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. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

California Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Justin Waller, CFP®
Waller Financial Coaching
Chico CA
Fee-Only Financial Planner serving the Chico, CA area.
Robert Garner, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
Joe Morgan, CFP®, CFA
JWM Wealth Management, LLC
Danville CA
Helping clients define and fulfill their financial goals by constructing, executing, and calibrating the path to financial clarity.
Shawn Tydlaska, CFP®
Ballast Point Financial Planning
Burlingame CA, San Francisco CA
Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco region and clients nationwide
John Longstaff, CFP®
The Planning Center
Fresno CA
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
Nick Foy, CFP®
CAVU Wealth Advisors
Walnut Creek CA, Charlotte NC
Plan Well. Invest Wisely. Live Richly.
Ashley Bleckner, MA, CFP®
RS Crum Inc.
Newport Beach CA
Fee-Only Financial Planner serving the Newport Beach, CA area.
Daniel Leonard, CFP®, CASL®, CSSCS, EA, AIF®
Marathon Retirement Planning
Danville CA
Fee-Only Financial Planner serving the Danville, CA area.
Elizabeth Saghi, CFP®
InAlliance Financial Planning
Santa Barbara CA
Fee-Only Financial Planner serving the Santa Barbara, CA area.
Charles Stanley, CFP®, ChFC®, AIF®, CKA®
WorthPointe
San Diego CA, San Diego CA
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Alan Gelb, CFP®
WESCAP Group
Glendale CA, Los Angeles CA, Burbank CA
Fee Only Financial Planner Located in Burbank, CA and Serving Clients Nationwide
Cady North, CFP®, MBA
North Financial Advisors LLC
San Diego CA, Washington DC
Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.
Delia Fernandez, CFP®, MBA
Fernandez Financial Advisory
Los Alamitos CA, Los Angeles CA, Huntington Beach CA, Cypress CA, Long Beach CA, Irvine CA
Fee-Only Financial Advisor located in Los Alamitos, CA and serving the entire Orange County and Los Angeles, CA area.
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide
Grant Bledsoe, CFP®, CFA
Three Oaks Capital Management
Lake Oswego OR, Gold River CA, Tualatin OR, Happy Valley OR, Portland OR, Beaverton OR, Hillsboro OR, West Linn OR, Sherwood OR, Sacramento CA, Folsom CA, El Dorado Hills CA, Roseville CA, Rancho Cordova CA, Shingle Springs CA, Placerville CA, Cameron Park CA
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.
Gifford Lehman, CFP®, MBA
Integris Wealth Management
Monterey CA, Monterey CA, Carmel CA, Pebble Beach CA, Big Sur CA, Salinas CA, Carmel valley CA
Fee-Only financial planner located in Monterey, CA and serving clients throughout California and across the country
Brian Matter, CFP®
Creative Capital Management Investments LLC
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, CA, and Serving Clients Nationwide
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 and specializing in the finances of women and their families.
Jon Theriault, CFP®, MBA
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Taylor Schulte, CFP®
Define Financial
San Diego CA
Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco
Eric Toya, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving the Los Angeles and South Bay Area
Steven Farrington, CFP®, CPA, AIF
ESI Financial Services, Inc.
La Mesa CA
Fee Only Financial Planner Located in La Mesa, CA and Serving Clients Nationwide
Jeffrey Borenstein, CPA, CFP®
Lamia Financial Group, Inc
Thousand Oaks CA, Los Angeles CA
Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Michael Anderson, CFP®
Maranantha Financial
Ventura CA
Fee-Only Financial Planner serving the Ventura, CA area.
Stefan Prvanov, CFP®
Blankinship & Foster, LLC
Solana Beach CA, Carlsbad CA, San Diego CA, Rancho Santa Fe CA, Encinitas CA
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Dirk Huybrechts, CFP®, PFP
HFM Advisors
Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles, CA area.
John Stephens, MD, CFA, CFP®, MBA
TCI Wealth Advisors, Inc.
Denver CO, Scottsdale AZ, Reno NV, Flagstaff AZ, Tucson AZ, Santa Monica CA
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Tustin CA, Burbank CA, Studio City CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California 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
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
John Wenzel, CFP®
Archvest Wealth Advisors
Walnut Creek CA
Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide
Bronwyn Shone, CFP®
BlueSky Wealth Advisors
Pleasanton CA, New Bern NC
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Jodi Vleck, CFP®
Beta Wealth Group
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Patrick Stark, CFP®
RS Crum Inc.
