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Paul Kirz

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Paul H. Kirz MD

738 W Oakcrest Ave
Brea, CA 92821
(562) 698-7946

Mary R. Doll

CFP®

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.

ETI Financial Group

919 Loma Vista Pl
Santa Paula, CA 93060
(805) 933-5977

Dustin J. Smith

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

Greg Block

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Lincoln Financial Advisors

3755 Brickway Blvd, Suite 400
Santa Rosa, CA 95403
(707) 757-9475

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

Edward Markovich

CFP®

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

Financial Advisor serving California and the surrounding communities.

1963 Seabreeze St
Thousand Oaks, CA 91320-6551
(800) 336-1244 x 812

Michael Powsner

CFP®,CPA/PFS

Founder

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.

Upstart Wealth Management

582 Market St, Ste 808
San Francisco, CA 94014
(415) 549-0646

Sheila McGinn

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.

Brightview Financial Solutions, LLC

118 Grand St
Redwood City, CA 94062-1632
(650) 517-5719

Kevin Charter

CFP®, ChFC®, AAMS®

Financial Advisor

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

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

Edward Jones

414 N Mount Shasta Blvd
Mount Shasta, CA 96067
(530) 926-5711
CONNECT WITH Kevin
  • linkedin link

Jim Lorenzen

CFP®, AIF®

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

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

The Independent Financial Group

2655 First Street, Ste 250
Simi Valley, CA 93065
(800) 257-6659
(805) 265-5416
CONNECT WITH Jim
  • facebook link
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  • linkedin link
  • youtube link

Jennifer K. Butler

CFP®, CDFA®

Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Getting Divorced, Government &...More

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

Summit Wealth & Retirement Partners

55 Oak Ct, Suite 210
Danville, CA 94526
(925) 927-1900
CONNECT WITH Jennifer
  • linkedin link

Ryan Klemm

CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Yeske Buie

220 Montgomery Street, Suite 900
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Ryan
  • 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

Kerstin Eriksson-Splawn

CFP®

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

Financial Advisor serving California and the surrounding communities.

Wealth By Design, LLC

14500 Big Basin Way, Ste E
Saratoga, CA 95070-6076
(408) 741-8151

Michael D. Power

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Power Investing

255 Balceta Ct
Danville, CA 94526
(510) 366-8836

Stephen F. Lovell

CFP®ChFC,CLU,AEF,AIF

President

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Business Taxes,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Lovell Wealth Managment

1990 N California Blvd, Ste 830
Walnut Creek, CA 94596

Lovell Wealth Managment

201 Spear Street
San Francisco, CA 94105
(925) 932-7082

Gregory M. Desmond

CPA CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management

Financial Advisor serving California and the surrounding communities.

Desmond Wealth Management, Inc.

1850 Mt Diablo Blvd, Ste 630
Walnut Creek, CA 94596
(925) 932-1994 x307
CONNECT WITH Gregory
  • facebook link
  • twitter link
  • linkedin link

Kathryn L. Fitzgerald

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.

Silverleaf Financial

1700 Soscol Ave, Suite 24
Napa, CA 94559
(707) 253-2400

Teresa Scagliotti

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Scagliotti & Associates

987 University Ave, Ste 8
Los Gatos, CA 95032
(408) 399-9067

Eric S. Smith

JD, CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Lifetime Planning, Inc

1200 Paseo Camarillo, Ste 190
Camarillo, CA 93010-6085
(805) 987-8938

Lanette Schmidt

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 755-5166

Christopher T. Gallo

CFP®, CIMA, CPWA

Vice President

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

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

UBS Financial

UBS Financial, 222 East Carrillo Street, Suite 106
Santa Barbara, CA 93101
(805) 453-7912
CONNECT WITH Christopher
  • linkedin link

Laurie Nardone

CFP®

Managing Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Shira Ridge Wealth Management

100 Larkspur Landing, Ste 203
Larkspur, CA 94939
(415) 721-0275

Michael L. Fenison

CFP®

Founder & CEO

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

Financial Advisor serving California and the surrounding communities.

Pure Financial Advisors, Inc.

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

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

Sun M. Shim

AEP®, CFP®, EA

Financial Planning Advisor

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

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
(800) 988-4015
(323) 254-3072
CONNECT WITH Sun
  • linkedin link

George D. McDaniel

CFP®

CEO, CCO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Lighthouse Financial Services, Inc.

3070 Saturn St, Ste 101
Brea, CA 92821
(855) 729-7109
(714) 572-8900

James P. Warren

CFP®

Financial Advisor

Specialties:

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

Ameriprise Financial

28202 Cabot Rd., Suite 425
Laguna Niguel, CA 92677
(949) 462-9751

Kevin P. Henss

CFP®, CDFA™, MA

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Strivent Financial

27201 Puerta Real, Ste 300
Mission Viejo, CA 92691-8590
(800) 893-6783

Richard J. Bell

CFP®

Financial Advisor

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

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

Proprietor

333 N Indian Hill Blvd
Claremont, CA 91711
(909) 447-8207