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

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified finiancial advice.

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...

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
John Wenzel, CFP®
Archvest Wealth Advisors
Walnut Creek CA
Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, CA area.
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
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.
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Santa Fe Springs CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, 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.
Thomas McFarland, CFP®
Darrow Wealth Management
Los Angeles CA, Boston MA, Concord MA
“Your Personal CFO for Life's Journey.” Our wealth management program offers comprehensive, holistic financial advisory services for experienced professionals with complex planning needs.
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.
Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
Jane Beule, CFP®, MBA, BA, MLA
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving clients nationally and internationally.
Robert Garner, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
Robert Eddy, CFP®
Creative Capital Management, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, 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
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
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Vicki Schultz, CFP®, MBA
Schultz Financial Group, Inc.
Reno NV, Orange County CA
Fee Only Financial Planner serving clients in Reno, NV, California (Orange County), Texas, and across the country
Evor Vattuone, CFP®, EA
Aspire Capital Management
Walnut Creek CA
Fee-Only Financial Planner serving the Walnut Creek, CA area.
Mark Rylance, CFP®
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Matthew Showley, CFP®
Creative Capital Management, Inc.
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.
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
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.
Matt Balderston, CFP®
Pure Financial Advisors, Inc.
San Diego CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
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
John Gjertsen, CFP®, CFA, EA
BlueSky Wealth Advisors
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.
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
Eileen Freiburger, CFP®
ESF Financial Planning Group, Inc.
Manhattan Beach CA
Fee Only Financial Planner Located in Manhattan Beach, 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
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
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
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.
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, 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
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner Helping Women and Their Families Simplify Finances and Grow Wealth
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, CA and Serving Clients Nationwide
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Kevin Young, CFP®, EA, MBA
Young Wealth Management
Sacramento CA, Davis CA
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
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
Todd Butler, CFP®
WESCAP Group
Burbank CA, Los Angeles CA
Fee-Only Financial Advisor serving the Los Angeles and Orange County, 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
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
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.
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.
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, CA, and Serving Clients Nationwide
Mike Skolnick, CPA/PFS
Axiom Advisory, LLC
San Francisco CA, San Mateo CA
Fee-Only Financial Advisor Serving the entire San Francisco Bay Area
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
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.
Ann Terranova, CFP®, MS
Union Financial Partners
San Francisco CA
Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
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
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
William Cuthbertson, CFP®, MBA, EA,  
Fiscalis Advisory, Inc.
San Juan Capistrano CA
Fee-Only Financial Advisor serving the South Orange County, CA area.
Brian Matter, CFP®
Creative Capital Management
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Inga Chira, Ph.D., CFP®
Attainable Wealth
Woodland Hills CA
Fee-Only Financial Planner serving the Woodland Hills, 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.
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
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
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
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
Carl von dem Bussche, CFP®, AIF
Financial Guidance Group, Inc
Palm Harbor FL, Coronado CA
Fee-Only Financial Advisor serving Palm Harbor, FL 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
Beth Pickenpaugh, CFP®, ASA, CDFA™
BlueSky Wealth Advisors
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.
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
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
Emilie Goldman, CFP®, CFA
Tamarind Financial Planning
San Mateo CA
Fee-Only Financial Planner serving the San Mateo, CA area.
Ara Oghoorian, CFP®, CFA®
ACap Asset Management, Inc.
Encino CA
Fee-Only Financial Advisor located in Los Angeles, CA.
Scott Frank, CFA®, CFP®
Stone Steps Financial LLC
Encinitas CA
Fee-Only Financial Planner serving the San Diego, CA area.
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.
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.
Leslie Merrithew, EA, CFP®
Merrithew & Thorsten
San Diego CA
Fee-Only Financial Advisor serving 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.
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
David Blain, CFA®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA
Fee-Only Financial Planning and investment management firm with offices in New Bern, NC and Pleasanton, CA. We serve clients nationwide.
