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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.

21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925

Financial Connections Group, Inc.

201 Spear Street
San Francisco, CA 94105

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710
(415) 924-1091

Samantha N. Dinh

CFP®

Principal

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

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

PARAGON FINANCIAL PLANNING

550 Park St Suite 105
Alameda, CA 94501
(510) 227-5354

Frank X. Aceves, Jr.

CFP®

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

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

Oak Wealth Management, LLC

2890 N. Main Street, Suite 306
Walnut Creek, CA 94597
(925) 357-8320 x103
CONNECT WITH Frank
  • linkedin link

Joan J. Branin

CFP®

Specialties: Investment Management, Insurance, Retirement, Long-term Care

Financial Advisor serving California and the surrounding communities.

700 S Lake Ave, Ste 221
Pasadena, CA 91106
(626) 844-7844

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
(650) 446-5440

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
  • facebook link
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Gregory Crofton

CFP®, EA, MBA

Wealth Advisor & Tax Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Adap Tax Financial, Inc.

4725 First Street, Suite 264
Pleasanton, CA 94566
(925) 218-2301
CONNECT WITH Gregory
  • linkedin link

Jake Moller

CFP®

Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Burton Enright Welch

1850 MT Diablo Blvd, Ste 335
Walnut Creek, CA 94596
(925) 932-8010
CONNECT WITH Jake
  • linkedin link

Vladimir Kouznetsov

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Retegy LLC

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
(949) 662-3212

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

Georgette Hurley

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

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

Rene' A. Nourse

CFP®

Managing Director

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.

URBAN Wealth Management, LLC

841 Apollo St, Ste 320
El Segundo, CA 90245
(866) 976-6263
(424) 277-2260
CONNECT WITH Rene'
  • facebook link
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  • youtube link

Sabrina F. Lowell

CFP®

Advisor

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

Financial Advisor serving California and the surrounding communities.

Private Ocean

140 Geary Street, 6th floor
San Francisco, CA 94108
(415) 526-2900
CONNECT WITH Sabrina
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

David Espineira

CFP®

Associate Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

1850 Mt Diablo Blvd, Ste 335
Walnut Creek, CA 94596-4476
(925) 932-8010

Jesse Rodriquez

CFP®/CPWA/CRPC/CDFA

President

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

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

Rodriquez Wealth Management

620 Newport Center Dr, Ste 680
Newport Beach, CA 92660-8056
(949) 688-1570
CONNECT WITH Jesse
  • linkedin link

Larysa Prytula

CFP®, CDFA®

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

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

Solutions Wealth Management

120 Lester Lane
Los Gatos, CA 95032

Solutions Wealth Management

51 E Cambell Ave.
Cambell, CA 95008
CONNECT WITH Larysa
  • linkedin link
  • youtube link

Peter J. Ashby

MS,CFP®

Financial Planner

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

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

Genovese Burford & Brothers

1410 Rocky Ridge Dr, Suite 150
Roseville, CA 95661

Genovese Burford & Brothers

1515 Response Rd
Sacramento, CA 95815

Gaston G. Escudero

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving California and the surrounding communities.

OCM Inc

333 S Anita Dr, Ste 700
Orange, CA 92868-3329
(714) 634-8051

Steven A. Barnes

CFP®, ChFC, AEP

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

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

Barnes Wealth Management Group

5060 California Ave, Suite 600
Bakersfield, CA 93309
(661) 322-9799
(661) 322-9799

Pamela D. Plick

CFP®

Founder/Owner

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

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

Pamela Plick Wealth Management

44489 Town Center Way, Ste D 472
Palm Desert, CA 92260
(760) 200-8611

James C. Gebhardt

CFP®

Financial Consultant

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

Financial Advisor serving California and the surrounding communities.

Gebhardt Group, Inc.

3470 Mt Diablo Blvd, Ste A210
Lafayette, CA 94549
(925) 283-9150

Christopher J. Laubach

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

216 N. Glendora Ave., Ste 203-C
Glendora, CA 91741
(626) 771-2938
CONNECT WITH Christopher
  • linkedin link

Colleen R. Gepp

CFP®

Senior Wealth Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

HoyleCohen, LLC

9350 Waxie Way, Ste 500
San Diego, CA 92123
(858) 636-7164

Nate Eddinger

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.

Woven Prosperity®

120 Webster St
San Francisco, CA 94117
(415) 314-7249
CONNECT WITH Nate
  • linkedin link

Leonard R. Demchak

CFP®

Retirement 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.

ProEquities, Inc.

PO Box 819
Yorba Linda, CA 92885-0819
(714) 381-2534

Delia Fernandez

CFP®, MBA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fernandez Financial Advisory, LLC

5212 Katella Ave, Ste 205
Los Alamitos, CA 90720
(866) 443-3542
(562) 594-4454

Jeff R. Maas

CFP®, ChFC®, CRPC®

Co-Founder & Financial Planner

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

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

Retirement Security Centers / Lincoln Financial Advisors

8880 Cal Center Dr, Ste 220
Sacramento, CA 95826
(800) 655-2323
(916) 868-3900
CONNECT WITH Jeff
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Edwin Choi

CFP®

Managing Member

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Mariposa Capital Management, LLC

600 Wilshire Blvd, Suite 500
Los Angeles, CA 90017
(323) 393-0250

Adam Scott

CFP®

Principal, Independent Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

WellAcre Wealth Management, LLC

520 Broadway, STE 200
Santa Monica, CA 90403
(310) 220-4946
CONNECT WITH Adam
  • facebook link
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  • linkedin link