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617 Financial Planners in California
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Aaron Werner

CFP®

Vice President, Investments

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

Financial Advisor serving California and the surrounding communities.

Raymond James

301 N Lake Ave, Ste 1150
Pasadena, CA 91101-4115
CONNECT WITH Aaron
  • linkedin link

Salik Syed Mansoor

JD, CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Mansoor Law Firm

5743 Corsa Ave, Ste 108
Westlake Village, CA 91362-6454

Scott A. Sprague

CFP®, CLU, ChFC

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Sprague Wealth Solutions

156 Diablo Rd, Ste 320
Danville, CA 94526-3316
(925) 328-0400

James R. Allen, Jr.

CFP®, ChFC, CDFA, EA

President & Sr. 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.

Anchor Bay Capital

5780 Fleet Street, Suite 308
Carlsbad, CA 92008
+ 1 More Address

Anchor Bay Capital

17332 Irvine Blvd
Tustin, CA 92780
760 602-3470

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

Timothy Harrington

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Longview Financial Advisors

4040 Civic Center Drive, Suite 200 PMB #3420
San Rafael, CA 94903
(415) 256-7700

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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Randy Gardner

CFP®, JD, LLM, CPA

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

Financial Advisor serving California and the surrounding communities.

Estate Plan Inc.

352 3rd Street, Suite 301
Laguna Beach, CA 92651
(949) 527-2279

Bruce H. Traub

Ph.D., CFP®

2nd Vice President

Specialties: Attending College, Insurance, Life Planning, Long-term Care

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

Ministry Partners Securities

8483 Millbrook Ave., Suite 106
Fresno, CA 93720
(888) 855-0090

Junette McCarthy

CFP®, CFA

Wealth Manager & CERTIFIED 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.

McCarthy Wealth Management

2151 Michelson Dr., Ste 195
Irvine, CA 92612-1372
(714) 245-1381
CONNECT WITH Junette
  • facebook link
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Brenda S. Friedlander

CFP®

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

Financial Advisor serving California and the surrounding communities.

Spectrum Financial Management

899 Northgate Dr, Ste 305
San Rafael, CA 94903
(415) 472-7300

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

Kevin R. Kennedy

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Kevin Kennedy, LLC

1516 Oak St, Ste 101
Alameda, CA 94501
(888) 799-0302
+1 More Number
(510) 748-1898

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

Anthony Apostolidis

CFP®, CEPA ® CPFA®

Specialties:

Financial Advisor serving California and the surrounding communities.

LifePath Wealth Advisors

10100 Trinity Parkway, Suite 430
Stockton, CA 95219
(209) 956-7020

Jamie C. Carey

CFP®, CPA

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Carey Wealth Management

2819 Canyon Road, Ste 101
San Ramon, CA 94583
(925) 406-4186
CONNECT WITH Jamie
  • facebook link
  • linkedin link

Carlo A. Panaccione

CFP®

Partner / Registered Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Carlo Panaccione

3Lagoon Drive, Suite 110
Redwood City, CA 94065
(650) 595-1700

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

Christina Kramlich

CFP®

Co-Founder and 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.

Cantata Wealth

210 Spring Hill Road
Petaluma, CA 94952
CONNECT WITH Christina
  • linkedin link

Bradley Shammas

CFP®

Financial Adviser

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

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

IWM Financial, Inc.

1240 N Lakeview Avenue, Suite 100B
Anaheim, CA 92807
+ 1 More Address

IWM Financial, Inc.

11801 Pierce Street, Suite 200
Riverside, CA 92505
(714) 415-2680
CONNECT WITH Bradley
  • facebook link
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Lisa A. Junghahn

CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Cycle Financial Planning

1253 11th St, Unit 3
Santa Monica, CA 90401-2050
(856) 655-4552
CONNECT WITH Lisa
  • linkedin link

Marc Henderson

MBA, CFP®, CKA®

Market 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.

Thrivent

505 N. Brand Blvd, Ste 1225
Los Angeles, CA 91203-2321
(323) 612-1250
CONNECT WITH Marc
  • linkedin link

Jerry L. Schmitt

CFP®, CRPC

Wealth Advisor

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

Financial Advisor serving California and the surrounding communities.

Osaic Wealth, Inc.

18400 Von Karman Ave - 400
Irvine, CA 92612
(949) 474-6827
CONNECT WITH Jerry
  • linkedin link

Michael W. Caulkins

CFP®

Representative

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

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

Solutions / LPL Financial

1777 Hamilton Ave., Space 1040
San Jose, CA 95125
(408) 622-4798

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

Steve Branton

CFP®

Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealthspire

100 Smith Rd., Ste 300
San Rafael, CA 94903
(415) 526-2900
CONNECT WITH Steve
  • facebook link
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  • linkedin link
  • youtube link

Louis Barajas

CFP®, EA, AIF, CEPA

CEO

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

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

International Private Wealth Advisors

2850 S. Red Hill Ave. Ste. 130
Santa Ana, CA 92705
+ 2 More Addresses

International Private Wealth Advisors

279 Downs Rd
Tustin, CA 92782

International Private Wealth Advisors

3160 Camino Del Rio South, Suite 313
San Diego, CA 92108
(714) 376-7865

Laurent J. Harrison

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Bell Investment Advisors

2 Theatre Sq Ste 315
Orinda, CA 94563
(800) 700-0089
+1 More Number
(510) 433-1066
CONNECT WITH Laurent
  • linkedin link

Natalie A. Morrella

CFP®

Manager - Wealth Management

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2881 Cambridge Dr.
San Jose, CA 951285
(415) 371-7800
CONNECT WITH Natalie
  • linkedin link

Jacqueline Zweig

CFP®, CPA

Owner

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.

Jacqueline S Zweig, Inc.

4299 MacArthur Bvd, Ste 211
Newport Beach, CA 92660
(949) 553-1040 ex220