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613 Financial Planners in California
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Karl Leonard Hicks

CFP®, AEP®, MBA

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

The Leonard Financial Group, LLC

6820 Indiana Ave, Ste 230
Riverside, CA 92506
(951) 781-7320
CONNECT WITH Karl Leonard
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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

David I. Barnett

CFP®

Owner

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Mutual Funds, Real Estate

Fee Only Financial Advisor serving California and the surrounding communities.

Barnett Financial Planning

1442 Irvine Blvd., #212
Tustin, CA 92780
(714) 731-6300

Frank Paré

CFP®

President

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

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

PF Wealth Management Group, LLC

1970 Broadway, Ste 525
Oakland, CA 94612
(510) 986-0598

Alexis (Lexi) Olian

CFP®

Private Wealth Advisor & Director of Financial Planning

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Treehouse Wealth Advisors

220 Montgomery Street, Ste 1850
San Francisco, CA 94104
(415) 928-0401

Peter Philipp

CFP®, CFA®

Senior Wealth Manager

Specialties:

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

FutureNest

28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677
(415) 677-9300

Nick Fullerton

CFP®

Principal

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.

Fullerton Advisors, LLC

318 Diablo Rd, Ste 260
Danville, CA 94526-3421
(925) 480-7018

Gitanjali Kumar

CFP®

Financial Planner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Worthique

548 MARKET ST, #398987
SAN FRANCISCO, CA 94104
(415) 281-1863

Anandi Krishnamurthy

CFP®

Principal 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.

AKRISH Financial Advisory

10080 N Wolfe Rd, Suite SW3-200
Cupertino, CA 95014
(408) 785-7875
CONNECT WITH Anandi
  • linkedin link

Gerald E. Gasber

CFP®, CIMA, CPFA

President/Founder

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.

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(888) 504-7328
+1 More Number
(916) 985-2594

Harmon A. Kong

CFP®

Founding Director

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apriem Advisors

19200 Von Karman Ave, Suite 1050
Irvine, CA 92612-8547
(949) 253-8888

David K. Little

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving California and the surrounding communities.

Eclectic Associates

1440 North Harbor Boulevard, Ste 220
Fullerton, CA 92835
(714) 738-0220

Stephen P. Kiernan

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Anchor Financial Group

500 S. Kraemer Blvd, Suite 255
Brea, CA 92821
(714) 835-7703

P. Nathen Banne

CFP®, ChFC

CFP

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.

Mass Mutual

989 E Hillsdale Blvd. #230, 1710 Great Highway
San Francisco, CA 94404
(415) 608-9346
CONNECT WITH P. Nathen
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David C. Neff

CFP®, CRPS®, AIF®

Financial Advisor/CA Insurance License #0C00462

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

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

CLG, LLC

17215 Studebaker Road, Suite 395
Cerritos, CA 90703
(800) 266-7993
+1 More Number
(562) 420-9060

Jeff Platt

JD, LLM, CFA, CFP®

Founder, Chief Investment Officer

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

Fee Only Financial Advisor serving California and the surrounding communities.

Platt Wealth Management

3838 Camino del Rio N, Ste 365
San Diego, CA 92108-1764
(619) 255-9554
CONNECT WITH Jeff
  • facebook link
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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

Katherine Simmonds

CFP®

Founder and Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Conquis Financial LLC

Conquis Financial LLC, 1 La Cruz Ave, Suite 202
Millbrae, CA 94030
(650) 651-3606
CONNECT WITH Katherine
  • linkedin link

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

Georgette Hurley

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

25950 Acero Ave., Suite 100
Mission Viejo, CA 92691
(949) 707-4455

John F. Howells

CFP®, ChFC, CLU

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

Financial Advisor serving California and the surrounding communities.

PPG

4370 La Jolla Village Dr, Ste 400
San Diego, CA 92122-1251
(760) 941-1200

Bridget V. Grimes

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth

1001 B Avenue, Ste 319
Coronado, CA 92118
(858) 221-0022
CONNECT WITH Bridget
  • facebook link
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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.

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

S. Timothy Kochis

CFP®, JD, MBA

CEO

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

Financial Advisor serving California and the surrounding communities.

Kochis Global

765 Market St, APT 29F
San Francisco, CA 94103
(415) 828-1269

David I. Kramer

CFP®, CRPC®, MBA

CFP, CRPC, MBA

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

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

Retirement Wealth & Tax Advisors

3478 Buskirk Ave, Ste 270
Pleasant Hill, CA 94523
(925) 938-3200
CONNECT WITH David
  • 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

Samantha Garcia

CFP®, AIF®, CDFA®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

111 W Ocean Blvd, Fl 23
Long Beach, CA 90802-7908
(562) 435-5657
CONNECT WITH Samantha
  • linkedin link

Jacob Rothman

CFP® CFA CPA

Portfolio Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Rothman Investment Management

9700 El Camino Real,, Suite 302
ATASCADERO, CA 93422
(805) 286-6378
CONNECT WITH Jacob
  • linkedin link

Uziel Gomez

CFP®, AFC®

Founder & Financial Planner

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.

Primeros Financial

10736 Jefferson Blvd, 158
Culver City, CA 90230
(818) 213-1171
CONNECT WITH Uziel
  • linkedin link

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