Fee-OnlyNetwork | a partnership with NAPFA

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Fee-Only Financial Planners in California

These California Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning.

Leslie Merrithew, CFP®, EA
Merrithew & Thorsten
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Stefan Prvanov, CFP®
Blankinship & Foster, LLC
Solana Beach CA, Carlsbad CA, Carlsbad CA, San Diego CA, Rancho Santa Fe CA
Fee-Only Financial Advisor serving Solana Beach, CA area.
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA, Southlake TX
Fee-Only Advisor serving the Roseville, CA and Southlake, TX.
Erin Nelsen, CFP®
Asset Planning Inc.
Cypress CA, Los Angeles CA
Fee Only Financial Planner Located in Cypress, CA and Serving the Greater Los Angeles Area
Christopher Weed, CFP®, CPA, PFS, MBA
Christopher H. Weed, CPA, Inc.
Stockton CA
Fee Only Financial Planner and Certified Public Accountant Located in Stockton, CA and Serving Clients Nationwide
Bert Whitehead, MBA, JD
Cambridge Connection Inc.
Tucson AZ, Franklin MI, San Francisco CA, St. Cloud FL
Fee-Only Financial Planner serving clients nation wide with four office locations
Jill Hollander, CFP®, CRPC, ADPA
Financial Connections Group
Corte Madera CA, Berkeley CA
Fee-Only Financial Advisor serving the Entire Berkeley and San Francisco Bay Area
Evor Vattuone, CFP®, EA
Aspire Capital Management
Walnut Creek CA
Fee-Only Financial Planner serving the Walnut Creek, CA area.
Steven Medland, CFP®, MBA
TABR Capital Management, LLC
Orange CA, Anaheim CA, Huntington Beach CA, Irvine CA, Newport Beach CA, Yorba Linda CA
Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda
Dirk Huybrechts, CFP®, PFP
HFM Advisors
Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles, CA area.
Robert Garner, CMFC, CRPC
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Located in Lafayette, CA and Serving Clients Nationwide
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Santa Fe Springs CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area
James Johnson, CFP®
Lighthouse Financial Planning, LLC
Folsom CA, Sacramento CA
Fee-Only Financial Planner serving Sacramento, CA and all Surrounding Areas
Brent Kessel, CFP®
Abacus Wealth Partners, LLC
Santa Monica CA
Fee Only Financial Planner Located in Santa Monica, CA , and Serving Clients Nationwide
Jane Beule, CFP®, MBA, BA, MLA
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving Redwood City, CA area.
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Alan Ungar, CFP®, MBA
Critical Capital Management
Calabasas CA
Fee-Only Financial Advisor serving Calabasas, CA area.
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, CA area.
Jon Beyrer, CFP®, EA
Blankinship & Foster, LLC
Solana Beach CA, Solana beach CA, Del Mar CA, Carlsbad CA, La Jolla CA
Fee-Only Financial Advisor serving Solana Beach, CA area.
Mike Skolnick, CPA, PFS
Axiom Advisory, LLC
San Mateo , San Francisco CA, Danville CA, San Mateo CA
Fee-Only Financial Advisor Serving the entire San Francisco Bay Area
Michael Chamberlain, CFP®, AIF
Chamberlain Financial Planning & Wealth Management
Sacramento CA, Campbell CA, Santa Cruz CA, Sacramento CA, Campbell CA
Fee Only Financial Planner Serving Santa Cruz, Sacramento, and Campbell
Carl von dem Bussche, CFP®, AIF
Financial Guidance Group, Inc
Palm Harbor FL, Coronado CA
Fee-Only Financial Advisor serving Palm Harbor, FL area.
Matthew Showley, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Chris Jaccard, CFP®, CFA
Financial Alternatives, Inc.
La Jolla CA
Fee Only Financial Planner Located in La Jolla, CA and Serving Clients Nationwide
Gifford Lehman, CFP®, MBA
Integris Wealth Management
Monterey CA, Monterey CA
Fee-Only Financial Advisor Serving the Entire Monterey, CA Area.
