Find a Financial Planner in
Within of
667 Financial Planners in California
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Steven B. Anderson

CFP®, PhD

Staff Advisor

Specialties: Attending College, Buying a Home, Career Change, Asset Allocation, Investment Management,...More

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

Navion Financial Advisors

400 Capitol Mall Ste 900
Sacramento, CA 95814-4412
(530) 297-7441

Raymond P. Gadbois

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Index Financial Advisors LLC

556 Matheson St
Healdsburg, CA 95448-4238
(510) 910-8720

Matthew A. Cook

CFP®

Managing Director

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

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
(877) 642-5224
+1 More Number
(877) 642-5224

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
+1 More Number
(855) 515-5896

Ernesta Tobin

CFP®

Specialties:

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

LPL Financial

4707 Executive Dr.
San Diego, CA 92121
(800) 877-7210
+1 More Number
(858) 450-9606

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

Mark A. Halby

CFP®, AIF®

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

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

DLK Investment Management

238 N Cedros Ave, Ste 200
Solana Beach, CA 92075-1351
+ 1 More Address

DLK Investment Management

2400 5th Ave
San Diego, CA 92101
(858) 433-3204

Barry N. Mendelson

CFP®

Wealth Advisor & Managing Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

ZRC Wealth Management LLC

200 Pringle Ave, Ste 400
Walnut Creek, CA 94596
(925) 962-5600
CONNECT WITH Barry
  • linkedin link

Daniel C. Andersen

CFP®

Senior Advisor

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.

Parkshore Wealth Management

5940 Granite Lake Dr.
Granite Bay, CA 95746
(916) 797-3007
CONNECT WITH Daniel
  • facebook link
  • linkedin link
  • youtube link

Danielle L. Luster

CFP®

Financial Advisor

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.

Bamboo Wealth Strategies

3131 Camino Del Rio N, Ste 1000
San Diego, CA 92108
(619) 289-9676

Brian W. Matter

CFP®, CPWA®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Creative Capital Management Investments LLC

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917
(619) 298-3993
CONNECT WITH Brian
  • linkedin link

Linda K. Polwrek

CFP®,CDFA®, RICP®

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.

LPL

16 N Marengo Ave, Ste 409
Pasadena, CA 91101
(626) 460-7088

Jerry Lopatin

CFP®, EA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Oakhurst Financial

1059 Fremont Ave
Los Altos, CA 94024
(408) 219-5363

James R. Allen, Jr.

CFP®, ChFC, CDFA, EA

President & Sr. 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.

Anchor Bay Capital

17332 Irvine Blvd, Suite 285
Tustin, CA 92780
+ 1 More Address

Anchor Bay Capital

5780 Fleet Street
Carlsbad, CA 92008
(760) 602-3470

Travis J. McShane

CFP®, CFA®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1440 N. Harbor Blvd., Suite 220
Fullerton, CA 92835
(714) 738-0220

Laura A. Gilman

CFP®

SVP Financial ADdvisor

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

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

Wealth Enhancement Group

10960 Wilshire Blvd, Suite 405
Los Angeles, CA 90024
(310) 734-4740

Michael Kish

CFP®, CRPC®

Specialties: Comprehensive Financial Planning

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

17400 Laguna Canyon Rd, Ste 125
Irvine, CA 92618
(949) 341-4294

Bridget V. Grimes

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth

1001 B Avenue, Ste 320
Coronado, CA 92118
(858) 221-0022
CONNECT WITH Bridget
  • facebook link
  • linkedin link

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
+1 More Number
(714) 704-6616 x111

Viola C. Sanvordenker

PhD, CFP®

Registered Investment Adviser

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

Financial Advisor serving California and the surrounding communities.

Act Financial Planning

6963 Mariposa Ave
Citrus Heights, CA 95610
(916) 722-1182

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

Robert J. Eldred

CFP®, MBA

Registered Principal

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

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

LPL Financial Member FINRA/SIPC

57 Post Street, Suite 713
San Francisco, CA 94104
+ 1 More Address

LPL Financial Member FINRA/SIPC

57 Post Street
San Francisco, CA 94104
(415) 575-6626

Kacy Gott

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

100 Larkspur Landing Circle, Suite 110
Larkspur, CA 94939
(415) 300-4560

Carolanne M. Chavanne

CFP®

CERTIFIED FINANCIAL PLANNER(TM)

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

Fee Only Financial Advisor serving California and the surrounding communities.

Prosperity Wealth Planning

3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
(877) 878-7860
+1 More Number
(877) 878-7860

David A. Perry

CFP®

Owner

Specialties: Estate Planning, Investment Management, Retirement

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

LPL Financial

12501 seal beach blvd, Ste 255
Seal Beach, CA 90740-2763
(562) 493-0031

Paul A. Neves

ChFC, CFP®

President

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

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

FSI Wealth Management

1455 Frazee Rd., Suite 804
San Diego, CA 92108-4301
(800) 859-5793
+1 More Number
(619) 681-1911

Barry R. Taylor

CFP®

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Sand Hill Global Advisors

Four Embarcadero Center, Ste 3150
San Francisco, CA 94111
(415) 291-9999

Geoffrey S. King

CFP®

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

Commission Financial Advisor serving California and the surrounding communities.

King Financial Group

3020 Old Ranch Pkwy, Ste 190
Seal Beach, CA 90740
(562) 493-7616

Andrew J. Rand

CFA, CFP®

Managing Member

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

Fee Only Financial Advisor serving California and the surrounding communities.

1919 Investment Council

49 Stevenson, Suite 1075
San Francisco, CA 94105
(415) 500-6702

Gregory Crofton

CFP®, EA, MBA

Wealth Advisor & Tax Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Adap Tax Financial, Inc.

4725 First Street, Suite 275
Pleasanton, CA 94566
(925) 218-2301
CONNECT WITH Gregory
  • linkedin link