Financial Planners in California

Elaine Webb

CFP^®, EA

Specialties: Personal Taxes

Fee Only Financial Advisor serving California and the surrounding communities.

Elaine Webb Financial

6520 Lonetree Blvd
Rocklin, CA 95678

(916) 677-7676

Kenneth B. Waltzer

AIF^®, CFA, CFP^®

SVP, Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth Enhancement Group

10960 Wilshire Blvd., Suite 405
Los Angeles, CA 90024

(310) 734-4740

Steven B. Anderson

CFP^®, PhD

Staff Advisor

Specialties: Attending College, Buying a Home, Career Change, Asset Allocation, Investment Management,...More

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

Navion Financial Advisors

400 Capitol Mall Ste 900
Sacramento, CA 95814-4412

(530) 297-7441

Phong X. Nguyen

CFP^®

Founding Partner

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

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

Cornerstone Financial Partners

18400 Von Karman Ave, Ste 400
Irvine, CA 92612

(949) 474-6824

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

Paul H. Scherf

CFP^®

Financial Planner

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

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

Harris Private Wealth

989 E Hillsdale Blvd, Ste 230
Foster City, CA 94404-4269

16504640856

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

Gail D. Reid

CFP^®, ChFC^®, CLU^®

Private Wealth Financial Advisor

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.

Ameriprise Financial Services

535 N Brand Blvd, Suite 1000
Glendale, CA 91203

(888) 306-2332

+1 More Number

(818) 662-1999 x1

Alex Caswell

CFP^®, CFA, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth Script Advisors

605 Market St, Suite 509
San Francisco, CA 94105

(480) 326-6290

CONNECT WITH Alex

Jerry Sheby

CFP^®

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.

LPL Financial

5000 E Spring St, Suite 340
Long Beach, CA 90815

(562) 420-7800

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

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

+ 1 More Address

Husami & Associates

1400 Brea Blvd
Fullerton, CA 92835

(714) 459-9900

Athena A. Constant

CFP^®

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

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

Ameriprise Financial Services, LLC

12625 High Bluff Dr, Ste 114
San Diego, CA 92130

(858) 345-1870

Elizabeth T. Boatwright

CFP^®

President/(Owner)

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

Financial Advisor serving California and the surrounding communities.

23500 Cristo Rey Dr, Unit 202E
Cupertino, CA 95014-6522

(650) 422-1847

James C. Gebhardt

CFP^®

Financial Consultant

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

Financial Advisor serving California and the surrounding communities.

Gebhardt Group, Inc.

3390 Mt Diablo Blvd, Ste 250
Lafayette, CA 94549

(925) 283-9150

Katherine Simmonds

CFP^®

Founder and Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Conquis Financial LLC

Conquis Financial LLC, 1 La Cruz Ave, Suite 202
Millbrae, CA 94030

(650) 651-3606

CONNECT WITH Katherine

Curtis S. Chen

MS, CFP^®

Principal Financial Planner

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

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

Chen Financial Group, LLC

1600 W Hillsdale Blvd, Ste 102
San Mateo, CA 94402

(650) 631-0600

Lois A. Springsteen

CFP^®

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

Financial Advisor serving California and the surrounding communities.

226 West Ave
Santa Cruz, CA 95060

David C. Bobrowsky

CFP^®, CLU^®, ChFC^®

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.

Gateway Financial Advisors, Inc.

1990 N California Blvd, 8th floor, Suite #867
Walnut Creek, CA 94596

(888) 928-3286

+1 More Number

(925) 322-0799

CONNECT WITH David

Jay M. Douglas

CFP^® MSF ChFC^® AIF^®

Partner, Chief Investment Strategist

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career...More

Fee Only Financial Advisor serving California and the surrounding communities.

WealthSpring

5000 Airport Plaza Dr, Ste 245
Long Beach, CA 90815-1368

+ 1 More Address

WealthSpring

One Park Plaza
Irvine, CA 92614

(800) 833-1446

+1 More Number

(562) 491-4410

Michael Tomren

MS, CFP^®, AIF^®, ChFC

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.

Tomren Wealth Management

12667 Alcosta Boulevard, Suite 355
San Ramon, CA 94583

(800) 480-8740

+1 More Number

(925) 830-1700

Frederick Brooks, Jr.

