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.

Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
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.
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, 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
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
Peggy Cabaniss, CFP®
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
John Wenzel, CFP®
Archvest Wealth Advisors
Walnut Creek CA
Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide
Carl von dem Bussche, CFP®, AIF
Financial Guidance Group, Inc
Palm Harbor FL, Coronado CA
Fee-Only Financial Advisor serving Palm Harbor, FL area.
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.
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
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
Mike Skolnick, CPA, PFS
Axiom Advisory, LLC
San Francisco CA, San Mateo CA
Fee-Only Financial Advisor Serving the entire San Francisco 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
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide
Mark Rylance, CFP®
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Todd Butler, CFP®
WESCAP Group
Burbank CA, Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles and surrounding areas.
Ann Terranova, CFP®, MS
Union Financial Partners
San Francisco CA
Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, 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
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner serving the South Bay Southern California 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
Leslie Merrithew, EA, CFP®
Merrithew & Thorsten
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Joel Shaps, CFP®, CIMA®
Bedrock Capital Management
Los Altos CA
Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide
Dirk Huybrechts, CFP®, PFP
HFM Advisors
Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles, CA area.
Ara Oghoorian, CFP®, CFA®
ACap Asset Management, Inc.
Los Angeles CA
Fee-Only Financial Advisor located in Los Angeles, CA.
Linda Rogers, CFP®, EA, MSBA
Planning Within Reach
San Diego CA
Fee-Only Financial Planner Located in San Diego and Serving Clients Nationwide
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.
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
Gerald Gasber, CFP®, CIMA, CFS, CIMC®
Gasber Financial Advisors, Inc.
Folsom 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
Matthew Showley, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
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.
Chris Remedios, CFP®
Financial Connections Group
Corte Madera CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay
Ricardo Ulivi, PhD
Ulivi Wealth Management
Orange CA
To help individuals recently retired or about to retire achieve their ideal retirement vision.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
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.
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, CA area.
Eileen Freiburger, CFP®
ESF Financial Planning Group, Inc.
Manhattan Beach CA
Fee Only Financial Planner Located in Manhattan Beach, CA and Serving Clients Nationwide
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
Jennifer Coffey Smith, CFP®
Financial Connections Group
Corte Madera CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Ralph Latza, CFP®, JD, LLM
LifeStream Financial Planning
Santa Clara CA
Fee-Only Financial Advisor serving Santa Clara, CA area.
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
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
Scott Leonard, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving Clients Nationwide
Lauren Klein, CDFA, CFP®, EA, MBA
Klein Financial Advisors, Inc.
Newport Beach CA
Fee-Only Financial Advisor serving Newport Beach, CA area.
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Janet Wan, CFP®
Sierra Pacific Financial Advisors, LLC
Cupertino CA, Pleasanton CA, Oakland CA
Fee Only Financial Planner with offices in Pleasanton, Cupertino, and Oakland and serving the entire region
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
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
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
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.
Delia Fernandez, CFP®, MBA
Fernandez Financial Advisory,LLC
Los Alamitos CA
Fee-Only Financial Advisor serving Los Alamitos, 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
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 entire San Francisco Peninsula including Belmont, San Mateo, Palo Alto and Menlo Park.
Evor Vattuone, CFP®, EA
Aspire Capital Management
Walnut Creek CA
Fee-Only Financial Planner serving the Walnut Creek, CA area.
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.
Robert Eddy, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, 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
Jane Beule, CFP®, MBA, BA, MLA
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving Redwood City, CA area.
Gifford Lehman, CFP®, MBA
Integris Wealth Management
Monterey CA, Monterey CA
Fee-Only Financial Advisor Serving the Entire Monterey, CA Area.
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Santa Fe Springs CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area
Christopher Van Slyke, CFP®
WorthPointe
La Jolla CA, Austin TX, Bedford TX, Allen TX, San Diego CA
WorthPointe is a team of fee-only financial planners based in Austin, San Diego & Dallas, Ft. Worth. We help change people’s lives through a personal relationship with a qualified fiduciary advisor
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
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
Brian Pon, CFP®, EA, PFP
Financial Connections Group
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.