Cathy Curtis, CFP®
Curtis Financial Planning
Oakland CA, San Francisco CA, Berkeley CA
Fee Only Financial Advisor, based in Oakland California and serving the wider San Francisco Bay
Brian Pon, CFP®, EA, PFP
Financial Connections Group
Berkeley CA, Corte Madera CA
Fee-Only Financial Advisor serving the Entire Berkley and San Francisco Bay Area
Ann Terranova, CFP®, MS
Union Financial Partners
San Francisco CA
Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.
Scott Dauenhauer, CFP®, AIF, MSFP
Meridian Wealth Management
Mission Viejo CA, Murrieta CA, Temecula CA
Fee Only Financial Planner Located in Mission Viejo, CA and Serving Clients Nationwide
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide
Eileen Freiburger, CFP®
ESF Financial Planning Group, Inc.
Manhattan Beach CA
Fee Only Financial Planner Located in Manhattan Beach, CA and Serving Clients Nationwide
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, CA area.
Christopher Wentzien, CFP®, CPA, MBA
Natural Bridges Financial Advisors
Santa Cruz CA
Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide
Gerald Gasber, CFP®, CIMA, CFS, CIMC®
Gasber Financial Advisors, Inc.
Folsom CA
Fee-Only Financial Advisor Serving the Sacramento, CA Area
Jay Hutchins, CFP®, AIFA, CDFA, M.S.
The Wealth Conservatory
Springfield MO, Lebanon NH, Livermore CA, Springfield MO
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Lauren Klein, CDFA, CFP®, EA, MBA
Klein Financial Advisors, Inc.
Newport Beach CA
Fee-Only Financial Advisor serving Newport Beach, CA area.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
Angela Dorsey, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner serving the South Bay Southern California area.
Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
Brian Matter, CFP®
Creative Capital Management
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Eric Toya, CFP®
Navigoe
Redondo Beach CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving the Los Angeles and South Bay Area
Gary Alt, CFP®, AIF®
Monterey Private Wealth, Inc.
Pleasanton CA, Monterey CA, Danville CA, Blackhawk CA
Financial Advisor in Pleasanton, CA and Monterey CA. Serving the Entire San Francisco Bay Area
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA, Southlake TX
Fee Only Financial Planner Located in Roseville, CA, and Serving Clients Nationwide
Delia Fernandez, CFP®, MBA
Fernandez Financial Advisory,LLC
Los Alamitos CA
Fee-Only Financial Advisor serving Los Alamitos, CA area.
Joseph Alfonso, CFP®, ChFC®, EA, LTC
Aegis Financial Advisory, LLC
Lake Oswego OR, Cupertino CA, Portland OR, San Francisco CA, San Jose CA, Lake Oswego OR, West Linn OR, Bend OR
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Ara Oghoorian, CFP®, CFA®
ACap Asset Management, Inc.
Los Angeles CA
Fee-Only Financial Advisor located in Los Angeles, CA.
William Cuthbertson, CFP®, MBA, EA,  
Fiscalis Advisory, Inc.
San Juan Capistrano CA
Fee-Only Financial Advisor serving the South Orange County, CA area.
Jennifer Cray, CFP®, MBA
Investor's Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Entire San Francisco Bay Area
Mark Rylance, CFP®
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Rich Chambers, CFP®
Investor's Capital Management, LLC
Menlo Park CA
Fee-Only Financial Advisor serving Menlo Park, CA and the entire Bay Area.
Kevin Young, CFP®, EA, MBA
Young Wealth Management
Sacramento CA, Davis CA
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
Jenna Hung, CFP®, CPA, PFS, AIF, CMA
LifeStream Financial Planning
Santa Clara CA
Fee-Only Financial Advisor serving Silicon Valley, the San Francisco Bay Area and clients around the world.
Todd Butler, CFP®
WESCAP Group
Burbank CA, Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles and surrounding areas.
Joel Shaps, CFP®, CIMA®
Bedrock Capital Management
Los Altos CA
Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide
Scott Leonard, CFP®
Navigoe
Redondo Beach CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving Clients Nationwide
Ricardo Ulivi, PhD
Ulivi Wealth Management
Orange CA
To help individuals recently retired or about to retire achieve their ideal retirement vision.
