What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the California area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
- Alameda, CA
- Albany, CA
- Aliso Viejo, CA
- Anaheim, CA
- Anderson, CA
- Arcadia, CA
- Arcata, CA
- Atascadero, CA
- Atherton, CA
- Auburn, CA
- Belmont, CA
- Berkeley, CA
- Beverly Hills, CA
- Brea, CA
- Brentwood, CA
- Burbank, CA
- Burlingame, CA
- Campbell, CA
- Canoga Park, CA
- Carlsbad, CA
- Chico, CA
- Chino, CA
- Chula Vista, CA
- Clearlake, CA
- Colusa, CA
- Concord, CA
- Corning, CA
- Coronado, CA
- Corte Madera, CA
- Costa Mesa, CA
- Crescent City, CA
- Culver City, CA
- Cupertino, CA
- Cypress, CA
- Daly City, CA
- Dana Point, CA
- Danville, CA
- Davis, CA
- Del Mar, CA
- Dublin, CA
- El Cajon, CA
- El Cerrito, CA
- El Dorado Hills, CA
- El Segundo, CA
- Elk Grove, CA
- Emeryville, CA
- Encinitas, CA
- Encino, CA
- Escondido, CA
- Eureka, CA
- Fairfax, CA
- Fairfield, CA
- Fallbrook, CA
- Folsom, CA
- Fortuna, CA
- Foster City, CA
- Fremont, CA
- Fresno, CA
- Fullerton, CA
- Glendale, CA
- Glendora, CA
- Gold River, CA
- Grass Valley, CA
- Gridley, CA
- Half Moon Bay, CA
- Hawthorne, CA
- Hayward, CA
- Hermosa Beach, CA
- Hillsborough, CA
- Huntington Beach, CA
- Irvine, CA
- La Jolla, CA
- La Mesa, CA
- La Verne, CA
- Lafayette, CA
- Laguna Beach, CA
- Lake Forest, CA
- Lakeport, CA
- Lincoln, CA
- Live Oak, CA
- Livermore, CA
- Long Beach, CA
- Loomis, CA
- Los Alamitos, CA
- Los Altos, CA
- Los Altos Hills, CA
- Los Angeles, CA
- Los Gatos, CA
- Madera, CA
- Malibu, CA
- Manhattan Beach, CA
- Manteca, CA
- Marina del Rey, CA
- Marysville, CA
- Menlo Park, CA
- Mill Valley, CA
- Millbrae, CA
- Milpitas, CA
- Mission Viejo, CA
- Modesto, CA
- Monrovia, CA
- Monterey, CA
- Moreno Valley, CA
- Mountain View, CA
- Murrieta, CA
- National City, CA
- Nevada City, CA
- Newark, CA
- Newport Beach, CA
- Novato, CA
- Oakland, CA
- Oceanside, CA
- Ontario, CA
- Orange, CA
- Orinda, CA
- Orland, CA
- Oroville, CA
- Pacific Palisades, CA
- Pacifica, CA
- Palm Desert, CA
- Palo Alto, CA
- Paradise, CA
- Pasadena, CA
- Petaluma, CA
- Pleasant Hill, CA
- Pleasanton, CA
- Pomona, CA
- Ramona, CA
- Rancho Cordova, CA
- Rancho Cucamonga, CA
- Rancho Mirage, CA
- Rancho Santa Fe, CA
- Red Bluff, CA
- Redding, CA
- Redondo Beach, CA
- Redwood City, CA
- Richmond, CA
- Ripon, CA
- Riverside, CA
- Rocklin, CA
- Roseville, CA
- Sacramento, CA
- San Bernardino, CA
- San Bruno, CA
- San Carlos, CA
- San Clemente, CA
- San Diego, CA
- San Francisco, CA
- San Jose, CA
- San Juan Capistrano, CA
- San Leandro, CA
- San Luis Obispo, CA
- San Marcos, CA
- San Mateo, CA
- San Rafael, CA
- San Ramon, CA
- Santa Ana, CA
- Santa Barbara, CA
- Santa Clara, CA
- Santa Clarita, CA
- Santa Cruz, CA
- Santa Monica, CA
- Santa Rosa, CA
- Saratoga, CA
- Seal Beach, CA
- Sebastopol, CA
- Shasta Lake, CA
- Simi Valley, CA
- Solana Beach, CA
- South Lake Tahoe, CA
- South San Francisco, CA
- Stockton, CA
- Sunnyvale, CA
- Susanville, CA
- Temecula, CA
- Thousand Oaks, CA
- Tiburon, CA
- Torrance, CA
- Truckee, CA
- Turlock, CA
- Tustin, CA
- Union City, CA
- Upland, CA
- Vacaville, CA
- Vallejo, CA
- Venice, CA
- Ventura, CA
- Walnut Creek, CA
- West Covina, CA
- West Hollywood, CA
- West Sacramento, CA
- Westlake Village, CA
- Williams, CA
- Willows, CA
- Woodland Hills, CA
- Woodside, CA
- Yreka, CA
- Yuba City, CA
Every California Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Patrick Chu
CPA/PFS, CFP®
marrick wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Josh St Laurent
CFP®, CFT-I™
Wealth In Yourself
South Lake Tahoe, CA
Specialties: Comprehensive Financial Planning, Financial Life Planning, Behavioral Coaching, College Education Planning, Tax Planning
Fee-Only fiduciary financial life planner located in South Lake Tahoe, CA, meeting clients face-to-face from Sacramento to Reno and virtually nationwide
Delia Fernandez
CFP®, MBA
Fernandez Financial Advisory
Los Alamitos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Los Alamitos, CA and serving the entire Orange County and Los Angeles, CA area.