Irvine CA, Orange County CA, Newport Beach CA, Yorba Linda CA, Long Beach CA, Los Angeles CA, Laguna Beach CA, Manhattan Beach CA, Hermosa Beach CA, Redondo Beach CA, Los Alamitos CA, Cypress CA, Costa Mesa CA
Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA 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
Todd Butler, CFP®
AdvicePeriod
Los Angeles CA, Los Angeles CA, Burbank CA, Orange County CA
Fee-Only Financial Advisor serving the Los Angeles and Orange County, CA area.
Vicki Schultz, CFP®, MBA
Schultz Financial Group, Inc.
Reno NV, Orange County CA
Fee Only Financial Planner located in Reno, NV serving clients locally and throughout California
Michael Babcock, CFP®, CPA
The Wealth Conservatory
Pleasanton CA, Livermore CA, Lebanon NH, Bedford NH, Springfield MO
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Tony Chan, CFP®, EA
Crossroads Planning, LLC
Orange CA
Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region
Chris Wentzien, CFP®, CPA, MBA
Natural Bridges Financial Advisors
Santa Cruz CA
Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide
Jennifer Coffey Smith, CFP®
Financial Connections Group
Corte Madera CA, San Francisco CA, Berkeley CA, Berkeley CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Aaron Hatch, CFP®
Woven Capital
Redding CA
Fee-Only Financial Planner serving Northern California.
Lauren Klein, CDFA, CFP®, EA, MBA
Klein Financial Advisors, Inc.
Newport Beach CA
Fee-Only Financial Advisor located in Newport Beach, CA and serving the greater Orange County CA area.
Jon Beyrer, CFP®, EA
Blankinship & Foster, LLC
Solana Beach CA, Del Mar CA, Carlsbad CA, La Jolla CA, San Diego CA, Poway CA
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Marjorie Bennett, CFA®, MBA
Aegis Capital Management Inc.
Berkeley CA, Princeville HI
Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.
Aaron Szager
BlueSky Wealth Advisors, LLC
Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office
Christopher Van Slyke, CFP®
WorthPointe
San Diego CA, Austin TX, Bedford TX, San Diego CA
Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Orange County
Michal Skowronski, CFP®
Skylark Wealth, LLC
San Francisco CA
Fee-Only Financial Planner located in San Francisco, CA and serving clients across the country
David Blain, CFA®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Brian Pon, CFP®, EA, PFP
Financial Connections Group, Inc.
Berkeley CA, Corte Madera CA, San Francisco CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee-Only Financial Advisor serving San Diego, CA area.
Karla McAvoy, CFP®, MBA
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
Matt Balderston, CFP®
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Jeffrey Platt, CFP®, CFA®, JD
Wealth Quest Partners, Inc.
San Diego CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Scott Leonard, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving Clients Nationwide
Christopher Girbés-Pierce, CFP®
Enlightened Wealth Management
Santa Monica CA, Los Angeles CA, Venice CA
Fee-Only Financial Planner serving the Santa Monica and Los Angeles area
Jay Hutchins, CFP®, AEP®, AIFA, CDFA™, MS
The Wealth Conservatory
Springfield MO, Lebanon NH, Livermore CA, Bedford NH, Pleasanton CA, Springfield MO
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Brandon Grundy, CFP®
Ridgeview Financial Planning
Santa Rosa CA
Fee-Only Financial Planner located in Santa Rosa, CA and serving the entire Sonoma, County area
Erin Hadley, CFP®
Occidental Asset Management
Burlingame CA, San Francisco CA, Oakland CA
Fee-Only Financial Planner serving the Greater San Francisco Bay area
Jane Beule, CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving clients nationally and internationally.
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
Blair Garner, CFA®, CFP®, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee-Only Financial Planner serving the Lafayette, CA 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.
Madeline Valente, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Shonty Spatola, CPA, CFP®
Pacific Oak Wealth Management LLC
Santa Monica CA
Fee-Only Financial Planner and CPA serving clients in West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.
Nancy Coumou, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Joseph Alfonso, CFP®, ChFC®, EA, RICP®
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.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
Juan Ros, CFP®
Lamia Financial Group, Inc
Thousand Oaks CA, Los Angeles CA
Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, CA area.
Anthony Ferreira, CFP®
WorthPointe
La Jolla CA, San Diego CA
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
Michael Powsner, CFP®, CPA/PFS
Upstart Wealth Management
San Francisco CA
Fee-Only Financial Planner serving the San Francisco Bay Area and working with clients virtually in major cities across the US.
Leighann Miko, CFP®
Equalis Financial
Los Angeles CA, Woodland Hills CA
Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.