CFP^®, CFA^®

Director/Investment Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075

(858) 755-5166

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

Matthew S. Eckman

CFP^®

Senior Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Schultz Collins Investment Counsel

25 Orinda Way Ste 250
Orinda, CA 94563

+ 1 More Address

Schultz Collins Investment Counsel

Marin Home Office
Corte Madera, CA 94925

(877) 291-2205

+1 More Number

(415) 354-3701

CONNECT WITH Matthew

Bernard C. Jongewaard

CFP^®

Founder

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

Financial Advisor serving California and the surrounding communities.

Playa Financial Advisors, Inc.

8055 W Manchester Ave, Suite 350
Playa Del Rey, CA 90293-7963

(310) 823-4999

Ronald L. Nicholson

CFP^®

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving California and the surrounding communities.

Royal Alliance Associates, Inc.

60 Garden Ct, Suite 240
Monterey, CA 93940-5362

(831) 648-4250

Kirk R. Sheldon

CFP^®

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

Financial Advisor serving California and the surrounding communities.

Capital Financial Management

2221 Camino Del Rio So., Ste 303
San Diego, CA 92108

(619) 295-4883

Lindy Chan

CFP^®

President

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

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

Vibrance Wealth Management

19656 Stevens Creek Blvd
Cupertino, CA 95014-2465

(408) 475-8883

CONNECT WITH Lindy

Samantha Heflin

CFP^®, CSLP^®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

SLP Wealth

Remote
Long Beach, CA 90815

CONNECT WITH Samantha

Michael Mortenson

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Keystone Private Wealth

73575 El Paseo Ste 2300
Palm Desert, CA 92260

(760) 818-7006

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, EA

Elaine Webb Financial

AIF®, CFA, CFP®

Wealth Enhancement Group

CFP®, PhD

Navion Financial Advisors

CFP®

Cornerstone Financial Partners

CFP®

Solutions / LPL Financial

CFP®

Harris Private Wealth

CFP®, ChSNC, CMT

Mercer Advisors

CONNECT WITH Adam

CFP®, ChFC®, CLU®

Ameriprise Financial Services

CFP®, CFA, EA

Wealth Script Advisors

CONNECT WITH Alex

CFP®

LPL Financial

CFP®

Hamilton & Associates

CFP®, CIMA®, EA, MSc

Husami & Associates

Husami & Associates

CFP®

Ameriprise Financial Services, LLC

CFP®

CFP®

Gebhardt Group, Inc.

CFP®

Conquis Financial LLC

CONNECT WITH Katherine

MS, CFP®

Chen Financial Group, LLC

CFP®

CFP®, CLU®, ChFC®

Gateway Financial Advisors, Inc.

CONNECT WITH David

CFP® MSF ChFC® AIF®

WealthSpring

WealthSpring

MS, CFP®, AIF®, ChFC

Tomren Wealth Management

CFP®, CFA®

Blankinship & Foster, LLC

CFP®, CFA

Best Financial Life

CONNECT WITH Joe

CFP®

Schultz Collins Investment Counsel

Schultz Collins Investment Counsel

CONNECT WITH Matthew

CFP®

Playa Financial Advisors, Inc.

CFP®

Royal Alliance Associates, Inc.

CFP®

Capital Financial Management

CFP®

Vibrance Wealth Management

CONNECT WITH Lindy

CFP®, CSLP®

SLP Wealth

CONNECT WITH Samantha

CFP®

Keystone Private Wealth

CONNECT WITH Michael

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Success!

CFP^®, EA

AIF^®, CFA, CFP^®

CFP^®, PhD

CFP^®

CFP^®

CFP^®

CFP^®, ChSNC, CMT

CFP^®, ChFC^®, CLU^®

CFP^®, CFA, EA

CFP^®

CFP^®

CFP^®, CIMA^®, EA, MSc

CFP^®

CFP^®

CFP^®

CFP^®

MS, CFP^®

CFP^®

CFP^®, CLU^®, ChFC^®

CFP^® MSF ChFC^® AIF^®

MS, CFP^®, AIF^®, ChFC

CFP^®, CFA^®

CFP^®, CFA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CSLP^®

CFP^®