Mike Halper
CFP®, SE-AWMA®™, CRPC®, APMA®, CDAA, CSRIC®
Escient Financial
Simi Valley, CA
Specialties: Comprehensive Financial Planning, Digital Assets & Cryptocurrency, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning, Cash Flow & Budgeting, Debt Management, Emergency Fund Planning, Employee Benefits Optimization, Estate Planning, Insurance Review, Risk Management, Social Security Planning, Real Estate Investing
Fee-Only financial planner & investment advisor located in Simi Valley, CA, serving clients locally and across the country.
Angela Dorsey
CFP®, MBA
Dorsey Wealth Management
Torrance, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning
Helping Women Retire To A Life They Love
Billy Wee
CFP®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Emily Goodman
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Vogel
CFA, CFP®
GenCap Portfolio Management
Tiburon, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tiburon, CA, serving clients locally and across the country
Chris Cooper
CFP®, EA
Chris Cooper & Company
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ElderCare and Disabled Family Members
Fee-Only Financial Planner working virtually from San Diego, CA
Jared Tanimoto
CFP®
Sedai Wealth
Santa Monica, CA
Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between
I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.
Joseph Alfonso
CFP®, ChFC®, EA, RICP®, RSSA®
Aegis Financial Advisory, LLC
Cupertino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Ryan Hall
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Gary Cook
CFP®
Gary Cook Financial Planning
Santa Barbara, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Eric Rodriguez
CFP®
WealthBuilders LLC
Encinitas, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Patricia Jennerjohn
MBA, CFP®
Focused Finances, LLC
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across the country
Greg Vojtanek
CFP®
Fade In Financial
Burbank, CA
Specialties: Comprehensive Financial Planning, Incorporating Yourself, Investment Management, Financial Independence, Risk Management, Tax Planning
Helping those in the Entertainment Industry have long-lasting, sustainable careers. By focusing on such areas as investments, personal budget, tax planning, creating a Loan-Out company, and retirement, I can help your career feel less unpredictable.
Laurie Dubchansky
CFP®
Havaplan Financial
Newport Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country
JJ Sessions
CFP®
The Planning Center
Fresno, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fresno, CA serving clients locally and across the country
Amar Shah
CFA, CFP®
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Stoyan Panayotov
CFA
Babylon Wealth Management
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing
Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.
Julie Chan-O'Rourke
CFP®, MBA
EP Wealth Advisors
Redwood City, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Dana Crosby
CFA, CFP®
SC Capital Advisors
Rancho Mirage, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Business Succession Planning, Philanthropy
Fee-Only financial planner located in Rancho Mirage, CA, serving clients locally and across the country
Tommy Lopez
CFP®, CRPC®
Coffeehouse Capital LLC | Financial Planning and Wealth Management
Fresno, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fresno, CA, serving clients locally and across the country
Samantha Garcia
CFP®, AIF®, CDFA®
Halbert Hargrove
Long Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Long Beach, CA, serving clients locally and across the country
Don Hance Jr.
CFP®, EA
LifeSighted
Pacific Palisades, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country
Anna Sergunina
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Steven Medland
CFP®, MBA
TABR Capital Management, LLC
Orange, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda
Chris Wentzien
CFP®, CPA, MBA
Natural Bridges Financial Advisors
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide
Annette Di Bello
CPA/PFS, CFP®
Di Bello Financial
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Lauren Klein
CDFA®, CFP®, EA, MBA
EP Wealth Advisors
Newport Beach, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Autumn Kruse
CFP®
Kruse Financial Strategy
Petaluma, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Petaluma, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.
Jane Beule
CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City, CA
Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning
Fee-Only Financial Advisor serving clients nationally and internationally.
