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

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NAPFA Pursuit of a Financial Advisor Field Guide

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

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

Alan Gelb, CFP®
WESCAP Group
Glendale CA, Los Angeles CA, Burbank CA
Fee Only Financial Planner Located in Burbank, CA and Serving Clients Nationwide
Ashley Bleckner, MA, CFP®
RS Crum Inc.
Newport Beach CA
Fee-Only Financial Planner serving the Newport Beach, CA area.
Inga Chira, Ph.D., CFP®
Attainable Wealth
Woodland Hills CA
Fee-Only Financial Planner serving the Woodland Hills, CA area.
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
Michael Chamberlain, CFP®, AIF
Chamberlain Financial Planning & Wealth Management
Sacramento CA, Campbell CA, Santa Cruz CA, Davis 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
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.
Robert Sullivan, CFP®
Sullivan & Serwitz
Los Altos CA
Fee-Only Financial Advisor serving Los Altos, CA 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
Aaron Hatch, CFP®
Woven Capital
Redding CA
Fee-Only Financial Planner serving Northern California.
Louis Barajas, CFP®, MBA, EA
Wealth Management LAB™
Tustin CA, Burbank CA, Studio City CA
Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area
Grant Bledsoe, CFP®, CFA
Three Oaks Capital Management
Lake Oswego OR, Gold River CA, Tualatin OR, Happy Valley OR, Portland OR, Beaverton OR, Hillsboro OR, West Linn OR, Sherwood OR, Sacramento CA, Folsom CA, El Dorado Hills CA, Roseville CA, Rancho Cordova CA, Shingle Springs CA, Placerville CA, Cameron Park CA
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.
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
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.
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.
Nick Foy, CFP®
CAVU Wealth Advisors
Walnut Creek CA, Charlotte NC
Plan Well. Invest Wisely. Live Richly.
Ira Fateman, M.Ed., CFP®
SAS Financial Advisors
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
Scott Leonard, CFP®
Navigoe
Redondo Beach CA, Los Angeles CA
Fee Only Financial Planner Located in Redondo 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
Michael Anderson, CFP®
Maranantha Financial
Ventura CA
Fee-Only Financial Planner serving the Ventura, 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.
Harold Anderson, CFP®
Parkshore Wealth Management
Roseville CA
Fee-Only Advisor serving the Roseville, CA
Gregory Welborn, MBA
First Financial Consulting
Pasadena CA
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
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.
Daniel Leonard, CFP®, CASL®, CSSCS, EA, AIF®
Marathon Retirement Planning
Danville CA
Fee-Only Financial Planner serving the Danville, CA area.
Robert Garner, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
Jeremy Portnoff, MSFS, CFP®, CIMA®
Portnoff Financial LLC
Mission Viejo CA, Metuchen NJ, North Tustin CA
Becuase you deserve an Educated Advisor. Offices in Mission Viejo CA and Metuchen NJ.
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
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.
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
Eric Maldonado, CFP®, CKA®, MBA
Aquila Wealth Advisors
San Luis Obispo CA
Fee-Only Financial Planner located in San Luis Obispo, CA and serving clients across the country through Virtual Meetings.
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
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Michael Powsner, CFP®, CPA/PFS
Upstart Wealth Management
San Francisco CA
NOT TAKING NEW CLIENTS AT THIS TIME
Jodi Vleck, CFP®
Beta Wealth Group
San Diego CA
Fee-Only Financial Planner serving the San Diego, 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.
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
David Meyers, CFP®
Meyers Wealth Management
Los Altos CA
Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide
Aaron Szager
BlueSky Wealth Advisors
Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office
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
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.
Leighann Miko, CFP®
Equalis Financial
Los Angeles CA, Woodland Hills CA
Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.
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.
Emilie Goldman, CFP®, CFA
Tamarind Financial Planning
San Mateo CA
Fee-Only Financial Planner serving the San Mateo, 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
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.
Angela Dorsey, CFP®, MBA
Dorsey Wealth Management
Torrance CA
Fee-Only Financial Planner Helping Women and Their Families Simplify Finances and Grow Wealth
Bronwyn Shone, CFP®
BlueSky Wealth Advisors
Pleasanton CA, New Bern NC
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
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.
Patricia Jennerjohn, MBA, CFP®
Focused Finances, LLC
Oakland CA
Fee-Only Financial Advisor serving Oakland, CA area.
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.
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
Brian Matter, CFP®
Creative Capital Management Investments LLC
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Cady North, CFP®, MBA
North Financial Advisors LLC
San Diego CA, Washington DC
Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.
