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

Ernest Holguin

CFP® CIMA®

Managing Partner

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

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

Presidio Group Wealth Management

1850 Mt. Diablo Blvd., Suite 225
Walnut Creek, CA 94596-4432
(925) 274-9961
CONNECT WITH Ernest
  • twitter link
  • linkedin link

Julie Asti

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Asti Financial Management, LLC

1101 Marina Village Parkway, Suite 275
Alameda, CA 94501
(510) 525-8557

Walter A. Romatowski

MBA, CMA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Castellan Financial Advisors

919 Reserve Drive, Suite 105
Roseville, CA 95678
+ 1 More Address

Castellan Financial Advisors

3478 Buskirk
Pleasant Hill, 94523
(800) 385-1787

Adam D. Stempel

CFP®

Co-Founder & Chief Wealth Manager

Specialties: Life Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Ariadne Wealth Management

1255 Coast Village Rd, Suite 201A
Santa Barbara, CA 93108
(805) 456-3691

John S. Lin

CFP®, CPWA®

Executive Director

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

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

Morgan Stanley

555 California Street, Floor 35
San Francisco, CA 94104
(415) 984-6638
CONNECT WITH John
  • linkedin link

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

Gregory W. Randall

CFP®

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.

GW Randall & Associates

4745 Londonberry Dr
Santa Rosa, CA 95403-1308
(707) 566-9713

Rohan Nayak

CFP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Basso Capital Management

2641 Lotus Street
Pleasanton, CA 94588
(888) 347-4717

Tyler B. Rowe

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.

Solana Investment Solutions

2305 Historic Decatur Rd, Ste 100
San Diego, CA 92106-6071
[email protected]

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.

922 Polk Street
Albany, CA 94706
+ 1 More Address

Mason & Associates, Inc.

7474 N Figueroa St
Los Angeles, CA 90041
(800) 988-4015
CONNECT WITH Sun
  • linkedin link

Audrey Grubman

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Parkside Advisors LLC

2040 Bancroft Way, Suite 300
Berkeley, CA 94704
(510) 883-1350

Athena A. Constant

CFP®

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

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

Ameriprise Financial Services, LLC

12625 High Bluff Dr, Ste 114
San Diego, CA 92130
(858) 345-1870

Randy Gardner

CFP®, JD, LLM, CPA

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

Financial Advisor serving California and the surrounding communities.

Estate Plan Inc.

352 3rd Street, Suite 301
Laguna Beach, CA 92651
(949) 527-2279

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

6 Centerpointe Dr, Ste 700
La Palma, CA 90623-2545
+ 1 More Address

Cetera Financial Specialists LLC

1442 E Lincoln Ave
Orange, CA 92865
(562) 239-1749

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

One Park Plaza, Suite 600
Irvine, CA 92614
+ 2 More Addresses

WealthSpring

15338 Central Ave
Chino, CA 91710

WealthSpring

5000 Airport Plaza Drive
Long Beach, CA 90815
(888) 491-4410

Lewis R. Gridley

CFP®, MBA

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Gridley Associates, Inc.

3053 Filmore Street, # 124
San Francisco, CA 94123
(415) 397-1100

Mark D. Phillips

MBA, CFP®, AIF®

Financial Advisor

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

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

Clearview Wealth Management

4 Venture Ste 120
Irvine, CA 92618
(949) 333-6394
CONNECT WITH Mark
  • linkedin link

Elliot I. Goldberg

CFP®, MBA

Personal Financial Analyst

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

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

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

Andrew J. Rand

CFA, CFP®

Managing Member

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

Fee Only Financial Advisor serving California and the surrounding communities.

1919 Investment Council

49 Stevenson, Suite 1075
San Francisco, CA 94105
(415) 500-6702

Brentt A. Hoover

CFP®, ChFC®, CLU®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Bamboo Wealth Strategies

3131 Camino Del Rio N, Ste 1000
San Diego, CA 92108
(619) 289-9674

Karen Baszak

CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Suite 1550
San Diego, CA 92108
(619) 814-4100

Rashida Lilani

CFP®, CPWA®

Founder / 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.

Lilani Wealth Management

1624 Santa Clara Dr, Suite 160
Roseville, CA 95661
+ 1 More Address

Lilani Wealth Management

540 Ralston Ave
Belmont, 94002
(650) 402-9221
+1 More Number
(888) 521-6752
CONNECT WITH Rashida
  • facebook link
  • linkedin link

Taylor R. Schulte

CFP®

CERTIFIED FINANCIAL PLANNER™

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

Fee Only Financial Advisor serving California and the surrounding communities.

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
(858) 345-1197
CONNECT WITH Taylor
  • facebook link
  • linkedin link

Stephen Kepler

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903
(415) 526-2900
CONNECT WITH Stephen
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

Matt R. Ryan

CFA, CFP®

Founder

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.

Focused Mission Financial

11440 W Bernardo Ct Ste 300
San Diego, CA 92127-1644
(619) 279-5002
CONNECT WITH Matt
  • facebook link
  • twitter link
  • linkedin link

Colin S. Grahl

CFP®

Sr. Financial Advisor

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

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

WGG Wealth Partners

3741 Douglas Blvd, Ste 290
Roseville, CA 95661
(916) 677-1640 x124

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

Vladimir Kouznetsov

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Retegy LLC

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
(949) 662-3212

Aaron Wiegman

CFP®

Specialties:

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

10809 Thornmint Road 2nd Floor
San Diego, CA 92127
(858) 487-3939