Joe Morgan
CFP®, CFA®
Best Financial Life
Danville, CA
Specialties: Comprehensive Financial Planning, Stock Option Planning, Current Spending Analysis, Investment Management, Tax Planning
Uniquely qualified to provide customized financial strategies and advice, I am your educator, guide and protector of wealth for clients who seek financial clarity
Mark Pingree
CPA, CFP®, MBA
Fog City Advisors, LLC
Albany, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Albany, CA serving clients locally and across the country
Jon Theriault
CFP®, CKA®, MBA
RS Crum Inc.
Newport Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country
Eileen McPeake
CFP®
McPeake & Company LLC
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
CERTIFIED FINANCIAL PLANNER™ working with people going through major life transitions – changing careers, retiring or regaining their financial foooting.
Patrick O'Hara
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Steve Doster
CFP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Rich Donnelly
CIMA®, RLP
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jake Weber
CFP®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.
Nick Covyeau
CFP®
Swell Financial
Costa Mesa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars
Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.
Shalmali Kulkarni
CFP®, CSLP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.
Darien Croce
CRPC®, CRPS®, RMA®
Parallel Wealth Management
Redding, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Redding, CA, serving clients locally and across the country
Paige Farrell
CFP®, M.A.
Endeavor Financial Planning
Sacramento, CA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only Financial Planner with offices in Sacramento and Davis, CA, serving clients locally and across the country.
Marie Thomasson
CFP®
Modern Assets
Los Angeles, CA
Specialties: Socially Responsible Investing, Impact Investing, Financial Planning
Modern Assets helps progressives align their wealth with their deepest values. With values-aligned investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
Eric Keating
CFP®, ChSNC®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Planning
A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.
Gerald Graves
Filigree Wealth Advisors
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Scott M. Draper
CFP®, CPA
THRIVE Financial Planning
El Dorado Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in El Dorado Hills, CA, serving clients locally and across the country
Jack Curran
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Joseph Anderson
CFP®, AIF®
Pure Financial Advisors, LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jamie Lima
MBA, CFP®, CDFA®
Woodson Wealth Management
Ramona, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Divorce
Project-based, and hourly engagements with no asset minimums or the requirement to manage your money. Wealth Management | Estate Planning | Divorce Financial Planning
Brian Pon
CFP®, EA
Financial Connections Group, Inc.
Corte Madera, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Dillon McGill
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bryan Krill
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
William Kan
CFP®, CFA, MBA
Candent Capital, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Investment Management & Advice, Retirement Savings & Income Planning, College & Education Planning, Tax Planning, Debt Financing & Management Strategies, Stock Compensation & Employee Benefits, Real Estate Investment Coaching, Charitable Giving, Estate Planning
Fee-Only, virtual financial planning practice located in San Francisco, CA, serving clients locally and nationwide
Dirk Huybrechts
CFP®
HFM Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country
Bill Promes
Austin Creek Capital
Mill Valley, CA
Specialties: Financial Planning, Cash Flow Management, Retirement Planning, College Savings, Tax Planning & Strategy, Estate Planning, Risk Management & Insurance, Investment Management
Fee-Only financial planner located in Mill Valley, CA, serving busy professionals locally and across the country
Elizabeth Prindle
CFP®
SAS Financial Advisors
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Matthew Wilson
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Carrie Sax
CFA®, CFP®
EP Wealth Advisors
Berkeley, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Meredith Schneider
CFP®
Schneider Wealth Management
Woodside, CA
Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Over 25 years CFP™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's with assets from $5 Million to over $50 Million.
Harold Anderson
CFP®
Parkshore Wealth Management
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Jonathan Spector
MS, CFP®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Gabriel Anderson
CFP®, CLU®, ChFC®
Crafted Wealth Management
Venice, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area
Ryan Serrecchia
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brian Fry
CFP®
Safe Landing Financial
Culver City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning
I help tech professionals and households approaching retirement plan their financial future. I am located in Los Angeles and serve clients nationwide.
Rachael Burns
CFP®, CDFA®, MBA
True Worth Financial Planning
Folsom, CA
Specialties: Comprehensive Financial Planning, Divorce Planning, Budgeting & Cash Flow, Investment Management, College Education Planning, Tax Planning, Retirement Planning, Insurance Needs Analysis, Employer Benefits
Fee-Only financial planner located in Folsom, California, serving clients virtually all across the country
Brandon Grundy
CFP®
Ridgeview Financial Planning
Santa Rosa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.
Armando Estevane
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
David Meyers
CFP®
Meyers Wealth Management
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide
Matthias Giezendanner
CFP®, EA
San Francisco Wealth Planning LLC
Petaluma, CA
Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.
