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

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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...

Cheryl Vesely, CFP®, MA
Balance Financial Planning, LLC
Oakland CA
Fee-Only Financial Planner serving the Oakland, CA area.
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
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
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
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
Todd Butler, CFP®
WESCAP Group
Glendale CA, Los Angeles CA, Burbank CA, Orange County CA
Fee-Only Financial Advisor serving the Los Angeles and Orange County, CA area.
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
Jodi Vleck, CFP®
Beta Wealth Group
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
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
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.
Julie Bray, CFP®
GW Financial, Inc.
Costa Mesa CA, Palm Desert CA
Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.
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.
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Emilie Goldman, CFP®, CFA
Tamarind Financial Planning
San Mateo CA
Fee-Only Financial Planner serving the San Mateo, CA area.
Jon Theriault, CFP®, MBA
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, 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
Karin McKerahan, CFP®, MBA
McKerahan Financial Services
Temecula CA
Fee Only Financial Planner Located in Temecula. Not accepting new clients at this time.
Gary Alt, CFP®, AIF®
Monterey Private Wealth, Inc.
Pleasanton CA, Monterey CA, Dublin CA, Danville CA, Blackhawk CA
Investment and Wealth Management in Pleasanton, CA and Monterey CA. Serving the Entire San Francisco Bay 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
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
Blair Garner, CFA®, CFP®, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee-Only Financial Planner serving the Lafayette, CA area.
Inga Chira, Ph.D., CFP®
Attainable Wealth
Woodland Hills CA
Fee-Only Financial Planner serving the Woodland Hills, 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
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
Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
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
John Wenzel, CFP®
Archvest Wealth Advisors
Walnut Creek CA
Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide
Daniel Leonard, CFP®, CASL®, CSSCS, EA, AIF®
Marathon Retirement Planning
Danville CA
Fee-Only Financial Planner serving the Danville, CA area.
Brian Matter, CFP®
Creative Capital Management
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Brian Pon, CFP®, EA, PFP
Financial Connections Group, Inc.
Berkeley CA, Corte Madera 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 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 Serving Clients Across the Country
Matthew Showley, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Nancy Coumou, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planning and investment management firm with offices in New Bern, NC and Pleasanton, CA. We serve clients nationwide.
Robert Garner, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
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
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
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
Richard Gross, CFP®, CMFC®
BlueSky Wealth Advisors
Santa Clara CA, New Bern NC, Pleasanton CA
A privately owned, fee-only financial planning firm focused on providing clients with honest, objective and highly customized financial advice.
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
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, CA area.
Janet Wan, CFP®
Sierra Pacific Financial Advisors, LLC
Pleasanton CA, Cupertino CA, Oakland CA
Fee Only Financial Planning and Investment Management with offices in Pleasanton, Cupertino, and Oakland. Serving the entire San Francisco Bay Area.
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide
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
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, CA, and Serving Clients Nationwide
Thomas McFarland, CFP®
Darrow Wealth Management
Los Angeles CA, Boston MA, Concord MA
The Darrow Private Wealth Management program offers comprehensive, holistic financial advisory services to experienced professionals with diverse planning needs.
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.
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.
Ira Fateman, M.Ed., CFP®
SAS Financial Advisors
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, CA area.
Glen Jones, CFP®
Sierra Pacific Financial Advisors, LLC
Pleasanton CA, Cupertino CA, Oakland CA
Fee Only Financial Planning and Investment Management with offices in Pleasanton, Cupertino, and Oakland. Serving the entire 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.
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
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
Bill Carlson, CFP®
Carlson Financial Advisors
Belmont CA, San Francisco CA, San Mateo CA, Palo Alto CA, Menlo Park CA
Fee-Only Financial Planner located in Belmont, CA and serving the San Francisco Peninsula including Belmont, San Mateo, Palo Alto and Menlo Park.
Leslie Merrithew, EA, CFP®
Merrithew & Thorsten
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Stephen Reh, CFA®, MBA, CFP®
Reh Wealth Advisors
La Verne CA, San Dimas CA, Glendora CA, Claremont CA, Brea CA, Pomona CA, Upland CA
Fee-Only Financial Planner serving the La Verne, San Dimas, Glendora, Claremont, Brea, Pomona, and Upland, CA area
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Santa Fe Springs CA, Los Angeles CA, Irvine CA, Tustin CA, Newport Beach CA, Studio City CA, Burbank CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area
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.
