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24 Financial Planners near Valencia, California
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Alan R. Goodstein

CFP®

Principal-Certified Financial Planner 21.31 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
(818) 995-3500

Jason L. Ball

CFP®

President 24.6 Miles

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Ball & Company

2000 Mallory Lane, Suite 130-399
Franklin, TN 37067
(888) 375-2244
+1 More Number
(888) 375-2244
CONNECT WITH Jason
  • facebook link
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Russell E. Suede

CPA/PFS, CFP®, GEPC

22.96 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

GSC Financial & Insurance Services, Inc.

30423 CANWOOD ST STE 130, Suite 130
AGOURA HILLS, CA 91301
(818) 274-5977

Daniel Casey

CFP®

Financial Planner 23.58 Miles

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

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

United Planners' Financial Services of America

890 Hampshire Rd, Ste W
Westlake Village, CA 91361
(805) 371-4777

Benjamin J. Hill

CFP®, CLU, CSPG

23.33 Miles

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

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

Wealth Enhancement & Preservation

2629 Townsgate Rd, Ste 215
Westlake Village, CA 91361
(805) 449-1132

Jeffrey D. Munjack

CFP®

20.39 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

JDM Financial

16350 Ventura Blvd, Ste D550
Encino, CA 91436
(310) 479-4122

Craig E. Farkas

CFP®

Vice President 24.74 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

Harold Davidson & Associates, Inc

1900 Avenue of the Stars, Ste 2400
Los Angeles, CA 90067
(310) 553-5551

Robert B. Kaplan

CFP®, CPA

President 21.15 Miles

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

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

Kaplan Financial

16030 Ventura Blvd, Suite 600
Encino, CA 91436
(818) 783-6620

Stephen T. Minihan

MBA, CFP®, EA

Financial Planner 23.58 Miles

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

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

Westlake Financial Advisors

890 Hampshire Road, Suite W
Westlake Village, CA 91361
(805) 379-0776

Glen H. Chester

CFP®

12.1 Miles

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

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

Glen Chester & Associates

PO Box 3872
Granada Hills, CA 91394-0872
(818) 363-2787

Juan C. Ros

CFP®,AEP®,CEPA,CVGA®

Financial Advisor 23.75 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

Forum Financial Management, LP

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 409-3240
CONNECT WITH Juan
  • facebook link
  • twitter link
  • linkedin link

Elad G. Goren

CFP®

Owner 22.55 Miles

Specialties: Comprehensive Financial Planning

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

Financial Pointe Wealth Management

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

Edson Andrew Miller

CFP®

CEO/ Certified Financial Planner® 23.35 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Spring Financial Planning, LLC

11721 Kling St.
Valley Village, CA 91607
(818) 850-3462
CONNECT WITH Edson
  • twitter link
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Ted Fischer

CFP®, AIF®, QPFC®

CEO 23.56 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

CEO

920 Hampshire Rd, Ste A2
Westlake Village, CA 91361
(805) 418-7686
CONNECT WITH Ted
  • linkedin link

Evan C. Barrett

CFP®, ChFC, CLU, RIC

Financial Life Manager 20.37 Miles

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

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

Barrett Planning Group

4500 Park Granada Blvd., Ste. 202
Calabasas, CA 91302
(747) 263-0880

Brett Cicinelli

CFA, CFP®, CDFA, MAF

President 20.36 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Confluence Capital Advisors

16832 Otsego St.
Encino, CA 91436
(310) 807-3098
CONNECT WITH Brett
  • linkedin link

Christopher Lamia

CFP®

Partner 23.71 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Forum Financial Management, LP

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

Michael Halper

CFP®

16.22 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Escient Financial

754 Verdemont Cir
Simi Valley, CA 93065-5539
(805) 864-6555
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Gina Hagen

CFP®, CPA

Financial Advisor 21.4 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Full Circle Financial Planning

3128 N Summit Pointe Dr
Topanga, CA 90290-4482
CONNECT WITH Gina
  • linkedin link

Greg Vojtanek

CFP®

23.93 Miles

Specialties:

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Fade In Financial

1801 W Victory Blvd, Apt 103
Burbank, CA 91506-1157
(818) 588-6892

Eric Amzalag

CFP®

17.58 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Peak Financial Planning

21201 Victory Blvd, Suite 152
Canoga Park, CA 91303
(818) 600-6099
CONNECT WITH Eric
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Alan B. Ungar

CFP®

22.81 Miles

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

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Abacus Wealth Partners.

1435 Ellsworth Ct
Thousand Oaks, CA 91360
(818) 222-4773

Morrie W. Reiff

CFP®

CEO 20.63 Miles

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

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

Planned Asset Mgmt.,LLC

27001 AGOURA RD, STE 150
CALABASAS, CA 91301
(818) 708-6888
CONNECT WITH Morrie
  • facebook link

Chia-Li Chien

PhD, CFP®, PMP

Program Director 21.53 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Corporate Finance, Retirement,...More

Fee Only Financial Advisor serving Valencia, California and the surrounding communities.

Value Growth Institute

365 E Avenida De Los Arboles #B18
Thousand Oaks, CA 91360