Jeremy Portnoff, MSFS, CFP®, CIMA®
Portnoff Financial LLC
Mission Viejo CA, Metuchen NJ, North Tustin CA
Becuase you deserve an Educated Advisor. Offices in Mission Viejo CA and Metuchen NJ.
Cheryl Vesely, CFP®, MA
Balance Financial Planning, LLC
Oakland CA
Fee-Only Financial Planner serving the Oakland, CA area.
Ira Fateman, M.Ed., CFP®
SAS Financial Advisors
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
Richard Schultz, CFP®
Schultz Financial Management Corp.
Cupertino CA, Orange CA, Irvine CA
Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley
Inga Chira, Ph.D., CFP®
Attainable Wealth
Woodland Hills CA
Fee-Only Financial Planner serving the Woodland Hills, CA area.
Michael Chamberlain, CFP®, AIF
Chamberlain Financial Planning & Wealth Management
Sacramento CA, Campbell CA, Santa Cruz CA, Los Gatos CA, Santa Clara CA, Cupertino CA
Fee Only Financial Planner With Offices in Santa Cruz, Sacramento, and Campbell, CA Serving Clients Nationwide
Erin Nelsen, CFP®
Asset Planning Inc.
Cypress CA, Orange County CA, Los Angeles CA, Los Alamitos CA, Huntington Beach CA, Long Beach CA, Irvine CA
Fee Only Financial Planner Located in Cypress, CA and Serving the Greater Los Angeles Area
Jill Hollander, CFP®, CRPC, ADPA
Financial Connections Group
Corte Madera CA, Berkeley CA, San Francisco CA, Berkeley CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
John Gjertsen, CFP®, CFA, EA
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Mike Skolnick, CPA/PFS
Axiom Advisory, LLC
San Francisco CA, San Diego CA, San Mateo CA
Fee-Only Financial Advisor Serving Clients Virtually, In-person in San Francisco and San Diego, by Email, or Phone.
Gerald Gasber, CFP®, CIMA®, CFS, CIMC®, QPFC
Gasber Financial Advisors, Inc.
Folsom CA, Sacramento CA, Rancho Cordova CA, Gold River CA, El Dorado Hills CA, Cameron Park CA, Shingle Springs CA, Placerville CA
Fee-Only Financial Advisor Serving the Sacramento, CA Area
David Sylvester, CFA, CFP®
CAVU Wealth Advisors
Charlotte NC, Walnut Creek CA
Plan Well. Invest Wisely. Live Richly.
Julie Bray, CFP®
GW Financial, Inc.
Costa Mesa CA, Palm Desert CA
Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.
Ted Fischer, CFP®, AIF®, QPFC
Fischer Investment Strategies
Westlake Village CA
Fee-Only Financial Planning, Investment Management, and Professional Fiduciary located in Westlake Village, CA and serving Santa Barbara, Ventura, and Los Angeles counties and clients across the country.
David Meyers, CFP®
Meyers Wealth Management
Los Altos CA
Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide
Steven Bell, CFP®, MBA
The Wealth Conservatory
Springfield MO, Livermore CA, Bedford NH, Lebanon NH, Pleasanton CA
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Christopher Lamia, CFP®
Lamia Financial Group, Inc
Thousand Oaks CA, Los Angeles CA
Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, CA area.
Paul Cordero, CFP®, EA
Attune Financial Planning
Novato CA
Fee Only Financial Planner Located in Novato, CA and Serving Clients throughout the San Francisco Bay Area.
Evor Vattuone, CFP®, EA
Aspire Planning Associates
Walnut Creek CA, San Mateo CA, Cupertino CA
Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.
Jiyao Xu, CFP®
X and Y Advisors, Inc.
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country via virtual meeting.
Karl Leal, CFP®
Leal Financial Planning
Campbell CA, San Jose CA, Sunnyvale CA, Santa Clara CA, Los Gatos CA, Cupertino CA, Mountain View CA, Milpitas CA, Saratoga CA, Santa Cruz CA
Fee Only Financial Planner Located in San Jose, CA and serving the entire region and clients across the country
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner Helping Women and Their Families Simplify Finances and Grow Wealth
Emilie Goldman, CFP®, CFA
Tamarind Financial Planning
San Mateo CA
Fee-Only Financial Planner serving the San Mateo, CA area.
Breanna Reish, CFP®
Wealth of Confidence, LLC
Riverside CA
Fee-Only Financial Planner serving the Riverside, CA area.
