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Damien S. Couture

CFP®

Senior Vice President, Financial Advisor

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

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

Wealth Enhancement Group

1850 Mt Diablo Blvd, Ste 170
Walnut Creek, CA 94596
(925) 280-1800 x201

Kenneth E. Charlton

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Kenneth E. Charlton, CFP®

4199 Campus Dr, Ste 550
Irvine, CA 92612-4694
(949) 285-9270

Chandler Ferguson

CFP®

Associate Planner

Specialties: Comprehensive Financial Planning

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

David E. Sweet

CFP®

President

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

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

DES Financial Group LLC

3000 E Birch St, Suite 101
Brea, CA 92821
(714) 572-3620

John W. Kamola

MBA, CFP®

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.

JW Financial Advisors LLC

5656 Wild View Way
Santa Rosa, CA 95404-1274
(707) 538-9012

Vincent J. Whelan

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Whelan Financial

7700 N Palm Avenue, Suite 201
Fresno, CA 93711
(559) 228-8002

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®

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.

Young Wealth Management

502 Mace Blvd. Suite #5
Davis, CA 95618

Young Wealth Management

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

Eric R. Figueroa

CFP®

Founding Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Hesperian Wealth LLC

1024 Iron Point Road, Suite 100
Folsom, CA 95630
(916) 546-5203
CONNECT WITH Eric
  • twitter link
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  • youtube link

R. Scott Ponder

CFP®

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

Financial Advisor serving California and the surrounding communities.

Ponder Financial Group

755 Main St
Half Moon Bay, CA 94019
(650) 726-0850

Mark Donahue

CFP®/ChFC/CLU/MBA/JD

Registered Representative

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

Thomas F. Bennett

CFP® CLU® CRPC®

Managing Director

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

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

Horter Investment Management

586 Daffodil Dr
Benicia, CA 94510-3826
(707) 980-1506
CONNECT WITH Thomas
  • linkedin link

Ahmad Husami

CFP®, CIMA®, EA, MSc

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

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

Husami & Associates

1400 Brea Blvd
Fullerton, CA 92835

Husami & Associates

1400 Brea Blvd.
Fullerton, CA 92835

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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.

WealthSpring

5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815

WealthSpring

One Park Plaza
Irvine, 92614

WealthSpring

15338 Central Ave
Chino, CA 91710
562-491-4410

Peter P. Kozak, III

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

BrightPath Wealth Planning, LLC

5999 B Ridge View St
Camarillo, CA 93012
(805) 764-0335

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

Bruce H. Traub

Ph.D., CFP®

2nd Vice President

Specialties: Attending College, Insurance, Life Planning, Long-term Care

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

Ministry Partners Securities

8483 Millbrook Ave., Suite 106
Fresno, CA 93720
(888) 855-0090

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.

2372 SE Bristol St, Ste C
Newport Beach, CA 92660-0755
(949) 770-7555
CONNECT WITH Scot
  • facebook link
  • linkedin link
  • youtube link

Howard A. Townsend

CFP®, ChFC, CLU

Proprietor

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

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

Townsend & Townsend

64 Via Larga Vista
Bonsall, CA 92003-4021
(760) 630-1220

Mira M. Ma

CFP®, RFC, EA

Founder & Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Marim Wealth Planning, LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 918-6472
CONNECT WITH Mira
  • linkedin link

Lauren S. Klein

CFP®, CDFA, MBA, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

18301 Von Karman Ave, Ste 1050
Irvine, CA 92612-0194
(949) 477-4115

Anthony J. Nahra

CFP®

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.

The Sterling Group

225 S Lake Ave, Ste 600
Pasadena, CA 91101
(888) 440-5995
(626) 440-5995

Larry G. Olsen

CFP®

Chief Investment Officer

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

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

Carbahal Olsen Financial Svcs. Grp. LLC

1107 Kennedy Pl, Ste 3
Davis, CA 95616
(530) 758-4921

Jeffrey L. Wilson

MBA, CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Cetera Advisor Networks

9074 Broadway Ter
Oakland, CA 94611
(510) 450-1744

Tracy Lasecke

CFP®

CEO

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

Financial Advisor serving California and the surrounding communities.

Allworth Financial

3190 S Bascom Ave, Ste 210
San Jose, CA 95124
(408) 688-0888

Elliot I. Goldberg

CFP®, MBA

Personal Financial Analyst

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

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

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

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

2082 Michelson Dr Ste 118
Irvine, CA 92612

Discovery Financial Wealth Managers

27 Golfview Drive
Dove Canyon, CA 92679
(812) 241-0002

Kevin B. Martin

CFP®, AIF®, EA

Principal

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Oak Peak Financial

750 Menlo Ave, Suite 250
Menlo Park, CA 94025-4758
(650) 434-6600

Jamie C. Carey

CFP®, CPA

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Carey Wealth Management

2819 Canyon Road, Ste 101
San Ramon, CA 94583
(925) 406-4186
CONNECT WITH Jamie
  • facebook link
  • linkedin link

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