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Michael B. Hansen

M.S. & CFP®

Founder & President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Frontier Wealth Strategies Inc.

1990 N California Blvd, 8th Floor
Walnut Creek, CA 94596
(925) 930-3971
CONNECT WITH Michael
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Sarah F. Clish

CFP®

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.

Ameriprise Financial Services, Inc.

225 West Santa Clara Street, Suite 1600
San Jose, CA 95113
(408) 963-2288
CONNECT WITH Sarah
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Greg M. Hurley

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Hurley Wealth Management Grp

1601 Bayshore Hwy, Ste 302
Burlingame, CA 94010
(650) 445-9003

Dawn L. Sanchez

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Getting Divorced, Mutual...More

Financial Advisor serving California and the surrounding communities.

Ameriprise Financial Services, Inc.

150 Post Street, Ste 530
San Francisco, CA 94108
(415) 544-9122

James K. Hu

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Polaris Financial, Inc.

556 N Diamond Bar Blvd., Ste 304-A
Diamond Bar, CA 91765
(909) 396-8618

Donald J. Harrington

CLU, ChFC, CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Financial Advisor serving California and the surrounding communities.

Fraser Financial Group

8383 Wilshire Blvd, Ste 600
Beverly Hills, CA 90211-2425
(323) 965-6440
CONNECT WITH Donald
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Craig L. Martin

MSFS, CFP®, CLU, ChF

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

The Family Wealth Consulting Group

1541 The Alameda, Suite #600
San Jose, CA 95126
4084532222

Jesse Pence

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Estate Planning, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

Waypoint Wealth Partners

415 Mission St, Floor 37
San Francisco, CA 94105
(415) 660-9313
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Mark P. Silberfarb

CFP®TEP,ChFC,CLU,AEP

Chairman/CEO

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

Financial Advisor serving California and the surrounding communities.

Global Financial Institute, LLC

3070 Bristol St., Ste 500
Costa Mesa, CA 92626
(949) 207-7392

James R. Lingelbach

CFP®,ChFC,CASL,RICP

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

MassMutual Financial Planner, Financial Services Representative

4225 Executive Square, Ste 600
La Jolla, CA 92037
(858) 477-8180

James F. Thomas, Jr.

CFP®, CLU

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

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

Superior Planning, Inc

9820 Willow Creek Rd., Suite 105
San Diego, CA 92131
(858) 546-1046

Larry F. Beltramo

CFP®

President

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

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

Beltramo Financial Services

20 Corporate Park, Ste 160
Irvine, CA 92606
(949) 752-3117

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

Kristor J. Lawson

CFP®

Principal

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Schultz Collins, Inc.

455 Market St, Ste 1250
San Francisco, CA 94105-2420
(415) 291-3000

William N. Carlson

CFP®

Managing Partner

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.

Fog City Advisors, LLC

1766 Terrace Drive
Belmont, CA 94002
(650) 508-2020

David E. Stone

CFP®, ChFC, CLU, CRP

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

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

Stone Consulting Group

1013 Galleria Blvd, Ste 270
Roseville, CA 95650
(916) 415-7062 x14
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Yu-Ying Chen

CFP®, CPA/PFS

Director of Personal Financial Services

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

Fee Only Financial Advisor serving California and the surrounding communities.

Sutter Hill Ventures

755 Page Mill Rd Ste A200
Palo Alto, CA 94304-1005
(650) 493-5600

Mark L. Prendergast

CPA, CFP®, CDFA

Director of Tax Strategies

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

Fee Only Financial Advisor serving California and the surrounding communities.

Inspired Financial

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

Russell E. Suede

CPA/PFS, CFP®, GEPC

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

Financial Advisor serving California and the surrounding communities.

GSC Financial & Insurance Services, Inc.

30300 Agoura Road, Suite 180
Agoura Hills, CA 91301
(818) 348-4800 x106

Randy Gardner

CFP®, JD, LLM, CPA

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

Financial Advisor serving California and the surrounding communities.

Estate Plan Inc.

352 3rd Street, Suite 301
Laguna Beach, CA 92651
(816) 916-8844

James A. Braziel

CFP®

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

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

Braziel & Associates, LLC

300 Harding Blvd, Ste 102
Roseville, CA 95678
(916) 782-6688

Lloyd S. Yamada

CFP®

CEO

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Aspire Planning Associates, Inc

19925 Stevens Creek Blvd, Suite 100
Cupertino, CA 95014
(408) 335-4154

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

Bernard C. Murphy

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Arista Advisory Group LLC

912 Capitola Ave, #23
Capitola, CA 95010
(831) 227-2624
CONNECT WITH Bernard
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Adam Scott

CFP®

Principal, Independent Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

WellAcre Wealth Management, LLC

520 Broadway, STE 200
Santa Monica, CA 90403
(310) 220-4946
CONNECT WITH Adam
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Wil Smith

CFA, CFP®

President

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

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

Prudence Wealth Advisory

9870 Research Dr.
Irvine, CA 92618
(949) 791-7783

Jeff Weber

CFP®, CASL®, RICP®

Financial Planner

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.

Titus Wealth Management

400 S El Camino Real, Suite 260
San Mateo, CA 94402
(650) 376-6177

Michael Kish

CFP®, CRPC®

Specialties: Comprehensive Financial Planning

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

18400 Von Karman Ave, Ste 550
Irvine, CA 92612
(949) 623-1758

David C. Phillips

CFA® CFP®

LPL Registered Principal

Specialties:

Financial Advisor serving California and the surrounding communities.

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

1920 Tienda Dr, Ste 202
Lodi, CA 95242
(855) 367-0868
(209) 367-0868

Harry M. Barth

JD, MBA, CFP®, ChFC

Certified Financial Planner, Attorney At Law

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management,...More

Financial Advisor serving California and the surrounding communities.

H.M. Barth & Company, LLC

333 City Blvd W, Ste 2050
Orange, CA 92868-2944
(800) 548-8564
(714) 704-6616 x111