Scott Frank, CFA®, CFP®
Stone Steps Financial LLC
Encinitas CA, Carlsbad CA, Solana Beach CA, San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
William Cuthbertson, MBA, EA, CFP®  
Fiscalis Advisory, Inc.
San Juan Capistrano CA
Fee-Only Financial Advisor serving the South Orange County, CA area.
Michael Pash, CFP®, AIF®
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee-Only Financial Planner serving the San Diego, CA area.
Mark Rylance, CFP®
RS Crum Inc.
Newport Beach CA, Irvine CA, Orange County CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Gabriel Anderson, CFP®, CLU®, ChFC®
Crafted Wealth Management
Venice CA, Santa Monica CA, Los Angeles CA
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Los Angeles and Santa Monica 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
Patrick Dinan, CFP®
Impact Fiduciary
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology
Gabriel Shahin, CFP®
Falcon Wealth Planning, Inc.
Ontario CA, Torrance CA, Los Angeles CA
Fee-Only Financial Planner serving the Los Angeles region with offices in Ontario, CA and Torrance, CA
John Pak, CFP®, RICP®
Otium Advisory Group
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA, Burlingame CA
Derek Holman, CFP®, AIF® - EP Wealth Advisors - Los Angeles CA, Torrance CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Ryan Serrecchia - EP Wealth Advisors - Torrance CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Karin McKerahan, CFP®, MBA - McKerahan Financial Services - Temecula CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Sheetal Bagde - Buckingham Strategic Wealth - Palo Alto CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Ariadne Horstman, CFP® - Appreciate Personal Finance - Palo Alto CA
Adam Phillips - EP Wealth Advisors - Torrance CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
Thomas Donnelly, JD, CFP® - AdvicePeriod - Los Angeles CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Charles Malsbury, CFP® - ThinkPlanSave Financial Planning - Daly City CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Santa Cruz CA, Portland OR
Marilyn Plum - EP Wealth Advisors - Lafayette CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Evelyn Zohlen - Inspired Financial - Huntington Beach CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Karl Leonard Hicks, CFP®, MBA - Leonard Financial Group, LLC - Riverside CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Christopher Gilmor - MCM Wealth Management - Novato CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Greg Meyer - New Wave Financial Services - Redondo Beach CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Mary Beth Storjohann, CFP® - Workable Wealth - San Diego CA
Joan Wenglikowski, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Brian Canning - Abacus Wealth Partners, LLC - Santa Monica CA
Brian Parker - EP Wealth Advisors - Torrance CA
Stefan Williams - STW Associates - Ross CA
Lexi Olian - The Humphreys Group - San Francisco CA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Lavina Nagar, CFP® - Maya Advisors, Inc. - Palo Alto CA
Jared Tanimoto - Ascent Wealth - Newport Beach CA
Justin Sloan - Buckingham Strategic Wealth - Santa Rosa CA
Daniel Chong, CFP® - Index Fund Advisors - Irvine CA
Ted George, CFP®, MSFP - Wealthscape Advisors LLC - Santa Cruz CA Los Gatos CA, Scotts Valley CA
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas CA
Eileen Freiburger, CFP® - ESF Financial Planning Group, Inc. - Manhattan Beach CA
Michael Gorman - Creekside Partners - Petaluma CA
Meghan Coolbaugh, MA, CFP® - Oak Street Advisory Group - Laguna Beach CA
Gail Hicks - Klein Financial Advisors, Inc. - Newport Beach CA
Jon Moore - EP Wealth Advisors - Torrance CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
John McGrath - EP Wealth Advisors - Torrance CA
Susan Olson - Abacus Wealth Partners, LLC - Sebastopol CA
Ethan Green - Lake Tahoe Wealth Management - Auburn CA
Dave Yeske - Yeske Buie - San Francisco CA
Donald Hance, Jr - Navigoe - Redondo Beach CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Lynn Ballou - EP Wealth Advisors - Lafayette CA
Brittney Castro - Financially Wise Women - Los Angeles CA
Danny Michael, AIF®, CFP®, MSBA - Satori Wealth Management - Los Angeles CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
Marc Roland, CPA/PFS, CFP® - Dean Roland Russell - San Diego CA
Stephen Reh, CFA®, MBA, CFP® - Reh Wealth Advisors - La Verne CA San Dimas CA, Glendora CA, Claremont CA, Brea CA, Pomona CA, Upland CA
Christopher Weed, CFP®, CPA, PFS, MBA - Christopher H. Weed, CPA, Inc. - Stockton CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Alicia Butera, CFP® - Planning Within Reach - San Diego CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Patricia Parker - Patricia Heaton Parker, CFP - Santa Ana CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Katie Horton - HC Financial Advisors, Inc. - Lafayette CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
