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614 Financial Planners in California
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David I. Barnett

CFP®

Owner

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Mutual Funds, Real Estate

Fee Only Financial Advisor serving California and the surrounding communities.

Barnett Financial Planning

1442 Irvine Blvd., #212
Tustin, CA 92780
(714) 731-6300

Stanley C. Leong

CFP®, ChFC, RICP

Private Wealth Advisor

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

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

Wisdom Pointe Wealth Advisors

1700 Eureka Rd, Ste 110
Roseville, CA 95661
(833) 594-0345
+1 More Number
(916) 783-1545

Alice V. McDermott

CFP®

Client Associate

Specialties:

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

222 East Carrillo St, Ste 400
Santa Barbara, CA 93101
(480) 588-9084

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

Michael W. Caulkins

CFP®

Representative

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

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

Solutions / LPL Financial

1777 Hamilton Ave., Space 1040
San Jose, CA 95125
(408) 622-4798

Tony T. Chan

EA, CFP®

Principle

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

Fee Only Financial Advisor serving California and the surrounding communities.

Crossroads Planning

765 The City Dr. S, Ste 390
Orange, CA 92868
(714) 890-0808
CONNECT WITH Tony
  • facebook link
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John D. Lee

CFP®

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.

Vantage Wealth Management

66 Bovet Rd, Ste 310
San Mateo, CA 94402-3128
(650) 638-9600
CONNECT WITH John
  • linkedin link

D. Bradley Hannink

CFP®, MS, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

11001 River Run Blvd, Ste 100
Bakersfield, CA 93311
(661) 664-6900

Susan K. Soesbe

CFP®, EA, MBA

Certified 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.

Soesbe Financial

5290 Elvas Ave
Sacramento, CA 95819
(877) 493-7955
+1 More Number
(916) 587-5100

Tina Florence

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Lane Florence LLC

110 Blue Ravine Road #209
Folsom, CA 95630
(916) 351-5905

Natalie A. Morrella

CFP®

Manager - Wealth Management

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

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

2881 Cambridge Dr.
San Jose, CA 951285
(415) 371-7800
CONNECT WITH Natalie
  • linkedin link

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
  • facebook link
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  • linkedin link
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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

Leslie Roper Day

CFP®, CPWA(r)

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Leslie Roper Day & Associates

950 Glenn Drive, Suite 230
Folsom, CA 95630
(916) 984-1150
CONNECT WITH Leslie
  • facebook link
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Timothy Harrington

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Longview Financial Advisors

4040 Civic Center Drive, Suite 200 PMB #3420
San Rafael, CA 94903
(415) 256-7700

Stephen P. Kiernan

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Anchor Financial Group

500 S. Kraemer Blvd, Suite 255
Brea, CA 92821
(714) 835-7703

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

Greg S. Johnstone

CFP®

Director of Advisory Services

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

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

KS Financial Advisors

6201 Oak Canyon Dr, Ste 200
Irvine, CA 92618
(949) 270-7780

Gregg E. Clarke

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Meritas Wealth Management, LLC

3950 Civic Center Drive, Suite #210
San Rafael, CA 94903
(415) 300-4560

Eric S. Smith

JD, CFP®

Financial Planner

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

Financial Advisor serving California and the surrounding communities.

Lifetime Planning, Inc

2580 E Main St #202
Ventura, CA 93003-2652
(805) 987-8938

Christopher J. Laubach

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

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

Ameriprise Financial Services, LLC

2220 E Route 66, Ste 150
Glendora, CA 91740-7600
(626) 771-2938
CONNECT WITH Christopher
  • linkedin link

Paul A. Meyerhoff

CFP®, PhD

Senior 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.

Pure Financial Advisors, LLC

1784 Picasso Ave, Ste D
Davis, CA 95618
(866) 388-2885
+1 More Number
(530) 758-2885

Sara L. Ellefsen

CFP®

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

Financial Advisor serving California and the surrounding communities.

Golden Gate Personal Financial Planning

235 Montgomery Street, Suite 1156
San Francisco, CA 94104
(415) 344-0549

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

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.

Apella Wealth

1100 Larkspur Landing Circle, Suite 355
Larkspur, CA 94939
+ 2 More Addresses

Apella Wealth

201 Spear Street
San Francisco, CA 94105

Apella Wealth

2608 Ninth Street
Berkeley, CA 94710
(415) 924-1091

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

Katrina Soelter

CFP®

Founder, 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.

Thesis Financial

40 E Verdugo Avenue
Burbank, CA 91502
(323) 201-7399
CONNECT WITH Katrina
  • facebook link
  • linkedin link

Gary P. Gardner

CFP®, CeFT®

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

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

Life&Wealth Advisors, Inc

1399 Ygnacio Valley Rd, Ste 29
Walnut Creek, CA 94598
(925) 937-7800

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

Thomas Anderson

CFP®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Havaplan Financial

4695 MacArthur Court, Suite 1100
Newport Beach, CA 92660
(949) 610-8975
CONNECT WITH Thomas
  • linkedin link