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616 Financial Planners in California
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Aaron M. Gabriel

CFP®, CIMA, MBA

President

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Annuities, Asset...More

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

The Gabriel Group

2010 Crow Canyon Pl, Ste 100
San Ramon, CA 94583-1344
(800) 361-8033
+1 More Number
(925) 361-3633
CONNECT WITH Aaron
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Allan W. Moskowitz

CFP®, AIF™

Certified Financial Planner, Licensee

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

Fee Only Financial Advisor serving California and the surrounding communities.

Transformative Wealth Management

6317 Fairmount Ave
El Cerrito, CA 94530
(510) 524-5500
CONNECT WITH Allan
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Malinda S. Difley

CFP®

Senior Financial Advisor, Vice President - Investment Officer

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

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

Wells Fargo Advisors

500 Silver Spur Rd, Ste 300
Rancho Palos Verdes, CA 90275
(800) 541-4377
+1 More Number
(310) 265-5429

Fredric C. Harper

CFP®

Inv. Analyst & Paraplanner

Specialties: Budget & Debt Management, Charitable & Planned Giving, Annuities, Asset Allocation,...More

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

Landmark Wealth Management Group, LLC

2021 The Alameda, Suite 390, Suite 390
San Jose, CA 95126
(408) 984-8777

Artie Green

CFP®, MBA

Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Cognizant Wealth Advisors

228 Hamilton Ave., Third Floor
Palo Alto, CA 94301
(650) 209-4062

Karl Leal

CFP®

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.

Leal Financial Planning

900 E HAMILTON AVE, Suite 100
CAMPBELL, CA 95008
(408) 679-3354

Michael P. Ma

CFP®, ChFC

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.

Parallel Advisors

150 Spear St., Ste 950
San Francisco, CA 94105
(415) 728-9198
CONNECT WITH Michael
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Jeff R. Maas

CFP®, ChFC®, CRPC®

Co-Founder & CEO

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

8880 Cal Center Dr, Ste 220
Sacramento, CA 95826
(800) 655-2323
CONNECT WITH Jeff
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Eric D. Figarsky

CFP®, CRPS®

Financial Panner

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

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

Clearview Wealth Management, LLC

4 Venture, Suite 120
Irvine, CA 92618
(949) 333-6394
CONNECT WITH Eric
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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

Nick Bautista

CFP®, RICP®

Financial Advisor

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.

Clearview Wealth Management

4 Venture, Ste 120
Irvine, CA 92618
(949) 333-6394

Ryan Cravitz

CFP®, RICP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Cravitz Financial & Insurance Solutions

500 N State College Blvd, Ste 1100
Orange, CA 92868-1625
(714) 462-9155
CONNECT WITH Ryan
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Sandra Leigh Bragar

CPA, CFP®

Director of Planning, Principal

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

Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7868

Glenn I. Yasukochi

CFP®, CRPC®

Owner

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

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

11727 Excelsior Drive
Norwalk, CA 90650

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

Scott A. Leonard

CFP®

Wealth Management & Private Client Strategies

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

Fee Only Financial Advisor serving California and the surrounding communities.

Navigoe LLC

417 Beryl St
Redondo Beach, CA 90277
(310) 697-0400

James A. Braziel

CFP®

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

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

Braziel & Associates, LLC

300 Harding Blvd, Ste 102
Roseville, CA 95678
(916) 782-6688

Christopher S. Young

CFP®

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

Financial Advisor serving California and the surrounding communities.

Mercer Global Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(214) 691-6090

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

Aaron M. Newland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving California and the surrounding communities.

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445

Sabrina F. Lowell

CFP®, CPCC

Advisor + CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Second Summit Wealth Management, LLC

Second Summit Wealth Management, LLC, 275 Sacramento Street, 8th FL
San Francisco, CA 94111
(415) 516-9775
CONNECT WITH Sabrina
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Barbara Krimsky Binder

CFP®

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

BKB Financial Advisors, LLC

182 Sand Hill Cir
Menlo Park, CA 94025
(650) 799-4087

Alison C. Davies

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Fruition Advisors LLC

1159 Keith Avenue
Berkeley, CA 94708
(510) 507-2220
CONNECT WITH Alison
  • linkedin link

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
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Alfred L. Hymans

CFP®

Adviser

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

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

Essential Financial Strategies

6520 Lonetree Blvd., Suite 2020
Rocklin, CA 95765
(916) 333-2086

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
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Richard P. Moran

CFP®

Senior Financial Advisor

Specialties: Attending College, Asset Allocation, Estate Planning, Investment Management, Employee...More

Financial Advisor serving California and the surrounding communities.

Moran, Kimura & Heising, LLC

21250 Hawthorne Blvd, Ste 560
Torrance, CA 90503
(866) 406-3080
+1 More Number
(310) 406-3080 x304

Chris Siraganian

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Financial Consulting

517 S Lake Ave
Pasadena, CA 91101-3511
(626) 657-9508
CONNECT WITH Chris
  • 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

Freddie L. Brown

CFP®

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

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

LPL Financial

1 Pointe Dr. Suite 240
Brea, CA 92821
(714) 987-4031
CONNECT WITH Freddie
  • linkedin link