David Lawrence
CFP®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.
Marc Courland
MBA
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Fink
CFP®, CFA, CAIA®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Megan Carden
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ryan Caldwell
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stuart Campbell
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Glendale, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology
Carolyn Masline
CFP®, CDFA®, ABFP®, MBA
CareGen Wealth Management
Burlingame, CA
Specialties: Women's Financial Planning Issues, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Optimization Plans, Insurance, Estate Planning and Gifting Legacies, Stock Options and Employee Equity Compensation, Strategies for Funding Early Retirement Lifestyles, Strategies for Funding Late in Life Care
Fee-Only financial planner located in Burlingame, CA, serving clients in the San Francisco Bay Area and across the country. CareGen provides financial guidance for multigenerational wealth.
Jonathan Grannick
CFP®
Wonder Wealth LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Clay Zachry
CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Christopher Estrada
CFP®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Erin Nelsen
CFP®
Asset Planning Inc.
Cypress, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area
Nate Nieri
CFP®, MSBA
Modern Money Management
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Emilie Goldman
CFP®, CFA®
Tamarind Financial Planning
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country
Jan Schalkwijk
CFA®
JPS Global Investments
San Carlos, CA
Specialties: Investment Management, ESG / Impact / Socially Responsible Investing, Tax Optimization, Financial Planning, Retirement Income Planning, Employee Equity, Charitable Giving / Legacy Planning
Investment advisor to clients who wish to have their portfolios reflect their values and deliver on their financial goals. Serving clients in the San Francisco Bay Area (by appointment) and across the country using virtual services.
Jennifer Coffey Smith
MSAPM, CFP®
Financial Connections Group, Inc.
Corte Madera, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Tom Nguyen
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Marty McNamara
CPA/PFS, CFP®
marrick wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Karen Miller
CFP®, CPFA
Gasber Financial Advisors, Inc.
Folsom, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Located in Folsom, CA, serving clients across the country
Marc Lieberman
CFA®
Shorepine Wealth Management, LLC
Tiburon, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate Planning
At Shorepine Wealth Management we create comprehensive financial plans for our clients that act as the foundation of your asset allocation strategy. We then take it a step further by providing in-house institutional-level money management to help guide your portfolio towards successful outcomes.
Harry Kirsch
CFA
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Evor Vattuone
CFP®, CFS®
Aspire Planning Associates
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property
Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA
Mike Skolnick
CPA/PFS, RICP®
Axiom Advisory, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor Serving Clients Virtually, In-person, by Email, or Phone in San Diego, San Francisco and Santa Monica
Matthew Pixa
MBA, CFP® Certificant
My Portfolio Guide, LLC
Seal Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seal Beach, CA, serving Orange County and clients across the country
Daniel Scott Johnson
CRPC®
WINDFALL ADVISORS
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Fiduciary financial advisor located in Santa Monica, CA, serving clients locally and across the country
Gregory Wells
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Trevor Bush
MBA, CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jon Beyrer
CFP®, EA
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, Investment Management, Executive Benefits Planning
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Evan Loomis
Loomis Financial Consulting
Glendora, CA
Specialties: Relational Finance, Comprehensive Financial Planning, Investment Management, Behavioral Finance, Cash Flow Analysis, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Glendora, CA, serving clients throughout southern California and across the country
Gerald Gasber
CFP®, CFS, CIMC®, CIMA®, CPFA
Gasber Financial Advisors, Inc.
Folsom, CA
Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing
Fee-Only Financial Advisor Serving the Sacramento, CA Area
Shawn Tydlaska
CFP®, MBA
Ballast Point Financial Planning
Burlingame, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Option Planning, Equity Compensation
Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Beverly Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).
Aaron Hatch
CFP®
Woven Capital, LLC
Redding, CA
Specialties: Comprehensive Financial Planning, RSUs / Options / Equity Comp, Investment Management, Retirement Income Planning, Home Purchase, Tax Planning, College Education Planning
Fee-Only Financial Planner serving the San Francisco Bay Area and Greater Northern California.
Dan Federman
CFP®
EP Wealth Advisors
Redwood City, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stanley Himeno-Okamoto
CFA®, CFP®
DRS Financial Partners
San Francisco, CA
Specialties: Equity Compensation and Stock Options, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA serving clients locally and across the country
Bradley Johnston
CFP®, ChFC®, MSBA
Fiduciary Benefits Group
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jane Yoo
CFP®, MBA
Jane Financial, LLC
Oakland, CA
Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across California
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.