Christopher Van Slyke, CFP®
WorthPointe
La Jolla CA, Austin TX, San Diego CA
Fee-Only Financial Advisor serving serving clients nation-wide, with offices in Austin & San Diego
Jeremy Portnoff, MSFS, CFP®, CFS®
Portnoff Financial LLC
Tustin CA, Woodbridge NJ, North Tustin CA
Independent Advice free from Hidden Fees
Abbas Heydari, CFP®, CDFA™
Abbasali Heydari
Torrance CA, Los Angeles CA
Fee-Only Financial Advisor based in Torrance, CA, serving South Bay
Thomas McFarland, CFP®
The Darrow Company, Inc.
Los Angeles CA, Boston MA, Concord MA
“Fee-Only” Wealth Management and Financial Advisory. “Your Personal CFO for Life's Journey.” Offices in greater Concord and Boston areas and LA.
Peggy Cabaniss, CFP®
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
Celeste Mirassou, CFP®
Financial Planning Focus
San Rafael CA, San Francisco CA, Oakland CA
Fee Only Financial Planner Located in San Rafael, CA and Serving Clients Nationwide Remotely
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Marjorie Bennett, CFA®, MBA
Aegis Capital Management Inc.
Berkeley CA
Fee Only Financial Planner Located in Berkeley, CA and Serving High Net Worth Clients
Richard Schultz, CFP®
Schultz Financial Management Corp.
North Tustin CA, Cupertino CA, Irvine CA
Fee-Only Financial Advisor serving Southern California and the Bay Area
Robert Antonio, CFP®
Antonio Financial Group
San Diego CA, Irvine CA
Fee Only Financial Advisor Located in Irvine, CA & San Diego, CA and Serving Clients Nationwide
Matt Balderston, CFP®
Pure Financial Advisors, Inc.
San Diego CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Linda Rogers, CFP®, EA, MSBA
Planning Within Reach
San Diego CA
Fee-Only Financial Planner Located in San Diego and Serving Clients Nationwide
Robert Eddy, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Bryan Wisda, CFP®
Summit Wealth Management of Arizona LLC
Carefree AZ, Irvine CA, Phoenix AZ, Scottsdale AZ
Fee-Only Financial Advisor with offices in Carefree, Arizona and Irvine, California
Ralph Latza, CFP®, JD, LLM
LifeStream Financial Planning
Santa Clara CA
Fee-Only Financial Advisor serving Santa Clara, CA area.
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
John Stephens - TCI Wealth Advisors, Inc. - Denver CO, Scottsdale AZ, Reno NV, Flagstaff AZ, Tucson AZ, Santa Monica CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Tina Anders - Anders Financial Planning - Petaluma CA
Steven Weydert - Weydert Wealth Management - Grover Beach CA
Carl Camp, BS, CFP® - Eclectic Associates, Inc. - Fullerton CA
Terry Gustafson - Gustafson Financial Solutions - Carlsbad CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Robert Horowitz, BA, CFA, MBA - Robert V. Horowitz, LLC - Corte Madera CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Alice King - Wine Country Wealth Management, LLC - Petaluma CA, Sonoma CA
John Harms - Newport Financial Advisors - Newport Beach CA
Scott Colton - Colton Wealth Management - Arcadia CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Alan Gelb, CFP® - WESCAP Group - Burbank CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Lara Lamb, CFP® - Abacus Wealth Partners - Encino CA
Jon Theriault, CFP®, MBA - RS Crum Inc. - Newport Beach CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Kristin Harad, CFP® - VitaVie Financial Planning - San Francisco CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
Daniel Beatty - John W. Brooker & Co., CPAs - Oakland CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Justin Krane - Krane Financial Solutions - Los Angeles CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Carlsbad CA
Michael Randolph, CFP® - Randolph Managed Investments - Santa Rosa CA
Paula Wiiken - Wiiken & Gorman LLC - Petaluma CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Theodore Roman - Roman Financial Advisors - San Diego CA
Steve Doster - Doster Financial Planning - San Diego CA
Josette Hewitt - Al Hewitt Inc - Camarillo CA, Palmdale CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Michael Gorman - Wiiken & Gorman LLC - Petaluma CA
Stefan Williams - STW Associates - Ross CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
Heena Shah - Lighthouse Financial Services, Inc. - Brea CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Bob Goldman - Bob Goldman Financial Planning - Sausalito CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
