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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
(760) 448-4109

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.

7474 N Figueroa St
Los Angeles, CA 90041

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
(800) 988-4015
(323) 254-3072
CONNECT WITH Sun
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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

Leonard R. Demchak

CFP®

Retirement Planner

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

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

ProEquities, Inc.

PO Box 819
Yorba Linda, CA 92885-0819
(714) 381-2534

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

203 Redwood Shores Pkwy., Suite 550
Redwood City, CA 94065

Team Hewins

220 Montgomery Street
San Francisco, CA 94104
833.439.4678

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 Managment

201 Spear Street, Suite 1100
San Francisco, CA 94105

Lovell Wealth Managment

819 Villa Vista Court
Emerald Hills, CA 94062

Troy B. Daum

CFP®, CLU, ChFC

President

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth Analytics

12730 High Bluff Dr, Ste 260
San Diego, CA 92130
(858) 794-2100

Curtis S. Farrell

CFP®

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

Kacy Gott

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

100 Larkspur Landing Circle, Suite 110
Larkspur, CA 94939
(415) 300-4560

Keith Hamilton

CFP®

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

Financial Advisor serving California and the surrounding communities.

Hamilton & Associates

7979 Ivanhoe Ave, Ste 420
La Jolla, CA 92037
(858) 551-1040

Amit R. Patel

CFP®, CMFC

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

221 E. Walnut St, Suite 226
Pasadena, CA 91101
(626) 795-1267

David R. Bretz

CFP®

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.

Cetera Advisor Networks LLC

3131 Camino Del Rio N., Suite 300
San Diego, CA 92108
(619) 878-1577
CONNECT WITH David
  • linkedin link

Junette McCarthy

CFP®

Wealth Manager and Financial Planner

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.

McCarthy Wealth Management

3300 Irvine Ave, Suite 310
Newport Beach, CA 92660
(714) 245-1381
CONNECT WITH Junette
  • facebook link
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Christopher J. Laubach

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

216 N. Glendora Ave., Ste 201
Glendora, CA 91741
(626) 771-2938
CONNECT WITH Christopher
  • linkedin link

Jason M. Cooke

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Herrmann & Cooke Wealth Management

370 Diablo Rd, Ste 201
Danville, CA 94526
(925) 831-0200

Steve P. McCarthy

CFP®, CPA

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

McCarthy Asset Management, Inc

3 Lagoon Dr, Suite 155
Redwood Shores, CA 94065
(650) 610-9540

Megan Rouse

CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Megan Rouse Financial Planning

7962 Shannon Ct
Dublin, CA 94568-1365
(925) 999-8293

Timothy E. Sallade

CFP® CFA

Chief Investment Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

Lake Tahoe Wealth Management

101 Parkshore Dr
Folsom, CA 95630-4726
(855) 515-5896

Abraham Martinez

CFP®, MBA

Financial Advisor

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

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

580 California St 12th Floor, 12th Floor
San Francisco, CA 94104
(415) 319-1071

Jean Gannett

CFP®

Branch Manager

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

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

Park Place Wealth Advisors, Inc.

18 Orinda Way
Orinda, CA 94563
(800) 584-4101
(925) 254-7766

Frank A. Virgallito

CFP®

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

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

Arktos Wealth Management

3436 N Verdugo Rd, Ste 210
Glendale, CA 91208
(818) 249-4984
CONNECT WITH Frank
  • facebook link
  • linkedin link

Angus Blackwood

CFP®

President and Founding Advisor

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

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

WhiteSpace Financial

PO BOX 38888
LA HONDA, CA 94020

WhiteSpace Financial

795 Folsom St
San Francisco, CA 94103
(650) 419-2116
CONNECT WITH Angus
  • facebook link
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Taylor R. Schulte

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

Fee Only Financial Advisor serving California and the surrounding communities.

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
(858) 345-1197
CONNECT WITH Taylor
  • facebook link
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Kevin B. Martin

CFP®, AIF®, EA

Principal

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Oak Peak Financial

425 Sherman Avenue, Suite 330
Palo Alto, CA 94306
(650) 434-6600

Autumn R. Kruse

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.

227C Tewksbury Ave.
Pt. Richmond, CA 94801
(510) 323-3973
CONNECT WITH Autumn
  • facebook link
  • linkedin link

Eric R. Glade

CFP®ChFC®RICP®CDFA®

Private Wealth Advisor

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

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

Ameriprise Financial

556 North Diamond Bar Boulevard, Suite 106
Diamond Bar, CA 91765
(909) 860-1560
CONNECT WITH Eric
  • facebook link
  • linkedin link

Shonty Spatola

CFP®, CPA/PFS

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.

6303 Owensmouth Ave, 10th Fl
Los Angeles, CA 91367
(818) 208-8686

Juliette Cooke

CFP®

Personal Financial Advisor

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.

Cooke Wealth Management, LLC

18881 Von Karman Ave, Ste 1420
Irvine, CA 92612-8558
(949) 724-3880
CONNECT WITH Juliette
  • linkedin link

Brett Cicinelli

CFA, CFP®, CDFA, MAF

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Confluence Capital Advisors

16832 Otsego St.
Encino, CA 91436
(310) 807-3098
CONNECT WITH Brett
  • linkedin link

Frank X. Aceves, Jr.

CFP®

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

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

Oak Wealth Management, LLC

2890 N. Main Street, Suite 306
Walnut Creek, CA 94597
(925) 357-8320 x103
CONNECT WITH Frank
  • linkedin link