Brandon Silvia
CFP®
Silvia McColl Wealth Management
San Diego, CA
Specialties: Comprehensive Financial Planning, Tax & Estate Planning, Retirement Planning, High Net Worth Client Needs, Divorce Planning, Investment Management, College Education Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Rick Miller
CFP®, PhD
Sensible Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country
William Hatton
CFP®
Billfold Budget Counseling
Sherman Oaks, CA
Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching
Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.
Ashley Stroud
CFP®
Rowling & Associates
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Kevin Young
CFP®,MBA, EA
Young Wealth Management
Davis, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation Planning, Trust Administration, Tax Preparation
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
Michael Garber
CFP®, CRTP
Michael Garber Financial Planning
San Jose, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning
Fee-Only financial planner located in San Jose, CA, established in 2005.
Joan Wenglikowski
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jacob Rothman
CFA®, CPA, CFP®
Rothman Investment Management
Atascadero, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country
Michael Izbotsky
CFP®
From Planning to Living LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow Optimization, Stock Options & Equity Comp
I work primarily with motivated millennials who earn $250k+ per year. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.
Timothy Kenney
CFP®
Seawise Financial
Cardiff by the Sea, CA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Recipients (RSU/ESPP)
Seawise Financial is a financial planner located in Encinitas, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.
Luis Rosa
CFP®, EA
Build a Better Financial Future LLC
Pasadena, CA
Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español
Fee-Only financial planner located in Pasadena, CA, serving clients locally and across the country
Aleksandr Chkadua
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Eric Maldonado
CFP®, MBA, CEPA®
Aquila Wealth Advisors, LLC
San Luis Obispo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in San Luis Obispo, CA serving business owners locally and virtually.
Scott Colton
CFP®, CPA/PFS, MS-TAX
Colton Wealth Management
Arcadia, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Arcadia, CA, serving clients locally and across the country
John Madden
EP Wealth Advisors
Berkeley, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Don Martini
CFP®, CFA®
Envision Financial Planning
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Shonty Spatola
CPA/PFS, CFP®
Pacific Oak Financial Planning
Woodland Hills, CA
Fee-Only Financial Planner and CPA serving clients in Woodland Hills, Sherman Oaks, Encino, West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.
Bruce Barton
CFP®, CFA®
Parkworth Wealth Management, Inc.
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, helping executives and professionals live their best financial life.
Stefan Prvanov
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Laryssa Freeman
CFP®
Meritage Wealth Management
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Planning, Roth Conversion Strategies, Net Unrealized Appreciation Strategies, Qualified Charitable Distribution Strategies, 401(k) Rollover Planning, Pension vs Lump Sum Analysis, Asset Division After a Divorce, Reinvestment of an Inheritance
I work exclusively with diligent investors in or quickly approaching retirement. Located in Carlsbad, CA and available virtually nationwide. Offering flat fee financial plans or ongoing comprehensive services. Your choice!
Adam Werner
CFP®, CPWA®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ben Peters
CFP®, JD
Burton Enright Welch
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients in the Bay Area and across the country
Marjorie Bennett
CFA, MBA
Chicago Partners Wealth Advisors
Berkeley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.
Sean Kyle
CFP®, AIF®
Plancorp
San Francisco, CA
Specialties: Individuals with Complex Financial Needs, Business Owners and Executives, Sudden Money Situations, Growing Families, Employers, Foundations
Fiduciary, fee-only financial planner located in San Francisco, CA, serving clients locally and across the country
Danny Michael
CFP®, RLP®, MSBA
Satori Wealth Management, Inc.
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer
Fee-Only retirement planner located in Southern California serving clients virtually across the country
Chris Russell
CFP®
Tempus Pecunia
San Diego, CA
Specialties: Comprehensive Financial Planning, Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Ariadne Horstman
CFP®, RLP®
Tamarind Financial Planning
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income Planning
For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.
Mark Rylance
CFP®, CFT™
RS Crum Inc.
Newport Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Ira Fateman
M.Ed., CFP®
SAS Financial Advisors
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.
Jon Bacon
CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Matt Balderston
CFP®, AIF®
Pure Financial Advisors, LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
David Pedersen
MBA from UCLA Anderson
Hermosa Advisors
Hermosa Beach, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Helping time-stressed professionals navigate “The Complicated Years”. We serve clients nationally from Hermosa Beach, CA
Laura Knolle
MS, CFP®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bryan Wilczewski
CFP®, ChFC®, CIMA®
Evidentia Wealth Advisors
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Proactive Tax Planning, Estate Planning, Insurance Planning, Social Security Timing, Medicare Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Jeremy E. Portnoff
MSFS, CFP®, CIMA®, CMT®
PortSalus Wealth Management
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy
Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.
Sarah Hamilton
CFP®, CSRIC™
Hamilton Walker Advisers LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Ryan Miyamoto
CFP®, MBA
Derive Wealth
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.