Dirk Huybrechts, CFP®, PFP - HFM Advisors - Los Angeles CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Karl Leonard Hicks, CFP®, MBA - Leonard Financial Group, LLC - Riverside CA
Alan Hewitt, CFP®, EA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Brian Canning - Abacus Wealth Partners, LLC - Santa Monica CA
Judy Ann Stewart - Stewart Financial Services - Borrego Springs CA, Carlsbad CA
Cindy Adams - Adams Financial Consulting - Sacramento CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Gregory Wells, CFP®, AWMA - EP Wealth Advisors - Torrance CA
Andrew Russell - Dean Roland Russell - San Diego CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Joe Morgan - JWM Wealth Management, LLC - Danville CA
Daniel Beatty - John W. Brooker & Co., CPAs - Oakland CA
Justin Krane - Krane Financial Solutions - Los Angeles CA
Jeffrey Borenstein - Lamia Financial Group, Inc - Thousand Oaks CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Glen Jones - Sierra Pacific Financial Advisors, LLC - Pleasanton CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Clint Camua - EP Wealth Advisors - Torrance CA
Alice King - Wine Country Wealth Management, LLC - Petaluma CA, Sonoma CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Ken Corlett - WorthPointe, LLC - La Jolla CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Lara Lamb, CFP® - Abacus Wealth Partners - Encino CA
Peggy Eddy, CFP® - Creative Capital Management, Inc. - San Diego CA
Charles Hayes, CFP®, CPA, PFS - Hayes & Associates, CPAs - Coronado CA
Frederick Henry - EP Wealth Advisors - Torrance CA
Jon Moore - EP Wealth Advisors - Torrance CA
Christopher Lamia - Lamia Financial Group, Inc - Thousand Oaks CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Shonty Spatola - Pacific Oak Wealth Management LLC - Los Angeles CA
Ted Fischer, CFP® - Fischer Investment Strategies - Westlake Village CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Craig Caldwell - Caldwell Financial Planning - Sacramento CA
Terry Gustafson - Gustafson Financial Solutions - Carlsbad CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Karl Leal, CFP® - Leal Financial Planning - Campbell CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Michael Pash - Pure Financial Advisors, Inc. - San Diego CA
Steve Doster - Doster Financial Planning - San Diego CA
Patrick Stark, CFP® - RS Crum Inc. - Newport Beach CA
Mary Beth Storjohann - Workable Wealth - San Diego CA
Steven Weydert - Weydert Wealth Management - Grover Beach CA
Roberta Jean Smith - Matrix Planning, Inc. - Santa Monica CA
Edith Barschi - Edith B. Barschi, CFACFP, EA - Berkeley CA
Ralph Latza, CFP®, JD, LLM - LifeStream Financial Planning - Santa Clara CA
John Harms - Newport Financial Advisors - Newport Beach CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors, LLC - San Rafael CA
Michael Gorman - Creekside Partners - Petaluma CA
Anthony Ferreira - WorthPointe, LLC - La Jolla CA
Ranga Srinivasan - Everest Management Corp - San Jose CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Robert Greenberg - Greenberg | Graham Advisors, LLC - Irvine 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
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Heena Shah - Lighthouse Financial Services, Inc. - Brea CA
Gabriel Shahin - Falcon Wealth Planning, Inc. - Ontario CA
Ira Fateman - SAS Financial Advisors - San Francisco CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Dave Yeske - Yeske Buie - San Francisco CA
Derek Holman - EP Wealth Advisors - Torrance CA
Scott Colton - Colton Wealth Management - Arcadia CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Katy Song - Katy Song Financial Planning - Mill Valley CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
Stefan Williams - STW Associates - Ross CA
Fern Alix LaRocca - Advanced Financial Designs - Mountain View CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Steven Farrington, CFP®, CPA, AIF - ESI Financial Services, Inc. - La Mesa CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
David Meyers, CFP® - Meyers Wealth Management - Palo Alto CA
