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Karen Baszak

CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Pure Financial Advisors, Inc.

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

Valerie L. Peck

MBA, CFP®

Fee-Only Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Peck Financial Advisors

8030 La Mesa Blvd, #601
San Diego, CA 91942
(800) 788-8704

Frederick Brooks, Jr.

CFP®, CFA®

Director/Investment Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 755-5166

Chandler Ferguson

CFP®

Associate Planner

Specialties: Comprehensive Financial Planning

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

Walter A. Romatowski

MBA, CMA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Castellan Financial Advisors

919 Reserve Drive, Suite 105
Roseville, CA 95678
+ 1 More Address

Castellan Financial Advisors

3478 Buskirk
Pleasant Hill, 94523
(800) 385-1787

Tracy Ann Kuntz

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Towneley Capital Management, Inc.

23197 La Cadena Dr, Ste 103
Laguna Hills, CA 92653
(800) 545-4442

Glenda G. Callanen

CFP®

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

Financial Advisor serving California and the surrounding communities.

Cue Financial Group Inc

3435 Ocean Park Blvd, Ste 215
Santa Monica, CA 90405-3315
(310) 314-5212

Matthew R. Etzler

CFP® CRC® CRPS®

Managing Member

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

Fee Only Financial Advisor serving California and the surrounding communities.

Etzler Financial Advisors, LLC

2130 Main Street, Suite B
Red Bluff, CA 96080
(877) 389-5373
+1 More Number
(877) 389-5373
CONNECT WITH Matthew
  • facebook link
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  • linkedin link
  • youtube link

Barbara S. Gilliard

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Emeritus Investment Management, Inc.

254 Miller Ave
Mill Valley, CA 94941
(415) 388-3830

John F. Mullen, II

CFP®, CLU

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

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

Perseus Wealth

1040 Adrienne Dr
Alamo, CA 94507-2405
(925) 938-2800

Richard J. Ward

CFP®

First Vice President/Investments

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

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

Stifel

400 Spectrum Center Drive, Ste 2000
Irvine, CA 92618
(949) 271-5110
CONNECT WITH Richard
  • facebook link
  • linkedin link

Audrey Grubman

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Parkside Advisors LLC

2040 Bancroft Way, Suite 300
Berkeley, CA 94704
(510) 883-1350

Mark Wilson

APA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

MILE Wealth Management

100 Spectrum Center Drive, Suite 900
Irvine, CA 92618
(949) 441-4410

Kimberly Foss

CFP®, CPWA

President and Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Empyrion Wealth Management, Inc.

3741 Douglas Blvd, Ste 130
Roseville, CA 95661
(916) 786-7626
CONNECT WITH Kimberly
  • facebook link
  • twitter link
  • linkedin link

Scott A. Schwartz

CFP®, CIMA, AIF, MBA

CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

EntentVest Inc.

2100 Geng Rd., Suite 210
Palo Alto, CA 94303
(650) 933-5100
CONNECT WITH Scott
  • linkedin link

Rob Lyman

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Johnson Lyman Wealth Advisors

4966 El Camino Real, Suite 109
Los Altos, CA 94022
(650) 494-2733
CONNECT WITH Rob
  • linkedin link

Heather L. Hackett

CFP®, EA

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

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

Financial Planning Dept., Inc

301 Isthmus
Long Beach, CA 90803
(714) 798-4015

Michael P. Ma

CFP®, ChFC

Principal

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.

Parallel Advisors

150 Spear St., Ste 950
San Francisco, CA 94105
(415) 728-9198
CONNECT WITH Michael
  • 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

Paul F. Cordero

CFP®, EA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Attune Financial Planning

4040 Civic Center Drive, Suite 200
San Rafael, CA 94903
(415) 498-1447

Joseph Kuo

CFP®, MBA

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Abundance Wealth Planning, LLC

39899 Balentine Dr, Ste 200
Newark, CA 94560-5361
(510) 933-8347

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

Anita M. O'Connor

CFP®

President

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

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

Cooper McManus

9870 Research Dr
Irvine, CA 92618
(800) 516-5333

Seta Keshishian

CFP®

Financial Planner

Specialties:

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

Seta Keshishian

JSF Financial LLC, 6300 Wilshire Blvd
Los Angeles, CA 90048-5206
(323) 866-0833

Mark S. Sievers

MBA, AIFA, CFP®,CIMA

Financial Consultant

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

Fee Only Financial Advisor serving California and the surrounding communities.

Epsilon Financial Group Inc.

2801 Waterman Blvd, Ste 250
Fairfield, CA 94534
(707) 428-5500

Marcus Holzberg

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.

Holzberg Wealth Management

24 Hawthorne Ln
Corte Madera, CA 94925-1714
(415) 891-4046

Jennifer Weir

CFP®

Senior Advisor

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

Financial Advisor serving California and the surrounding communities.

Schultz Collins

25 Orinda Way, Suite 250
Orinda, CA 94563
+ 1 More Address

Schultz Collins

Virtual
San Francisco, CA 94117
1-877-291-2205
+1 More Number
(415) 354-3706
CONNECT WITH Jennifer
  • linkedin link

Sandra Leigh Bragar

CPA, CFP®

Director of Planning, Principal

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

Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7868

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

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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.

WealthSpring

5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815
+ 2 More Addresses

WealthSpring

One Park Plaza
Irvine, 92614

WealthSpring

15338 Central Ave
Chino, CA 91710
562-491-4410