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612 Financial Planners in California
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John N. Vreeburg

CFP®

Vice President, Financial Advisor

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.

D.A. Davidson & Co.

1925 Palomar Oaks Way, Ste. 300
Carlsbad, CA 92008
(800) 345-8312
+1 More Number
(760) 448-4109

Alice V. McDermott

CFP®

Client Associate

Specialties:

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

222 East Carrillo St, Ste 400
Santa Barbara, CA 93101
(480) 588-9084

Kevin C. Hook

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.

Bridgewealth Advisory Group, LLC

986 W Alluvial, Ste 101
Fresno, CA 93711
(559) 432-6100

Eric Toya

CFP®

Partner, Director of Wealth Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Navigoe, LLC

417 Beryl St
Redondo Beach, CA 90277
(310) 697-0400
CONNECT WITH Eric
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James K. Hu

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Polaris Financial, Inc.

556 N Diamond Bar Blvd., Ste 304-A
Diamond Bar, CA 91765
(909) 396-8618

Rick R. Staggs

CFP®,AIF®

Principal/Founder

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

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

RiverPark Financial Group

575 E Locust Avenue, Suite 110
Fresno, CA 93720
(888) 597-6657
+1 More Number
(559) 227-0704

Ryan McCarthy

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

McCarthy Asset Management

3 Lagoon Dr. Suite 155
Redwood Shores, CA 94065
(650) 610-9540
CONNECT WITH Ryan
  • linkedin link

David Lyon

CFP®, EA, CEPA®

Founder, Wealth Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

Lyon Wealth Advisory

1111 6th Ave Ste 550, PMB 910958
San Diego, CA 92101
1-559-764-7993

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

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

Stephen F. Lovell

CFP®ChFC,CLU,AEF,AIF

President

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Business Taxes,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Lovell Wealth Management

201 Spear Street, Suite 1100
San Francisco, CA 94105
+ 1 More Address

Lovell Wealth Management

723 Temescal Way
Emerald Hills, CA 94062-4031

Larry F. Beltramo

CFP®

President

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

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

Beltramo Financial Services

20 Corporate Park, Ste 160
Irvine, CA 92606
(949) 752-3117

Diane S. Bourdo

CFP®

Private Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Treehouse Wealth Advisors

220 Montgomery Street, 1850
San Francisco, CA 94104
(415) 928-0401 x102

David C. Neff

CFP®, CRPS®, AIF®

Financial Advisor/CA Insurance License #0C00462

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

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

CLG, LLC

17215 Studebaker Road, Suite 395
Cerritos, CA 90703
(800) 266-7993
+1 More Number
(562) 420-9060

Greg S. Johnstone

CFP®

Director of Advisory Services

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

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

KS Financial Advisors

6201 Oak Canyon Dr, Ste 200
Irvine, CA 92618
(949) 270-7780

Julie A. Back

CFP®

Senior Vice President

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

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

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903
(206) 729-1700
CONNECT WITH Julie
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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

Curtis S. Chen

MS, CFP®

Principal Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Estate Planning,...More

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

Chen Financial Group, LLC

1600 W Hillsdale Blvd, Ste 102
San Mateo, CA 94402
(650) 631-0600

Georgette Hurley

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

25950 Acero Ave., Suite 100
Mission Viejo, CA 92691
(949) 707-4455

Douglas E. Taylor

CFP®, CPA/PFS

CPA, CFP

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

Fee Only Financial Advisor serving California and the surrounding communities.

Taylor Wealth Management

3655 Torrance Blvd, Ste 347
Torrance, CA 90503
(310) 540-8000

Ben D. Thornhill

CFP®

Senior Managing Directo

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave., Suite 700
Irvine, CA 92612
(800) 224-7931
+1 More Number
(949) 476-0300

Angela Dorsey

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Dorsey Wealth Management

21250 Hawthorne Blvd, Suite 500
Torrance, CA 90503-5514
(310) 370-7776
CONNECT WITH Angela
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Michael P. Lynch

CFP® CPA/PFP

Managing Member

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Michael P. Lynch Wealth Management LLC

5250 Claremont Dr, Ste 145
Stockton, CA 95207
(209) 472-2901

Daniel Tripp

CFP®

Financial Planner

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.

Redwood Grove Wealth Management

3950 Civic Center Dr, Ste 210
San Rafael, CA 94903-5900
CONNECT WITH Daniel
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Millu Ramirez

CFP®

CFP

Specialties:

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

Highline Wealth Partners

15260 Ventura Blvd, Ste 855
Sherman Oaks, CA 91403-5322
818-340-0157 ext 409

Gary M. Strangis

CFP®, AAMS

Financial Advisor

Specialties:

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

Edward D Jones & Co

3500 W Olive Ave, Ste 810
Burbank, CA 91505-5519
(818) 295-3890
CONNECT WITH Gary
  • linkedin link

Matthew Pixa

CFP® , MBA

President, Registered Investment Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

My Portfolio Guide, LLC

3020 Old Ranch Parkway, Suite #300
Seal Beach, CA 90740
+ 1 More Address

My Portfolio Guide, LLC

3020 Old Ranch Pkwy
Seal Beach, CA 90740-2751
(562) 799-5595
CONNECT WITH Matthew
  • facebook link
  • twitter link
  • linkedin link

Nancy Listiawan

CFP®

Founder - Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Vera Wealth LLC

1055 E. Colorado Blvd. 5th Floor
Pasadena, CA 91106
(626) 219-0288

Eric Amzalag

CFP®

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.

Peak Financial Planning

21201 Victory Blvd, Suite 215
Canoga Park, CA 91303
(818) 600-6099
CONNECT WITH Eric
  • facebook link
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Audrey Johnson

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663