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612 Financial Planners in California
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Jeremy E. Portnoff

CFP®, CIMA®, CMT®

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

PortSalus Wealth Management, LLC

27201 Puerta Real, Suite 300
Mission Viejo, CA 92691
(949) 223-8342

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

Scott J. Lucia

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Andrews, Lucia Wealth Management LLC

80 Lark Pl
Alamo, CA 94507-1867
(925) 837-8355

Steven W. Medland

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

TABR Capital Management, LLC

500 N State College Blvd, Ste 1220
Orange, CA 92868-6610
(714) 704-9180

Nick Fullerton

CFP®

Principal

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.

Fullerton Advisors, LLC

318 Diablo Rd, Ste 260
Danville, CA 94526-3421
(925) 480-7018

Kevin P. Henss

CFP®, MM

President

Specialties: Comprehensive Financial Planning, Retirement, Women's Finances

Fee Only Financial Advisor serving California and the surrounding communities.

Strivent Financial

27201 Puerta Real, Ste 300
Mission Viejo, CA 92691-8590
(800) 893-6783
CONNECT WITH Kevin
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Cynthia Gaertner-Bridges

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Kuleana Wealth Advisors, LLC

164 Main St, Ste 210
Los Altos, CA 94022
(650) 917-9333

Tony Jurado

CFP®

Partner

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

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

Lodestar Private Asset Management

3201 Danville Blvd, Suite 275
Alamo, CA 94507
(925) 838-1234

Adam N. Werner

CFP®

Financial Life Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

3655 Nobel Drive, Ste 200
San Diego, CA 92122
(858) 622-9009
CONNECT WITH Adam
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Nikesh Parikh

CFP®, J.D., LUTCF

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

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

New York Life

2020 MAIN ST, Ste 1000
Irvine, CA 92614-8224
(714) 366-1814

Eric Sigdestad

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

SimpliFi, Inc.

9666 Businesspark Ave, Ste 111
San Diego, CA 92131-1646
(858) 695-6600

Yvonne Darby

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Sherwood Financial Partners

2475 Townsgate Rd, Ste 210
Westlake Village, CA 91361-5994
(805) 719-7805

Gregory C. Steele

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

GC Steele & Company

990 Old Ranch Rd
Solvang, CA 93463
(805) 693-8900

Stefan Meierhofer

CFP®, CFA, AIF®

President & CEO

Specialties: Asset Allocation, Investment Management

Fee Only Financial Advisor serving California and the surrounding communities.

Telos Capital Management, Inc.

16482 Newcomb Street
San Diego, CA 92127

Jennifer Coffey Smith

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apella Wealth

201 Spear Street, Suite 1100
San Francisco, CA 94105
+ 2 More Addresses

Apella Wealth

1100 Larkspur Landing Circle
Larkspur, CA 94939

Apella Wealth

2608 Ninth Street
Berkeley, CA 94710

Elissa Buie

CFP®

CEO - Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

YESKEBUIE

220 Montgomery Street, Suite 900
San Francisco, CA 94104
+ 1 More Address

YESKEBUIE

301 Maple Avenue West
Vienna, VA 22180
CONNECT WITH Elissa
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Angus Blackwood

CFP®

President and Founding 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.

WhiteSpace Financial

795 Folsom St
San Francisco, CA 94103
+ 1 More Address

WhiteSpace Financial

PO BOX 59
Palo Alto, CA 94020
CONNECT WITH Angus
  • facebook link
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Joe O'Boyle

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

O'Boyle Wealth Management

9701 Wilshire Blvd, 10th Floor
Beverly Hills, CA 90212
CONNECT WITH Joe
  • twitter link
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David E. Stone

CFP®, ChFC, CLU, CRP

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

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

Sierra Consulting Group

1013 Galleria Blvd, Ste 290
Roseville, CA 95650
(916) 415-7062 x14
CONNECT WITH David
  • facebook link
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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

Pamela D. Plick

CFP®

Founder/Owner

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

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

Pamela Plick Wealth Management

44489 Town Center Way, Ste D 472
Palm Desert, CA 92260
(760) 200-8611

Eric R. Heckman

CFP®, ChFC, CLU

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.

Heckman Financial & Insurance Svcs., Inc.

333 W Santa Clara St Ste 604
San Jose, CA 95113
(408) 297-9800
CONNECT WITH Eric
  • facebook link
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Jon P. Beyrer

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 764-6725

Haddy Homampour

CFP®

President, Director of Financial Planning

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

Fee Only Financial Advisor serving California and the surrounding communities.

Parkview Wealth Advisors

Parkview Wealth Advisors, 1 Park Plaza, Suite 600
Irvine, CA 92614
(949) 943-1771

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

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

Nayan Lapsiwala

CFP®, CFA, CAIA

Director - Wealth Management, Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2570 W El Camino Real, Suite 520
Mountain View, CA 94040
+ 1 More Address

Aspiriant, LLC

1109 Manor Dr
San Jose, CA 95125
(650) 305-3482

Claudia Cypher Kane

CFP®

Financial 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.

Raymond James

2200 B Douglas Blvd, Suite 150
Roseville, CA 95661
(916) 773-6700

Bruce Dzieza

CFP®

Chairman of the Board

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

Fee Only Financial Advisor serving California and the surrounding communities.

Willow Creek Wealth Management, Inc.

825 Gravenstein Hwy N, Ste 5
Sebastopol, CA 95472
(800) 696-8096
+1 More Number
(707) 829-1146
CONNECT WITH Bruce
  • facebook link
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Anita M. O'Connor

CFP®

President

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

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

Cooper McManus

9870 Research Dr
Irvine, CA 92618
(800) 516-5333

Vida Jatulis

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Camber Wealth

400 W Ventura Blvd, Suite 205
Camarillo, CA 93010
(805) 603-1331
CONNECT WITH Vida
  • linkedin link