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26 Financial Planners near Valencia, California
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Alan R. Goodstein

CFP®

Principal-Certified Financial Planner 21.31 Miles

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

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

Goodstein Wealth Management

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

Jason L. Ball

CFP®

President 24.6 Miles

Specialties: Comprehensive Financial Planning, Investment Management

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

Ball & Company

2000 Mallory Lane, Suite 130-399
Franklin, TN 37067
(888) 375-2244
+1 More Number
(888) 375-2244
CONNECT WITH Jason
  • facebook link
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Russell E. Suede

CPA/PFS, CFP®, GEPC

22.96 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

GSC Financial & Insurance Services, Inc.

30423 CANWOOD ST STE 130, Suite 130
AGOURA HILLS, CA 91301
(818) 274-5977

Daniel Casey

CFP®

Financial Planner 23.58 Miles

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

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

United Planners' Financial Services of America

890 Hampshire Rd, Ste W
Westlake Village, CA 91361
(805) 371-4777

Benjamin J. Hill

CFP®, CLU, CSPG

23.33 Miles

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

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

Wealth Enhancement & Preservation

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

Jeffrey D. Munjack

CFP®

20.39 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

JDM Financial

16350 Ventura Blvd, Ste D550
Encino, CA 91436
(310) 479-4122

Craig E. Farkas

CFP®

Vice President 24.74 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

Harold Davidson & Associates, Inc

1801 Century Park E, Ste 2150
Los Angeles, CA 90067-2343
(310) 553-5551

Robert B. Kaplan

CFP®, CPA

President 21.15 Miles

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

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

Kaplan Financial

16030 Ventura Blvd, Suite 600
Encino, CA 91436
(818) 783-6620

Stephen T. Minihan

MBA, CFP®, EA

Financial Planner 23.58 Miles

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

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

Westlake Financial Advisors

890 Hampshire Road, Suite W
Westlake Village, CA 91361
(805) 379-0776

Glen H. Chester

CFP®

12.1 Miles

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

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

Glen Chester & Associates

PO Box 3872
Granada Hills, CA 91394-0872
(818) 363-2787

Juan C. Ros

CFP®,AEP®,CEPA®,CSPG

Partner 23.75 Miles

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

Financial Advisor serving Valencia, California and the surrounding communities.

Forum Financial Management, LP

16220 N. Scottsdale Road, Ste 300
Scotttsdale, AZ 85254
(805) 409-3240
CONNECT WITH Juan
  • facebook link
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Elad G. Goren

CFP®

Owner 22.55 Miles

Specialties: Comprehensive Financial Planning

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

Financial Pointe Wealth Management

3323 Old Conejo Rd
Newbury Park, CA 91320
(818) 338-3570

Edson Andrew Miller

CFP®

CEO/ Certified Financial Planner® 23.35 Miles

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

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

Spring Financial Planning, LLC

11721 Kling St.
Valley Village, CA 91607
(818) 850-3462
CONNECT WITH Edson
  • twitter link
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Evan C. Barrett

CFP®, MSFP,AEP, ChFC

Wealth-Life Manager 20.37 Miles

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

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

Barrett Planning Group

4500 Park Granada Blvd., Ste. 202
Calabasas, CA 91302
(747) 263-0880

Shonty Spatola

CFP®, CPA/PFS

17.82 Miles

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

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

6303 Owensmouth Ave 10th Fl
Los Angeles, CA 91367
(310) 477-7979

John Eing

CPA MBA CFP®

Partner 11.17 Miles

Specialties:

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

Quantum Financial Advisors

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

Brett Cicinelli

CFA, CFP®, CDFA, MAF

President 20.36 Miles

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

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

Confluence Capital Advisors

16832 Otsego St.
Encino, CA 91436
(310) 807-3098
CONNECT WITH Brett
  • linkedin link

Christopher Lamia

CFP®

Partner 23.71 Miles

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

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

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

Millu Ramirez

CFP®

CFP 21.66 Miles

Specialties:

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

Highline Wealth Partners

15260 Ventura Blvd, Ste 855
Sherman Oaks, CA 91403-5322
818-340-0157 ext 409

Michael Halper

CFP®, SE-AWMA, CBDA

16.22 Miles

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

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

Strateon Intelligent Wealth

754 Verdemont Cir
Simi Valley, CA 93065-5539
(805) 864-6555
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Uziel Gomez

CFP®, AFC®

Founder & Financial Planner 16.41 Miles

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

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

Primeros Financial

10736 Jefferson Blvd, 158
Culver City, CA 90230
(818) 213-1171

Gina Hagen

CFP®, CPA

Financial Advisor 21.4 Miles

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

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

Full Circle Financial Planning

3128 N Summit Pointe Dr
Topanga, CA 90290-4482
CONNECT WITH Gina
  • linkedin link

Greg Vojtanek

CFP®

23.93 Miles

Specialties:

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

Fade In Financial

1801 W Victory Blvd, Apt 103
Burbank, CA 91506-1157
(818) 588-6892

Eric Amzalag

CFP®

17.58 Miles

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

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

Peak Financial Planning

21201 Victory Blvd, Suite 215
Canoga Park, CA 91303
(818) 600-6099
CONNECT WITH Eric
  • facebook link
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  • linkedin link
  • youtube link

Salik Syed Mansoor

JD, CFP®

22.54 Miles

Specialties:

Financial Advisor serving Valencia, California and the surrounding communities.

Mansoor Law Firm

5743 Corsa Ave, Ste 108
Westlake Village, CA 91362-6454

Alan B. Ungar

CFP®

22.81 Miles

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

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

Abacus Wealth Partners.

1435 Ellsworth Ct
Thousand Oaks, CA 91360
(818) 222-4773