Mira Ma
CFP®, RFC®, EA
Marim Wealth Planning, LLC
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planners serving the Greater Bay Area in San Mateo, Silicon Valley & San Francisco, CA areas.
Gregory Welborn
MBA
First Financial Consulting
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Generational Wealth Management
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
David Frank
CFP®
Turning Point Planning LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Angeles, CA, serving therapists locally and across the country
Clint Camua
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jill Hollander
CFP®, CRPC®, ADPA®
Financial Connections Group, Inc.
Corte Madera, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Ryan A. Hughes
MBA
Bull Oak
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Jonathan Wong
CFP®, APMA®, CRPC®
Layari Financial
Fullerton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Orange County, CA, serving clients locally and across the country
Patricia Parker
CFP®, CDFA®
Patricia Heaton Parker, CFP®
Orange, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Second Marriage Money, Philanthropic Planning, Estate Planning
Fee-Only financial planner located in Orange, CA, serving clients locally and across the country
Jeremy Welch
CFP®
Burton Enright Welch
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Simi Valley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security
Retirement focused financial planner located in Phoenix, AZ, serving clients locally, in Southern CA, and virtually across the country.
Joseph Kuo
CFP®, CMA®
Abundance Wealth Planning, LLC
Newark, CA
Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)
Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country
Steven Fox
CFP®, EA
Next Gen Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jennipher Lommen
CFP®, EA
Wildflower Financial LLC
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Cruz, CA, serving clients locally and across the country
Jonathan Heagle
CFP®, CFA®
Mountain Vista Wealth Management
Santa Barbara, CA
Specialties: Retirement Planning, Real Estate Investing, Investment Management, Tax Planning
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Eric Amzalag
CFP®, RICP®
Peak Financial Planning
Canoga Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare
I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
Paul Cordero
CFP®, EA
Attune Financial Planning
San Rafael, CA
Fee Only Financial Planner Located in San Rafael, CA and Serving Clients throughout the San Francisco Bay Area.
Matthew R. Etzler
CFP®, CRC®, CRPS®, ChFEBC℠, CFEI®℠
Etzler Financial Advisors, LLC
Red Bluff, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning
Advice-only fiduciary financial planner serving individuals and families locally and virtually across the country.
Cristin Rigg
CFP®, CDFA®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brian Matter
CFP®, CPWA®, CEPA®
Creative Capital Management Investments LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in San Diego, CA
Stephanie Richman
CFP®, CPCC®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Roshani Pandey
MBA, Series 7, Series 65, Series 3
True Root Financial
San Francisco, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning
We are a woman-owned & minority-owned business. Fiduciary financial advisor with 19+ years of experience at firms such as Goldman Sachs & BlackRock. We provide investing, tax planning & wealth planning services for business owners, physicians, tech professionals & high-earning individuals.
Dane May
DePaolo & May Strategic Wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Stephen Reh
CFA®, MBA, CFP®
Reh Wealth Advisors LLC
La Verne, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Raleigh serving retirees, small business owners, and families locally and across the country
Bridget Grimes
CFP®
WealthChoice LLC
Coronado, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Coronado, CA and Fountain Hills, AZ serving clients locally and across the country virtually
Eric Niergarth
CFP®, RICP®
Retirement Roadmap Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.
Joshua Escalante Troesh
CFP®
Purposeful Strategic Partners
Alta Loma, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located near Rancho Cucamonga, CA, serving clients locally and across the country
Sheila Hoopes
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Lavina Nagar
CFP®
Maya Advisors, Inc.
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Palo Alto, CA, serving clients locally and across the country
Christopher Hughes
CFP®, CTS®
Burton Enright Welch
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
William Cuthbertson
MBA, EA, CFP®, RLP®
Fiscalis Advisory, Inc.
Mission Viejo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the South Orange County, CA area.
Jeffrey Platt
JD, LLM, CFP®, CFA®
Platt Wealth Management
San Diego, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation
Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country
Jennifer Dazols
CFP®
Modern Family Finance
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.
Ryan Ignacio
CFA®, CFP®
EP Wealth Advisors
Redwood City, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jackson Miller
CFP®, CRPS®, AIF®
Fiduciary Benefits Group
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management, Socially Responsible Investing (ESG)
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Kyle DePaolo
DePaolo & May Strategic Wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Tara Weisinger
CPA
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Kevin Henss
CFP®, CDFA®, MA
Strivent Financial
Mission Viejo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mission Viejo, CA, serving clients locally and across the country
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Ontario, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Susan Soesbe
MBA, EA, CFP®
Soesbe Financial
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Focused Financial Advice
Fiduciary, Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients across America - schedule an in-person or video meeting today! Visit our website www.soesbefinancial.com for information on our services, proven process and transparent pricing.
