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Steven M. Berkson

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving California and the surrounding communities.

Berkson Asset Management, Inc.

5550 Topanga Canyon Blvd, No 350
Woodland Hills, CA 91367-6478
(818) 449-3122

Nathan Bennett

CFP®, ChFc,CLU,CFS

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Summit Financial Group, LLC

2000 Crow Canyon Pl, Ste 450
San Ramon, CA 94583
(925) 866-7800

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

Michael Zaplitny

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fireside Financial Planning, Inc.

1975 Hamilton Ave, Ste 6A
San Jose, CA 95125-5630
(408) 371-3091

Henry E. Zapisek

CFP®, CeFT, EA

Registered Principal

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

Financial Advisor serving California and the surrounding communities.

Cetera Advisor Networks

814 Morena Blvd, Ste 108
San Diego, CA 92110-2622
(619) 994-9727

Leslie R. Merrithew

CFP®, EA

CFP, E.A.

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.

9820 Willow Creek Road, Suite 200, Suite 200
San Diego, CA 92131
(800) 591-9211
(858) 549-2774

Edwin Choi

CFP®

Managing Member

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Mariposa Capital Management, LLC

600 Wilshire Blvd, Suite 500
Los Angeles, CA 90017
(323) 393-0250

Roger S. Stinnett

CFP®, CPA, CIMA, PFS

Director of Financial Planning

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

Financial Advisor serving California and the surrounding communities.

Westmount Asset Management

2049 Century Park East, Suite 2500
Los Angeles, CA 90067
(310) 556-2502

Eileen Erickson

CFP®

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

Financial Advisor serving California and the surrounding communities.

7238 Murieta Dr, Suite A2A-305
Rancho Murieta, CA 95683
(916) 312-5029

Joel A. Larsen

CFP®, AIF®

Principal

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

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

Navion Financial Advisors, LLC

355 2nd St, Ste B
Davis, CA
(530) 297-7441

Liz Revenko

CFP®, MBA, MA, CPCC

Senior Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mosaic Financial Partners, Inc.

140 Geary St, 6th Fl
San Francisco, CA 94108
(415) 788-1952
CONNECT WITH Liz
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Susan P. Gavrich

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Employee Benefits,...More

Financial Advisor serving California and the surrounding communities.

MoneyWell

1517 Fountain St
Alameda, CA 94501
(510) 864-9990

James R. Heitman

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Compass Financial

7121 Topaz Street
Alta Loma, CA 91701
(909) 373-5204

Rohan Nayak

CFP®

Financial Planner/Portfolio Manager

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, Inc.

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

Alan R. Goodstein

CFP®

Principal-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.

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
(818) 995-3500

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 Inc.

12555 High Bluff Dr, Ste 380
San Diego, CA 92130
(858) 345-1870

Bryan M. Krill

CFP®

COO

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

Financial Advisor serving California and the surrounding communities.

Wacker Wealth Partners

892 Aerovista Place, Suite 220
San Luis Obispo, CA 93401
(805) 541-1308

Derek Elrod

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.

RB Capital Management, LLC

986 W Alluvial Ave
Fresno, CA 93711
(559) 432-6100

David A. Flowers

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

D. A. Flowers & Company, LLC

2213 5th St
Berkeley, CA 94710
(510) 868-2648

Lawrence S. Chin

CFP®

Chief Executive Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

DNT Financial, LLC

17671 Irvine Blvd, Ste 209
Tustin, CA 92780
(714) 505-8300

Karl Leal

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.

Leal Financial Planning

155 E. Campbell Ave., Ste 201
Campbell, CA 95008
(408) 679-3354

David S. Garelick

CFP®

President/CEO

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

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

Global Financial Advisory Services, Inc.

15250 Ventura Blvd., Suite 710
Sherman Oaks, CA 91403

Global Financial Advisory Services, Inc.

23822 Valencia Blvd
Valencia, CA 91355

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

Dawn L. Sanchez

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Getting Divorced, Mutual...More

Financial Advisor serving California and the surrounding communities.

Ameriprise Financial Services, Inc.

150 Post Street, Ste 530
San Francisco, CA 94108
(415) 544-9122

Michael Mansfield

MBA-FP, CFP®

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.

The Lynd Group Advisors LLC

801 South Victoria Avenue, Suite 105
Ventura, CA 93003
(805) 500-7035

Wilbert D. McZeal

CFP®, MBA

Investment Advisor Representative

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

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

SagePoint Financial Inc.

1605 W Olympic Blvd, Suite 1015
Los Angeles, CA 90015
(213) 389-6205

Jeffrey D. Moscaret

CFP®

Certified Financial Planner

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

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

Moscaret Investment Advisory

180 South Lake Ave, Ste 315
Pasadena, CA 91101
(818) 577-0984

Leighann R. Miko

CFP®

Financial Advisor

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.

Equalis Financial

4470 W Sunset Blvd., Suite 107 PMB 267
Los Angeles, CA 90027

Equalis Financial

23291 Ventura Blvd.
Woodland Hills, CA 91364
(323) 363-6841
CONNECT WITH Leighann
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Aaron Newland

CFP®

Vice President

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

Fee Only Financial Advisor serving California and the surrounding communities.

4675 MacArthur Court, Suite 1140
Newport Beach, CA 92660
(562) 673-2445

Ian Kutner

CFP®

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.

San Diego Wealth Management

7629 Forrestal Rd
San Diego, CA 92120
(858) 270-7705