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704 Financial Planners in California
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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
+1 More Number
(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
+1 More Number
(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
+ 1 More Address

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
+ 1 More Address

Napa Valley Wealth Management

1127 Pope St
Saint Helena, CA 94574
(888) 883-3222
+1 More Number
(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
+ 1 More Address

WealthSpring

5000 Airport Plaza Dr
Long Beach, CA 90815-1368
(800) 833-1446
+1 More Number
(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
+ 1 More Address

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
+ 1 More Address

Sterling Futures

50 California Street
San Francisco, CA 94111
(866) 231-6525
+1 More Number
(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
+ 1 More Address

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
+1 More Number
(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
  • linkedin link

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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