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616 Financial Planners in California
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Ariadne Horstman

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Tamarind Financial Planning

530 Lytton Ave, 2nd Floor
Palo Alto, CA 94301
(650) 667-8691
CONNECT WITH Ariadne
  • linkedin link

Cindy Havenhill

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

LPL Financial

1 Pointe Dr, Ste 240
Brea, CA 92821-7631
(714) 801-8473

Kevin C. Hook

CFP®

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

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

Bridgewealth Advisory Group, LLC

986 W Alluvial, Ste 101
Fresno, CA 93711
(559) 432-6100

Artie Green

CFP®, MBA

Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Cognizant Wealth Advisors

228 Hamilton Ave., Third Floor
Palo Alto, CA 94301
(650) 209-4062

Elad G. Goren

CFP®

Owner

Specialties: Comprehensive Financial Planning

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

Financial Pointe Wealth Management

3323 Old Conejo Rd
Newbury Park, CA 91320
(818) 338-3570

Adam N. Werner

CFP®

Financial Life Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

3655 Nobel Drive, Ste 200
San Diego, CA 92122
(858) 622-9009
CONNECT WITH Adam
  • facebook link
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Abraham Martinez

CFP®, MBA

Financial Advisor

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

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

580 California St 12th Floor, 12th Floor
San Francisco, CA 94104
(415) 319-1071

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
  • linkedin link
  • youtube link

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

Scott A. Sprague

CFP®, CLU, ChFC

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Sprague Wealth Solutions

156 Diablo Rd, Ste 320
Danville, CA 94526-3316
(925) 328-0400

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

Patrick J. Stoll

CFP®

Wealth Management Advisor

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

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

Northwestern Mutual Wealth Management Company

27012 Azul Dr
Capistrano Beach, CA 92624
+ 1 More Address

Northwestern Mutual Wealth Management Company

18575 Jamboree Rd
Irvine, CA 92612

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

Dwight Nakata

CFP®, CPA

CPA, CFP®

Specialties: Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business...More

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

Cetera Financial Specialists LLC

1442 E Lincoln Ave, Suite 215
Orange, CA 92865
+ 1 More Address

Cetera Financial Specialists LLC

6 Centerpointe Dr
La Palma, CA 90623-2545

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
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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

555 University Avenue, Suite # 284
Sacramento, CA 95618
+ 1 More Address

Apella Wealth

502 Mace Blvd. Suite #5
Davis, CA 95618
(530) 231-5152

Barbara S. Gilliard

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Emeritus Investment Management, Inc.

254 Miller Ave
Mill Valley, CA 94941
(415) 388-3830

Steve H. Teranishi

CFP®

Financial Advisor

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

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

Ameriprise Financial Services

3337 G St, Suite D
Merced, CA 95340-0986
(888) 383-6577
+1 More Number
(209) 383-6577

Benjamin J. Hill

CFP®, CLU, CSPG

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 & Preservation

2629 Townsgate Rd, Ste 215
Westlake Village, CA 91361
(805) 449-1132

Mark D. Phillips

MBA, CFP®, AIF®

Financial Advisor

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

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

Clearview Wealth Management

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

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

Denise Tuemmler

CFP®

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

Financial Advisor serving California and the surrounding communities.

Protected Investors of America

1550 Parkside Dr, Ste 260
Walnut Creek, CA 94596
(925) 746-7707

Travis J. McShane

CFP®, CFA®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1440 N. Harbor Blvd., Suite 220
Fullerton, CA 92835
(714) 738-0220

Alan K. Chuang

CFP®, CFA, CPA

Portfolio Manager

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.

TwoTalents Capital Management

155 N. Lake Ave, Suite 800
Pasadena, CA 91101
(626) 993-6775

Shel Brandenburger

CFP®

Owner/President

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

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

TRILOGY Consultants

1611 Borel Pl, Suite 5
San Mateo, CA 94402
(650) 572-7192

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
  • linkedin link

Sarah L. Liston

CFP®

Financial Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

Merrill Lynch

555 California St, Fl 9
San Francisco, CA 94104-1512
(415) 676-2575

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

Jeffrey Edwards

CFP®

Sr. V.P.

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

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

Lenox Advisors

444 S. Flower Street, Suite 4200
Los Angeles, CA 90071
CONNECT WITH Jeffrey
  • linkedin link

Elana B. Feinsmith

CFT™,CFP®

Financial Therapist / Coach

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Oak Financial Coaching

Oak Financial Coaching, Virtual
Sunnyvale, CA 94089
(408) 757-8275
CONNECT WITH Elana
  • linkedin link