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668 Financial Planners in California
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Joseph D. Winslow

CFP®

Financial Consultant

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

Fee Only Financial Advisor serving California and the surrounding communities.

SageCrest Wealth

505 Capitola Ave
Capitola, CA 95010-2759
(415) 672-5535

David H. Zuckerman

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Zuckerman Capital Management, LLC

2029 Century Park E, Ste 400
Los Angeles, CA 90067-2915
(310) 867-2778

Lynn Frehner

CFP®

President

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

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

Frehner Wealth Management

300 Spectrum Center Dr, Ste 920
Irvine, CA 92618-4996
(949) 630-0301

David K. MacLeod

CFA®, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1021 W Bastanchury Road, Suite 120
Fullerton, CA 92833
(714) 738-0220

Cynthia Gaertner-Bridges

CFP®

Specialties: Comprehensive Financial Planning, Career Change, Investment Management, Getting Married,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Kuleana Wealth Advisors, LLC

164 Main St, Ste 210
Los Altos, CA 94022
(650) 917-9333

Nella A. Webster

CFP®

Partner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Ocean Heights Advisors

31 Ocean Heights Drive
Newport Coast, CA 92657
(949) 715-2126

Elad G. Goren

CFP®

Owner

Specialties: Comprehensive Financial Planning

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

Financial Pointe Wealth Management

3323 Old Conejo Rd
Newbury Park, CA 91320
(818) 338-3570

Jeffrey Edwards

CFP®

Sr. V.P.

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

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

Lenox Advisors

444 S. Flower Street, Suite 4200
Los Angeles, CA 90071
CONNECT WITH Jeffrey
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Jeffrey Vieth

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.

Knightsbridge Wealth Management

450 Newport Center Dr, Ste 630
Newport Beach, CA 92660-7651
(949) 476-2799

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

Michael Mortenson

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Keystone Private Wealth

73575 El Paseo Ste 2300
Palm Desert, CA 92260
(760) 818-7006
CONNECT WITH Michael
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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

27 Golfview Drive
Dove Canyon, CA 92679
+ 1 More Address

Discovery Financial Wealth Managers

2082 Michelson Dr Ste 118
Irvine, CA 92612

David C. Palshaw

MBA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Monterey Bay Asset Management, LLC

380 Foam St., Suite 220
Monterey, CA 93940
(831) 277-0364

Angus Blackwood

CFP®

President and Founding 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.

WhiteSpace Financial

795 Folsom St
San Francisco, CA 94103
+ 1 More Address

WhiteSpace Financial

PO BOX 38888
LA HONDA, CA 94020
CONNECT WITH Angus
  • facebook link
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Brian E. Britt

CFP®

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

Financial Advisor serving California and the surrounding communities.

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

2601 Airport Drive, Suite 110
Torrance, CA 90505-6138
(310) 891-3030

Cathy L. Fitzpatrick

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.

Tax & Financial Group

4001 Macarthur Blvd, Ste 300
Newport Beach, CA 92660
(949) 223-8523

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

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

Lauren S. Klein

CFP®, CDFA, MBA, EA

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

18301 Von Karman Ave, Ste 1050
Irvine, CA 92612-0194
(949) 477-4115

Robert T. Machado

CFP®, MBA, MSFP

Owner / 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.

Compass Rose Financial Planning

333 N. Palm Canyon Dr., Suite 112-A
Palm Springs, CA 92262
(760) 322-5200
CONNECT WITH Robert
  • facebook link

Evelyn M. Zohlen

MBA, MS, CFP®

Regional Director - Senior Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

John W. Holmquist

CFP®, CRPC®, MBA

Certified Financial Planner

Specialties: Comprehensive Financial Planning

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

Holmquist Wealth Management

660 Newport Center Dr, Ste 470
Newport Beach, CA 92660-6414
(562) 740-3141

Tina Florence

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Lane Florence LLC

110 Blue Ravine Road #209
Folsom, CA 95630
(916) 351-5905

Brenda Leigh Friederich

CFP®

Wealth Manager

Specialties:

Financial Advisor serving California and the surrounding communities.

Abundit Wealth

1226 Lincoln Ave, Ste 200
San Jose, CA 95125-3025
(669) 288-5508

Claudia Cypher Kane

CFP®

Financial Advisor

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

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

Raymond James

2200 B Douglas Blvd, Suite 150
Roseville, CA 95661
(916) 773-6700

Juliette Cooke

CFP®, CKA®

Personal Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Cooke Wealth Management, LLC

18881 Von Karman Ave, Ste 1420
Irvine, CA 92612-8558
(949) 724-3880
CONNECT WITH Juliette
  • linkedin link

Pandelis P. Chryssostomides

EA,CFP®,ChFC

CLU,CEPP,CMFS,AAMS,CMFC

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

Financial Advisor serving California and the surrounding communities.

Chryssostomides Financial Services, Inc.

2566 W Ave K
Lancaster, CA 93536
(661) 948-0474

Tim P. Cooper

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.

Tim P. Cooper

5 Baja Court
Corte Madera, CA 94925
(415) 391-6644
CONNECT WITH Tim
  • linkedin link

Barbara G. Meyers

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Insurance, Retirement,...More

Financial Advisor serving California and the surrounding communities.

Meyers Financial Group

4 Shoreline
Irvine, CA 92614
(949) 733-8012

Paul C. Pennington

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

8841 Country Creek Drive
Orangevale, CA 95662-2118
(916) 296-0923

Samantha Garcia

CFP®, AIF®, CDFA®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

111 W Ocean Blvd, Fl 23
Long Beach, CA 90802-7908
(562) 435-5657
CONNECT WITH Samantha
  • linkedin link