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Duke A. Lyskin

CFP®, CLU, AIF

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.

751 E Daily Drive
Camarillo, CA 93010
(805) 383-4600

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

Allen G. Yee

CFP®, CFF®, CWS®

President

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

Financial Advisor serving California and the surrounding communities.

Guidant Planning, Inc.

1499 Huntington Dr, Ste 303
South Pasadena, CA 91030
(800) 332-8552
(626) 396-1650
CONNECT WITH Allen
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Jason M. Cooke

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Herrmann & Cooke Wealth Management

370 Diablo Rd, Ste 201
Danville, CA 94526
(925) 831-0200

Michael G. Kinnear

CFP®

Certified Financial Planner

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management,...More

Financial Advisor serving California and the surrounding communities.

Brian D Lowder Inc

13635 Overland Pass
Poway, CA 92064-1353
(858) 794-6800

Jeffrey L. Wilson

MBA, CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Cetera Advisor Networks

9074 Broadway Ter
Oakland, CA 94611
(510) 450-1744

Teresa M. Tabel

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Union Bank

18300 Von Karman, Suite 500
Irvine, CA 92612
(949) 553-2581

Glen H. Chester

CFP®

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.

Glen Chester & Associates

po box 3872
granada hills, CA 91394
(818) 363-2787

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

George A. Guttman

CFP®, MBA

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

1049 16th Street, #4
Santa Monica, CA 90403
(310) 394-0400

Jennifer K. Cagle

CFP®

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman, Ste 700
Irvine, CA 92612
(949) 622-3715

Lucy E. Walther

CFP®

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Edward Jones Investments

4100 Newport Pl, Ste 190
Newport Beach, CA 92660
(888) 301-8101
(949) 250-8100

Geoffrey M. Zimmerman

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

2950 Buskirk Ave, Ste 300
Walnut Creek, CA 94597-6900
(925) 698-3683
CONNECT WITH Geoffrey
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Susan L. Kendall

CPA/PFS, AIF, CFP®

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.

Kendall Wealth Partners

315 Grand Ave
Pacific Grove, CA 93950
(831) 372-2257
CONNECT WITH Susan
  • linkedin link

Michael P. Fitzhugh

CFP®, CPA

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) 371-7864

Colin Drake

CFP®, RLP®

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.

Marin Financial Advisors

80 East Sir Francis Drake Blvd, Suite 1A
Larspur, CA 94939
(415) 925-1212

William C. Cuthbertson, Jr.

MBA, EA, CSPG, 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.

Fiscalis Advisory, Inc.

30320 Rancho Viejo Rd, Suite 100
San Juan Capistrano, CA 92675
(949) 429-5995

Matthew A. Cook

CFP®

Client Advisor and Branch Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
(877) 642-5224
(877) 642-5224

John D. Buerger

CFP®

Wealth Coach

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

Fee Only Financial Advisor serving California and the surrounding communities.

Altus Wealth Solutions

PO Box 13237
San Luis Obispo, CA 93406
(805) 476-0333
CONNECT WITH John
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Sarah G. Green

CFP®

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Protected Investors of America

235 Montgomery St, Ste 1050
San Francisco, CA 94104
(510) 761-6491

John D. Lee

CFP®

Financial Advisor

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.

Vantage Wealth Management

1 Waters Park Dr, Suite 98
San Mateo, CA 94403
(650) 638-9600
CONNECT WITH John
  • linkedin link

Debra Curry

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Employee Benefits, Life Planning,...More

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

Yosemite Capital Management, LLC

17501 E 17th St, Ste 100
Tustin, CA 92780
(714) 730-3310

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

Jeff R. Maas

CFP®, ChFC®, CRPC®

Co-Founder & Financial Planner

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

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

Retirement Security Centers / Lincoln Financial Advisors

8880 Cal Center Dr, Ste 220
Sacramento, CA 95826
(800) 655-2323
(916) 868-3900
CONNECT WITH Jeff
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Eric R. Glade

CFP®ChFC®RICP®CDFA®

Private Wealth Advisor

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

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

Ameriprise Financial

556 North Diamond Bar Boulevard, Suite 106
Diamond Bar, CA 91765
(909) 860-1560
CONNECT WITH Eric
  • facebook link
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Lindsay Shrier Bourkoff

CFP®

Partner, Director of Financial Planning

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.

Shrier Wealth Management

1925 Century Park E, Ste 2020
Los Angeles, CA 90067
(310) 201-0200
CONNECT WITH Lindsay
  • twitter link
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Robert F. Miller

CFP®

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

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

Lincoln Financial Group

360 W. Camino Real
Arcadia, CA 91007
(818) 970-7787

Joan L. Parker

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Empowering Financial Solutions, Inc.

3591 Sacramento Drive, #120
San Luis Obispo, CA 93401-7258
(805) 541-5105

Arek D. Puzia

CFP®

Chief Investment Officer

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

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

PathWise

2255 Contra Costa Blvd, Suite 207
Pleasant Hill, CA 94523
(925) 939-5607

Annamalai Rajendran

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Fee Only Financial Advisor serving California and the surrounding communities.

Family CFO Inc

4966 El Camino Real, Ste 227
Los ALtos, CA 94022