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Mark Donahue

CFP®/ChFC/CLU/MBA/JD

Registered Representative

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

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

Financial Management Network, Inc

26041 Acero
Mission Viejo, CA 92691
(949) 455-0300

Janet W. Martinusen

CFP® RICP

Franchise Owner

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

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

Martinusen and Associates, Ameriprise Financial Services, Inc.

1104 W Center Ave
Visalia, CA 93291-5913
(559) 732-4955

Vincent J. Whelan

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Whelan Financial

735 W Alluvial Ave, Ste 101
Fresno, CA 93711-3711
(559) 228-8002

Gregory C. Steele

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

GC Steele & Company

990 Old Ranch Rd
Solvang, CA 93463
(805) 693-8900

John F. Knolle

CFP®

Principal

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.

Saranap Wealth Advisors, LLC

1966 Tice Valley Blvd. #309
Walnut Creek, CA 94595
(925) 482-6590
CONNECT WITH John
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Gordon N. Peay

CFP®

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

NWF Advisory

11835 W Olympic Blvd, Ste 1150 E
Los Angeles, CA 90064
(310) 475-5854

Venita K. Zavidny

CFP®

Sr VP Relationship Manager

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

Shawn Tydlaska

CFP®, MBA

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.

Ballast Point Financial Planning

1405 Oak Grove Ave, #106
Burlingame, CA 94010

Ballast Point Financial Planning

1405 Oak Grove Ave
Burlingame, CA 94010
(650) 636-7526
CONNECT WITH Shawn
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Daniel D. Sands

CFP®

Principal

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

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

Arenite Advisory

17822 E 17th Street, Suite 212
Tustin, CA 92780
(866) 330-1443
(949) 522-6560
CONNECT WITH Daniel
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Jacqueline Mayer

CFP®

Owner

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

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

Mayer & Associates Advisory

4010 Moorpark Ave., Suite 102
San Jose, CA 95117-1842
(408) 249-8600

Leslie S. Wiberg

CFP®

Partner, Managing Director

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

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

WealthSpring

One Park Plaza, Suite 600
Irvine, CA 92614

WealthSpring

111 W Ocean Blvd
Long Beach, CA 90802

WealthSpring

778 Osos St
San Luis Obispo, CA 93401

Brent Armstrong

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving California and the surrounding communities.

Weatherly Asset Management

832 Camino Del Mar, Suite 4
Del Mar, CA 92014
(858) 259-4507

Joshua K. Gustafson

CFP®

Head of Client Services

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(805) 565-2523

Michael A. Porfido

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.

January Capital Advisors

855 Sansome St, 3rd Fl
San Francisco, CA 94111
(415) 364-0202

Cheryl L. Rusting

EA, CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Raub Brock Capital Management

700 Larkspur Landing Circle, Suite 240
Larkspur, CA 94939
(415) 927-6690

Cady North

CFP®

CEO

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.

North Financial Advisors

704 J Street
San Diego, CA 92101
(929) 266-3757
CONNECT WITH Cady
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Jim Dillon

CFP®, ChFC

Owner

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

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

Dillon Financial Services

9700 Business Park Drive, Suite 204
Sacramento, CA 95827
(888) 554-2074
(530) 903-9977
CONNECT WITH Jim
  • linkedin link

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

17918 Pioneer Blvd., Suite 209
Artesia, CA 90701

Cetera Financial Specialists LLC

1442 E Lincoln Ave
Orange, CA 92865
(562) 282-5971

Ryan Miyamoto

CFP®

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Derive Wealth

225 S. Lake Ave. Ste. 300
Pasadena, CA 91101
(626) 800-3864
CONNECT WITH Ryan
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Ashley S. Murphy

CFP® AIF®

Wealth Strategist

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

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

Areté Wealth Strategists

C/O WeWork, 2120 University Ave
Berkeley, CA 94704

Areté Wealth Strategists

60 South 6th Street
Minneapolis, MN 55402
(888) 544-3250
CONNECT WITH Ashley
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Jeffrey G. Stoffer

CFP®, CFA

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Stoffer Wealth Advisors

3950 Civic Center Dr, Ste 230
San Rafael, CA 94903
(415) 706-7800

Douglas E. Taylor

CFP®, CPA/PFS

CPA, CFP

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

Fee Only Financial Advisor serving California and the surrounding communities.

Taylor Wealth Management

3655 Torrance Blvd, Ste 347
Torrance, CA 90503
(310) 540-8000

James R. Allen, Jr.

CFP®, ChFC,RICP

Sr. Wealth Advisor

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

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

Sterling Wealth Partners

17332 Irvine Blvd, Suite 130
Tustin, CA 92780
(714) 592-7705

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

2225 E. Bayshore Rd., Suite 200
Palo Alto, CA 94303

Castellan Financial Advisors

919 Reserve Dr.
Roseville, CA 95678
(800) 385-1787

Jill D. Hollander

CFP®, CRPC®, ADPA®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Financial Connections Group, Inc.

21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925

Financial Connections Group, Inc.

201 Spear Street
San Francisco, CA 94105

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710
(415) 924-1091

Deanna H. Berzins

CFP®

Sr. Portfolio Manager

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

Financial Advisor serving California and the surrounding communities.

TIAA

560 Mission Street, 10th Floor
San Francisco, CA 94105-2907
(800) 842-2007
(510) 523-9091

Richard W. Jackman

CFP®, MSFS

Chief Investment Officer

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.

Barth Financial Advisors, LLC

333 City Blvd West, Ste 2050
Orange, CA 92868
(714) 704-6616
CONNECT WITH Richard
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Samantha Garcia

CFP®

Certified Financial Planner

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.

Asset Planning, Inc.

10833 Valley View Street, Suite 470
Cypress, CA 90630
(714) 827-5794
CONNECT WITH Samantha
  • linkedin link

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

William T. T. Weihman

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Retirement Capital Strategies

1190 Saratoga Ave, Suite 140
San Jose, CA 95129
(800) 927-8314
(408) 551-6100