Fee-Only Financial Planners in California

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Select a city to refine your search:

Fee-Only Financial Planners in California:

I can work with clients anywhere!

Anjali Jariwala

CFP®, CPA

FIT Advisors

Redondo beach, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only Financial Planner serving physicians and business owners virtually in the wealth accumulation stage as their financial life coach.

Mark Rylance

CFP®

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

Mark Seiler

CPA, PFS

Seiler & Associates

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Pasadena, 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, College Education Planning, Tax Planning

Fee-Only financial planner located in Cupertino, CA, serving clients locally and across the country.

Evor Vattuone

CFP®, EA

Aspire Planning Associates

Walnut Creek, 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 Cupertino, San Mateo & Walnut Creek, CA areas.

Michael Babcock

CFP®, CPA

The Wealth Conservatory

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

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

Bronwyn Shone

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

I can work with clients anywhere!

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted

Anthony Ferreira

CFP®

WorthPointe

La Jolla, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

I can work with clients anywhere!

Inga Chira

Ph.D., CFP®

Attainable Wealth

Woodland Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Woodland Hills, CA, serving clients locally and across the country

I can work with clients anywhere!

Breanna Reish

CFP®

Wealth of Confidence, LLC

Riverside, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Riverside, CA, serving clients locally and across the country

Kevin Young

CFP®, EA, MBA

Young Wealth Management

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA

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.

Helene Brown

BlueSky Wealth Advisors

Santa Clara, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Santa Clara, CA, serving clients locally and across the country

Julie Schatz

CFP®

Investor's Capital Management, LLC

Menlo Park, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Menlo Park, CA, serving clients locally and across the country

William Cuthbertson

MBA, EA, CFP®  

Fiscalis Advisory, Inc.

San Juan Capistrano, 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.

Brian Matter

CFP®

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 and Serving Clients Nationwide

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Harold Anderson

CFP®

Parkshore Wealth Management

Roseville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Advisor serving the Roseville, CA

David Sylvester

CFA, CFP®

CAVU Wealth Advisors

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Plan Well. Invest Wisely. Live Richly.

Lauren Klein

CDFA®, CFP®, EA, MBA

Klein Financial Advisors, Inc.

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Newport Beach, CA and serving the greater Orange County CA area.

Aaron Szager

CFP®

BlueSky Wealth Advisors

Santa Clara, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office

I can work with clients anywhere!

Jiyao Xu

CFP®

X and Y Advisors, Inc.

El Segundo, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Greater Los Angeles Area, CA and serving clients across the country via virtual meeting.

I can work with clients anywhere!

Scott Frank

CFA, CFP®

Stone Steps Financial LLC

Encinitas, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the San Diego, CA area.

I can work with clients anywhere!

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.

Karl Leal

AAMS®, CFP®, CRPC®, RICP®

Leal Financial Planning

Campbell, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in San Jose, CA and serving the entire region and clients across the country

Eric Toya

CFP®

Navigoe

Redondo Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Redondo Beach, CA and Serving the Los Angeles and South Bay Area

Blair Garner

CFA, CFP®, CMFC®, CRPC®

Garner Financial Management

Lafayette, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lafayette, CA, serving clients locally and across the country

Brent Pasqua

RPA Wealth Management

Rancho Cucamonga, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rancho Cucamonga, CA, serving clients locally and across the country

I can work with clients anywhere!

David Meyers

CFP®

Meyers Wealth Management

Los Altos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Los Altos, CA and Serving Clients Nationwide

Michael Powsner

CFP®, CPA/PFS

Upstart Wealth Management

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NOT TAKING NEW CLIENTS AT THIS TIME

I can work with clients anywhere!

Eric Maldonado

CFP®, MBA, CKA®

Aquila Wealth Advisors

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 and serving clients locally across the country through Virtual Meetings.

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

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

Joseph Alfonso

CFP®, ChFC®, EA, RICP®

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.

