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617 Financial Planners in California
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Jerry Sheby

CFP®

CFP

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.

LPL Financial

5000 E Spring St, Suite 340
Long Beach, CA 90815
(562) 420-7800

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

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

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
  • linkedin link

Meredith Schneider

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Schneider Wealth Management

2995 Woodside Rd Ste 400
Woodside, CA 94062-2496
+ 1 More Address

Schneider Wealth Management

3005 S Lamar Blvd
Austin, TX 78704-4786
(888) 444-9981
CONNECT WITH Meredith
  • facebook link
  • linkedin link
  • youtube link

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

Marin Home Office
Corte Madera, CA 94925
+ 1 More Address

Schultz Collins Investment Counsel

25 Orinda Way Ste 250
Orinda, CA 94563
(877) 291-2205
CONNECT WITH Matthew
  • linkedin link

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

Georgene M. Grattan

CFP®

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

Financial Advisor serving California and the surrounding communities.

Grattan Financial Strategies

8814 Huntington Dr
San Gabriel, CA 91775-1271
(626) 451-0840

Kristin M. Rasmussen

CFP®

President

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

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

KMR Wealth Advisory, LLC

1042 Pacific St, Suite C
San Luis Obispo, CA 93401
(800) 992-9611
+1 More Number
(805) 546-9664

Steven A. Barnes

CFP®, ChFC, AEP

President

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

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

Barnes Wealth Management Group

5060 California Ave, Suite 600
Bakersfield, CA 93309
(661) 322-9799
+1 More Number
(661) 322-9799

Kathleen A. Adams

CFP® CPWA®

Partner

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

Financial Advisor serving California and the surrounding communities.

Second 50 Financial

111 N. Sepulveda Blvd., Suite 300
Manhattan Beach, CA 90266
4242601551

Miranda E. Holmes

CFP®,ChFC®,CLU®,CRPC

Advanced Planner

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

Financial Advisor serving California and the surrounding communities.

First Republic Private Wealth Management

111 Pine St
San Francisco, CA 94111
(415) 262-8930

Mark D. Phillips

MBA, CFP®, AIF®

Financial Advisor

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

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

Clearview Wealth Management

4 Venture Ste 120
Irvine, CA 92618
(949) 333-6394
CONNECT WITH Mark
  • linkedin link

Janice M. Dunn

CFP®

Certified Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Robert W. Baird & Co.

360 Sierra College Dr, Suite 200
Grass Valley, CA 95945
(888) 792-9244

Jennifer H. Cray

CFP®

Partner

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.

Forum Financial Management, LP

1100 Alma St., Suite 200, Suite 200
Menlo Park, CA 94025
(866) 966-9291
+1 More Number
(866) 966-9291

Sara L. Ellefsen

CFP®

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

Financial Advisor serving California and the surrounding communities.

Golden Gate Personal Financial Planning

235 Montgomery Street, Suite 1156
San Francisco, CA 94104
(415) 344-0549

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
  • twitter link
  • linkedin link
  • youtube link

Matthew B. Showley

CFP®

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Creative Capital Management

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917
(619) 298-3993
CONNECT WITH Matthew
  • facebook link
  • twitter link
  • linkedin link

Kevin T. Jack

CFP®

Financial Associate

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

620 Newport Center Drive, STE 1030
Newport Beach, CA 92660
(800) 394-3894
+1 More Number
(480) 471-5518

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

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

Tina Mistry

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Portfolio Advisors, Inc.

7571 N Remington Ave, Ste 105
Fresno, CA 93711
(559) 432-8400

Jacqueline K. Remar

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

3950 Civic Center Drive, Ste 210
San Rafael, CA 94903
(415) 300-4560

Gary L. Watts

CFP®, EA

VP - Financial 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.

Wealth Enhancement Group

1850 Mt Diablo Blvd, Ste 100
Walnut Creek, CA 94596-4448
(925) 827-4393
CONNECT WITH Gary
  • facebook link
  • twitter link
  • linkedin link

Leslie R. Merrithew

CFP®, EA

CFP, E.A.

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.

Merrithew & Thorsten, Inc.

9820 Willow Creek Road, Suite 200, Suite 200
San Diego, CA 92131
(800) 591-9211
+1 More Number
(858) 547-1845

James M. Schwarz

CFP®, RICP®, MBA

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Clear Retirement Advice

1900 S. Norfolk St., Suite 350
San Mateo, CA 94403
(800) 228-0310
+1 More Number
(650) 446-5440

Arek D. Puzia

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.

PathWise

1211 Newell Avenue, Suite 130
Walnut Creek, CA 94596
(925) 939-5607

Kurt D. Schrader

CFP®

Certified Financial Planner™

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

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

Carbahal Olsen Financial Services

1107 Kennedy Place, Suite 3
Davis, CA 95616
(530) 758-4921

Samantha Heflin

CFP®, CSLP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

SLP Wealth

Remote
Long Beach, CA 90815
CONNECT WITH Samantha
  • linkedin link

Norma Vasquez

CFP®

Financial Planner & Investment Advisor

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

Financial Advisor serving California and the surrounding communities.

JSF Financial

6300 Wilshire Blvd, Suite 2100
Los Angeles, CA 90048