John Pak, CFP®, RICP®
Otium Advisory Group
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country
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
Justin Waller, CFP®
Waller Financial Coaching
Chico CA
Fee-Only Financial Planner serving the Chico, CA area.
Marjorie Bennett, CFA®, MBA
Aegis Capital Management Inc.
Berkeley CA, Princeville HI
Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.
Michal Skowronski, CFP®
Skylark Wealth, LLC
San Francisco CA
Fee-Only Financial Planner located in San Francisco, CA and serving clients across the country
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.
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
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
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
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
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
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
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.
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
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
Ann Terranova, CFP®, MS
Union Financial Partners
San Francisco CA
Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, 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
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
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.
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
Daniel Andersen, CFP®
Parkshore Wealth Management
Roseville CA
Fee Only Financial Planner Located in Roseville, CA, and Serving Clients Nationwide
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
Julie Schatz, CFP®
Investors Capital Management, LLC
Menlo Park CA
Fee Only Financial Planner Located in Menlo Park, 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
Elizabeth Saghi, CFP®
InAlliance Financial Planning
Santa Barbara CA
Fee-Only Financial Planner serving the Santa Barbara, CA area.
Paul Cordero, CFP®, EA
Attune Financial Planning
Novato CA
Fee Only Financial Planner Located in Novato, CA and Serving Clients throughout the San Francisco Bay Area.
Karla McAvoy, CFP®, MBA
HC Financial Advisors, Inc.
Lafayette CA
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
Jennifer Coffey Smith, CFP®
Financial Connections Group
Corte Madera CA, San Francisco CA, Berkeley CA, Berkeley CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
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
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
Mark Seiler, CPA, PFS
Seiler & Associates
Pasadena CA
Fee Only Financial Planner Located in Pasadena, CA and Serving Clients Nationwide
Dirk Huybrechts, CFP®, PFP
HFM Advisors
Los Angeles CA
Fee-Only Financial Advisor serving Los Angeles, CA 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.
William Cuthbertson, MBA, EA, CFP®  
Fiscalis Advisory, Inc.
San Juan Capistrano CA
Fee-Only Financial Advisor serving the South Orange County, CA area.
Jane Beule, CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City CA
Fee-Only Financial Advisor serving clients nationally and internationally.
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
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
Cheryl Vesely, CFP®, MA
Balance Financial Planning, LLC
Oakland CA
Fee-Only Financial Planner serving the Oakland, CA area.
Jiyao Xu, CFP®
X and Y Advisors, Inc.
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country via virtual meeting.
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
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.
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.
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 Wentzien, CFP®, CPA, MBA
Natural Bridges Financial Advisors
Santa Cruz CA
Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide
Kevin Young, CFP®, EA, MBA
Young Wealth Management
Sacramento CA, Davis CA
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
Brian Pon, CFP®, EA, PFP
Financial Connections Group, Inc.
Berkeley CA, Corte Madera CA, San Francisco CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee-Only Financial Advisor serving San Diego, CA area.
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
Jon Theriault, CFP®, MBA
RS Crum Inc.
Newport Beach CA
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Breanna Reish, CFP®
Wealth of Confidence, LLC
Riverside CA
Fee-Only Financial Planner serving the Riverside, CA area.
Larry Frank, CFP®, MBA
Better Financial Education
Roseville CA
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Taylor Schulte, CFP®
Define Financial
San Diego CA
Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco
Patrick Dinan, CFP®
Impact Fiduciary
Los Angeles CA
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology
Gary Cook, CFP®
Gary Cook Financial Planning
Santa Barbara CA
Fee-Only Financial Planner serving the Santa Barbara, CA 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
Julie Bray, CFP®
GW Financial, Inc.
Costa Mesa CA, Palm Desert CA
Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.
Mark Astrinos, CFP®, CPA/PFS, RLP®
Libra Wealth
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA 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
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
Blair Garner, CFA®, CFP®, CMFC®, CRPC®
Garner Financial Management
Lafayette CA
Fee-Only Financial Planner serving the Lafayette, CA area.
David Sylvester, CFA, CFP®
CAVU Wealth Advisors
Charlotte NC, Walnut Creek CA
Plan Well. Invest Wisely. Live Richly.
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.