William Carlson

CFP®

Fog City Advisors, LLC

Belmont, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Belmont, CA, serving clients locally and across the country

Samantha Garcia

MBA, CFP®

Asset Planning Inc.

Cypress, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cypress, CA, serving clients locally and across the country

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

John Wenzel

CFP®

Archvest Wealth Advisors

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

Jay Hutchins

CFP®, AEP®, AIF®A, CDFA®™, MS

The Wealth Conservatory

Livermore, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

I can work with clients anywhere!

Michal Skowronski

CFP®

Skylark Wealth, 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 and serving clients across the country

I can work with clients anywhere!

Nannette Kamien

CFP®, MBA

Inspiration Financial Planning

Carlsbad, CA

Specialties: Financial Planning, Education Planning, Cash Flow/Budgeting, Retirement Planning, Employee Benefits Review, Investment Planning

The North County San Diego area is our home base. We work with clients virtually and in-person throughout the United States, with convenient meeting times based on your schedule.

Mark Astrinos

CFP®, CPA/PFS, RLP

Libra Wealth

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

I can work with clients anywhere!

John Pak

CFP®, RICP®, EA

Otium Advisory Group

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student loan debt Planning, Tax Planning, Estate Planning

Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country

John Stephens

MD, CFA, CFP®, MBA

TCI Wealth Advisors, Inc.

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Charles Stanley

CFP®, ChFC®, AIF®, CKA

WorthPointe

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

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

Mike Skolnick

CPA/PFS

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 in San Francisco and San Diego, by Email, or Phone.

Erin Hadley

CFP®

Occidental Asset Management

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Greater San Francisco Bay area

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

Ann Terranova

CFP®, MS

Union Financial Partners

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.

Marjorie Bennett

CFA, MBA

Aegis Capital Management Inc.

Berkeley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.

Matthew Theal

CFP®

RPA Wealth Management

Rancho Cucamonga, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rancho Cucamonga, 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, CA, and Serving Clients Nationwide

Julie Bray

CFP®

GW Financial, Inc.

Costa Mesa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.

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

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.

Gerald Gasber

CFP®, CIMA®, CFS, CIMC, QPFC

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor Serving the Sacramento, CA Area

Chris Cooper

CFP®

Chris Cooper & Company

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA

I can work with clients anywhere!

Matthew Etzler

CFP®, CRC®, CRPS®, ChFEBC

Etzler Financial Advisors, LLC

Red Bluff, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

It's your life and your money. We want to help you make the most of both.

Brian Pon

CFP®, EA, PFP

Financial Connections Group, Inc.

Berkeley, 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.

Christina Roberts

CFP®

Plan with Christina

El Segundo, CA

Specialties: Women's Finance, Planning for Couples & Growing Families, Comprehensive Financial Planning, Budgeting / Cash Flow, Debt Management, Investments

Fee-Only financial planner located in El Segundo, CA, and serving the greater Los Angeles area.

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

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

David Blain

CFA

BlueSky Wealth Advisors

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Small Business Advice, Investment Management, Real Estate Investing, Tax Planning

Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office

Ashley Bleckner

MA, CFP®

RS Crum Inc.

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country.

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.

I can work with clients anywhere!

David Barson

CFP®, MBA

Barson 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

John Longstaff

CFP®

The Planning Center

Fresno, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.

Angela Dorsey

CFP®, MBA

Dorsey Wealth Management

Torrance, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Empowering Women to Gain Control of Their Financial Future

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

Matt Balderston

CFP®

Pure Financial Advisors, Inc.

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

I can work with clients anywhere!

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

Mark Pingree

CPA, CFP®, MBA

Fog City Advisors, LLC

Belmont, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Belmont, CA, serving clients locally and across the country

Patrick Stark

CFP®

RS Crum Inc.

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA

Three Oaks Capital Management

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.

Jeffrey Platt

CFP®, CFA, JD

Wealth Quest Partners, Inc.

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Joe Morgan

CFP®, CFA

JWM Wealth Management, LLC

Danville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Helping clients define and fulfill their financial goals by constructing, executing, and calibrating the path to financial clarity.

