Find a Financial Planner in
Within of
6 Financial Planners in Santa Monica, California
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Glenda G. Callanen

CFP®

1.3 Miles

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

Financial Advisor serving Santa Monica, California and the surrounding communities.

Cue Financial Group Inc

3435 Ocean Park Blvd, Ste 215
Santa Monica, CA 90405-3315
(310) 314-5212

Elliot I. Goldberg

CFP®, MBA

Personal Financial Analyst 0.66 Miles

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

Commission and Fee Financial Advisor serving Santa Monica, California and the surrounding communities.

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

George A. Guttman

CFP®, MBA

Financial Advisor 0.75 Miles

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

Financial Advisor serving Santa Monica, California and the surrounding communities.

1049 16th Street, #4
Santa Monica, CA 90403
(310) 394-0400

Adam Scott

CFP®

Principal, Independent Wealth Advisor 0.24 Miles

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

Fee Only Financial Advisor serving Santa Monica, California and the surrounding communities.

WellAcre Wealth Management, LLC

520 Broadway, STE 200
Santa Monica, CA 90403
(310) 220-4946
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Mitchell Kraus

CFP®,CLU,ChFC,CAP

0.23 Miles

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

Commission and Fee Financial Advisor serving Santa Monica, California and the surrounding communities.

LPL Financial

1250 6th Street, Ste. 300
Santa Monica, CA 90401
(310) 820-9797

Lisa A. Junghahn

CFP®

Financial Planner 0.29 Miles

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

Fee Only Financial Advisor serving Santa Monica, California and the surrounding communities.

Cycle Financial Planning

1253 11th St, Unit 3
Santa Monica, CA 90401-2050
(856) 655-4552
CONNECT WITH Lisa
  • linkedin link