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609 Financial Planners in California
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Karl Leonard Hicks

CFP®, AEP®, MBA

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

The Leonard Financial Group, LLC

6820 Indiana Ave, Ste 230
Riverside, CA 92506
(951) 781-7320
CONNECT WITH Karl Leonard
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Michael W. Caulkins

CFP®

Representative

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

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

Solutions / LPL Financial

1777 Hamilton Ave., Space 1040
San Jose, CA 95125
(408) 622-4798

Adam Frinsco

CFP®, ChSNC, CMT

Financial Planner

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

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

Mercer Advisors

222 East Carrillo St, Ste 400
Santa Barbara, CA 93101
CONNECT WITH Adam
  • linkedin link

Leighann R. Miko

CFP®

Founder, 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.

Equalis Financial

7080 Hollywood Blvd, Ste 700
Los Angeles, CA 90028-6938
+ 1 More Address

Equalis Financial

1231 NW Hoyt St
Portland, OR 97209
(323) 363-6841
CONNECT WITH Leighann
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Jeff R. Maas

CFP®, ChFC®, CRPC®

Co-Founder & 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.

Retirement Security Centers

8880 Cal Center Dr, Ste 220
Sacramento, CA 95826
(800) 655-2323
CONNECT WITH Jeff
  • facebook link
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Paul J. Hynes

CFP®

Director - Wealth Planning, Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

12481 High Bluff Dr, Ste 110
San Diego, CA 92130-3583
(858) 755-8899

Tina Florence

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Lane Florence LLC

110 Blue Ravine Road #209
Folsom, CA 95630
(916) 351-5905

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
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Mitchell Kraus

CFP®,CSRIC, CEPA,CAP

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

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

LPL Financial

1250 6th Street, Ste. 300
Santa Monica, CA 90401
(310) 820-9797

Gerald E. Gasber

CFP®, CIMA, CPFA

President/Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(888) 504-7328
+1 More Number
(916) 985-2594

Alan R. Goodstein

CFP®

Principal-Certified Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
(818) 995-3500

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
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Roger S. Stinnett

CFP®, CPA, CIMA, PFS

Managing Director of Wealth Planning

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

Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave, Ste 700
Irvine, CA 92612-0145
(949) 668-7173
CONNECT WITH Roger
  • 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

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

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

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
(619) 272-6221

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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Evan Oliver

CFA®, CFP®, CDFA®

Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

VERITY Wealth Advisors, LLC

1 Harbor Dr, Ste 300
Sausalito, CA 94965
(415) 561-3340

Rashida Lilani

CFP®, CPWA®

Founder / President

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.

Lilani Wealth Management

1624 Santa Clara Dr, Suite 160
Roseville, CA 95661
+ 1 More Address

Lilani Wealth Management

540 Ralston Ave
Belmont, 94002
(650) 402-9221
+1 More Number
(888) 521-6752
CONNECT WITH Rashida
  • facebook link
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Brent Armstrong

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving California and the surrounding communities.

Weatherly Asset Management

832 Camino Del Mar, Suite 4
Del Mar, CA 92014
(858) 259-4507

John Eing

CPA MBA CFP®

Partner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Quantum Financial Advisors

20832 Daosta Way
Porter Ranch, CA 91326-4607
(323) 633-8399

David J. Pinto

CFP®, ChFC®

Financial Advisor

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

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

Main Street Wealth Group

431 Cleveland St
Woodland, CA 95695
(800) 464-2128
+1 More Number
(530) 668-1833

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

Kevin M. Young

CFP®, EA, MBA

Senior Financial Advisor

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.

Apella Wealth

502 Mace Blvd. Suite #5
Davis, CA 95618
+ 1 More Address

Apella Wealth

555 University Avenue
Sacramento, CA 95618
(530) 231-5152

Jason Fang

CFP®

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

TerraFirma Wealth Partners

1255 Treat Blvd, Suite 300
Walnut Creek, CA 94597
(925) 587-8882

Saad El-Hajjaoui

CFP®, C.F.P.

Principal

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Xel Wealth Management, Inc.

6350 Calle Hermoso
Rancho Cucamonga, CA 91737-3641
(909) 635-9310

Alan B. Ungar

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Abacus Wealth Partners.

1435 Ellsworth Ct
Thousand Oaks, CA 91360
(818) 222-4773

Cliff Loh

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2570 W. El Camino Real, Ste. 520
Mountain View, CA 94040
CONNECT WITH Cliff
  • linkedin link

Paula Durrant

CFP®

Wealth Advisor

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

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

Towneley Capital Management, Inc.

1203 N Garbo Ln
Los Angeles, CA 90038-3563
+ 1 More Address

Towneley Capital Management, Inc.

23197 La Cadena Dr
Laguna Hills, CA 92653
(949) 295-4972
CONNECT WITH Paula
  • linkedin link