Dave Yeske - Yeske Buie - San Francisco CA
Rob Lyman, CFP® - Johnson Lyman Wealth Advisors - Palo Alto CA
Jovita Honor - Buckingham Strategic Wealth - Palo Alto CA
Andrew McFadden, CFP®, MBA - Panoramic Financial Advice - Clovis CA
Tina Anders, CFP® - Anders Wealth Management - Petaluma CA
Leslie Merrithew, EA, CFP® - Merrithew & Thorsten - San Diego CA
Evelyn Zohlen - Inspired Financial - Huntington Beach CA
Eric Hamel - Pure Financial Advisors, Inc. - San Diego CA
Catherine Hawley, CFP® - Catherine Hawley, CFP® - Monterey CA
Ariadne Horstman, CFP® - Appreciate Personal Finance - Palo Alto CA
Laura Knolle - EP Wealth Advisors - Lafayette CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Daniel Taylor - Buckingham Strategic Wealth - Palo Alto CA
Jane Yoo - janefinancial - Oakland CA
Colleen Soares - Soares Financial,Inc. - Napa CA
Jiyao Xu - X and Y Advisors, Inc. - Los Angeles CA
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA, Burlingame CA
Sandra Field, CFP®, MBA - Asset Planning Inc. - Cypress CA
Ara Oghoorian, CFP®, CFA® - ACap Asset Management, Inc. - Encino CA
Brian Littlejohn, BS, CFP®, MBA, MS - Sherwood Investment Management - Petaluma CA
Babak Gahvari - Pure Financial Advisors, Inc. - San Diego CA
Brian Parker - EP Wealth Advisors - Torrance CA
Brandon Wren - Lighthouse Financial Services, Inc. - Brea CA
Jon Moore - EP Wealth Advisors - Torrance CA
Brian Canning - Abacus Wealth Partners, LLC - Santa Monica CA
Mary Van Nostrand - duttenhofer advisory group - San Diego CA
Michael Lynch, MBA - Lynch Financial Advisors - Roseville CA
Jeffrey Karst, CFP® - Pathways Advisory Group, Inc. - Fresno CA
Jennifer Bush - Johnson Lyman Wealth Advisors - Palo Alto CA
Jerry Verseput - Veripax Financial Management - El Dorado Hills CA
David DeWolf, CFP®, CPA - Abacus Wealth Partners - Santa Monica CA
Greg Meyer - New Wave Financial Services - Redondo Beach CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Autumn Kruse, CFP® - Kruse Financial Strategy - Albany CA
Heather Cleland, CFP®, CDFA - Willow Creek Wealth Management - Sebastopol CA
Danny Michael, AIF®, CFP®, MSBA - Satori Wealth Management - Los Angeles CA
Gregory Wells, CFP®, AWMA - EP Wealth Advisors - Torrance CA
Kenneth Gross, CFP®, EA - Strategic Financial - Thousand Oaks CA
Scott Anderson, CFP®, CPA, EA, MBA - Anderson Financial Group - Newport Beach CA
Greg Jankowski - Delphi Private Advisors - 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
Lynn Ballou - EP Wealth Advisors - Lafayette CA
Abbas Heydari, CFP®, CDFA™ - Abbasali Heydari - Torrance CA Los Angeles CA
Patrick O'Hara, CFP® - wacker wealth partners - San Luis Obispo CA
Rick Mayes, CFP®, MBA - Mayes Financial Planning - Carlsbad CA
Nicholas Rugh, CRPC - Rugh Financial, LLC - Palo Alto CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Joan Wenglikowski, CFP® - Wacker Wealth Partners - San Luis Obispo CA
Daryoosh Khalilollahi, CFP®, MBA - DABK Financial Planning Services - El Cerrito CA
Charles Malsbury, CFP® - ThinkPlanSave Financial Planning - Daly City CA
Alan Goodstein - Goodstein Wealth Management - Encino CA
Susan Honig, CFP®, EA - Veritana Financial Planning, Inc. - Burbank Ca
Janet Wan, CFP® - Sierra Pacific Financial Advisors, LLC - Pleasanton CA, Cupertino CA, Oakland CA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Matthew Showley, CFP® - Creative Capital Management Investments LLC - San Diego CA
William Duff, CFP®, MBA, BA - Duff Financial Advisory Services - Monrovia CA
Gary Alt, CFP®, AIF® - Monterey Private Wealth, Inc. - Pleasanton CA, Monterey CA Dublin CA, Danville CA, Blackhawk CA
John Harms - Newport Financial Advisors - Newport Beach CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Rodney Wade, CFP®, EA, CEA, MS Tax - Wade Financial Advisory, Inc. - Campbell CA
