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Stephen Thomas

MS, CFP®

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

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

Financial Pointe

3323 Old Conejo Rd
Newbury Park, CA 91320
(805) 499-3570

Hillel Katzeff

MBA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

HK Financial, Inc.

1315 Belleview Ave
Cardiff By The Sea, CA 92007
(858) 550-0425

Dave Yeske

CFP®

Managing Director - Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Yeske Buie

220 Montgomery St, Ste 900
San Francisco, CA 94104

Yeske Buie

301 Maple Ave W, Suite 600
Vienna, VA 22180
(800) 772-1887
CONNECT WITH Dave
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Michael Vandenburg

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Coast Wealth Management, Inc.

302 N El Camino Real, Ste 212-C
San Clemente, CA 92672
(949) 366-5995

Emilie R. Goldman

CFP®

Owner

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.

Tamarind Financial Planning

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 667-8691

Joseph F. Lyons

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.

Tricord Advisors Inc.

6772 Magnolia Ave
Riverside, CA 92506-2908
(951) 684-7011

Robert M. Cheney

CFP®, CFA

Founder, Wealth Advisor

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

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

Westridge Wealth Strategies

228 Hamilton Avenue, #300
Palo Alto, CA 94301
(650) 233-9122

Joan J. Branin

CFP®

Specialties: Investment Management, Insurance, Retirement, Long-term Care

Financial Advisor serving California and the surrounding communities.

700 S Lake Ave, Ste 221
Pasadena, CA 91106
(626) 844-7844

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

Barbara G. Meyers

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Insurance, Retirement,...More

Financial Advisor serving California and the surrounding communities.

Meyers Financial Group

4 Shoreline
Irvine, CA 92614
(949) 733-8012

Tony Matheson

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Matheson Financial Partners

836 57th St, Suite 457
Sacramento, CA 95819
(916) 999-4854
CONNECT WITH Tony
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John M. Lee

CFP®

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

Financial Advisor serving California and the surrounding communities.

Mariner Wealth Advisors

145 E Prospect Ave, Ste 217
Danville, CA 94526-3869
(925) 553-4895
CONNECT WITH John
  • linkedin link

Jeffrey Garell

CFP®, CLU

Registered Principal

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.

Silversage Advisors

19200 Von Karman Ave, Suite 370
Irvine, CA 92612
(888) 969-7500
(949) 223-5175

Sandra Leigh Bragar

CPA, CFP®

Director of Planning, Principal

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

Financial Advisor serving California and the surrounding communities.

Aspiriant

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7868

Gregory P. Fong

CFP®, Pharm.D., ChFC

Registered Principal

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

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

Planned Wealth Consultants

3655 Torrance Blvd, Suite 400, Ste 400
Torrance, CA 90503-4845
(310) 792-0801

Richard A. Hewitt

CFP®

Presdient

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

Fee Only Financial Advisor serving California and the surrounding communities.

Praetorian Guard

3775 Via Nona Marie, Suite 220
Carmel, CA 93923
(831) 622-9600

Jack T. McCord

CFP®

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

Financial Advisor serving California and the surrounding communities.

Vari Investor Services, Inc.

7777 Fay Ave, Ste 230
La Jolla, CA 92037-4324
(858) 454-3557

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

Diane S. Bourdo

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.

The Humphreys Group

111 Sutter St, Ste 525
San Francisco, CA 94104
(415) 928-0401 x102

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, Inc

26041 Acero
Mission Viejo, CA 92691
(949) 455-0300

Jeff Platt

JD, LLM, CFA, CFP®

Founder, Chief Investment Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

Platt Wealth Management

3838 Camino del Rio N, Ste 365
San Diego, CA 92108-1764
(619) 255-9554
CONNECT WITH Jeff
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Loren B. Kayfetz

CFP®,CLU,ChFC, MSFS

Senior Wealth 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.

EP Wealth Advisors - Lafayfette

260 Hillcrest Place
Pleasant Hill, CA 94523

EP Wealth Advisors - Lafayfette

3738 Mt. Diablo Blvd
Lafayette, CA 94549
CONNECT WITH Loren
  • facebook link
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Dwight Nakata

CFP®, CPA

CPA, CFP®

Specialties: Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business...More

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

Cetera Financial Specialists LLC

1442 E Lincoln Ave, Suite 215
Orange, CA 92865

Cetera Financial Specialists LLC

17918 Pioneer Blvd
Artesia, CA 90701-4445

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

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

Paul E. Murk

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Sequoia Planning & Investments LLC

PMB 82758, 548 Market Street
San Francisco, CA 94104
(925) 788-5380

Steve Branton

CFP®

Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903
(415) 526-2900
CONNECT WITH Steve
  • facebook link
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Gail D. Reid

CFP®, ChFC®, CLU®

Private Wealth Financial Advisor

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

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

Ameriprise Financial Services

535 N Brand Blvd, Suite 1000
Glendale, CA 91203
(888) 306-2332
(818) 662-1999 x1

Adam Scott

CFP®

Principal, Independent Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

WellAcre Wealth Management, LLC

520 Broadway, STE 200
Santa Monica, CA 90403
(310) 220-4946
CONNECT WITH Adam
  • facebook link
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Kelly J. Palmer

CFP®, ChFC, CLU

Strategic Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 East Cabrillo Blvd
Santa Barbara, CA 93108
(800) 444-0403
(805) 565-2507