Vicki Schultz

CFP®, MBA

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner located in Reno, NV serving clients locally and throughout California

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.

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 located in Santa Rosa, CA and serving the entire Sonoma, County area

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

Dirk Huybrechts

CFP®, PFP

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

Larry Frank

CFP®, MBA

Better Financial Education

Roseville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.

Taylor Schulte

CFP®

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Maximizing Investment Returns, Optimizing Insurance Policies, Mitigating Taxes

Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco

Christopher Lamia

CFP®

Lamia Financial Group, Inc

Thousand Oaks, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Jeremy Portnoff

MSFS, CFP®, CIMA®

Portnoff Financial LLC

Mission Viejo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Becuase you deserve an Educated Advisor. Offices in Mission Viejo CA and Metuchen NJ.

Celeste Mirassou

CFP®

Financial Planning Focus

Napa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Napa, CA and Serving Clients Nationwide Remotely

Karla McAvoy

CFP®, MBA

HC Financial Advisors, Inc.

Lafayette, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide

Michael Pash

CFP®, AIF®

Pure Financial Advisors, Inc.

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

I can work with clients anywhere!

Vladimir Kouznetsov

CFP®

Retegy LLC

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

Gregory Welborn

MBA

First Financial Consulting

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide

I can work with clients anywhere!

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

Joshua Winterswyk

RPA Wealth Managment

Rancho Cucamonga, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rancho Cucamonga, CA, serving clients locally and across the country

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.

Joseph Anderson

CFP®, AIF®

Pure Financial Advisors, Inc.

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

I can work with clients anywhere!

Shawn Tydlaska

CFP®, MBA

Ballast Point 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 and serving the San Francisco region and clients nationwide

Paul Cordero

CFP®, EA

Attune Financial Planning

Novato, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Novato, CA and Serving Clients throughout the San Francisco Bay Area.

Gabriel Abraham Shahin

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 serving the Los Angeles region with offices in Ontario, CA and Torrance, CA

Todd Butler

CFP®

AdvicePeriod

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Los Angeles and Orange County, CA area.

Scott Leonard

CFP®, AIF®

Navigoe

Redondo Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Redondo Beach, CA, serving clients locally and across the country

Steven Bell

CFP®, MBA

The Wealth Conservatory

Livermore, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Ryan Miyamoto

CFP®, MBA

Derive Wealth

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.

Christopher Van Slyke

CFP®

WorthPointe

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

I can work with clients anywhere!

Patrick Dinan

CFP®

Impact Fiduciary

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 and serving clients across the country using virtual meeting technology

Robert Garner

CMFC®, CRPC®

Garner Financial Management

Lafayette, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide

Jennifer Cray

CFP®, MBA

Investor's Capital Management, LLC

Menlo Park, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Menlo Park, CA and Serving Entire San Francisco Bay Area

Cathy Curtis

CFP®

Curtis Financial Planning

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor, based in Oakland, California and serving the wider San Francisco Bay and specializing in the finances of women and their families.

Leslie Merrithew

EA, CFP®

Merrithew & Thorsten

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

Jon Theriault

CFP®, 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

I can work with clients anywhere!

Michael Anderson

CFP®

Maranantha Financial

Ventura, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Ventura, CA, serving clients locally and across the country

Jodi Vleck

CFP®

Beta Wealth Group

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

Jeffrey Borenstein

CPA, CFP®

Lamia Financial Group, Inc

Thousand Oaks, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Mira Ma

CFP®, RFC®

Aspire Planning Associates, Inc.

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.

Gifford Lehman

CFP®, MBA

Integris Wealth Management

Monterey, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Monterey, CA and serving clients throughout California and across the country

Michael Chamberlain

CFP®, AIF®

Chamberlain Financial Planning & Wealth Management

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Serving Santa Cruz, Silicon Valley, Sacramento & Davis, California

I can work with clients anywhere!

Leighann Miko

CFP®, MST

Equalis Financial

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.