Julie Bray - GW Financial, Inc. - Costa Mesa CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - 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
Marc Roland - Dean Roland Russell - San Diego CA
Justin Waller - Waller Financial Coaching - Chico CA
Robert Timineri, CFP®, EA - Total Return Advisory - Sausalito CA, Santa Cruz CA
Michael Gorman - Wiiken & Gorman LLC - Petaluma CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Terrance Green, MBA - Blue Water Capital Management, LLC - San Diego CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Samantha Vient - Craig & Associates, LLP - Orange CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
Patrick Chu - marrick wealth - Irvine CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Andrew McFadden, CFP®, MBA - Panoramic Financial Advice - Clovis CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Marjorie Bennett, CFA®, MBA - Aegis Capital Management Inc. - Berkeley CA
John McGrath - EP Wealth Advisors - Torrance CA
Bob Goldman, CFP® - Bob Goldman Financial Planning - Sausalito CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Ryan Serrecchia - EP Wealth Advisors - Torrance CA
Scott Draper, CFP®, CPA - Thrive Financial Planning - El Dorado Hills CA
Melanie Pelayo - Financial Perspectives - Pleasanton CA
Robert Horowitz, BA, CFA, MBA - Robert V. Horowitz, LLC - Corte Madera CA
David Sylvester - CAVU Wealth Advisors - Moraga CA
Mark Wilson, CFP®, APA - The Tarbox Group, Inc. - Newport Beach CA
Daniel Sheehan, CFP®, AIF®, RLP® - Sheehan Life Planning - Fresno CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Michael Randolph, CFP® - Willow Creek Wealth Management - Sebastopol CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Josette Hewitt - Al Hewitt Inc - Camarillo CA, Palmdale CA
Jon Theriault, CFP®, MBA - RS Crum Inc. - Newport Beach CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Marty McNamara - marrick wealth - Irvine CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Brian Parker - EP Wealth Advisors - Torrance CA
Juan Ros - Lamia Financial Group, Inc - Thousand Oaks CA
Steven Bell, CFP®, MBA - The Wealth Conservatory - Springfield MO, Lebanon NH, Livermore CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
Laura Tanner - SAS Financial Advisors, LLC - San Francisco CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
Adam Phillips - EP Wealth Advisors - Torrance CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Charles Stanley, CFP®, ChFC®, AIF® - WorthPointe, LLC - La Jolla CA
John Stephens - TCI Wealth Advisors, Inc. - Denver CO, Scottsdale AZ, Reno NV, Flagstaff AZ, Tucson AZ, Santa Monica CA
Craig Hillegas, CFP® - Hillegas Advisory Services - Rancho Santa Fe CA
Susan Honig - Veritana Financial Planning, Inc. - Valley Village CA
A.J. Frank, CFP® - A.J. Frank, CFP - San Diego CA
David Armes, CFP®, MBA - Dover Healthcare Planning, LLC - Long Beach CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Capitola CA, Portland OR
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Joel Shaps, CFP®, CIMA® - Bedrock Capital Management - Los Altos CA
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
James Johnson, CFP® - Lighthouse Financial Planning, LLC - Folsom CA Sacramento CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Paul Cordero - PF Cordero Financial Planning - San Rafael CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Alan Gelb, CFP® - WESCAP Group - Burbank CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Carl Camp, BS, CFP® - Eclectic Associates, Inc. - Fullerton CA
Barbara Steinmetz - Steinmetz Financial Planning - San Mateo CA
John Longstaff - Beechwood Wealth Advisors, LLC - Fresno CA
Mary Gibson, CFP® - Mary Lacey Gibson, CFP - San Juan Bautista CA
Gary Smith - Pleasanton Financial Advisors, LLC - Pleasanton CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Janet Campbell - Abunda Financial - Larkspur CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Glenn Woody - Glenn Woody Financial Consultants, Inc. - Costa Mesa CA, La Quinta CA