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613 Financial Planners in California
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Malinda S. Difley

CFP®

Senior Financial Advisor, Vice President - 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.

Wells Fargo Advisors

500 Silver Spur Rd, Ste 300
Rancho Palos Verdes, CA 90275
(800) 541-4377
+1 More Number
(310) 265-5429

Jeremy Welch

CFP®

Managing Partner

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

Financial Advisor serving California and the surrounding communities.

Burton Enright Welch

1850 Mt. Diablo Blvd., Ste 335
Walnut Creek, CA 94596
(925) 932-8010

Richard Magdaleno

CFP®, ChFC®

President

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

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

Magdaleno Financial Services, Inc.

5001 Birch St
Newport Beach, CA 92660
(949) 200-7559

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

Cory T. Schmelzer

CFP®

Financial Life Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

San Diego Wealth

6390 Greenwich Dr., Ste 215
San Diego, CA 92122
(858) 270-7705

Tony Jurado

CFP®

Partner

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

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

Lodestar Private Asset Management

3201 Danville Blvd, Suite 275
Alamo, CA 94507
(925) 838-1234

Shelley Richardson Goglio

CFP® CPWA®

Sr. Vice President - Wealth Management

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

Financial Advisor serving California and the surrounding communities.

UBS Financial Services

750 University Avenue, Suite 250
Los Gatos, CA 95032
(408) 827-3266

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

Kelly J. Palmer

CFP®, ChFC, CLU

Strategic Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 East Cabrillo Blvd
Santa Barbara, CA 93108
(800) 444-0403
+1 More Number
(805) 565-2507

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

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

Sun M. Shim

AEP®, CFP®, CTC™, EA

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.

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
+ 1 More Address

Mason & Associates, Inc.

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

Apella Wealth

2608 Ninth Street, Suite 302
Berkeley, CA 94710
+ 2 More Addresses

Apella Wealth

1100 Larkspur Landing Circle
Larkspur, CA 94939

Apella Wealth

201 Spear Street
San Francisco, CA 94105

Geoffrey M. Zimmerman

CFP®

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.

Zimmerman Wealth Advisory Group

2950 Buskirk Ave, Ste 300
Walnut Creek, CA 94597-6900
(925) 698-3683
CONNECT WITH Geoffrey
  • linkedin link

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

Geoffrey S. King

CFP®

Managing Director - Investments

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits,...More

Fee Only Financial Advisor serving California and the surrounding communities.

King Financial Group of Wells Fargo Advisors

3020 Old Ranch Pkwy, Ste 190
Seal Beach, CA 90740
(562) 493-7616

Holly Gillian Kindel

CFP®, CPCC, CLU, FBS

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

Fee Only Financial Advisor serving California and the surrounding communities.

Delphi Coaching

55 Baltimore Way
San Francisco, CA 94112
(415) 362-8636
CONNECT WITH Holly
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Barbara Krimsky Binder

CFP®

Owner

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.

BKB Financial Advisors, LLC

182 Sand Hill Cir
Menlo Park, CA 94025
(650) 799-4087

Brenda Leigh Friederich

CFP®

Wealth Manager

Specialties:

Financial Advisor serving California and the surrounding communities.

Abundit Wealth

1226 Lincoln Ave, Ste 200
San Jose, CA 95125-3025
(669) 288-5508

Jennifer Bahi

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

3950 Civic Center Drive, Suite 210
San Rafael, CA 94903
(415) 300-4560

Christopher Lamia

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416

Thomas E. Kolanoski

CFP®

Registered Investment Adviser

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

Financial Advisor serving California and the surrounding communities.

Independent

1783 Panay Cir
Costa Mesa, CA 92626-2348
(714) 390-2102

David I. Kramer

CFP®, CRPC®, MBA

CFP, CRPC, MBA

Specialties: Comprehensive Financial Planning, Annuities, Buying a Home, Asset Allocation, Estate...More

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

Retirement Wealth & Tax Advisors

3478 Buskirk Ave, Ste 270
Pleasant Hill, CA 94523
(925) 938-3200
CONNECT WITH David
  • linkedin link

Barbara G. Meyers

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Insurance, Retirement,...More

Financial Advisor serving California and the surrounding communities.

Meyers Financial Group

4 Shoreline
Irvine, CA 92614
(949) 733-8012

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

Colin S. Grahl

CFP®

Sr. Financial Advisor

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

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

WGG Wealth Partners

3741 Douglas Blvd, Ste 290
Roseville, CA 95661
(916) 677-1640 x124

Chris Siraganian

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Financial Consulting

517 S Lake Ave
Pasadena, CA 91101-3511
(626) 657-9508
CONNECT WITH Chris
  • linkedin link

William Holliday

MsBA, CFP®, CEPA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Elite Wealth Management, LLC

2727 Camino Del Rio South, Suite 150
San Diego, CA 92108
(858) 372-2762
CONNECT WITH William
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Theresa Pablos

CFP®

Associate Financial Advisor

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.

Equalis Financial

7080 HOLLYWOOD BLVD, SUITE 700
LOS ANGELES, CA 90028
(310) 363-0383
CONNECT WITH Theresa
  • linkedin link

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