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613 Financial Planners in California
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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

Allan W. Moskowitz

CFP®, AIF™

Certified Financial Planner, Licensee

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

Fee Only Financial Advisor serving California and the surrounding communities.

Transformative Wealth Management

6317 Fairmount Ave
El Cerrito, CA 94530
(510) 524-5500
CONNECT WITH Allan
  • linkedin link

Karl Leonard Hicks

CFP®, AEP®, MBA

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

The Leonard Financial Group, LLC

6820 Indiana Ave, Ste 230
Riverside, CA 92506
(951) 781-7320
CONNECT WITH Karl Leonard
  • twitter link
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Derek T. Seo

CFP®, APMA, CLTC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Estate...More

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

Ameriprise Financial

4600 Duckhorn Drive
Sacramento, CA 95834
(888) 554-7650
+1 More Number
(916) 554-7650
CONNECT WITH Derek
  • facebook link
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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
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Barbara L. Cole

CFP®

Financial Adviser

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

Financial Advisor serving California and the surrounding communities.

Cole Insurance & Fin. Services

675 Placentia Ave, Suite 250
Brea, CA 92821
(714) 255-5160

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

Nathaniel T. Ritchison

CFP®

Senior Financial 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.

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Ste 1550
San Diego, CA 92108
(619) 814-4100

D. Bradley Hannink

CFP®, MS, APMA®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Ameriprise Financial Services, LLC

11001 River Run Blvd, Ste 100
Bakersfield, CA 93311
(661) 664-6900

John S. Longstaff

CFP®

Sr. Partner, The Planning Center, Inc

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

Fee Only Financial Advisor serving California and the surrounding communities.

The Planning Center, Inc

7473 N Ingram Ave, Suite 107
Fresno, CA 93711
(877) 338-7526
+1 More Number
(559) 320-8200

Stephen I. Lee

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

RWA Wealth Partners

75 Overbrook
Irvine, CA 92620
(949) 534-2912
CONNECT WITH Stephen
  • linkedin link

Gregory W. Randall

CFP®

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.

GW Randall & Associates

4745 Londonberry Dr
Santa Rosa, CA 95403-1308
(707) 566-9713

Eric Joynt

CFP®

Specialties:

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

Prospettiva Financial LLC

22 Battery St, Ste 426
San Francisco, CA 94111-5542

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.

Financial Connections Group, Inc.

201 Spear Street, Suite 1100
San Francisco, CA 94105
+ 2 More Addresses

Financial Connections Group, Inc.

1100 Larkspur Landing Circle
Larkspur, CA 94939

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710

Joe O'Boyle

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

O'Boyle Wealth Management

9701 Wilshire Blvd, 10th Floor
Beverly Hills, CA 90212
CONNECT WITH Joe
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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

Gregory M. Desmond

CPA CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management

Financial Advisor serving California and the surrounding communities.

Desmond Wealth Management, Inc.

1850 Mt Diablo Blvd, Ste 630
Walnut Creek, CA 94596
(925) 932-1994 x307
CONNECT WITH Gregory
  • facebook link
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Lauren S. Klein

CFP®, CDFA, MBA, EA

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

18301 Von Karman Ave, Ste 1050
Irvine, CA 92612-0194
(949) 477-4115

Frances E. Harkins

CFP®, AIF®, MA

Director of Financial Planning

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

Financial Advisor serving California and the surrounding communities.

Wheels Up Wealth, Inc

602 W K St
Benicia, CA 94510-3032
(707) 234-5591
CONNECT WITH Frances
  • linkedin link

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

Claudia Cypher Kane

CFP®

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.

Raymond James

2200 B Douglas Blvd, Suite 150
Roseville, CA 95661
(916) 773-6700

David C. Phillips

CFA® CFP®

LPL Registered Principal

Specialties:

Financial Advisor serving California and the surrounding communities.

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

1920 Tienda Dr, Ste 202
Lodi, CA 95242
(855) 367-0868
+1 More Number
(209) 367-0868

Laura Martin Miri

CFP®

Managing Director

Specialties:

Financial Advisor serving California and the surrounding communities.

Martin Wealth Management, Inc.

1145 Merrill St
Menlo Park, CA 94025
(650) 289-0980

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

Marc Spiegel

MS (Tax), AIF, CFP®

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

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

Spiegel Financial

33971 Selva Rd, Ste 125
Dana Point, CA 92629
(949) 347-1300

Aaron Agte

CFP®

Financial Advisor

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.

Graystone Advisor

48 Port Royal Ave
Foster City, CA 94404-3581
(650) 600-3963
CONNECT WITH Aaron
  • facebook link
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Bruce D. White

CFP®

Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

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

Phillip B. White Co., Inc. A Registered Investment Advisor

11573 Los Osos Valley Road, Ste D
San Luis Obispo, CA 93405
(925) 736-2108

Lindy Chan

CFP®

President

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.

Vibrance Wealth Management

19656 Stevens Creek Blvd
Cupertino, CA 95014-2465
(408) 475-8883
CONNECT WITH Lindy
  • linkedin link

Samuel Vasquez Gaeta

CFP®

Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mariner

899 Northgate Dr, Suite 300
San Rafael, CA 94903
(510) 200-8655
CONNECT WITH Samuel
  • facebook link
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Freddie L. Brown

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.

LPL Financial

1 Pointe Dr. Suite 240
Brea, CA 92821
(714) 987-4031
CONNECT WITH Freddie
  • linkedin link