Susan Honig, CFP®, EA - Veritana Financial Planning, Inc. - Burbank Ca
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Patrick Chu - marrick wealth - Irvine CA
Peter Kozak - BrightPath Wealth Planning, LLC - Camarillo CA
Eric Hamel - Pure Financial Advisors, Inc. - San Diego CA
Gary Cook - Gary Cook Financial Planning - Santa Barbara CA
Greg Jankowski - Delphi Private Advisors - San Diego CA
Clint Camua - EP Wealth Advisors - Torrance CA
Glen Jones, CFP® - Sierra Pacific Financial Advisors, LLC - Pleasanton CA, Cupertino CA, Oakland CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
Leslie Merrithew, EA, CFP® - Merrithew & Thorsten - San Diego CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Brian Littlejohn, BS, CFP®, MBA, MS - Sherwood Investment Management - Petaluma CA
Brent Thomas - Buckingham Strategic Wealth - Santa Rosa CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Joshua Garcia, MBA, MIM, CFP® - Veritas Financial Consulting - Monrovia CA
Elizabeth Greulich - Abacus Wealth Partners - Santa Monica CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Gary Alt, CFP®, AIF® - Monterey Private Wealth, Inc. - Pleasanton CA, Monterey CA Dublin CA, Danville CA, Blackhawk CA
Andrew Russell - Dean Roland Russell - San Diego CA
Meredith Schneider, CFP®, BA - Schneider Wealth Management - Woodside CA, Redwood Shores CA, San Bruno CA, San Mateo CA, Palo Alto CA, Mountain View CA
Janet Wan, CFP® - Sierra Pacific Financial Advisors, LLC - Pleasanton CA, Cupertino CA, Oakland CA
Mark Wilson, CFP®, APA - Mile Wealth - Irvine CA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Melanie Pelayo - Financial Perspectives - Pleasanton CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
David Barson - Barson Financial Planning - San Mateo CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Scott Draper, CFP®, CPA - Thrive Financial Planning - El Dorado Hills CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
Steve Doster, CFP®, MBA - Rowling & Associates - San Diego CA
Lorenzo Sanchez - Rowling & Associates - San Diego CA
John Harms - Newport Financial Advisors - Newport Beach CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Alan Goodstein - Goodstein Wealth Management - Encino CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors, LLC - San Rafael CA
Ara Oghoorian, CFP®, CFA® - ACap Asset Management, Inc. - Encino CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Carl Lachman - Eclectic Associates, Inc. - Fullerton CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Katy Song - Katy Song Financial Planning - Mill Valley CA
Mark Keating - Willow Creek Wealth Management, Inc. - Sebastopol CA
Thomas Stout - Stout Capital Management - Encinitas CA
Russell Kroeger - Paradigm Wealth Architects - San Francisco CA
Jason Kirsch - GROW, LLC - Santa Monica CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
Bill Carlson, CFP® - Carlson Financial Advisors - Belmont CA San Francisco CA, San Mateo CA, Palo Alto CA, Menlo Park CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Ryan DeMartini - JC Financial Services - Loomis CA
Matthew Showley, CFP® - Creative Capital Management Investments LLC - San Diego CA
Babak Gahvari - Pure Financial Advisors, Inc. - San Diego CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Laura Knolle - EP Wealth Advisors - Lafayette CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Anandi Krishnamurthy - On Track Financial Advisory - Saratoga CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Noa Hoffman - Socialyte Capital - Los Angeles CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Gregory Wells, CFP®, AWMA - EP Wealth Advisors - Torrance CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Marty McNamara - marrick wealth - Irvine CA
Jovita Honor - Buckingham Strategic Wealth - Palo Alto CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Richard Gross, CFP®, CMFC® - - CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Autumn Kruse, CFP® - Kruse Financial Strategy - Albany CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Laurie Dubchansky - Havaplan Financial - Newport Beach CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Jane Yoo - janefinancial - Oakland CA
Andy Edstrom - WESCAP Group - Glendale CA
Daniel Taylor - Buckingham Strategic Wealth - Palo Alto CA
George McDaniel - Lighthouse Financial Services, Inc. - Brea CA
Andrew McFadden, CFP®, MBA - Panoramic Financial Advice - Clovis CA
Eva Barberi - Garrett Investment Advisors - Santa Barbara CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Linda Rogers, CFP®, EA, MSBA - Planning Within Reach - San Diego CA
Scott Colton - Colton Wealth Management - Arcadia CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA