92630
(949) 855-0324

Nancye B. Valencia

CFP®

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

Financial Advisor serving California and the surrounding communities.

Wells Fargo Bank, NA

707 Wilshire Blvd, 19th Floor, MAC E2818-190
Los Angeles, CA 90017
(213) 688-3528

Michael P. Hatch

CFP®, JD

Financial Advisor & Principal

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Investment...More

Financial Advisor serving California and the surrounding communities.

The Sterling Group

225 S Lake Ave, Ste 600
Pasadena, CA 91101
(626) 440-5995

Craig C. Uffelman

CFP®,CRPC

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.

Ameriprise Financial Services, Inc.

2105 S Bascom Ave, Ste 295
Campbell, CA 95008
(408) 663-6447

Robert J. Tyler

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.

Ameriprise Financial Services, Inc.

2853 Geer Road, Suite C
Turlock, CA 95382

Ameriprise Financial Services, Inc.

388 E. Yosemite Ave.
Merced, CA 95340
(209) 667-9449

Gail D. Reid

CFP®, ChFC®, CLU®

Private Wealth Financial Advisor

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

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

Ameriprise Financial Services

535 N Brand Blvd, Suite 101
Glendale, CA 91203
(888) 306-2332
(818) 662-1999 x1

Joseph J. LeBlanc

EA, CFP®

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

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

Premier Wealth Advisors

12531 High Bluff Drive, Suite 110
San Diego, CA 92130
(858) 635-6543
CONNECT WITH Joseph
  • facebook link
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Thomas E. Kolanoski

CFP®

Registered Investment Adviser

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

Financial Advisor serving California and the surrounding communities.

Independent

1783 Panay Cir
Costa Mesa, CA 92626-2348
(714) 545-2629

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

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

John Heroux

CFP®

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

Financial Advisor serving California and the surrounding communities.

The Kelt Group

3408 Elm Ave
Manhattan Beach, CA 90266
(310) 213-3220

John W. Kamola

MBA, CFP®

President

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.

JW Financial Advisors LLC

347 Major Dr
Santa Rosa, CA 95403
(707) 538-9012

James M. O'Keefe

CFP®

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

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

Cetera Advisor Networks

38 Sagitta Way
Coto De Caza, CA 92679-5102
(949) 459-1837

F. William Evanhoe

CFP®

Owner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving California and the surrounding communities.

Evanhoe, Kellogg & Company

340 Hartnell Ave, Ste A
Redding, CA 96002
(530) 244-1900

Tina L. Wells Lee

CFP®

Financial Advisor/Owner

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

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

Tina Wells Lee & Associates

221 Tuxedo Court, Ste. B
Stockton, CA 95204
(209) 477-6400

Kalvin Sid

CFP®

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

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

Sid Financial Services

1700 S Amphlett Blvd, Ste 218
San Mateo, CA 94402
(650) 378-8588

Donald P. Martin

CFP®

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mayflower Capital

940 Stewart Dr., Suite 319
Sunnyvale, CA 94085
(650) 949-0775