Victor Gersten
CFP®
Expat Financial Planning Inc
San Diego, CA
Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management, College Education Planning in the U.S. or abroad, Tax Planning and Tax Treaties with Consideration of Two Countries
Fee-Only financial planner located in San Diego, CA, serving clients virtually, both locally and across the country
Sean Cartin
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Pamela Chen
CPA, CFA®
Refresh Investments LLC
Santa Monica, CA
Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues
A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and across the country
Eugene Hsu
CFP®, CFS®, AIF®
Archer Pointe Wealth Management
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Davis and Sacramento, CA, serving clients locally and across the country
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Aaron Agte
CFP®
Graystone Advisor, LLC
Foster City, CA
Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity
Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.
Kelly Metzler
CFP®
Burton Enright Welch
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Cathy Curtis
CFP®
Curtis Financial Planning
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Based in Oakland, California, Curtis Financial Planning is a fee-only financial planning firm specializing in the finances of independent women.
Parmita Roy
EP Wealth Advisors
Valencia, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
John Wenzel
CFP®
Archvest Wealth Advisors
Concord, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Shannon Grey
CFP®, CRPC®, MPAS®
InvestEdge Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner virtually serving Midlife professionals, Women, Retirees, and Families. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
Jeffrey Tilson
CRPC®, AWMA®, AAMS®
JST Investment Consulting, RIA
Seal Beach, CA
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Estate/Legacy Planning, Tax Planning
Fee-Only investment advisor and financial planner located in Seal Beach, CA, serving clients locally and across the country.
Sheila McGinn
CFP®
Brightview Financial Solutions, LLC
Redwood City, CA
Specialties: Employer stock (concentrated positions), Investment Management, Comprehensive Financial Planning, College Education Planning, Buying a home or investment property
Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.
Kate Fries
CFP®, CDFA®
The Family Firm
San Diego, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Divorce Financial Analysis, Empowering Women around Wealth, Intentional and Aligned Spending, Approachable and Inclusive Financial Conversations
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Alan Goodstein
CFP®
Goodstein Wealth Management LLC
Encino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Encino, CA, serving clients locally and across the country
Lucas Karasch
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Cheryl Vesely
CFP®, MA
Balance Financial Planning, LLC
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Oakland, CA area.
Andrew Marshall
CFP®
Andrew Marshall Financial, LLC
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process
Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.
Rawson Gulick
CFP®, CAIA®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Cary Smith
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Leyder "Aiden" Murillo
MBA
Wolfpack Wealth Management
Los Angeles, CA
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
Ana Mercado
CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brad Owen
CFP®, RLP®, RMA®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Adam Scott
CFP®
WellAcre Global Wealth Management
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Jennifer Bush
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country
Lorenzo Sanchez
CFP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jason Co
CFP®
Co Planning Group LLC
San Francisco, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
CFP® - Fee Only Fiduciary - Partnering with you to protect your hard earned savings from predatory financial salespeople.
Linda Rogers
CFP®, MSBA, EA
Planning Within Reach
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Sustainable Investing
Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.
Arielle Bittoni
CFA®, CFP®
Good Balance Financial Planning LLC
Los Angeles, CA
Specialties: Financial Planning for Women, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Fee-Only financial planner serving dynamic women and couples throughout the Los Angeles, CA area, and across the country.
Michael Biggica
CFP®
Pixel Financial Planning, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Equity Comp/Stock Options, Cash Flow Management, Tax Planning, Home Purchase
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Bronwyn Shone
CFP®, MFA, EA
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
JP Geisbauer
CFP®, CPA, MST
Centerpoint Financial Management LLC
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Analysis, Tax Planning, Investment Management, Legacy Planning
Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.
