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Evelyn M. Zohlen

MBA, MS, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Inspired Financial

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

George A. Guttman

CFP®, MBA

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

1049 16th Street, #4
Santa Monica, CA 90403
(310) 394-0400

Ernest Holguin

CFP®

Managing Director

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

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

Presidio Group Wealth Management

1850 Mt. Diablo Blvd., Suite 225
Walnut Creek, CA 94596-4432
(925) 274-9961
CONNECT WITH Ernest
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Robert J. Tyler

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

388 E. Yosemite Ave., Suite 200-D
Merced, CA 95340

Ameriprise Financial Services, LLC

2853 Geer Road
Turlock, CA 95382
(209) 723-3361

Paul E. Murk

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Sequoia Planning & Investments LLC

PMB 82758, 548 Market Street
San Francisco, CA 94104
(925) 788-5380

Peter Philipp

CFP®, CFA®

Senior Wealth Manager

Specialties:

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

FutureNest

28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677
(415) 677-9300

Shel Brandenburger

CFP®

Owner/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.

TRILOGY Consultants

1611 Borel Pl, Suite 5
San Mateo, CA 94402
(650) 572-7192

Haynes L. Kendall, Jr.

CFP®

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

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

Capital Financial Consultants Group

31461 Rancho Viejo Rd, Ste 104
San Juan Capistrano, CA 92675
(949) 248-8800

Kurt D. Schrader

CFP®

Certified Financial Plannerâ„¢

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

Jacob Rothman

CFP® CFA CPA

Portfolio Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Rothman Investment Management

9700 El Camino Real,, Suite 302
ATASCADERO, CA 93422
(805) 286-6378
CONNECT WITH Jacob
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Lillian M. Meyers

CFP®, CDFA, EA

President & CEO

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

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

Meyers Financial Services Inc.

670 West Napa Street, Suite C
Sonoma, CA 95476
(707) 935-1124
CONNECT WITH Lillian
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James F. Thomas, Jr.

CFP®, CLU

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

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

Superior Planning, Inc

9820 Willow Creek Rd., Suite 105
San Diego, CA 92131
(858) 546-1046

Sun M. Shim

AEP®, CFP®, EA

Financial Planning Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706

Mason & Associates, Inc.

7474 N Figueroa St
Los Angeles, CA 90041
(800) 988-4015
CONNECT WITH Sun
  • linkedin link

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

Barbara L. Burke

CFP®, CLU, ChFC

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

Financial Advisor serving California and the surrounding communities.

Prudential Financial

7250 Redwood Blvd, Ste 355
Novato, CA 94945
(866) 432-8660
(415) 493-9001

Janet W. Martinusen

CFP® RICP

Franchise Owner

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

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

Martinusen and Associates, Ameriprise Financial Services, Inc.

1104 W Center Ave
Visalia, CA 93291-5913
(559) 732-4955

Douglas Buser

MBA, CFP®,TEP

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Golden Gate Advisors, Inc.

PO Box 6446
San Diego, CA 92166
(925) 930-3912

Marshall White

CFP®

Investment 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.

Marshall White, Investment Advisor

418 Colusa Ave
Kensington, CA 94707-1211
(510) 528-9484

Audrey Coleman

CFP®, CKA®, AIF®

President, CERTIFIED FINANCIAL PLANNERâ„¢

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

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

One Degree Advisors

8880 Rio San Diego Drive, Suite 1000
San Diego, CA 92108
(619) 282-3288
CONNECT WITH Audrey
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Scott H. Wolters

CFP®

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

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

San Diego Wealth

6390 Greenwich Drive, Suite 230
San Diego, CA 92122
(858) 270-7705

Allen G. Yee

CFP®, CFF®, CWS®

President

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

Financial Advisor serving California and the surrounding communities.

Guidant Planning, Inc.

1499 Huntington Dr, Ste 303
South Pasadena, CA 91030
(800) 332-8552
(626) 396-1650
CONNECT WITH Allen
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Carolyn Kelly

CFP®

Lead Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Team Hewins

220 Montgomery Street, Suite 692
San Francisco, CA 94104

Team Hewins

203 Redwood Shores Pkwy.
Redwood City, CA 94065

Karl Leal

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.

Leal Financial Planning

900 E HAMILTON AVE, Suite 100
CAMPBELL, CA 95008
(408) 679-3354

Gary A. Grinsell

CPA, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Corporate...More

Fee Only Financial Advisor serving California and the surrounding communities.

IFL Financial Advisors

19132 Mesa Dr
Villa Park, CA 92861
(714) 595-8630

Mark A. Lammers

CFP®

Branch Manager

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

Commission Financial Advisor serving California and the surrounding communities.

Ameriprise Financial Services

4 Venture, Ste 300
Irvine, CA 92618-7373
(949) 453-0593 x227

Derek Elrod

CFP®

Partner

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 Ave, Suite 101
Fresno, CA 93711
(559) 432-6100

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

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

Lauren A. Stansell

CFP®

Financial Planner - Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Yeske Buie

220 Montgomery St, Suite 900
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Lauren
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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.

21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925

Financial Connections Group, Inc.

201 Spear Street
San Francisco, CA 94105

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710
(415) 924-1091

Kiah M. Jordan

MSSE, CFP®, ChFC®

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Impact Family Office

1224 Coast Village Circle, Suite 11
Santa Barbara, CA 93108
(805) 699-5424
CONNECT WITH Kiah
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