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...

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
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, 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.
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
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.
Jeremy Portnoff, MSFS, CFP®, CIMA®
Portnoff Financial LLC
Mission Viejo CA, Metuchen NJ, North Tustin CA
Independent Advice free from Hidden Fees. Offices in Mission Viejo CA and Metuchen NJ.
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
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.
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
Cheryl Vesely, CFP®, MA
Balance Financial Planning, LLC
Oakland CA
Fee-Only Financial Planner serving the Oakland, 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.
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.
Elizabeth Saghi, CFP®
InAlliance Financial Planning
Santa Barbara CA
Fee-Only Financial Planner serving the Santa Barbara, CA area.
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
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
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
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.
Alan Gelb, CFP®
WESCAP Group
Glendale CA, Los Angeles CA, Burbank CA
Fee Only Financial Planner Located in Burbank, CA and Serving Clients Nationwide
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, 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
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
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
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.
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.
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
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 Garner, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
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.
Emilie Goldman, CFP®, CFA
Tamarind Financial Planning
San Mateo CA
Fee-Only Financial Planner serving the San Mateo, CA area.
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner Helping Women and Their Families Simplify Finances and Grow Wealth
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Tustin CA, Burbank 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
Erin Hadley, CFP®
Occidental Asset Management
Burlingame CA, San Francisco CA, Oakland CA
Fee-Only Financial Planner serving the Greater San Francisco Bay area
Jon Theriault, CFP®, MBA
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Brian Matter, CFP®
Creative Capital Management Investments LLC
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Ken Corlett, 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.
Jodi Vleck, CFP®
Beta Wealth Group
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA 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
Aaron Hatch, CFP®
Woven Capital
Redding CA
Fee-Only Financial Planner serving Northern California.
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
Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, 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
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.
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
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
Julie Bray, CFP®
GW Financial, Inc.
Costa Mesa CA, Palm Desert CA
Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.
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
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
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
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
John Wenzel, CFP®
Archvest Wealth Advisors
Walnut Creek CA
Fee Only Financial Planner Located in Walnut Creek, 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.
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.
Justin Waller, CFP®
Waller Financial Coaching
Chico CA
Fee-Only Financial Planner serving the Chico, 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
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
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
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.
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
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.
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
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.
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
Ira Fateman, M.Ed., CFP®
SAS Financial Advisors
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
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.
Blair Garner, CFA®, CFP®, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee-Only Financial Planner serving the Lafayette, CA area.
Grant Bledsoe, CFP®, CFA, AIF®
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.
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.
Jane Beule, CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving clients nationally and internationally.
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
Scott Leonard, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo Beach, CA and Serving Clients Nationwide
Nick Foy, CFP®
CAVU Wealth Advisors
Walnut Creek CA, Charlotte NC
Plan Well. Invest Wisely. Live Richly.
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.
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
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.
Dirk Huybrechts, CFP®, PFP
HFM Advisors
Los Angeles CA
Fee-Only Financial Advisor serving 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.
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
David Sylvester, CFA, CFP®
CAVU Wealth Advisors
Charlotte NC, Walnut Creek CA
Plan Well. Invest Wisely. Live Richly.
Michal Skowronski, CFP®
Skylark Wealth, LLC
San Francisco CA
Fee-Only Financial Planner located in San Francisco, CA and serving clients across the country
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.
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 Pak, CFP®, RICP®
Otium Advisory Group
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country
Michael Anderson, CFP®
Maranantha Financial
Ventura CA
Fee-Only Financial Planner serving the Ventura, CA area.
Daniel Leonard, CFP®, CASL®, CSSCS, EA, AIF®
Marathon Retirement Planning
Danville CA
Fee-Only Financial Planner serving the Danville, CA area.
Aaron Szager
BlueSky Wealth Advisors, LLC
Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, 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.
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.
Linda Rogers, CFP®, EA, MSBA
Planning Within Reach
San Diego CA
Fee-Only Financial Planner Located in San Diego 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
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
David Meyers, CFP®
Meyers Wealth Management
Los Altos CA
Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide
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
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, 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.
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.
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.
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.
Thomas Donnelly, JD, CFP®
AdvicePeriod
Los Angeles CA
Fee-Only Financial Planner serving the Los Angeles, CA area.
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
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.
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
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, 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.
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
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
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
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.
Inga Chira, Ph.D., CFP®
Attainable Wealth
Woodland Hills CA
Fee-Only Financial Planner serving the Woodland Hills, CA area.
