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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 205
Walnut Creek, CA 94596
(925) 746-7707

Todd A. Rustman

CFA,CFP®,CLU

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

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

Clarity Capital Partners, LLC

5000 Birch St, Ste 100
Newport Beach, CA 92660
(800) 805-7526

Ben D. Thornhill

CFP®

Senior Managing Directo

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave., Suite 700
Irvine, CA 92612
(800) 224-7931
(949) 476-0300

Maureen Richardson

CFP®

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

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

Richardson Elite Financial Strategies

2440 Camino Ramon, Ste 285
San Ramon, CA 94583
(925) 355-1588
CONNECT WITH Maureen
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Ariadne Horstman

CFP®

Founder & CCO

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.

Appreciate Personal Finance

2225 East Bayshore Road, Ste 200
Palo Alto, CA 94303
(650) 687-7089
CONNECT WITH Ariadne
  • linkedin link

Jeffrey G. Stoffer

CFP®, CFA

Founder

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

Fee Only Financial Advisor serving California and the surrounding communities.

Stoffer Wealth Advisors

3950 Civic Center Dr, Ste 230
San Rafael, CA 94903
(415) 706-7800

John D. Buerger

CFP®

Wealth Coach

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

Fee Only Financial Advisor serving California and the surrounding communities.

Altus Wealth Solutions

PO Box 13237
San Luis Obispo, CA 93406
(805) 476-0333
CONNECT WITH John
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Bryan W. Skoruppa

CFP®, AEP, CTFA, CLU

Wealth Manager

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

Financial Advisor serving California and the surrounding communities.

USAA Wealth Management

3298 Brightwood Ct
Oceanside, CA 92058
(619) 719-9029

Jennifer Coffey Smith

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Financial Connections Group, Inc.

201 Spear Street, Suite 1100
San Francisco, CA 94105

Financial Connections Group, Inc.

21 Tamal Vista Blvd
Corte Madera, CA 94925

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710

Jay M. Douglas

CFP® MSF ChFC® AIF®

Partner, Chief Investment Strategist

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

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

WealthSpring

One Park Plaza, Suite 600
Irvine, CA 92614

WealthSpring

5000 Airport Plaza Dr
Long Beach, CA 90815-1368
(800) 833-1446
(800) 833-1446

Harold C. Anderson

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Parkshore Wealth Management

3007 Douglas Blvd, 3007 Douglas Blvd. Suite 150
Roseville, CA 95661
(916) 797-3007
CONNECT WITH Harold
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E. Martin Von Kanel

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Patriot Wealth Mgmt.

2780 Skypark Dr, Ste 460
Torrance, CA 90505
(310) 530-7579

Susan L. Kendall

CPA/PFS, AIF, CFP®

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

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

Kendall Wealth Partners

315 Grand Ave
Pacific Grove, CA 93950
(831) 372-2257
CONNECT WITH Susan
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Michael P. Fitzhugh

CFP®, CPA

Principal

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

Financial Advisor serving California and the surrounding communities.

Aspiriant

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7864

Jill H. Kasen

PhD, ChFC, CLU, CFP®

Financial Advisor

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

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

The Financial Destinations Group

12021 Guerin St, Apt 307
Studio City, CA 91604
(818) 508-3199

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

Paul A. Neves

ChFC, CFP®

President

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

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

FSI Wealth Management

1455 Frazee Rd., Suite 804
San Diego, CA 92108-4301
(800) 859-5793
(619) 681-1911

Jason R. Gittins

CFP®

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

Financial Advisor serving California and the surrounding communities.

Willow Creek Financial Serv

825 Gravenstein Highway N, Ste 5
Sebastopol, CA 95472
(707) 829-1146

Steven E. Zeller

CFP®, CExP, AIF

President

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement, Long...More

Financial Advisor serving California and the surrounding communities.

Zeller Kern

11335 Gold Express Dr, Ste155
Gold River, CA 95670
(916) 320-9834
CONNECT WITH Steven
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Paul F. Maurin

EA, CFP®, ChFC, CDFA

Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

RSM UF Wealth Management LLC

515 S Flower St, 17th Floor
Los Angeles, CA 90071
213-330-4724

Artie Green

CFP®, MBA

Principal

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

2225 E. Bayshore Road, Suite 200
Palo Alto, CA 94303
(650) 209-4062

Michael Pablo

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Agile Financial Planning, LLC

2419 Brighgton Way
Walnut Creek, CA 94598
(415) 355-4237

Corey B. Long

CFP®

Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Polaris Wealth Advisory Group

824 E Street
San Rafael, CA 94901
(415) 263-5600
CONNECT WITH Corey
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Ryan Klemm

CFP®

Financial Planner

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
(800) 772-1887
CONNECT WITH Ryan
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ORLANDO J. Antonini

CPA/PFS, CFP®, QFP

PARTNER

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

Fee Only Financial Advisor serving California and the surrounding communities.

Antonini CPA's, LLP

1325 Columbus Ave, 2nd Flr
San Francisco, CA 951331303
(415) 353-5680

John L. Jenkins

AEP®, EA, CFP®, CFF®

Chairman

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

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

Asset Preservation Strategies, Inc.

3636 Nobel Dr, Suite 440
San Diego, CA 92122-1042
(858) 455-1825

Colin S. Grahl

CFP®

Sr. Financial Advisor

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

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

WGG Wealth Partners

3741 Douglas Blvd, Ste 290
Roseville, CA 95661
(916) 677-1640 x124

John C. Manocchio

CFP®, CRPC®

Financial Advisor

Specialties:

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

Waddell & Reed

11025 Pioneer Trl, Unit 208
Truckee, CA 96161-0435
(530) 412-3757
CONNECT WITH John
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David J. Pinto

CFP®, ChFC®

Financial Advisor

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.

Main Street Wealth Group

431 Cleveland St
Woodland, CA 95695
(800) 464-2128
(530) 668-1833

James R. Lingelbach

ChFC,CFP®,CASL,RICP

Founder/Owner

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

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

MassMutual Financial Planner, Financial Services Representative

4660 LaJolla Dr, Ste 300
San Diego, CA 92122
(760) 519-2841