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Talia Pierluissi

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

2570 W El Camino Real, Ste 520
Mountain View, CA 94040
(650) 305-3481

Fredric C. Harper

CFP®

Inv. Analyst & Paraplanner

Specialties: Budget & Debt Management, Charitable & Planned Giving, Annuities, Asset Allocation,...More

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

Landmark Wealth Management Group, LLC

2021 The Alameda, Suite 390, Suite 390
San Jose, CA 95126
(408) 984-8777

Byron W. Hancock

CFP®, AIF®

Founder and Principal

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.

Hancock Partners Wealth Strategies

777 E Tahquitz Canyon Way, Ste 200
Palm Springs, CA 92262-6797
(760) 314-3700
CONNECT WITH Byron
  • linkedin link

Kevin T. Jack

CFP®

Financial Associate

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

620 Newport Center Drive, STE 1030
Newport Beach, CA 92660
(800) 394-3894
+1 More Number
(480) 471-5518

Michelle L. Carter

CFP®

Associate Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(888) 339-2431
+1 More Number
(559) 431-4700

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.

7474 N Figueroa St
Los Angeles, CA 90041
+ 1 More Address

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
(800) 988-4015
+1 More Number
(323) 254-3072
CONNECT WITH Sun
  • linkedin link

Eric D. Figarsky

CFP®, CRPS®

Financial Panner

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

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

Clearview Wealth Management, LLC

4 Venture, Suite 120
Irvine, CA 92618
(949) 333-6394
CONNECT WITH Eric
  • linkedin link

Tara Trautsch

CFP®

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

Financial Advisor serving California and the surrounding communities.

C&T Financial Services Group, Inc.

252 Pine Ave, Ste C
Pacific Grove, CA 93950
(831) 375-3990

Patricia Heaton Parker

CFP®, CDFA, CEP

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Discovery Financial Wealth Managers

27 Golfview Drive
Dove Canyon, CA 92679
+ 1 More Address

Discovery Financial Wealth Managers

620 Newport Center Dr
Newport Beach, CA 92660

Joe O'Boyle

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

O'Boyle Wealth Management

9701 Wilshire Blvd, 10th Floor
Beverly Hills, CA 90212
CONNECT WITH Joe
  • twitter link
  • linkedin link

Bradley Sullivan

CFP®

Senior Wealth 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.

Sullivan Wealth Management Group

3721 Douglas Blvd., Ste. 205
Roseville, CA 95661
1-855-472-2062
+1 More Number
9165260740
CONNECT WITH Bradley
  • facebook link
  • linkedin link

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 Management

723 Temescal Way
Emerald Hills, CA 94062-4031
+ 1 More Address

Lovell Wealth Management

201 Spear Street
San Francisco, CA 94105
(415) 254-8719

Scot A. Shier

CFP®

President

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

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

Quintessential Financial Corp.

1111 Quail St, Ste A
Newport Beach, CA 92660-2795
(949) 770-7555
CONNECT WITH Scot
  • facebook link
  • linkedin link
  • youtube link

Karen R. Blodgett

CFP®

Director, Wealth Management; Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7800

Julie A. Schatz

CFP®

Partner, Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Forum Financial Management, LP

1100 Alma Street, Suite 200
Menlo Park, CA 94025
(866) 966-9291
+1 More Number
(650) 501-6466

Dustin J. Smith

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

John F. Howells

CFP®, ChFC, CLU

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

Financial Advisor serving California and the surrounding communities.

PPG

4370 La Jolla Village Dr, Ste 400
San Diego, CA 92122-1251
(760) 941-1200

Sheila McGinn

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.

Brightview Financial Solutions, LLC

Grand St
Redwood City, CA 94062-1632
(650) 517-5719
CONNECT WITH Sheila
  • facebook link
  • linkedin link

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.

1100 Larkspur Landing Circle, Suite 355
Larkspur, CA 94939
+ 2 More Addresses

Financial Connections Group, Inc.

201 Spear Street
San Francisco, CA 94105

Financial Connections Group, Inc.

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

Orion Kroeger

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Kroeger Financial

12430 Nevada City Hwy
Grass Valley, CA 95945
(530) 263-9976

Joe W. Morgan

CFP®, CFA

Principal

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.

Best Financial Life

9000 Crow Canyon Rd, Ste S177
Danville, CA 94506
(925) 389-3889
CONNECT WITH Joe
  • facebook link
  • twitter link
  • linkedin link

Joan J. Branin

CFP®

Specialties: Investment Management, Insurance, Retirement, Long-term Care

Financial Advisor serving California and the surrounding communities.

700 S Lake Ave, Ste 221
Pasadena, CA 91106
(626) 844-7844

Millu Ramirez

CFP®

CFP

Specialties:

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

Highline Wealth Partners

15260 Ventura Blvd, Ste 855
Sherman Oaks, CA 91403-5322
818-340-0157 ext 409

Laila Marshall-Pence

CFP®, AIF®

President & LPL Registered Principal

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

Commission Financial Advisor serving California and the surrounding communities.

Pence Wealth Management

5000 Birch St, Ste 8000
Newport Beach, CA 92660
(800) 731-3623
+1 More Number
(949) 660-8777

Kent E. Noard

CFP®, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

KLN Financial Group

200 Gateway Drive, #1720
Lincoln, CA 95648
(916) 587-3539

Vladimir Kouznetsov

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Retegy LLC

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
(949) 662-3212

Danny J. Beckwith

CFP®

Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Financial Consulting

380 South Lake Ave, Suite 112
Pasadena, CA 91101
(626) 844-4630
CONNECT WITH Danny
  • linkedin link

Michael Halper

CFP®, SE-AWMA, CBDA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Strateon Intelligent Wealth

754 Verdemont Cir
Simi Valley, CA 93065-5539
(805) 864-6555
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Carrie Anne Sax

CFA, CFP®

Financial Advisor

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.

EP Wealth Advisors

2150 Shattuck Avenue
Berkeley, CA 94704
(510) 809-3342

Argenis David Biscardi

CFP®, ChFC® WMCP®

Wealth & Investment Management 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.

Pacific Financial Partners

3703 Mt Diablo Blvd
Lafayette, CA 94549-3538
(925) 298-5269
CONNECT WITH Argenis
  • linkedin link