Andrew Russell - Dean Roland Russell - San Diego CA
Scott Draper, CFP®, CPA - Thrive Financial Planning - El Dorado Hills CA
Carl Lachman - Eclectic Associates, Inc. - Fullerton CA
Christine Skoczek - Skoczek & Associates LLC - San Diego CA
Daniel Leahy, CFP®, CRTP - Pennington Financial Group - Gold River CA
Jared Tanimoto - Ascent Wealth - Newport Beach CA
Noa Hoffman - Socialyte Capital - Los Angeles CA
Steven Weintraub - West Coast Financial - Santa Barbara CA
Douglas Taylor - Taylor Wealth Management - Torrance CA
Austin Chinn, CFP® - Fountain Strategies, LLC - San Jose CA
Justin Sloan - Buckingham Strategic Wealth - Santa Rosa CA
Ted George, CFP®, MSFP - Wealthscape Advisors LLC - Santa Cruz CA Los Gatos CA, Scotts Valley CA
Jeffrey Lambert - J. Jeffrey Lambert, CFP - Folsom CA
Peter Kozak - BrightPath Wealth Planning, LLC - Camarillo CA
David Barson - Barson Financial Planning - San Mateo CA
Melanie Pelayo - Financial Perspectives - Pleasanton CA
Ryan DeMartini - JC Financial Services - Loomis CA
Christopher Weed, CFP®, CPA, PFS, MBA - Christopher H. Weed, CPA, Inc. - Stockton CA
Alan Ungar, CFP®, MBA - Critical Capital Management - Calabasas CA
Glen Jones, CFP® - Sierra Pacific Financial Advisors, LLC - Pleasanton CA, Cupertino CA, Oakland CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA
Mike Hollars, CFP®, PhD - Client First Finance, LLC - Sunnyvale CA
Jeffrey Harwood, CFA, CFP®, MBA - Ventura Advisors - Woodland Hills CA
Gail Hicks - Klein Financial Advisors, Inc. - Newport Beach CA
Michael Garber, CFP®, MSEE - Michael Garber Financial Planning - Sunnyvale CA
Brent Thomas - Buckingham Strategic Wealth - Santa Rosa CA
David Duttenhofer - Duttenhofer Advisory Group - Laguna Beach CA
Alicia Butera, CFP® - Planning Within Reach - San Diego CA
Don Martin, CFP®, MBA - Mayflower Capital - Los Altos CA
Stefan Williams - STW Associates - Ross CA
George McDaniel - Lighthouse Financial Services, Inc. - Brea CA
Lavina Nagar, CFP® - Maya Advisors, Inc. - Palo Alto CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Andy Edstrom - WESCAP Group - Glendale CA
Andrew McVay - Avalon Financial Advisors - Orange CA
Mark Stempel, CFP®, EA - Encore Wealth Advisors, LLC - San Rafael CA
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Santa Cruz CA, Portland OR
Katy Song - Katy Song Financial Planning - Mill Valley CA
Daniel Chong, CFP® - Index Fund Advisors - Irvine CA
Thomas Stout - Stout Capital Management - Encinitas CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
Jerrold Grecu, CFP®, CFA® - Grecu Capital Management, Inc. - Roseville CA
Stephen Johnson, CFP®, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Marty McNamara - marrick wealth - Irvine CA
Anandi Krishnamurthy, CFP® - On Track Financial Advisory - Saratoga CA
Donald Hance - Glenmore Financial, Inc. - Pacific Palisades CA
Richard Gross, CFP®, CMFC® - - CA
Adam Phillips - EP Wealth Advisors - Torrance CA
Donald Hance, Jr - navigoe - Redondo Beach CA
Robert Machado, CFP®, MBA, MSFP - Compass Rose Financial Planning - Rancho Mirage CA
Ryan Serrecchia - EP Wealth Advisors - Torrance CA
Eva Barberi - Garrett Investment Advisors - Santa Barbara CA
Dori Ben-David - ben-david financial planning - Menlo Park 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
David Barnett, CFP® - Barnett Financial Planning - Riverside CA, Tustin CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Marilyn Plum - EP Wealth Advisors - Lafayette CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Karin McKerahan, CFP®, MBA - McKerahan Financial Services - Temecula CA
Eileen Freiburger, CFP® - ESF Financial Planning Group, Inc. - Manhattan Beach CA
David Little - Eclectic Associates, Inc. - Fullerton CA
