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Debbie Grose

CFP®

Chief Operating Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

Lake Tahoe Wealth Management

101 Parkshore Dr, Ste 100
Folsom, CA 95630
(855) 515-5896
(855) 515-5896
Contact Me

Christopher Lamia

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Lamia Financial Group, Inc.

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416 Contact Me

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 Contact Me

Robert K. Mah

CPA, CFP®

Partner

Specialties: Attending College, Estate Planning, Employee Benefits, Limited Partnerships, Real Estate,...More

Financial Advisor serving California and the surrounding communities.

Mah & Associates, LLP, CPA's

201 California St, Ste 411
San Francisco, CA 94111-5032
(415) 981-1111 Contact Me

Ellen D. Resneck

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

3595 Mount Diablo Blvd, Ste 390
Lafayette, CA 94549
(925) 299-9900 Contact Me

Laura R. Knolle

MS, CFP®

Vice President

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.

EP Wealth Advisors

250 Lafayette Circle, Suite 203
Lafayette, CA 94549
(925) 283-2201 Contact Me

Charles A. Putney

CFP®, EA

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

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

Putney Financial Advisors

1243 Alpine Rd, Ste 219
Walnut Creek, CA 94596
(925) 932-2612 Contact Me

Cindy Havenhill

CFP®

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

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

LPL Financial

14241 Firestone Blvd Suite 400, Suite 400
La Mirada, CA 90638-5534
(714) 801-8473 Contact Me

Jacqueline A. Bell

CFA, CFP®

Director

Specialties:

Financial Advisor serving California and the surrounding communities.

Dowling & Yahnke, LLC.

12340 El Camino Real, Suite 450
San Diego, CA 92130-3079
(858) 509-9500 Contact Me

Harry M. Barth

JD, MBA, CFP®, ChFC

Certified Financial Planner, Attorney At Law

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management,...More

Financial Advisor serving California and the surrounding communities.

H.M. Barth & Company, LLC

333 City Blvd W, Ste 2050
Orange, CA 92868-2944
(800) 548-8564
(714) 704-6616 x111
Contact Me

Andrew B. Chou

CFP®

Managing Partner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

NexGen Wealth Management

17890 Castleton St, Ste 230
City of Industry, CA 91748
(888) 548-5891 Contact Me

P. Emmy K. Hernandez

J.D., CFP®

President

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

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

EH Financial Group, Inc.

305 N. San Marino Avenue
San Gabriel, CA 91775
(626) 943-8833 Contact Me

Gregory R. Aitkens

CFP®

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

Financial Advisor serving California and the surrounding communities.

Financial Management Network

26041 Acero
Mission Viejo, CA 92691-2784
(949) 455-0300 x216 Contact Me

Katherine A. Simmonds

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

AdvicePeriod

1900 S. Norfolk, Ste 350
San Mateo, CA 94403
(650) 294-8586
CONNECT WITH Katherine
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Randy Gardner

CFP®, JD, LLM, CPA

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

Financial Advisor serving California and the surrounding communities.

Estate Plan Inc.

352 3rd Street, Suite 301
Laguna Beach, CA 92651
(816) 916-8844 Contact Me

John R. Goodrich, Jr.

CFP®

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Goodrich Financial Group, LLC

3296 Via Zamora
Esconidido, CA 92029
(760) 317-1067 Contact Me

Donald J. Harrington

CLU, ChFC, CFP®

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

Financial Advisor serving California and the surrounding communities.

Fraser Financial Group

8383 Wilshire Blvd, Ste 600
Beverly Hills, CA 90211-2425
(323) 965-6440 Contact Me

Stephen Merle

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

LPL Financial

981 Governor Dr, Ste 101
El Dorado Hills, CA 95762
Contact Me

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 Contact Me

John N. Vreeburg

CFP®

Vice President, 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.

D.A. Davidson & Co.

1921 Palomar Oaks Way, Ste. 102
Carlsbad, CA 92008
(800) 345-8312
(760) 448-4109
Contact Me

Alan E. Hewitt

CFP®, ChFC, EA, AAMS

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

AL Hewitt, Inc.

400 Camarillo Ranch Road
Camarillo, CA 93012

AL Hewitt, Inc.

1120 West Ave M4
Palmdale, CA 93551

AL Hewitt, Inc.

400 Camarillo Ranch Road
Camarillo, CA 93012
Contact Me

David V. Fernelius

CFP®

Financial 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.

Vantage Wealth Management, LLC

1 Waters Park Dr, Ste 98
San Mateo, CA 94403
(650) 638-9600 Contact Me

Peter B. Fink

CFP®

Financial Advisor

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

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

Waddell & Reed, Inc.

1102 11th Street, Suite 204
Santa Monica, CA 90403
(310) 307-7033 Contact Me

James M. O'Keefe

CFP®

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

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

Cetera Advisor Networks

38 Sagitta Way
Coto De Caza, CA 92679-5102
(949) 459-1837 Contact Me

Kathleen Hentges

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Mutual Funds, Retirement, Sudden...More

Fee Only Financial Advisor serving California and the surrounding communities.

Applied Advisor

3150 18th Street, Suite 245
San Francisco, CA 94110
(415) 325-2042 Contact Me

Cristin Harris Rigg

CFP®, CDFA

Personal Wealth Advisor

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

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

Harris Financial Advisors, Inc.

25500 Hawthorne Blvd, Ste 1030
Torrance, CA 90505
(800) 438-2322
(310) 791-3226
Contact Me

Mark H. Hull

CFP®, CEP, EA

Registered Investment 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.

Mission Hills Financial

1633 W Lewis St
San Diego, CA 92103
(800) 273-1662
(619) 294-9420
Contact Me

Natalie A. Morrella

CFP®

Manager - Wealth Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant

2881 Cambridge Dr.
San Jose, CA 951285
(415) 371-7800
CONNECT WITH Natalie
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Contact Me

Charles L. Stanley

CFP®, ChFC®, AIF®

Partner/Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

WorthPointe, LLC

888 Prospect Street, Ste. 200
LaJolla, CA 92037
(800) 620-4232
CONNECT WITH Charles
  • linkedin link
Contact Me

Richard P. Moran

CFP®

Senior Financial Advisor

Specialties: Attending College, Asset Allocation, Estate Planning, Investment Management, Employee...More

Financial Advisor serving California and the surrounding communities.

Moran, Kimura & Heising, LLC

21250 Hawthorne Blvd, Ste 560
Torrance, CA 90503
(866) 406-3080
(310) 406-3080 x304
Contact Me