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608 Financial Planners in California
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Tracy Ann Kuntz

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Towneley Capital Management, Inc.

23197 La Cadena Dr, Ste 103
Laguna Hills, CA 92653
(800) 545-4442

Barry N. Mendelson

CFP®

Wealth Advisor & Managing Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Elevation Wealth Partners

2121 N. California Blvd, Suite 290
Walnut Creek, CA 94596
(925) 962-5600
CONNECT WITH Barry
  • linkedin link

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

Karen Miller

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(916) 985-2594

Jeffrey S. Karst

CFP®

Vice President / Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Suite 103
Fresno, CA 93711
(559) 431-4700

Rohan Nayak

CFP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Basso Capital Management

2641 Lotus Street
Pleasanton, CA 94588
(888) 347-4717

Yvonne Darby

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Sherwood Financial Partners

2475 Townsgate Rd, Ste 210
Westlake Village, CA 91361-5994
(805) 719-7805

Kathryn Lucas

CFP®, CPA, CIMA

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

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

7482 Shadowhill Ln
Cupertino, CA 95014-5052
(408) 839-3948

Janet Z. Wan

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Sierra Pacific Private Wealth, LLC

19925 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014
+ 2 More Addresses

Sierra Pacific Private Wealth, LLC

7077 Koll Center Pkwy
Pleasanton, CA 94566

Sierra Pacific Private Wealth, LLC

1300 Clay Street
Oakland, CA 94612
(925) 223-8868
CONNECT WITH Janet
  • facebook link
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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

Scott A. Schwartz

CFP®, CIMA, AIF, MBA

CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

EntentVest Inc.

2100 Geng Rd., Suite 210
Palo Alto, CA 94303
(650) 933-5100
CONNECT WITH Scott
  • linkedin link

Lewis R. Gridley

CFP®, MBA

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Gridley Associates, Inc.

3053 Filmore Street, # 124
San Francisco, CA 94123
(415) 397-1100

Christopher T. Rand

Ph.D., CFP®, CLU

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

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

7676 Hazard Center Dr, Ste 1050
San Diego, CA 92108
(619) 546-6044
CONNECT WITH Christopher
  • facebook link
  • linkedin link

Robert B. Kaplan

CFP®, CPA

President

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

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

Kaplan Financial

16030 Ventura Blvd, Suite 600
Encino, CA 91436
(818) 783-6620

Dustin J. Smith

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

Karen Baszak

CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Suite 1550
San Diego, CA 92108
(619) 814-4100

Barbara Krimsky Binder

CFP®

Owner

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.

BKB Financial Advisors, LLC

182 Sand Hill Cir
Menlo Park, CA 94025
(650) 799-4087

Aaron M. Gabriel

CFP®, CIMA, MBA

President

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Annuities, Asset...More

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

The Gabriel Group

2010 Crow Canyon Pl, Ste 100
San Ramon, CA 94583-1344
(800) 361-8033
+1 More Number
(925) 361-3633
CONNECT WITH Aaron
  • twitter link
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Ernest Holguin

CFP® CIMA®

Managing Partner

Specialties: Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate...More

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

Presidio Group Wealth Management

1850 Mt. Diablo Blvd., Suite 225
Walnut Creek, CA 94596-4432
(925) 274-9961
CONNECT WITH Ernest
  • linkedin link

Orion Kroeger

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Kroeger Financial

12430 Nevada City Hwy
Grass Valley, CA 95945
(530) 263-9976

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.

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

James M. Schwarz

CFP®, RICP®, MBA

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Clear Retirement Advice

1900 S. Norfolk St., Suite 350
San Mateo, CA 94403
(800) 228-0310
+1 More Number
(650) 446-5440

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

Cheryl Gross

CFP®,

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.

Raub Brock Capital Management

700 Larkspur Landing Circle, Suite 240
Larkspur, CA 94939
(415) 927-6990

Jeffrey Vieth

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.

Knightsbridge Wealth Management

450 Newport Center Dr, Ste 630
Newport Beach, CA 92660-7651
(949) 644-4444

Lewis M. Wallensky

CFP®

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

Financial Advisor serving California and the surrounding communities.

Lewis M. Wallensky & Associates

1880 Century Park E, ste 411
Century City, CA 90067-5804
(310) 557-2007

Virginia Hagen

CFP®, CPA

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Full Circle Financial Planning

3128 N Summit Pointe Dr
Topanga, CA 90290-4482
CONNECT WITH Virginia
  • linkedin link

Norma Vasquez

CFP®

Financial Planner & Investment Advisor

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

Financial Advisor serving California and the surrounding communities.

JSF Financial

6300 Wilshire Blvd, Suite 2100
Los Angeles, CA 90048

Cristi Tanner

CFP®

Financial Planner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management

3950 Civic Center Drive, #210
San Rafael, CA 94903
(415) 300-4560
CONNECT WITH Cristi
  • linkedin link

Jason Fang

CFP®

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

TerraFirma Wealth Partners

1255 Treat Blvd, Suite 300
Walnut Creek, CA 94597
(925) 587-8882