Robert Sullivan

CFP®

Sullivan & Serwitz

Los Altos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Altos, CA, serving clients locally and across the country

Louis Barajas

CFP®, MBA, EA

Wealth Management LAB™

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area

Juan Ros

CFP®

Lamia Financial Group, Inc

Thousand Oaks, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Charitable Giving, Retirement Income Planning, Investment Management

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, California, serving the Los Angeles region, southern California, and clients across the country.

Marc Campbell

CFP®

TCI Wealth Advisors, Inc.

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

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

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

I can work with clients anywhere!

Aaron Hatch

CFP®

Woven Capital

Redding, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving Northern California.

Lavina Nagar

CFP®

Maya Advisors, Inc.

Palo Alto, CA

Jeffrey Tilson

JST Investment Consulting

Seal Beach, CA

Jana Davis

Abacus Wealth Partners, LLC

Santa Monica, CA

Tony Matheson

CFP®

Matheson Financial Partners

Walnut Creek, CA

Marie Thomasson

Modern Assets, LLC

Los Angeles, CA

Annette Brinton

Waypoint Wealth Partners

San Francisco, CA

Cheryl Morhauser

Cheryl Morhauser & Associates

Nevada City, CA

Dave Yeske

Yeske Buie

San Francisco, CA

Michael Gorman

Creekside Partners

Petaluma, CA

Matthew Wilson

Wacker Wealth Partners

San Luis Obispo, CA

Janet Wan

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Karen Baszak

Pure Financial Advisors, Inc.

San Diego, CA

Sandra Field

Asset Planning Inc.

Cypress, CA

Steve Johnson

Johnson Lyman Wealth Advisors

Los Altos, CA

Gail Hicks

Klein Financial Advisors, Inc.

Newport Beach, CA

Patricia Parker

Patricia Heaton Parker, CFP?

Orange, CA

Patrick Giddens

Johnson Lyman Wealth Advisors

Los Altos, CA

Karl Leonard Hicks

CFP® / Certified Financial Planner™

Leonard Financial Group, LLC

Riverside, CA

Lynn Buchholz

CFP®, MBA

Buchholz Financial Planning

San Diego, CA

Jeremy Runnels

West Coast Financial, LLC

Santa Barbara, CA

Colleen Soares

Soares Financial, Inc.

Napa, CA

Mark Wilson

MILE Wealth Management

Aliso Viejo, CA

Sheryl Rowling

Rowling & Associates

San Diego, CA

Lorenzo Sanchez

Rowling & Associates

San Diego, CA

Laura Knolle

EP Wealth Advisors

Lafayette, CA

Andrew McVay

Avalon Financial Advisors

Orange, CA

Matthew Showley

Creative Capital Management Investments LLC

San Diego, CA

Alan Clopine

Pure Financial Advisors, Inc.

San Diego, CA

Rob Brown

Brownsboro Financial

Beverly Hills, CA

Alan Gelb

WESCAP Group

Glendale, CA

Dori Ben-David

Ben-David Financial Planning

Redwood City, CA

Jeffrey Harwood

Ventura Advisors

Woodland Hills, CA

Donald Hance, Jr

Glenmore Financial, Inc.

Pacific Palisades, CA

Brian Lloyd

West Coast Financial, LLC

Santa Barbara, CA

David Magnuson

David Magnuson, Esq., CFP

Burlingame, CA

Brent Thomas

Buckingham Strategic Wealth

Santa Rosa, CA

Steve Doster

Rowling & Associates

San Diego, CA

Danny Michael

CFP®, AIF®, MSBA

Satori Wealth Management, Inc.

Los Angeles, CA

Clint Camua

EP Wealth Advisors

Torrance, CA

David Lawrence

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Marc Roland

Dean Roland Russell

San Diego, CA

Stephan Goyette

Goyette Financial Planning

Thousand Oaks, CA

Joan Parker

Empowering Financial Solutions, Inc.

