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617 Financial Planners in California
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Tom Zachystal

CFA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

IAM

411 Borel Ave, Ste 502
San Mateo, CA 94402-3520
(619) 501-7105

Stanley C. Leong

CFP®, ChFC, RICP

Private Wealth Advisor

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

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

Wisdom Pointe Wealth Advisors

1700 Eureka Rd, Ste 110
Roseville, CA 95661
(833) 594-0345
+1 More Number
(916) 783-1545

Steven W. Medland

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

TABR Capital Management, LLC

500 N State College Blvd, Ste 1220
Orange, CA 92868-6610
(714) 704-9180

Cynthia Gaertner-Bridges

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Kuleana Wealth Advisors, LLC

164 Main St, Ste 210
Los Altos, CA 94022
(650) 917-9333

Stephen I. Lee

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

RWA Wealth Partners

75 Overbrook
Irvine, CA 92620
(949) 534-2912
CONNECT WITH Stephen
  • linkedin link

Paul J. Hynes

CFP®

Director - Wealth Planning, Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

12481 High Bluff Dr, Ste 110
San Diego, CA 92130-3583
(858) 755-8899

Tony Blagrove

CFA, CFP®

CEO

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.

Traveka Wealth

175 S San Antonio Rd, Suite 101
Los Altos, CA 94022-3760
(650) 397-2395

Edson Andrew Miller

CFP®

CEO/ Certified 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.

Spring Financial Planning, LLC

11721 Kling St.
Valley Village, CA 91607
(818) 850-3462
CONNECT WITH Edson
  • twitter link
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AMANDA CHRISTINA PRESTON

CFP®

SENIOR RELATIONSHIP MANAGER

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

3EDGE ASSET MANAGEMENT

6060 Center Drive, 10th Floor
Los Angeles, CA 90045

Michael Izbotsky

CFP®

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.

From Planning to Living LLC

Virtual
Reseda, CA 91335
CONNECT WITH Michael
  • linkedin link

Mark Markland

CFP®

Certified Financial Planner

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.

Markland Wealth Management, Inc.

2006 N SEPULVEDA BLVD, # 275
Manhattan Beach, CA 90266-2906
(800) 959-7201
+1 More Number
(310) 643-7737
CONNECT WITH Mark
  • linkedin link

Angus Blackwood

CFP®

President and Founding 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.

WhiteSpace Financial

795 Folsom St
San Francisco, CA 94103
+ 1 More Address

WhiteSpace Financial

PO BOX 59
Palo Alto, CA 94020
CONNECT WITH Angus
  • facebook link
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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

Kelly D. Kane

CFP®

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

Financial Advisor serving California and the surrounding communities.

Broadwing Capital Advisors, Inc

101 Larkspur Landing Cir, Suite 221
Larkspur, CA 94939
(415) 381-7555

Thomas J. Valore

CFP®,CLU

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

Fee Only Financial Advisor serving California and the surrounding communities.

LPL Financial

1735 N 1st St, Ste 109
San Jose, CA 95112-4530
(408) 441-4608

Ginita Wall

CPA, CFP®

Specialties: Retirement

Financial Advisor serving California and the surrounding communities.

10863 Vereda Sol Del Dios
San Diego, CA 92130
(858) 792-0524

Greg S. Johnstone

CFP®

Director of Advisory Services

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

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

KS Financial Advisors

6201 Oak Canyon Dr, Ste 200
Irvine, CA 92618
(949) 270-7780

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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.

WealthSpring

15338 Central Ave
Chino, CA 91710-7658
+ 2 More Addresses

WealthSpring

15338 Central Ave
Chino, CA 91710

WealthSpring

1550 Airport Blvd
Santa Rosa, CA 95403-1095
(909) 566-0900

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

Geoffrey S. King

CFP®

Managing Director - Investments

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits,...More

Fee Only Financial Advisor serving California and the surrounding communities.

King Financial Group of Wells Fargo Advisors

3020 Old Ranch Pkwy, Ste 190
Seal Beach, CA 90740
(562) 493-7616

Jason M. Cooke

CFP®

Director, Financial Planning

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

Financial Advisor serving California and the surrounding communities.

Edelman Financial Engines

370 Diablo Rd, Ste 201
Danville, CA 94526
(925) 831-0200

Michael B. Hansen

M.S. & CFP®

C0-Founder & Managing Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Monvia Financial L.P.

1990 N California Blvd 8th Floor
Walnut Creek, CA 94596
(925) 255-0004
CONNECT WITH Michael
  • facebook link
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  • youtube link

Evelyn M. Zohlen

MBA, MS, CFP®

Regional Director - Senior Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

George A. Guttman

CFP®, MBA

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

1049 16th Street, #4
Santa Monica, CA 90403
(310) 394-0400

Catherine Magana

CFP®

Managing Partner

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

Financial Advisor serving California and the surrounding communities.

WWM Financial

2131 Palomar Airport Road, Ste 330
Carlsbad, CA 92011
(760) 692-5192

Marah Fineberg-Kuck

CFP®; CRPC®

President/CEO

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

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

Fineberg Financial Management LLC

3020 Old Ranch Rd, Ste 300
Seal Beach, CA 90740
(562) 446-0028

Katrina Soelter

CFP®

Vice President of Financial Planning

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

Fee Only Financial Advisor serving California and the surrounding communities.

Equalis Financial

7080 Hollywood Blvd., Suite 700
Los Angeles, CA 90028
(323) 201-7399
CONNECT WITH Katrina
  • facebook link
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Ekaterina Atanassov

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Neumann Capital Management, LLC

303 Vintage Park Dr. Ste 100
Foster City, CA 94404-1167
(925) 588-4918

Faith Counio

CFP®

Founder & Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Chrysadia Financial LLC

Virtual
San Francisco Bay Area, CA 94560
(415) 226-9848
CONNECT WITH Faith
  • linkedin link

Paula Durrant

CFP®

Wealth Advisor

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.

Towneley Capital Management, Inc.

23197 La Cadena Dr, Ste 103
Laguna Hills, CA 92653
+ 1 More Address

Towneley Capital Management, Inc.

1203 N Garbo Ln
Los Angeles, CA 90038-3563
(949) 837-3647
CONNECT WITH Paula
  • linkedin link