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
Robert Eddy, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
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
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
Thomas Donnelly, JD, CFP®
Calamus Financial Planning
West Hollywood CA
Fee-Only Financial Planner serving the West Hollywood, CA 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.
Elizabeth Saghi, CFP®
InAlliance Financial Planning
Santa Barbara CA
Fee-Only Financial Planner serving the Santa Barbara, CA area.
John Gjertsen, CFP®, CFA, EA
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
A privately owned, fee-only financial planning firm focused on providing clients with honest, objective and highly customized financial advice.
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
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
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
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
Scott Frank, CFA®, CFP®
Stone Steps Financial LLC
Encinitas CA
Fee-Only Financial Planner serving the San Diego, 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
Kevin Young, CFP®, EA, MBA
Young Wealth Management
Sacramento CA, Davis CA
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
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.
Scott Leonard, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving Clients Nationwide
William Cuthbertson, CFP®, MBA, EA,  
Fiscalis Advisory, Inc.
San Juan Capistrano CA
Fee-Only Financial Advisor serving the South Orange County, CA area.
Jay Hutchins, CFP®, AIFA, CDFA, M.S.
The Wealth Conservatory
Springfield MO, Lebanon NH, Livermore CA, Bedford NH, Springfield MO
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Jill Hollander, CFP®, CRPC, ADPA
Financial Connections Group
Corte Madera 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.
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.
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Bronwyn Shone, CFP®
BlueSky Wealth Advisors
Pleasanton CA, New Bern NC
A privately owned, fee-only financial planning firm focused on providing clients with honest, objective and highly customized financial advice.
David Blain, CFA®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planning and investment management firm with offices in New Bern, NC and Pleasanton, CA. We serve 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
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.
Jane Beule, CFP®, MBA, BA, MLA
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving clients nationally and internationally.
David Meyers, CFP®
Meyers Wealth Management
Palo Alto CA
Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide
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.
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.
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.
Madeline Valente, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planning and investment management firm with offices in New Bern, NC and Pleasanton, CA. We serve clients nationwide.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
Jennifer Coffey Smith, CFP®
Financial Connections Group
Corte Madera 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.
Jeremy Portnoff, MSFS, CFP®, CFS®
Portnoff Financial LLC
Tustin CA, Woodbridge NJ, North Tustin CA
Independent Advice free from Hidden Fees. Offices in Woodbridge, NJ and Tustin, CA.
Christopher Van Slyke, CFP®
WorthPointe Financial
La Jolla CA, Austin TX, Bedford TX, San Diego CA
Fee-Only Financial Advisor serving clients nation-wide, with offices in Dallas, Ft. Worth, Austin & San Diego
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.