John Wenzel - Watermark Asset Management, Inc. - San Ramon CA
Robert Greenberg - Greenberg | Graham Advisors, LLC - Irvine CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Craig Hillegas, CFP® - Hillegas Advisory Services - Rancho Santa Fe CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Ranga Srinivasan - Everest Management Corp - Los Gatos CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Terrance Green, MBA - Blue Water Capital Management, LLC - San Diego CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Edith Barschi - Edith B. Barschi, CFACFP, EA - Berkeley CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Patrick Stark, CFP® - RS Crum Inc. - Newport Beach CA
Jennifer Coffey Smith - Financial Connections Group, Inc. - Corte Madera CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
John Longstaff - Beechwood Wealth Advisors, LLC - Fresno CA
Judy Ann Stewart - Stewart Financial Services - Borrego Springs CA, Carlsbad CA
Paul Cordero - PF Cordero Financial Planning - San Rafael CA
Janet Wan, CFP® - Sierra Pacific Financial Advisors, LLC - Cupertino CA, Pleasanton CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Craig Caldwell - Caldwell Financial Planning - Sacramento CA
Robert Timineri, CFP®, EA - Total Return Advisory - Sausalito CA, Santa Cruz CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Fern Alix LaRocca - Advanced Financial Designs - Mountain View CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors - San Rafael CA
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Randy Christensen, CFP® - Christensen Financial Planning - Nipomo CA
Samantha Vient - Craig & Associates, LLP - Orange CA
Christine Remedios - Financial Connections Group, Inc. - Corte Madera CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
Karin McKerahan, CFP®, MBA - McKerahan Financial Services - Temecula CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Charles Hayes, CFP®, CPA, PFS - Hayes & Associates, CPAs - Coronado CA
Scott Draper, CFP®, CPA - Pennington Financial Group - Gold River CA
Meredith Schneider, CFP®, BA - Schneider Wealth Management - Woodside CA, Redwood Shores CA
David Armes, CFP® - Dover Healthcare Planning, LLC - Long Beach CA
Charles Stanley, CFP®, ChFC®, AIF® - WorthPointe, LLC - La Jolla CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Capitola CA, Portland OR
Jeffrey Platt, CFP®, CFA®, JD - Harrison -de Charon, LLC - San Diego CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Glenn Woody - Glenn Woody Financial Consultants, Inc. - Costa Mesa CA, La Quinta CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Mark Wilson, CFP®, APA - The Tarbox Group, Inc. - Newport Beach CA
Janet Campbell - Abunda Financial - Larkspur CA
Steven Farrington, CFP®, CPA, AIF - ESI Financial Services, Inc. - La Mesa CA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Alan Hewitt, CFP®, EA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Kate Fries - The Family Firm, Inc. - San Diego CA, Bethesda MD
Karl Leal, CFP® - Leal Financial Planning - Campbell CA
Roberta Jean Smith - Matrix Planning, Inc. - Santa Monica CA
Steven Bell, CFP®, MBA - The Wealth Conservatory - Springfield MO, Lebanon NH, Livermore CA
Peggy Eddy, CFP® - Creative Capital Management, Inc. - San Diego CA
Ted George, CFP®, MSFP - George Financial Advisors - Santa Cruz CA, Los Gatos CA, Palo Alto CA Los Gatos CA, Scotts Valley CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Mary Gibson, CFP® - Mary Lacey Gibson, CFP - San Juan Bautista CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Heather Cleland - Willow Creek Financial Services, Inc. - Sebastopol CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Cindy Adams - Adams Financial Consulting - Sacramento CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
Barbara Steinmetz - Steinmetz Financial Planning - San Mateo CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
Gary Smith - Pleasanton Financial Advisors, LLC - Pleasanton CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
David Meyers, CFP® - Meyers Wealth Management - Palo Alto CA
A.J. Frank, CFP® - A.J. Frank, CFP - San Diego CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Laura Tanner - SAS Financial Advisors, LLC - San Francisco CA
Bryan Krill - R.E. Wacker Associates, Inc. - San Luis Obispo CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Gregory Welborn, MBA - First Financial Consulting - Pasadena CA