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617 Financial Planners in California
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John N. Vreeburg

CFP®

Vice President, Financial 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.

D.A. Davidson & Co.

1925 Palomar Oaks Way, Ste. 300
Carlsbad, CA 92008
(800) 345-8312
+1 More Number
(760) 448-4109

Michael Tomren

MS, CFP®, AIF®, ChFC

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 Wealth Management

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

Rick K. MacBarron

CFP®

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

Financial Advisor serving California and the surrounding communities.

Sagemark Consulting, CA License #0B67618

18400 Von Karman Ave, Suite 400
Irvine, CA 92612-0506
(949) 474-6847

Tom Zachystal

CFA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

IAM

411 Borel Ave, Ste 502
San Mateo, CA 94402-3520
(619) 501-7105

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

Kevin T. Jack

CFP®

Financial Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Fee Only Financial Advisor serving California and the surrounding communities.

Mercer Advisors

620 Newport Center Drive, STE 1030
Newport Beach, CA 92660
(800) 394-3894
+1 More Number
(480) 471-5518

Tracy Ann Kuntz

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Towneley Capital Management, Inc.

23197 La Cadena Dr, Ste 103
Laguna Hills, CA 92653
(800) 545-4442

Lawrence K. Pon

CPA/PFS, CFP®

CPA/PFS, CFP, EA, USTCP

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pon & Associates

274 Redwood Shores Pkwy
Redwood City, CA 94065-1173
(650) 264-8138

Evan Loomis

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.

Level Financial Advisors

440 E Route 66
Glendora, CA 91741
(626) 509-8701
CONNECT WITH Evan
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George A. Egan

CFP®, EA

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

Financial Advisor serving California and the surrounding communities.

Cornerstone Capital Systems

3150 Hilltop Mall Rd, Ste 60
Richmond, CA 94806-1921
(800) 226-2186
+1 More Number
(510) 412-1040

Mark Markland

CFP®

Certified Financial Planner

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.

Markland Wealth Management, Inc.

2006 N SEPULVEDA BLVD, # 275
Manhattan Beach, CA 90266-2906
(800) 959-7201
+1 More Number
(310) 643-7737
CONNECT WITH Mark
  • linkedin link

Thomas F. Bennett

CFP® CLU® CRPC®

Senior Financial 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.

City National Bank Investments LLC

586 Daffodil Dr
Benicia, CA 94510-3826
(707) 980-1506
CONNECT WITH Thomas
  • linkedin link

Alan R. Goodstein

CFP®

Principal-Certified Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
(818) 995-3500

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 L. Prendergast

MS, CPA, CFP®, CDFA

Tax Planning Specialist

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

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

6 Centerpointe Dr, Ste 700
La Palma, CA 90623-2545
+ 1 More Address

Cetera Financial Specialists LLC

1442 E Lincoln Ave
Orange, CA 92865
(562) 239-1749

Benjamin J. Hill

CFP®, CLU, CSPG

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

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

Wealth Enhancement & Preservation

2629 Townsgate Rd, Ste 215
Westlake Village, CA 91361
(805) 449-1132

Mira M. Ma

CFP®, RFC, EA

Founder & Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Marim Wealth Planning, LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 918-6472
CONNECT WITH Mira
  • linkedin link

Cory J. Murdock

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.

Murdock Wealth Management

155 N. Riverview Dr, Suite #311
Anaheim, CA 92808
(714) 769-9100
CONNECT WITH Cory
  • facebook link
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Lauren S. Klein

CFP®, CDFA, MBA, EA

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

Fee Only Financial Advisor serving California and the surrounding communities.

EP Wealth Advisors

18301 Von Karman Ave, Ste 1050
Irvine, CA 92612-0194
(949) 477-4115

Heather L. Hackett

CFP®, EA

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

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

Financial Planning Dept., Inc

301 Isthmus
Long Beach, CA 90803
(619) 272-6221

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

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
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  • youtube link

Jennifer K. Butler

CFP®

Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Getting Divorced, Government &...More

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

Summit Wealth & Retirement Partners

2000 Crow Canyon Pl, Ste 410
San Ramon, CA 94583
(925) 927-1900
CONNECT WITH Jennifer
  • linkedin link

Janet L. Larsen

CFP®

Financial Planner

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.

STEP Financial

4156 Candleberry Avenue
Seal Beach, CA 90740
(562) 384-7837

John Eing

CPA MBA CFP®

Partner

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Quantum Financial Advisors

20832 Daosta Way
Porter Ranch, CA 91326-4607
(323) 633-8399

Christopher Lamia

CFP®

Partner

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

Fee Only Financial Advisor serving California and the surrounding communities.

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416

Cheryl Gross

CFP®,

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.

Raub Brock Capital Management

700 Larkspur Landing Circle, Suite 240
Larkspur, CA 94939
(415) 927-6990

Samuel Vasquez Gaeta

CFP®

Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Mariner

899 Northgate Dr, Suite 300
San Rafael, CA 94903
(510) 200-8655
CONNECT WITH Samuel
  • facebook link
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Audrey Johnson

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Apella Wealth

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