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J.J. Sessions

CFP®

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

Financial Advisor serving California and the surrounding communities.

The Planning Center

7473 North Ingram Ave, Suite 107
Fresno, CA 93711
(763) 494-0095

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

James K. Hu

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Polaris Financial, Inc.

556 N Diamond Bar Blvd., Ste 304-A
Diamond Bar, CA 91765
(909) 396-8618

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

Robert L. Brown

CFP®

Senior Portfolio Manager

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

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

Morgan Stanley

28202 Cabot Road, Ste 500
Laguna Niguel, CA 92677
(800) 965-2576
+1 More Number
(949) 365-5322

Georgene M. Grattan

CFP®

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

Financial Advisor serving California and the surrounding communities.

Grattan Financial Strategies

8814 Huntington Dr
San Gabriel, CA 91775-1271
(626) 451-0840

David A. Perry

CFP®

Owner

Specialties: Estate Planning, Investment Management, Retirement

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

LPL Financial

12501 seal beach blvd, Ste 255
Seal Beach, CA 90740-2763
(562) 493-0031

Roger S. Stinnett

CFP®, CPA, CIMA, PFS

Managing Member

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

Fee Only Financial Advisor serving California and the surrounding communities.

Stinnett Wealth Planning, LLC

PO Box 221
Seal Beach, CA 90740-0221
(213) 280-1068
CONNECT WITH Roger
  • linkedin link

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

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
  • facebook link
  • linkedin link

Lisa L. Banning

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

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

Financial Management Network, Inc

26041 Acero
Mission Viejo, CA 92691
(949) 455-0300

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

George L. Buza

CFP®

Managing Director

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

Financial Advisor serving California and the surrounding communities.

JPMorgan

1888 Century Park E, 3rd Floor
Los Angeles, CA 90067
(310) 407-7123

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

Elliot I. Goldberg

CFP®, MBA

Personal Financial Analyst

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.

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

Bryan Powers

CFP®

Senior Vice President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 East Cabrillo Boulevard
Santa Barbara, CA 93108
(949) 610-7861

Angela Dorsey

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Dorsey Wealth Management

21250 Hawthorne Blvd, Suite 500
Torrance, CA 90503-5514
(310) 370-7776
CONNECT WITH Angela
  • facebook link
  • linkedin link
  • youtube link

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 320
Coronado, CA 92118
(858) 221-0022
CONNECT WITH Bridget
  • facebook link
  • linkedin link

Mike Alves

MSAFP, CFP®, CEPA®

Managing Director, Founder

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

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

Vida Private Wealth

301 N. Lake Avenue, Suite 600
Pasadena, CA 91101
(626) 778-0678
CONNECT WITH Mike
  • facebook link
  • twitter link
  • 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

Danny J. Beckwith

CFP®

Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Financial Consulting

380 South Lake Ave, Suite 112
Pasadena, CA 91101
(626) 844-4630
CONNECT WITH Danny
  • linkedin link

Andrew Marshall

CFP®

Specialties: Comprehensive Financial Planning, Retirement

Financial Advisor serving California and the surrounding communities.

Andrew Marshall Financial, LLC

5857 Owens Ave, Suite 300
Carlsbad, CA 92008
(760) 651-6315
CONNECT WITH Andrew
  • twitter link
  • linkedin link

Kathleen Covey

CFP®

CFP

Specialties:

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

Independent Financial Group

503 Forrest Blf
Encinitas, CA 92024-5829
(858) 653-4800

Juan Campos

CFP®

Financial Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

Merrill Lynch

3550 Vine St, St 300
Riverside, CA 92507
(951) 369-3887
CONNECT WITH Juan
  • linkedin link

Bradley Stephenson

CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Stephenson & Company, Inc.

241 Avenida Del Mar
San Clemente, CA 92672
(949) 727-4255

James F. Thomas, Jr.

CFP®, CLU

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

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

Superior Planning, Inc

10085 Carroll Canyon Rd., Suite 150
San Diego, CA 92131
(858) 546-1046

Marilyn Suey

CFP®

Wealth Manager

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

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

The Diamond Group Wealth Advisors

5448 Blackhawk Drive
Danville, CA 94506
+ 1 More Address

The Diamond Group Wealth Advisors

6101 Bollinger Canyon Rd
San Ramon, CA 94583
(925) 736-8770
CONNECT WITH Marilyn
  • facebook link
  • linkedin link

Dwight Nakata

CFP®, CPA

CPA, CFP®

Specialties: Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business...More

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

Cetera Financial Specialists LLC

1442 E Lincoln Ave, Suite 215
Orange, CA 92865
+ 1 More Address

Cetera Financial Specialists LLC

17918 Pioneer Blvd
Artesia, CA 90701-4445

Theodore M. Athans

CFP® AIF®

Partner, Managing Principal

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.

WealthSpring

5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815
+ 2 More Addresses

WealthSpring

One Park Plaza
Irvine, 92614

WealthSpring

15338 Central Ave
Chino, CA 91710
562-491-4410

Kevin M. Young

CFP®, EA, MBA

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.

Young Wealth Management

555 University Avenue, Suite # 284
Sacramento, CA 95618
+ 1 More Address

Young Wealth Management

502 Mace Blvd. Suite #5
Davis, CA 95618
(530) 231-5152