San Luis Obispo, CA

Michael Martinez

Live, Learn, Grow Wealth Management

Diamond Bar, CA

Joan Wenglikowski

Wacker Wealth Partners

San Luis Obispo, CA

Alex Weinberger

CFP®, CDFA®

Weinberger Asset Management, Inc.

LOS ANGELES, CA

Katie Horton

HC Financial Advisors, Inc.

Lafayette, CA

Ryan Serrecchia

EP Wealth Advisors

Torrance, CA

Scott Yang

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Joshua Clavell

Rowling & Associates

San Diego, CA

Lara Lamb

Abacus Wealth Partners, LLC

Woodland Hills, CA

Christina Empedocles

Insight Personal Finance

San Francisco, CA

Donald Bittner

J. Jeffrey Lambert, CFP

Folsom, CA

Teresa Mitchell

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Thelia Eagan

Buckingham Strategic Wealth

Santa Rosa, CA

Michael Bisbee

CFP®, EA, MBA

Enduro Financial, Inc.

San Jose, CA

James Freeman

Financial Alternatives, Inc.

La Jolla, CA

Gregory Wells

EP Wealth Advisors

Torrance, CA

Daniel Taylor

Buckingham Strategic Wealth

Palo Alto, CA

Austin Chinn

Fountain Strategies, LLC

San Jose, CA

Alan Hewitt

AL Hewitt Inc

Palmdale, CA

Lynn Ballou

EP Wealth Advisors

Lafayette, CA

Ariadne Horstman

CFP®

Appreciate Personal Finance

Palo Alto, CA

Mark Stempel

CFP®, EA

Encore Wealth Advisors, LLC

Fairfax, CA

Susan Honig

Veritana Financial Planning, Inc.

Burbank, CA

Carl Carpenter

Beacon Financial Partners, LLC

Huntington Beach, CA

Antonio Andrade

Antonio Andrade, CFP

Ukiah, CA

Alfred McIntosh

McIntosh Capital Advisors, Inc.

Los Angeles, CA

David Duttenhofer

Duttenhofer Advisory Group

Laguna Beach, CA

Cindy Adams

Adams Financial Consulting

Sacramento, CA

Jerrold Lex Grecu

Grecu Capital Management, Inc.

Roseville, CA

Tracy Lasecke

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Nathan Walsh

Occidental Asset Management, LLC

San Francisco, CA

Gregory J. Richardson

MS, MPAS®, CFP®

Dowling & Yahnke, LLC

San Diego, CA

Ryan DeMartini

JC Financial Services

Loomis, CA

Matthew Horsley

Pure Financial Advisors, Inc.

San Diego, CA

Evan Loomis

Loomis Financial Consulting

Glendora, CA

Tyler Robuck

EP Wealth Advisors

Los Angeles, CA

Juan Aguilar

Rowling & Associates

San Diego, CA

Carl Lachman

Eclectic Associates, Inc.

Fullerton, CA

Paul Murk

Sequoia Planning & Investments LLC

Walnut Creek, CA

Barrett Porter

Abacus Wealth Partners, LLC

Santa Monica, CA

Jovita Honor

CFP®, EA, CIMA®

Buckingham Strategic Wealth

Palo Alto, CA

Ethan Pepper

CFP®, EA

Orchard City Wealth Management, LLC

Campbell, CA

David Homan

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Brittney Castro

Financially Wise Women

Los Angeles, CA

Michael Garber

Michael Garber Financial Planning

Gilroy, CA

Bruce Barton

CFP®, CFA

Parkworth Wealth Management, Inc.

San Jose, CA

Peter Keller

Pure Financial Advisors, Inc.

San Diego, CA

Margot Dorn

CFP®, MSBA, CPA

Dorn Financial

San Diego, CA

Walter Romatowski

Castellan Financial Advisors

Roseville, CA

Jack Dugan

Pure Financial Advisors, Inc.

San Diego, CA

Chris Duke

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Allison Blake

WorthPointe Financial Planners

La Jolla, CA

Russell Hall

Eclectic Associates, