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Elliot I. Goldberg

CFP®, MBA

Personal Financial Analyst

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.

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

Ben D. Thornhill

CFP®

Senior Managing Directo

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave., Suite 700
Irvine, CA 92612
(800) 224-7931
(949) 476-0300

Maureen Richardson

CFP®

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

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

Tomren Wealth Management

12667 Alcosta Blvd #355
San Ramon, CA 94583
(925) 830-1700
CONNECT WITH Maureen
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David I. Barnett

CFP®

Owner

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Mutual Funds, Real Estate

Fee Only Financial Advisor serving California and the surrounding communities.

Barnett Financial Planning

1442 Irvine Blvd., #212
Tustin, CA 92780
(714) 731-6300

John W. Kamola

MBA, CFP®

President

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.

JW Financial Advisors LLC

5656 Wild View Way
Santa Rosa, CA 95404-1274
(707) 538-9012

David H. Zuckerman

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Zuckerman Capital Management, LLC

2029 Century Park E, Ste 400
Los Angeles, CA 90067-2915
(310) 867-2778

Paul C. Pennington

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

8841 Country Creek Drive
Orangevale, CA 95662-2118
(916) 296-0923

Allison Barrientos

CFP®

Advisor

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Integris Wealth Management

435 Washington Street, Ste A
Monterey, CA 93940
(831) 333-1717

Jesse Pence

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Estate Planning, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

Waypoint Wealth Partners

415 Mission St, Floor 37
San Francisco, CA 94105
(415) 660-9313
CONNECT WITH Jesse
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Lewis M. Wallensky

CFP®

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

Financial Advisor serving California and the surrounding communities.

Lewis M. Wallensky & Associates

1880 Century Park E, ste 411
Century City, CA 90067-5804
(310) 557-2007

Marc Henderson

MBA, CFP®, CKA®

Market Director

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

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

Thrivent

505 N. Brand Blvd, Ste 1225
Glendale, CA 91203-2321
(747) 215-6918
CONNECT WITH Marc
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George A. Egan

CFP®, EA

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

Financial Advisor serving California and the surrounding communities.

Cornerstone Capital Systems

3150 Hilltop Mall Rd, Ste 60
Richmond, CA 94806-1921
(800) 226-2186
(510) 412-1040

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.

7474 N Figueroa St
Los Angeles, CA 90041
(800) 988-4015
CONNECT WITH Sun
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Kelly F. Crane

CFP®, CFA, CLU

CEO, 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.

Napa Valley Wealth Management

1981 North Broadway, Suite 225
Walnut Creek, CA 94596

Napa Valley Wealth Management

1127 Pope St
Saint Helena, CA 94574
(888) 883-3222
(888) 883-3222
CONNECT WITH Kelly
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Jay M. Douglas

CFP® MSF ChFC® AIF®

Partner, Chief Investment Strategist

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career...More

Fee Only Financial Advisor serving California and the surrounding communities.

WealthSpring

One Park Plaza, Suite 600
Irvine, CA 92614

WealthSpring

5000 Airport Plaza Dr
Long Beach, CA 90815-1368
(800) 833-1446
(800) 833-1446

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

919 Reserve Dr., Suite 105
Roseville, CA 95678

Castellan Financial Advisors

2225 E. Bayshore Rd.
Palo Alto, CA 94303

Malcolm Greenhill

CFP®, MBA

President

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

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

Sterling Futures

Techmart Center, 5201 Great America Parkway Suite 320
Santa Clara, CA 95954

Sterling Futures

50 California Street
San Francisco, CA 94111
(866) 231-6525
(866) 231-6525

Carolyn Kelly

CFP®

Lead Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Team Hewins

220 Montgomery Street, Suite 692
San Francisco, CA 94104

Team Hewins

203 Redwood Shores Pkwy.
Redwood City, CA 94065

James A. Christiansen

CFP®

Financial Planning 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.

Ameriprise Financial

225 E. Santa Clara St., Suite 208
Arcadia, CA 91006
(626) 844-9242

Mira M. Ma

CFP®, RFC

Co-Founder and Vice President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspire Planning Associates

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 918-6472
CONNECT WITH Mira
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Allen G. Yee

CFP®, CFF®, CWS®

President

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

Financial Advisor serving California and the surrounding communities.

Guidant Planning, Inc.

1499 Huntington Dr, Ste 303
South Pasadena, CA 91030
(800) 332-8552
(626) 396-1650
CONNECT WITH Allen
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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

Rob Lyman

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.

Johnson Lyman Wealth Advisors

4966 El Camino Real, Suite 109
Los Altos, CA 94022
(650) 494-2733
CONNECT WITH Rob
  • linkedin link

Timothy E. Sallade

CFP® CFA

Chief Investment 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
Folsom, CA 95630-4726
(855) 515-5896

Paul F. Cordero

CFP®, EA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Attune Financial Planning

4040 Civic Center Drive, Suite 200
San Rafael, CA 94903
(415) 498-1447

Paul J. Saad

CFP®, MBA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Collabria Capital

2603 Camino Ramon, Ste 200
San Ramon, CA 94583
(925) 271-9331
CONNECT WITH Paul
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Janet L. Larsen

CFP®

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.

STEP Financial

4156 Candleberry Avenue
Seal Beach, CA 90740
(562) 384-7837

Luis F. Rosa

CFP® EA

FOUNDER/PRESIDENT

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Build a Better Financial Future, LLC

1055 E Colorado Blvd, 5th Floor
Pasadena, CA 91106
(424) 236-2076
CONNECT WITH Luis
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Paul D. Booth

CFA, CFP®, CPWA

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Delta Wealth Management

PO Box 3120
Granite Bay, CA 95746
(209) 224-8534

Donald J. Harrington

CLU, ChFC, CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...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
CONNECT WITH Donald
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