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Stephen T. Minihan

MBA, CFP®, EA

Financial Planner

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

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

Westlake Financial Advisors

890 Hampshire Road, Suite W
Westlake Village, CA 91361
(805) 379-0776

Holly Gillian Kindel

CFP®, CPCC, CLU, FBS

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

Fee Only Financial Advisor serving California and the surrounding communities.

Delphi Coaching

55 Baltimore Way
San Francisco, CA 94112
(415) 362-8636
CONNECT WITH Holly
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Justin Reckers

CFP®, CDFA

Lead Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving California and the surrounding communities.

Fonte Financial Advisors

703 Palomar Airport Road, Ste 240
Carlsbad, CA 92011
(858) 800-4176
CONNECT WITH Justin
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Nicole R. Hanson

CFP®, CLU, MS

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Concentric Wealth Management, LLC.

251 Lafayette Circle, Ste 200
Lafayette, CA 94549
(925) 962-1100

Kenneth E. Charlton

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Kenneth E. Charlton, CFP®

4199 Campus Dr, Ste 550
Irvine, CA 92612-4694
(949) 285-9270

Annette E. Brinton

CFP®, CPA (Inactive)

Co-Founder, Senior Wealth Manager

Specialties: Comprehensive Financial Planning, Buying a Home, Charitable & Planned Giving, Career...More

Fee Only Financial Advisor serving California and the surrounding communities.

Waypoint Wealth Partners

595 Market St, Ste 2550
San Francisco, CA 94105
(877) 768-4802
CONNECT WITH Annette
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J.J. Sessions

CFP®

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

Financial Advisor serving California and the surrounding communities.

The Planning Center

7473 North Ingram Ave, Suite 107
Fresno, CA 93711
(763) 494-0095

Fredric C. Harper

CFP®(R)

Chief Inv. Officer, Assoc. Wealth Advisor

Specialties: Budget & Debt Management, Charitable & Planned Giving, Annuities, Asset Allocation,...More

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

Landmark Wealth Management Group, an Independent Practice of Thrivent Financial

2021 The Alameda, Suite 390, Suite 390
San Jose, CA 95126
(408) 984-8777

Carolyn A. Masline

CFP®, MBA

Wealth Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

CareGen Wealth Management, LLC

951 Mariners Island Blvd., Suite 300
San Mateo, CA 94404
(650) 288-3060

Russell W. Hall

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1021 W Bastanchury Rd, Ste 120
Fullerton, CA 92833
(714) 738-0220

Kent E. Noard

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

KLN Financial Group

200 Gateway Drive, #1720
Lincoln, CA 95648
(916) 587-3539

Robert J. Sullivan

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving California and the surrounding communities.

Cerity Partners LLC

779 Altos Oaks Dr
Los Altos, CA 94024-5402
(800) 310-2227
(650) 949-2221

Scott A. McClatchey

CFP®

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.

WWM Financial

2131 Palomar Airport Road, Suite 330
Carlsbad, CA 92011
(760) 692-5196
(760) 692-5196

Mark Donahue

CFP®/ChFC/CLU/MBA/JD

Registered Representative

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

Patrick J. Stoll

CFP®

Wealth Management Advisor

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

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

Northwestern Mutual Wealth Management Company

27012 Azul Dr
Capistrano Beach, CA 92624

Northwestern Mutual Wealth Management Company

18575 Jamboree Rd
Irvine, CA 92612

Gaston G. Escudero

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving California and the surrounding communities.

OCM Inc

333 S Anita Dr, Ste 700
Orange, CA 92868-3329
(714) 634-8051

Patricia A. Fahnoe

CFP®, MS, MBA

Client Advisor

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

Financial Advisor serving California and the surrounding communities.

Mission Wealth

1111 Chapala St, 3rd Flr
Santa Barbara, CA 93101
(805) 690-3852

Nancy J. Howard

CFP®, CPA

Executive Vice President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Nancy J Howard

Spectrum Asset Management, 1301 Dove Street, Suite 970
Newport Beach, CA 92660
(949) 717-3400

Michael P. Fitzhugh

CFP®, CPA

Partner

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

Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7864

Kimberly Foss

CFP®, CPWA

President and Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Empyrion Wealth Management, Inc.

3741 Douglas Blvd, Ste 130
Roseville, CA 95661
(916) 786-7626
CONNECT WITH Kimberly
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Harold G. Thomas

CFP®

Partner

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

Financial Advisor serving California and the surrounding communities.

695 Shady Creek Lane
Los Altos, CA 94024
(650) 248-4811

John R. Goodrich, Jr.

CFP®

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Goodrich Financial Group, LLC

3296 Via Zamora
Esconidido, CA 92029
(760) 317-1067

Aaron M. Newland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving California and the surrounding communities.

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445

Vincent J. Whelan

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Whelan Financial

7700 N Palm Avenue, Suite 201
Fresno, CA 93711
(559) 228-8002

Daryl Wong

CFP®

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

Financial Advisor serving California and the surrounding communities.

Planned Solutions Inc

1130 Iron Point Road, Suite 170
Folsom, CA 95630
(916) 361-0100

Ethan A. Green

CFP®

Director of Financial Planning

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Lake Tahoe Wealth Management

101 Parkshore Drive Suite 100
Folsom, CA 95630
(855) 515-5896

Shelley Richardson

CFP® CPWA®

Sr. Vice President - Wealth Management

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

Financial Advisor serving California and the surrounding communities.

UBS Financial Services

750 University Avenue, Suite 250
Los Gatos, CA 95032
(408) 827-3266

Andy Byron

CFP®

President

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

HC Financial Advisors, Inc.

3685 Mt. Diablo Blvd., #200
Lafayette, CA 94549
(925) 299-1800

Kate Gregory

CFP®

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

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

Gregory Advisors Incorporated

7755 Center Ave, Suite 1100
Huntington Beach, CA 92647
(714) 372-2299
CONNECT WITH Kate
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Shawn Tydlaska

CFP®, MBA

Certified Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Ballast Point Financial Planning

340 Lorton Ave , Ste 216
Burlingame, CA 94010
310-980-9490
CONNECT WITH Shawn
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