Peter Ashby, CFP®
Adams Ashby Financial Advisors
Sacramento CA, Roseville CA, Sacramento CA
Fee-Only financial planner located in Roseville, CA and serving the Sacramento, CA area and clients nationwide
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Terrance Green, MBA - Blue Water Capital Management, LLC - San Diego CA
Samantha Vient - Craig & Associates, LLP - Orange CA
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
David Armes, CFP®, MBA - Dover Healthcare Planning, LLC - Long Beach CA
Charles Stanley, CFP®, ChFC®, AIF® - WorthPointe, LLC - La Jolla CA
Bryan Krill - R.E. Wacker Associates, Inc. - San Luis Obispo CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Paula Wiiken - Wiiken & Gorman LLC - Petaluma CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Marty McNamara - marrick wealth - Irvine CA
Jenifer Smith - Financial Connections Group - Corte Madera CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Marc Roland - Dean Roland Russell - San Diego CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Susan Honig - Veritana Financial Planning, Inc. - Valley Village CA
Carl Camp, BS, CFP® - Eclectic Associates, Inc. - Fullerton CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
John Stephens - TCI Wealth Advisors, Inc. - Denver CO, Scottsdale AZ, Reno NV, Flagstaff AZ, Tucson AZ, Santa Monica CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Paul Cordero - PF Cordero Financial Planning - San Rafael CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Katy Song - Katy Song Financial Planning - Mill Valley CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Robert Timineri, CFP®, EA - Total Return Advisory - Sausalito CA, Santa Cruz CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
David Sylvester - CAVU Wealth Advisors - Moraga CA
Robert Horowitz, BA, CFA, MBA - Robert V. Horowitz, LLC - Corte Madera CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Michael Pash - Pure Financial Advisors, Inc. - San Diego CA
Jeffrey Platt, CFP®, CFA®, JD - Harrison -de Charon, LLC - San Diego CA
Ted George, CFP®, MSFP - George Financial Advisors - Santa Cruz CA, Santa Clara CA, Palo Alto CA Los Gatos CA, Scotts Valley CA
Peggy Eddy, CFP® - Creative Capital Management, Inc. - San Diego CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Ranga Srinivasan - Everest Management Corp - San Jose CA
Fern Alix LaRocca - Advanced Financial Designs - Mountain View CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Julie Bray - GW Financial, Inc. - Costa Mesa CA
Barbara Steinmetz - Steinmetz Financial Planning - San Mateo CA
Bryan Wisda, CFP® - Summit Wealth Management of Arizona LLC - Carefree AZ, Irvine CA Phoenix AZ, Scottsdale AZ
Heena Shah - Lighthouse Financial Services, Inc. - Brea CA
Jon Theriault, CFP®, MBA - RS Crum Inc. - Newport Beach CA
Michael Randolph, CFP® - Willow Creek Wealth Management - Sebastopol CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Capitola CA, Portland OR
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Alice King - Wine Country Wealth Management, LLC - Petaluma CA, Sonoma CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Patrick Chu - marrick wealth - Irvine CA
Alan Hewitt, CFP®, EA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Karl Leal, CFP® - Leal Financial Planning - Campbell CA
Scott Draper, CFP®, CPA - Pennington Financial Group - Gold River CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Edith Barschi - Edith B. Barschi, CFACFP, EA - Berkeley CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors - San Rafael CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Robert Garner, CMFC, CRPC - Garner Financial Management - Lafayette CA
Josette Hewitt - Al Hewitt Inc - Camarillo CA, Palmdale CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
A.J. Frank, CFP® - A.J. Frank, CFP - San Diego CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Gary Smith - Pleasanton Financial Advisors, LLC - Pleasanton CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Judy Ann Stewart - Stewart Financial Services - Borrego Springs CA, Carlsbad CA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Terry Gustafson - Gustafson Financial Solutions - Carlsbad CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
John Harms - Newport Financial Advisors - Newport Beach CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Bob Goldman, CFP® - Bob Goldman Financial Planning - Sausalito CA
Alan Gelb, CFP® - WESCAP Group - Burbank CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Craig Caldwell - Caldwell Financial Planning - Sacramento CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Steven Farrington, CFP®, CPA, AIF - ESI Financial Services, Inc. - La Mesa CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Lara Lamb, CFP® - Abacus Wealth Partners - Encino CA
Charles Hayes, CFP®, CPA, PFS - Hayes & Associates, CPAs - Coronado CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Steven Weydert - Weydert Wealth Management - Grover Beach CA
Marjorie Bennett, CFA®, MBA - Aegis Capital Management Inc. - Berkeley CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Laura Tanner - SAS Financial Advisors, LLC - San Francisco CA
Brandon Grundy, CFP® - Ridgeview Financial Planning - Santa Rosa CA
Kristin Harad, CFP® - VitaVie Financial Planning - San Francisco CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Steve Doster - Doster Financial Planning - San Diego CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Scott Colton - Colton Wealth Management - Arcadia CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Robert Greenberg - Greenberg | Graham Advisors, LLC - Irvine CA
Kate Fries - The Family Firm, Inc. - San Diego CA, Bethesda MD
Justin Krane - Krane Financial Solutions - Los Angeles CA
David Meyers, CFP® - Meyers Wealth Management - Palo Alto CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Steven Bell, CFP®, MBA - The Wealth Conservatory - Springfield MO, Lebanon NH, Livermore CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas 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
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Andrew Russell - Dean Roland Russell - San Diego CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Michael Gorman - Wiiken & Gorman LLC - Petaluma CA
James Johnson, CFP® - Lighthouse Financial Planning, LLC - Folsom CA Sacramento CA
Janet Campbell - Abunda Financial - Larkspur CA
Mary Beth Storjohann - Workable Wealth - San Diego CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Roberta Jean Smith - Matrix Planning, Inc. - Santa Monica CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Mark Wilson, CFP®, APA - The Tarbox Group, Inc. - Newport Beach CA
Craig Hillegas, CFP® - Hillegas Advisory Services - Rancho Santa Fe CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Cindy Adams - Adams Financial Consulting - Sacramento CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Daniel Beatty - John W. Brooker & Co., CPAs - Oakland CA
Theodore Roman - Roman Financial Advisors - San Diego CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
John Longstaff - Beechwood Wealth Advisors, LLC - Fresno CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Glenn Woody - Glenn Woody Financial Consultants, Inc. - Costa Mesa CA, La Quinta CA
Bronwyn Shone - BlueSky Wealth Advisors, LLC - Pleasanton CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Mary Gibson, CFP® - Mary Lacey Gibson, CFP - San Juan Bautista CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Patrick Stark, CFP® - RS Crum Inc. - Newport Beach CA
Stefan Williams - STW Associates - Ross CA
Karin McKerahan, CFP®, MBA - McKerahan Financial Services - Temecula CA