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615 Financial Planners in California
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Brian E. Britt

CFP®

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

Financial Advisor serving California and the surrounding communities.

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

2601 Airport Drive, Suite 380
Torrance, CA 90505-6138
(310) 891-3030

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

Geoffrey M. Zimmerman

CFP®

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.

Zimmerman Wealth Advisory Group

2950 Buskirk Ave, Ste 300
Walnut Creek, CA 94597-6900
(925) 698-3683
CONNECT WITH Geoffrey
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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
  • facebook link
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Mira M. Ma

CFP®, RFC, EA

Founder & Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Marim Wealth Planning, LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 918-6472
CONNECT WITH Mira
  • linkedin link

Brandon J. Miller

CFP®, CLU®, ChFC®

Private Wealth Advisor/Founder

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

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

Brio Financial Group

19 Sutter St
San Francisco, CA 94104-2857
(415) 623-2450

Carol A. Somoano

CFP®, MBA

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.

Asset Planning, Inc.

4281 Katella Ave, Suite 203
Los Alamitos, CA 90720-6510
(714) 827-5794

Dustin J. Smith

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

Sarah Wotherspoon

MS, CFP®, CDFA®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903-1993
(415) 526-2902

Elaine Webb

CFP®, EA

Specialties: Personal Taxes

Fee Only Financial Advisor serving California and the surrounding communities.

Elaine Webb Financial

6520 Lonetree Blvd
Rocklin, CA 95678
(916) 677-7676

Brent Armstrong

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving California and the surrounding communities.

Weatherly Asset Management

832 Camino Del Mar, Suite 4
Del Mar, CA 92014
(858) 259-4507

Catherine Magana

CFP®

Managing Partner

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

Financial Advisor serving California and the surrounding communities.

WWM Financial

2131 Palomar Airport Road, Ste 330
Carlsbad, CA 92011
(760) 692-5192

Joseph Kuo

CFP®, MBA

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Farther Finance

39899 Balentine Drive, Suite 200
Newark, CA 94560
(510) 933-8347

Claudia Fitch

CFP®

Managing Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fitch Financial Advisors LLC

2627 Chestnut St
San Francisco, CA 94123
(415) 928-3499
CONNECT WITH Claudia
  • linkedin link

Gregory Crofton

CFP®, EA, MBA

Wealth Advisor & Tax Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Adap Tax Financial, Inc.

4725 First Street, Suite 275
Pleasanton, CA 94566
(925) 218-2301
CONNECT WITH Gregory
  • 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

Argenis David Biscardi

CFP®, ChFC® WMCP®

Wealth & Investment Management Advisor

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

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

Pacific Financial Partners

3703 Mt Diablo Blvd
Lafayette, CA 94549-3538
(925) 298-5269
CONNECT WITH Argenis
  • linkedin link

Ryan P. Hawkins

CFP®, ADPA, AWMA

Senior Financial Advisor

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

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

Wells Fargo Advisors Financial Network

1551 N Tustin Ave, Ste 100
Santa Ana, CA 92705
(888) 333-7807
+1 More Number
(714) 406-0547
CONNECT WITH Ryan
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Matthew A. Cook

CFP®

Managing Director

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

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
(877) 642-5224
+1 More Number
(877) 642-5224

Russell W. Hall

CFP®, CPWA®

Director Of Financial Planning | Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1440 North Harbor Boulevard, Ste 220
Fullerton, CA 92835
(714) 738-0220
CONNECT WITH Russell
  • linkedin link

Don S. Maxon

CFP®, MSFP

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Maxon Financial, RIA

12 Red Oak Court
San Rafael, CA 94903
(415) 420-6750
CONNECT WITH Don
  • facebook link
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Adam Frinsco

CFP®, ChSNC, CMT

Financial Planner

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.

Mercer Advisors

222 East Carrillo St, Ste 400
Santa Barbara, CA 93101
CONNECT WITH Adam
  • linkedin link

Delia Fernandez

CFP®, MBA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fernandez Financial Advisory, LLC

5212 Katella Ave, Ste 205
Los Alamitos, CA 90720
(866) 443-3542
+1 More Number
(562) 594-4454

Larry Takahashi

CFP®, AIF®, RICP®

Wealth Advisor

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

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

Larry Takahashi Financial Services

3812 Sepulveda Blvd., Suite 480
Torrance, CA 90505
(424) 247-7268
CONNECT WITH Larry
  • linkedin link

Thomas Lo

CFP®

Principal

Specialties:

Financial Advisor serving California and the surrounding communities.

Vested Financial Planning

802 Tamarack Ave
San Carlos, CA 94070
(650) 631-9907

Lauren A. Stansell

CFP®

Co-CEO | Chief Planning Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

YeskeBuie

220 Montgomery St, Suite 900
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Lauren
  • facebook link
  • twitter link
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Laurie Nardone

CFP®

Managing Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Shira Ridge Wealth Management

999 Fifth Avenue, Ste 590
San Rafael, CA 94901
(415) 721-0275

Mark A. Halby

CFP®, AIF®

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

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

DLK Investment Management

2400 5th Ave, 124
San Diego, CA 92101
+ 1 More Address

DLK Investment Management

238 N Cedros Ave
Solana Beach, CA 92075-1351

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

Jennifer Weir

CFP®

Senior Advisor

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

Financial Advisor serving California and the surrounding communities.

Schultz Collins

Virtual
San Francisco, CA 94117
+ 1 More Address

Schultz Collins

25 Orinda Way
Orinda, CA 94563
1-877-291-2205
CONNECT WITH Jennifer
  • linkedin link