Lorenzo Sanchez - Rowling & Associates - San Diego CA
Ronnie Kahn, CFP® - Accumulation Strategies - Woodland Hills CA
Patrick Giddens, CFP®, EA, MBA - Johnson Lyman Wealth Advisors - Palo Alto CA
Walter Romatowski - Castellan Financial Advisors - Roseville CA, Pleasant Hill CA, Palo Alto CA
Susan Olson - Abacus Wealth Partners, LLC - Sebastopol CA
Deborah Grose - Lighthouse Financial Planning - Folsom CA
Stephan Goyette - Goyette Financial Planning - Thousand Oaks CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Patrick Chu - marrick wealth - Irvine CA
Meghan Coolbaugh, MA, CFP® - Oak Street Advisory Group - Laguna Beach CA
Steven Merrell - Monterey Private Wealth, Inc. - Monterey CA
Neela Bushnell, CFP® - Abacus Wealth Partners - Santa Monica CA
Neerja Bhutani, CFP® - Bhutani-Palmin Financial Planning, LLC - Walnut Creek CA
Alan Hewitt, CFP®, ChFC®, EA, AWMA, AAMS, ATA - al hewitt inc. & hewitt financial group - Palmdale CA, Camarillo CA
Joan Parker - Empowering Financial Solutions, Inc. - San Luis Obispo CA
Marc Roland, CPA/PFS, CFP® - Dean Roland Russell - San Diego CA
Mary Beth Storjohann, CFP® - workable wealth - San Diego CA
Randall May - Randy May Financial Planning - Campbell CA, Pacific Grove CA
Thomas Donnelly, JD, CFP® - AdvicePeriod - Los Angeles CA
Angela Grillo - South County Financial Planning, LLC - Laguna Niguel CA
Syeda Iqbal - D. A. Flowers & Company, LLC - Berkeley CA
Karl Leonard Hicks, CFP®, MBA - leonard financial group, llc - Riverside CA
Lexi Olian - The Humphreys Group - San Francisco CA
Scott Colton - Colton Wealth Management - Arcadia CA
Ann Fleming - Fleming Financial Advising - Walnut Creek CA
James Freeman - Financial Alternatives, Inc. - La Jolla CA
Bill Carlson, CFP® - Carlson Financial Advisors - Belmont CA San Francisco CA, San Mateo CA, Palo Alto CA, Menlo Park CA
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Steve Doster, CFP®, MBA - Rowling & Associates - San Diego CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Linda Barlow, CFP®, MS - Linda A. Barlow, CFP - Santa Ana CA
Cheryl Morhauser - Cheryl Morhauser & Associates - Nevada City CA
Chris Jaccard, CFP®, CFA - Financial Alternatives, Inc. - La Jolla CA
Laurie Dubchansky - Havaplan Financial - Newport Beach CA
Derek Holman, CFP®, AIF® - EP Wealth Advisors - Los Angeles CA, Torrance CA
Alfred McIntosh, CFP® - McIntosh Capital Advisors, Inc. - Los Angeles CA
Mark Wilson, CFP®, APA - Mile Wealth - Irvine CA
Brittney Castro - Financially Wise Women - Los Angeles CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Joshua Garcia, MBA, MIM, CFP® - Veritas Financial Consulting - Monrovia CA
Jennifer Hartman, CFP®, CFS, MFA - Greenleaf Financial Group - Indianapolis IN, Los Angeles CA, Los Angeles CA
Patricia Parker - Patricia Heaton Parker, CFP - Santa Ana CA
Clint Camua - EP Wealth Advisors - Torrance CA
Jason Kirsch - GROW, LLC - Santa Monica CA
Russell Kroeger - Paradigm Wealth Architects - San Francisco CA
Michael Glowacki, CFP®, CPA, PFS - The Glowacki Group, LLC - Los Angeles CA
Elizabeth Greulich - Abacus Wealth Partners - Santa Monica CA
Jennipher Lommen - Wildflower Financial LLC - Santa Cruz CA
Katie Horton - HC Financial Advisors, Inc. - Lafayette CA
Boonseon Gudmundsen - Beacon Financial Management LLC - Encinitas CA
John McGrath - EP Wealth Advisors - Torrance CA
Mark Keating - Willow Creek Wealth Management, Inc. - Sebastopol CA
Carl Carpenter - Beacon Financial Partners, LLC - Huntington Beach CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Gregory Richardson, CFP® - Dowling & Yahnke, Inc. - San Diego CA
Michael Gorman - Creekside Partners - Petaluma CA
David Flowers - D. A. Flowers & Company, LLC - Berkeley CA
Ethan Green - Lake Tahoe Wealth Management - Auburn CA