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner Helping Women and Their Families Simplify Finances and Grow Wealth
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
Marjorie Bennett, CFA®, MBA - Aegis Capital Management Inc. - Berkeley CA
Ted Fischer, CFP® - Fischer Investment Strategies - Westlake Village CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Katy Song - Katy Song Financial Planning - Mill Valley CA
Gary Cook - Gary Cook Financial Planning - Santa Barbara CA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
John McGrath - EP Wealth Advisors - Torrance CA
Donald Hance - Navigoe - Redondo Beach CA
Ara Oghoorian, CFP®, CFA® - ACap Asset Management, Inc. - Encino CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Marilyn Plum - EP Wealth Advisors - Lafayette CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Charles Hayes, CFP®, CPA, PFS - Hayes & Associates, CPAs - Coronado CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors, LLC - San Rafael CA
Anthony Ferreira - WorthPointe, LLC - La Jolla CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Christopher Gilmor - MCM Wealth Management - Novato CA
Daniel Chong - Index Fund Advisors - Irvine CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
Karl Leonard Hicks, CFP®, MBA - Leonard Financial Group, LLC - Riverside CA
Melanie Pelayo - Financial Perspectives - Pleasanton CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Derek Holman, CFP®, AIF® - EP Wealth Advisors - Los Angeles CA, Torrance CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Ken Corlett - WorthPointe, LLC - La Jolla CA
Lynn Ballou - EP Wealth Advisors - Lafayette CA
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Patrick Chu - marrick wealth - Irvine CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Scott Draper, CFP®, CPA - Thrive Financial Planning - El Dorado Hills CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Patrick Stark, CFP® - RS Crum Inc. - Newport Beach CA
Andrew McFadden, CFP®, MBA - Panoramic Financial Advice - Clovis CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Evelyn Zohlen - Inspired Financial - Huntington Beach CA
Dave Yeske - Yeske Buie - San Francisco CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Mark Wilson, CFP®, APA - The Tarbox Group, Inc. - Newport Beach CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Terrance Green, MBA - Blue Water Capital Management, LLC - San Diego CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Ted George, CFP®, MSFP - Wealthscape Advisors LLC - Santa Cruz CA, Palo Alto CA Los Gatos CA, Scotts Valley CA
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Capitola CA, Portland OR
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Steven Farrington, CFP®, CPA, AIF - ESI Financial Services, Inc. - La Mesa CA
Joan Wenglikowski, CFP® - R.E. Wacker Associates, Inc. - San Luis Obispo CA
Adam Phillips - EP Wealth Advisors - Torrance CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Stefan Williams - STW Associates - Ross CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Andrew Davis, CFP® - Seamless Financial Planning, LLC - West Hollywood CA
Andrew Russell - Dean Roland Russell - San Diego CA
Cindy Adams - Adams Financial Consulting - Sacramento CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Babak Gahvari - Pure Financial Advisors, Inc. - San Diego CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Brian Canning - Abacus Wealth Partners, LLC - Santa Monica CA
Mary Beth Storjohann - Workable Wealth - San Diego CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Justin Waller, CFP® - Waller Financial Coaching - Chico CA
Clint Camua - EP Wealth Advisors - Torrance CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
Justin Krane - Krane Financial Solutions - Los Angeles CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Laura Knolle - EP Wealth Advisors - Lafayette CA
Michael Gorman - Creekside Partners - Petaluma CA
Alan Gelb, CFP® - WESCAP Group - Burbank CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Peggy Eddy, CFP® - Creative Capital Management, Inc. - San Diego CA
Paul Cordero - PF Cordero Financial Planning - San Rafael CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Eileen Freiburger, CFP® - ESF Financial Planning Group, Inc. - Manhattan Beach CA
David Little - Eclectic Associates, Inc. - Fullerton CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Marc Roland, CPA/PFS, CFP® - Dean Roland Russell - San Diego CA
Marty McNamara - marrick wealth - Irvine CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
David Sylvester, CFA, CFP® - CAVU Wealth Advisors - Walnut Creek CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Brian Parker - EP Wealth Advisors - Torrance CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Brittney Castro - Financially Wise Women - Los Angeles CA
Scott Colton - Colton Wealth Management - Arcadia CA
John Longstaff - Beechwood Wealth Advisors, LLC - Fresno CA
Jon Moore - EP Wealth Advisors - Torrance CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
James Johnson, CFP® - Lighthouse Financial Planning, LLC - Folsom CA Sacramento CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Ryan Serrecchia - EP Wealth Advisors - Torrance CA
Carl Camp, BS, CFP® - Eclectic Associates, Inc. - Fullerton CA
Gregory Wells, CFP®, AWMA - EP Wealth Advisors - Torrance CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Susan Honig, CFP®, EA - Veritana Financial Planning, Inc. - Burbank Ca
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Dirk Huybrechts, CFP®, PFP - HFM Advisors - Los Angeles CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas CA
Charles Stanley, CFP®, ChFC®, AIF® - WorthPointe, LLC - La Jolla CA
Aaron Hatch - Woven Capital - Redding CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
Steve Doster - Doster Financial Planning - San Diego CA
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City 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
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
A.J. Frank, CFP® - A.J. Frank, CFP - San Diego CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Michael Randolph, CFP® - Willow Creek Wealth Management - Sebastopol CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
John Harms - Newport Financial Advisors - Newport Beach CA