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
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
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Katy Song - Katy Song Financial Planning - Mill Valley CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Joan Wenglikowski, CFP® - R.E. Wacker Associates, Inc. - San Luis Obispo CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Marilyn Plum - EP Wealth Advisors - Lafayette CA
Elizabeth Greulich - Abacus Wealth Partners - Santa Monica CA
John McGrath - EP Wealth Advisors - Torrance CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Dave Yeske - Yeske Buie - San Francisco CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - AL Hewitt Inc. & Hewitt Financial Group - Palmdale CA, Camarillo CA
Terrance Green, MBA - Blue Water Capital Management, LLC - San Diego CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Eric Hamel - Pure Financial Advisors, Inc. - San Diego CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Patrick Chu - marrick wealth - Irvine CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Charles Malsbury, CFP® - ThinkPlanSave Financial Planning - Daly City CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Arnie Cabiles - Achievable Wealth LLC - Vallejo CA
Brian Parker - EP Wealth Advisors - Torrance CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Brian Canning - Abacus Wealth Partners, LLC - Santa Monica CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Greg Meyer - New Wave Financial Services - Redondo Beach CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Karin McKerahan, CFP®, MBA - McKerahan Financial Services - Temecula CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
Ashley Bleckner, MA, CFP® - RS Crum Inc. - Newport Beach CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Russell Kroeger - Paradigm Wealth Architects - San Francisco CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Meghan Coolbaugh, MA, CFP® - Oak Street Advisory Group - Laguna Beach CA
Sheetal Bagde - Buckingham Strategic Wealth - Palo Alto CA
Daniel Taylor - Buckingham Strategic Wealth - Palo Alto CA
Steve Doster - Doster Financial Planning - San Diego CA
Daniel Chong, CFP® - Index Fund Advisors - Irvine CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Carl Lachman - Eclectic Associates, Inc. - Fullerton CA
Mary Van Nostrand - Duttenhofer Advisory Group - San Diego CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Capitola CA, Portland OR
Marty McNamara - marrick wealth - Irvine CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Lynn Ballou - EP Wealth Advisors - Lafayette CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Clint Camua - EP Wealth Advisors - Torrance CA
Donald Hance, Jr - Navigoe - Redondo Beach CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Thomas Stout - Stout Capital Management - Encinitas CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Mark Keating - Willow Creek Wealth Management, Inc. - Sebastopol CA
Gary Alt, CFP®, AIF® - Monterey Private Wealth, Inc. - Pleasanton CA, Monterey CA Dublin CA, Danville CA, Blackhawk CA
Laura Knolle - EP Wealth Advisors - Lafayette CA
Mary Beth Storjohann, CFP® - Workable Wealth - San Diego CA
Susan Honig, CFP®, EA - Veritana Financial Planning, Inc. - Burbank Ca
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
Dori Ben-David - Ben-David Financial Planning - Menlo Park CA
Andrew Russell - Dean Roland Russell - San Diego CA
Patricia Parker - Patricia Heaton Parker, CFP - Santa Ana CA
David Barson - Barson Financial Planning - San Mateo CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Michael Gorman - Creekside Partners - Petaluma CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
Autumn Kruse, CFP® - Kruse Financial Strategy - Albany CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Noa Hoffman - Socialyte Capital - Los Angeles CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
Christopher Gilmor - MCM Wealth Management - Novato CA
Laurie Dubchansky - Havaplan Financial - Newport Beach CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Babak Gahvari - Pure Financial Advisors, Inc. - San Diego CA
Gregory Wells, CFP®, AWMA - EP Wealth Advisors - Torrance CA
Gail Hicks - Klein Financial Advisors, Inc. - Newport Beach CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas CA
Scott Colton - Colton Wealth Management - Arcadia CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Andrew Davis, CFP® - Seamless Financial Planning, LLC - West Hollywood CA
Gary Cook - Gary Cook Financial Planning - Santa Barbara CA
Adam Phillips - EP Wealth Advisors - Torrance CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Andrew McFadden, CFP®, MBA - Panoramic Financial Advice - Clovis CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills 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
Bill Carlson, CFP® - Carlson Financial Advisors - Belmont CA San Francisco CA, San Mateo CA, Palo Alto CA, Menlo Park CA
Ryan Serrecchia - EP Wealth Advisors - Torrance CA
Leslie Merrithew, EA, CFP® - Merrithew & Thorsten - San Diego CA
Richard Gross, CFP®, CMFC® - - CA
Jason Kirsch - GROW, LLC - Santa Monica CA
Ethan Green - Lake Tahoe Wealth Management - Auburn CA
Scott Draper, CFP®, CPA - Thrive Financial Planning - El Dorado Hills CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Brent Thomas - Buckingham Strategic Wealth - Santa Rosa CA
Leighann Miko - Equalis Financial - West Hills CA
Stefan Williams - STW Associates - Ross CA
Jon Moore - EP Wealth Advisors - Torrance CA
Susan Olson - Abacus Wealth Partners, LLC - Sebastopol CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Alan Goodstein - Goodstein Wealth Management - Encino CA
Jovita Honor - Buckingham Strategic Wealth - Palo Alto CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Eileen Freiburger, CFP® - ESF Financial Planning Group, Inc. - Manhattan Beach CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Ara Oghoorian, CFP®, CFA® - ACap Asset Management, Inc. - Encino CA
Marc Roland, CPA/PFS, CFP® - Dean Roland Russell - San Diego CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Karl Leonard Hicks, CFP®, MBA - Leonard Financial Group, LLC - Riverside CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Evelyn Zohlen - Inspired Financial - Huntington Beach CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors, LLC - San Rafael CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Justin Sloan - Buckingham Strategic Wealth - Santa Rosa CA
Joshua Garcia, MBA, MIM, CFP® - Veritas Financial Consulting - Monrovia CA
Alicia Butera, CFP® - Planning Within Reach - San Diego CA
Katie Horton - HC Financial Advisors, Inc. - Lafayette CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Melanie Pelayo - Financial Perspectives - Pleasanton CA
Matthew Showley, CFP® - Creative Capital Management Investments LLC - 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
Ted George, CFP®, MSFP - Wealthscape Advisors LLC - Santa Cruz CA, Palo Alto CA Los Gatos CA, Scotts Valley CA
Derek Holman, CFP®, AIF® - EP Wealth Advisors - Los Angeles CA, Torrance CA
Patrick O'Hara, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Brittney Castro - Financially Wise Women - Los Angeles CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
John Harms - Newport Financial Advisors - Newport Beach CA
Lorenzo Sanchez - Rowling & Associates - San Diego CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA