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616 Financial Planners in California
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Angie M. Hager

CFA, CFP®, CSRIC™

Senior Vice President & Partner

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

Financial Advisor serving California and the surrounding communities.

Destination Wealth Management

1255 Treat Blvd, Ste 900, Suite 900
Walnut Creek, CA 94597
(800) 947-3864
+1 More Number
(925) 433-6684

Stewart A. McGuire

CFP®,CFA

Regional President, Weatlh Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

MAI Capital Management

251 Lafayette Cir, Suite 250
Lafayette, CA 94549
(925) 962-1100
CONNECT WITH Stewart
  • linkedin link

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

Kevin C. Hook

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.

Bridgewealth Advisory Group, LLC

986 W Alluvial, Ste 101
Fresno, CA 93711
(559) 432-6100

David H. Zuckerman

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Zuckerman Capital Management, LLC

2029 Century Park E, Ste 400
Los Angeles, CA 90067-2915
(310) 867-2778

John W. Holmquist

CFP®, CRPC®, MBA

Certified Financial Planner

Specialties: Comprehensive Financial Planning

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

Holmquist Wealth Management

3415 Cerritos Avenue
Los Alamitos, CA 90720
(562) 740-3141

Bernard C. Murphy

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Arista Advisory Group LLC

3920 FAIRWAY DR
Soquel, CA 95073-3023
(831) 227-2624
CONNECT WITH Bernard
  • linkedin link

Natalie C. Do

MS, CFP®

Senior Vice President, Sr. Relationship Manager

Specialties: Comprehensive Financial Planning, Life Planning

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

Torrey Pines Bank

9355 Wilshire Blvd., Suite 102
Beverly Hills, CA 90210
(310) 623-8903

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

Mark A. Halby

CFP®, AIF®

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

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

DLK Investment Management

2400 5th Ave, 124
San Diego, CA 92101
+ 1 More Address

DLK Investment Management

238 N Cedros Ave
Solana Beach, CA 92075-1351

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.

201 Spear Street, Suite 1100
San Francisco, CA 94105
+ 2 More Addresses

Financial Connections Group, Inc.

1100 Larkspur Landing Circle
Larkspur, CA 94939

Financial Connections Group, Inc.

2608 Ninth Street
Berkeley, CA 94710

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

5780 Fleet Street, Suite 308
Carlsbad, CA 92008
+ 1 More Address

Anchor Bay Capital

17332 Irvine Blvd
Tustin, CA 92780
760 602-3470

Cliff Loh

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2570 W. El Camino Real, Ste. 520
Mountain View, CA 94040
CONNECT WITH Cliff
  • linkedin link

Michael P. Fitzhugh

CFP®, CPA

Partner

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

Financial Advisor serving California and the surrounding communities.

Aspiriant

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7864

Mark Wilson

APA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

MILE Wealth Management

100 Spectrum Center Drive, Suite 900
Irvine, CA 92618
(949) 441-4410

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

Colleen Soares

CFP®, CPA

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

Fee Only Financial Advisor serving California and the surrounding communities.

Soares Financial, Inc.

PO Box 344, 1553 2nd St.
Napa, CA 94559
(707) 255-6900

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

David C. Bobrowsky

CFP®, CLU®, ChFC®

Financial Planner

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.

Gateway Financial Advisors, Inc.

1990 N California Blvd, 8th floor, Suite #867
Walnut Creek, CA 94596
(888) 928-3286
+1 More Number
(925) 322-0799
CONNECT WITH David
  • facebook link
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  • linkedin link

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

Evelyn M. Zohlen

MBA, MS, CFP®

Regional Director - Senior Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

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
  • twitter link
  • linkedin link
  • youtube link

Ben D. Thornhill

CFP®

Senior Managing Directo

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

Fee Only Financial Advisor serving California and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave., Suite 700
Irvine, CA 92612
(800) 224-7931
+1 More Number
(949) 476-0300

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

Donald W. Faul

CFP®

Specialties:

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

Mercer Partners Wealth Management

1904 Olympic Blvd, Suite 200
Walnut Creek, CA 94596
(925) 932-4700

Anita M. O'Connor

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

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

Cooper McManus

9870 Research Dr
Irvine, CA 92618
(800) 516-5333

Pamela Jacobs

CFP®

Principal

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Monvia Financial

1990 N California Blvd, 8th Floor
Walnut Creek, CA 94596
(925) 270-2460

Alex E. Okugawa

CFP®, CKA®, CEPA®

CERTIFIED FINANCIAL PLANNER™

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.

ONE DEGREE ADVISORS

8880 Rio San Diego Dr, Ste 1000
San Diego, CA 92108-1644
(619) 282-3288
CONNECT WITH Alex
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Eileen Loustau

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Arcadian Associates, LLC

1087 Alpine Ct
Napa, CA 94558-5343
(510) 813-2419

Glenn Allen Tom

CFP®

Founder

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Personal Best Financial LLC

4263 Gilbert St
Oakland, CA 94611-5115
(650) 224-1001