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Peggy A. B. Estes

CFP®

Specialties: Attending College, Charitable & Planned Giving, Asset Allocation, Government & Military,...More

Fee Only Financial Advisor serving California and the surrounding communities.

936 Goldenrod Ln
San Luis Obispo, CA 93401-7840
(805) 596-0210

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

3314 Bay Court
Belmont, CA 94002
(650) 631-0600

John R. Goodrich, Jr.

CFP®

Managing Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Goodrich Financial Group, LLC

3296 Via Zamora
Esconidido, CA 92029
(760) 317-1067

Bronwyn Shone

CFP®

Senior Weath Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

BlueSky Wealth Advisors

1811 Santa Rita Rd, Ste 211
Pleasanton, CA 94566
(252) 633-0107

Stephen T. Minihan

MBA, CFP®, EA

Financial Planner

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

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

Westlake Financial Advisors

890 Hampshire Road, Suite W
Westlake Village, CA 91361
(805) 379-0776

Justin Reckers

CFP®, CDFA

Lead Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving California and the surrounding communities.

Fonte Financial Advisors

703 Palomar Airport Road, Ste 240
Carlsbad, CA 92011
(858) 800-4176
CONNECT WITH Justin
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Damien S. Couture

CFP®

Partner

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

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

Walnut Creek Wealth Management

1850 Mt Diablo Blvd, Ste 170
Walnut Creek, CA 94596
(925) 280-1800 x101

Michael D. Shanahan

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.

Overland & Shanahan Wealth Advisors

12520 High Bluff Drive, Ste 120
San Diego, CA 92130
(858) 792-7027

Debbie L. Pursey

CFP®, MBA

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

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

Walnut Creek Wealth Management

1850 Mt Diablo Blvd, Ste 170
Walnut Creek, CA 94596-4436
(925) 280-1800

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

Linda I. Wilson

CFP®

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

Financial Advisor serving California and the surrounding communities.

ZUK Financial Group

151 N Kraemer Blvd, Ste 230
Placentia, CA 92870
(714) 985-1457

Darryl H. Ng

CFP® ChSNC® CLTC®

1st Vice President | Portfolio Management Director | Financial Advisor

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.

Morgan Stanley Wealth Management

650 Castro St., Suite 105
Mountain VIew, CA 94041
(650) 316-6789

Jim Lorenzen

CFP®, AIF®

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

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

The Independent Financial Group

2655 First Street, Ste 250
Simi Valley, CA 93065
(800) 257-6659
(805) 265-5416
CONNECT WITH Jim
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Christopher Lamia

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Forum Financial Management, LP

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416

David K. Murdock, Jr.

CFP®, CLU, CIMA

Vice President

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

Financial Advisor serving California and the surrounding communities.

1707 Cottle Ave
San Jose, CA 95125

Alan E. Hewitt

CFP®, ChFC, EA

Client Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

4009 MISSION OAKS BLVD
Camarillo, CA 93012

Mercer Advisors

4009 Mission Oaks Blvd
Camarillo, CA 93012

William A. Callahan

CFA, CFP®

President and Chief Investment Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

Callahan Financial Planning Company

1857 Market St
San Francisco, CA 94103-1112

Callahan Financial Planning Company

3157 Farnam St Ste 7111
Omaha, NE 68131

Callahan Financial Planning Company

2169 Francisco Blvd E
San Rafael, CA 94901-5520
(415) 795-8600
CONNECT WITH William
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Nayan Lapsiwala

CFP®, CFA, CAIA

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

1109 Manor Dr
San Jose, CA 95125

Aspiriant, LLC

2570 W El Camino Real
Mountain View, CA 94040

Elissa Buie

CFP®

CEO - Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Yeske Buie

220 Montgomery Street, Suite 900
San Francisco, CA 94104

Yeske Buie

301 Maple Avenue West
Vienna, VA 22180
CONNECT WITH Elissa
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Kacy Gott

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

100 Larkspur Landing Circle, Suite 110
Larkspur, CA 94939
(415) 300-4560

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
(714) 459-9900

Charles E. O'Connor

CFP®, EA

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

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

Charles E. O'Connor, CFP, EA

3848 W Carson St, Ste 301
Torrance, CA 90503-6715
(310) 792-1040

Dirk J. Huybrechts

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

HFM Advisors

2999 Overland Ave. #207A
Los Angeles, CA 90049
(310) 479-7958

John Jay Hurford, Jr.

CFP®, ChFC, CIMA

Director of Private Wealth Services

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

Fee Only Financial Advisor serving California and the surrounding communities.

Advisory Group of San Francisco

44 Montgomery St, Ste 2410
San Francisco, CA 94104
(415) 977-1125

Edi Alvarez

CFP®

Wealth Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

AIKAPA

201 Corte Madera Ave
Corte Madera, CA 94925

AIKAPA

PO Box 5226
Larkspur, CA 94977
(800) 267-8698
(415) 548-0257
CONNECT WITH Edi
  • linkedin link

Laurent J. Harrison

CFP®

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.

Bell Investment Advisors

1111 Broadway, 16th Floor
Oakland, CA 94607
(800) 700-0089
(510) 433-1066

Kevin R. Mahoney

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Integris Wealth Management

456 Washington St
Monterey, CA 93940
(831) 333-1717

Ian McLeod

CFP®, AIF®

Senior Financial Advisor

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

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

Impact Investors, Inc.

870 Market St, Ste 754
San Francisco, CA 94102
(888) 463-6861

Tony Blagrove

CFA, CFP®

Managing Director

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.

United Capital Financial Advisors, LLC

4300 El Camino Real, Ste 205
Los Altos, CA 94022
(650) 964-7024