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605 Financial Planners in California
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Michael Tomren

MS, CFP®, AIF®, CEPA

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.

Tomren & Sullivan Wealth Management

12667 Alcosta Boulevard, Suite 355
San Ramon, CA 94583
(800) 480-8740
+1 More Number
(925) 830-1700

Kenneth B. Waltzer

AIF®, CFA, CFP®

SVP, Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth Enhancement Group

10960 Wilshire Blvd., Suite 405
Los Angeles, CA 90024
(310) 734-4740

Talia Pierluissi

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

2570 W El Camino Real, Ste 520
Mountain View, CA 94040
(650) 305-3481

Sarah F. Clish

CFP®

Private Wealth Advisor

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.

Ameriprise Financial Services, LLC

225 West Santa Clara Street, Suite 1600
San Jose, CA 95113
(408) 963-2288
CONNECT WITH Sarah
  • facebook link
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John R. Spruill

CFP®

Financial 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.

Merrill Lynch

1424 State Street
Santa Barbara, CA 93101
(805) 963-6329

Joseph D. Winslow

CFP®

Financial Consultant

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

Fee Only Financial Advisor serving California and the surrounding communities.

SageCrest Wealth

505 Capitola Ave
Capitola, CA 95010-2759
(415) 672-5535

Henk J. Pieters

MBA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Investus Financial Planning

23 Corporate Plaza, Suite 150
Newport Beach, CA 92660
(949) 645-1403

David K. MacLeod

CFA®, CFP®

Financial 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.

Eclectic Associates, Inc.

1440 North Harbor Boulevard, Suite 220
Fullerton, CA 92835
(714) 738-0220
CONNECT WITH David
  • linkedin link

Karen Miller

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(916) 985-2594

Paul F. Cordero

CFP®, EA

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Attune Financial Planning

4040 Civic Center Drive, Suite 200
San Rafael, CA 94903
(415) 847-0649

Kelly J. Palmer

CFP®, ChFC, CLU

Strategic Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 East Cabrillo Blvd
Santa Barbara, CA 93108
(800) 444-0403
+1 More Number
(805) 565-2507

James R. Allen, Jr.

CFP®, ChFC, CDFA, EA

President & Sr. 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.

Anchor Bay Capital

17332 Irvine Blvd, Suite 285
Tustin, CA 92780
+ 1 More Address

Anchor Bay Capital

5780 Fleet Street
Carlsbad, CA 92008
(760) 602-3470

Marcus Holzberg

CFP®

CERTIFIED FINANCIAL PLANNER™

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

Financial Advisor serving California and the surrounding communities.

Holzberg Wealth Management

Remote
Corte Madera, CA 94925

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

1550 Airport Blvd, Ste 205
Santa Rosa, CA 95403-1095
+ 2 More Addresses

WealthSpring

15338 Central Ave
Chino, CA 91710-7658

WealthSpring

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

Brian E. Britt

CFP®

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

Financial Advisor serving California and the surrounding communities.

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

2601 Airport Drive, Suite 380
Torrance, CA 90505-6138
(310) 891-3030

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

David E. Stone

CFP®, ChFC, CLU, CRP

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

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

Sierra Consulting Group

1013 Galleria Blvd, Ste 290
Roseville, CA 95650
(916) 415-7062 x14
CONNECT WITH David
  • facebook link
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K. Esther Szabo

CFP®

CEO

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Irregular...More

Fee Only Financial Advisor serving California and the surrounding communities.

Gates Pass Advisors, LLC

280 2nd Street, Suite 280
Los Altos, CA 94022
(650) 797-0280

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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  • youtube link

Miranda E. Holmes

CFP®,ChFC®,CLU®,CRPC

Advanced Planner

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

Financial Advisor serving California and the surrounding communities.

First Republic Private Wealth Management

111 Pine St
San Francisco, CA 94111
(415) 262-8930

Karen R. Blodgett

CFP®

Director, Wealth Management; Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7800

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
(424) 277-2260
CONNECT WITH Rene'
  • facebook link
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  • linkedin link
  • youtube link

Brenda Leigh Friederich

CFP®

Wealth Manager

Specialties:

Financial Advisor serving California and the surrounding communities.

Abundit Wealth

1226 Lincoln Ave, Ste 200
San Jose, CA 95125-3025
(669) 288-5508

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

Mark S. Sievers

MBA, AIFA, CFP®,CIMA

Financial Consultant

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

Fee Only Financial Advisor serving California and the surrounding communities.

Epsilon Financial Group Inc.

2801 Waterman Blvd, Ste 250
Fairfield, CA 94534
(707) 428-5500

Jeffrey Edwards

CFP®

Sr. V.P.

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

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

Lenox Advisors

444 S. Flower Street, Suite 4200
Los Angeles, CA 90071
CONNECT WITH Jeffrey
  • linkedin link

Greg Vojtanek

CFP®

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Fade In Financial

1801 W Victory Blvd, Apt 103
Burbank, CA 91506-1157
(818) 588-6892

Cristi Tanner

CFP®

Financial Planner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management

3950 Civic Center Drive, #210
San Rafael, CA 94903
(415) 300-4560
CONNECT WITH Cristi
  • linkedin link

Seiko Kuribayashi

CFP®

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

Financial Advisor serving California and the surrounding communities.

Remote
Culver City, CA 90230-6541
CONNECT WITH Seiko
  • linkedin link

Jacob D. Levy

CFP®

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

Financial Advisor serving California and the surrounding communities.

Conquis Financial LLC

1 La Cruz Ave Ste 202
Millbrae, CA 94030
(650) 651-3607
CONNECT WITH Jacob
  • linkedin link