Zack Swad
CFP®, CWS®, BFA™, AWMA®, AAMS®
Swad Wealth Management, LLC
Santa Rosa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Rosa, CA, serving clients locally and across the country
Trevor Scotto
CPA, CFP®, CEPA
Fiduciary Financial Group
San Rafael, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Tax Planning and Preparation, Charitable Giving
Fee-Only financial planner with locations in San Rafael, CA, San Ramon, CA, and Boise, ID, serving clients locally and across the country
Omar Almaraz
CFP®
Rowling & Associates
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Joshua Land
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
George Guttman
CFP® and MBA
Guttman Financial Planning
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Social Security Strategies, Education Funding Planning, Budgeting, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Vida Jatulis
CFP®
MainStreet Financial Planning
Westlake Village, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country
Ethan Pepper
CFP®, EA, RLP®
Orchard City Wealth Management, LLC
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity compensation
Fee-Only financial planner located in Los Gatos, CA, serving clients locally and across the country
Todd Wilson
Portola Creek Capital
San Francisco, CA
Specialties: Comprehensive Financial Planning, Portfolio Management, Sustainable Investments, Tax Planning, Trust & Estate Planning, Small Business Services
Fee-Only financial planner located in San Francisco and Santa Barbara, CA, serving clients locally and across the country
Ryan Schwartz
CFA®, CFP®
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Tom Lo
CFP®, MBA
Vested Financial Planning, LLC
San Carlos, CA
Specialties: Employee Equity (RSUs, ISOs, NQSOs, ESPP), Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in San Carlos, CA, serving Gen X Silicon Valley tech professionals locally and across the country
Jason Stein
CFP®, RICP®
Bluepoint Wealth Advisors
Irvine, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Low-tax Investing, Vanguard Investment Philosophy, Tax-efficient income strategies
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Cady North
CFP®, MBA
North Financial Advisors LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning
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.
James Schwarz
CFP®, RICP®, MBA
CLEAR Retirement Advice
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Reduction Planning
Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country
Lloyd Yamada
CFP®
Aspire Planning Associates, Inc.
Cupertino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property
Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.
Madeline Valente
CFP®
BlueSky Wealth Advisors
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Cynthia Flannigan
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Kevin Cheeks
CFP®, CSRIC®
ImpactFI
San Francisco, CA
Specialties: Equity Compensation Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Direct Indexing, ESG/SRI/Sustainable Investing, FIRE Planning
Independent, fee-only financial planner and CFP® professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, serving clients locally and across the country.
Daniel Andersen
CFP®
Parkshore Wealth Management
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Michael Pash
CFP®, AIF®, MBA
Pure Financial Advisors, LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Tony Matheson
CFP®
Slalom Wealth Management
Sacramento, CA
Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Sacramento, CA, serving clients locally and across the country
Taylor Schulte
CFP®
Define Financial
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies
Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement
Deborah W. Ellis
CFP®, MBA, CRPC®
Cogent Independent Advisors, Inc.
Granada Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Helping clients define their relationship with money
Fee-Only financial planner registered in Granada Hills, CA, Honolulu, HI, and Parker, CO serving clients locally and across the country
Vicki Schultz
CFP®, MBA
Schultz Financial Group, Inc.
Orange County, CA
Specialties: Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Family Office Services for families with > $20 million net worth, Trust & Estate Planning, Risk Management
Fee-Only financial planner located in Reno, NV, serving clients locally and across the country
Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Reseda, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner serving clients across the country
Brynne Speizer
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Kathy Costas
CDFA®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Christopher Van Slyke
CFP®, CKA®
Constitution Wealth
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY
Valerie Peck
CFP®, MBA
Peck Financial Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Nycole Freer
CFP®, BFA™
Eden Financial
Aliso Viejo, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Optimization, Work Optional, Financial Coaching, Behavioral Finance, Financial Goal Setting, Budget Spending Plan, Investment Recommendations, Business Succession Planning, Employee benefit, Choosing the right kinds of insurance, Estate planning guidance, Student Loans Strategy, Major Purchase, Debt Reduction Strategies
I help ambitious professionals stressed about their financial world who want to put their finances in order, so they can set it and forget it, knowing their investments are appropriate to their lifestyle and risk tolerance.
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Simi Valley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security
Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country
Eric Swanson
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ethan Matkin
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Richard Schultz
CFP®
Pacific Investment Research
Cupertino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley
Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
Ontario, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Giorgina Nguyen
CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Justin Waller
CFP®
Waller Financial Coaching
Chico, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chico, CA, serving clients locally and across the country
Ara Oghoorian
CFP®, CFA, CPA, EA
ACap Asset Management, Inc.
Studio City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investments & Asset Management, College & Education Planning, Estate Planning, Tax Planning & Preparation, Accounting and Business Tax Planning, 401K & Pension Plans
Fee-Only financial planner located in Studio City, CA, serving clients locally and across the country
Ted Fischer
CFP®, AIF®, QPFC ®
Fischer Investment Strategies
Westlake Village, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country
Tony Chan
CFP®, EA
Crossroads Planning, LLC
Orange, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region
Matthew Kuhn
MBA, CFA®, AIF®
EP Wealth Advisors
Torrance, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jonathan DeYoe
AIF, CPWA®
EP Wealth Advisors
Berkeley, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brian Parker
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Eric Nikssarian
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
David Carlson
CFP®, ChFC®, CLU®, CKA®, MBA
Sound Investment Management, LLC
Irvine, CA
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Grant Bledsoe
CFP®, CFA®, CEPA, AIF
Three Oaks Wealth
Gold River, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.