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614 Financial Planners in California
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G. Bradley Owen

CFP®, RLP®, RMA®,

Financial Life Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

5151 Shoreham Pl, Ste 270
San Diego, CA 92122
(858) 622-9009

Aileen L. Danley

MBA, CFP®

Financial Planner | Investment Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Oak Street Advisory Group

1100 South Coast Hwy, Suite 210a
Laguna Beach, CA 92651
949-494-6820 x3
CONNECT WITH Aileen
  • linkedin link

Carolyn A. Masline

CFP®, CDFA®, MBA

Wealth 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.

CareGen Wealth Management, LLC

1825 S Grant St, Ste 200
San Mateo, CA 94402-2672
(650) 288-3060
CONNECT WITH Carolyn
  • linkedin link

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
  • facebook link
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Mark A. Lammers

CFP®

Branch Manager

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

Commission Financial Advisor serving California and the surrounding communities.

Ameriprise Financial Services

4 Venture, Ste 300
Irvine, CA 92618-7373
(949) 453-0593 x227

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
+1 More Number
(818) 662-1999 x1

Michael Izbotsky

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

From Planning to Living LLC

Virtual
Reseda, CA 91335
CONNECT WITH Michael
  • linkedin link

Curtis S. Farrell

CFP®

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

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

Financial Management Network, Inc

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

Gerald E. Gasber

CFP®, CIMA, CPFA

President/Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(888) 504-7328
+1 More Number
(916) 985-2594

Barbara S. Gilliard

CFP®

President

Specialties: Attending College, Comprehensive Financial Planning, Buying a Home, Investment Management,...More

Financial Advisor serving California and the surrounding communities.

Emeritus Investment Management, Inc.

254 Miller Ave
Mill Valley, CA 94941
(415) 388-3830

Ahmad Husami

CFP®, CIMA®, EA, MSc

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

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

Husami & Associates

1400 Brea Blvd.
Fullerton, CA 92835
+ 1 More Address

Husami & Associates

1400 Brea Blvd
Fullerton, CA 92835
(714) 459-9900

Kelly D. Kane

CFP®

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

Financial Advisor serving California and the surrounding communities.

Broadwing Capital Advisors, Inc

101 Larkspur Landing Cir, Suite 221
Larkspur, CA 94939
(415) 381-7555

Stephen F. Lovell

CFP®ChFC,CLU,AEF,AIF

President

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Business Taxes,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Lovell Wealth Management

723 Temescal Way
Emerald Hills, CA 94062-4031
+ 1 More Address

Lovell Wealth Management

201 Spear Street
San Francisco, CA 94105
(415) 254-8719

Don St. Clair

CFP®, AIF, ChSNC

President

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

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

St. Clair Financial

2140 Professional Drive, Ste 250
Roseville, CA 95661
(916) 780-1848

Lisa L. Banning

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

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

Financial Management Network, Inc

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

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

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

Rene' A. Nourse

CFP®

Managing Director

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

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

URBAN Wealth Management, LLC

841 Apollo St, Ste 320
El Segundo, CA 90245
(424) 277-2260
CONNECT WITH Rene'
  • facebook link
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Damien S. Couture

CFP®

Senior Vice President, 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.

Wealth Enhancement Group

1850 Mt Diablo Blvd, Ste 100
Walnut Creek, CA 94596-4448
(925) 280-1800 x201

Marah Fineberg-Kuck

CFP®; CRPC®

President/CEO

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

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

Fineberg Financial Management LLC

3020 Old Ranch Rd, Ste 300
Seal Beach, CA 90740
(562) 446-0028

Patrick C. OHara

CFP®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

892 Aerovista Place, Ste 220
San Luis Obispo, CA 93401
(805) 541-1308

Gary P. Gardner

CFP®, CeFT®

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

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

Life&Wealth Advisors, Inc

1399 Ygnacio Valley Rd, Ste 29
Walnut Creek, CA 94598
(925) 937-7800

Matthew S. Eckman

CFP®

Senior Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Schultz Collins Investment Counsel

25 Orinda Way Ste 250
Orinda, CA 94563
+ 1 More Address

Schultz Collins Investment Counsel

Marin Home Office
Corte Madera, CA 94925
(877) 291-2205
+1 More Number
(415) 354-3701
CONNECT WITH Matthew
  • linkedin link

Ronald L. Nicholson

CFP®

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving California and the surrounding communities.

Royal Alliance Associates, Inc.

60 Garden Ct, Suite 240
Monterey, CA 93940-5362
(831) 648-4250

Gary M. Strangis

CFP®, AAMS

Financial Advisor

Specialties:

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

Edward D Jones & Co

3500 W Olive Ave, Ste 810
Burbank, CA 91505-5519
(818) 295-3890
CONNECT WITH Gary
  • linkedin link

Vladimir Kouznetsov

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Retegy LLC

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
(949) 662-3212

Elana B. Feinsmith

CFT™,CFP®

Financial Therapist / Coach

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Oak Financial Coaching

Oak Financial Coaching, Virtual
Sunnyvale, CA 94089
(408) 757-8275
CONNECT WITH Elana
  • linkedin link

Greg Vojtanek

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Fade In Financial

1801 W Victory Blvd, Apt 103
Burbank, CA 91506-1157
(818) 588-6892

Joshua St Laurent

CFP® CFT-I™

Founder & CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth In Yourself

3079 Harrison Ave, Suite 5
South Lake Tahoe, CA 96150
(415) 915-5948
CONNECT WITH Joshua
  • facebook link
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Clarissa Hartono

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates

1440 N Harbor Blvd, Ste 220
Fullerton, CA 92835-4115
(714) 738-0220
CONNECT WITH Clarissa
  • linkedin link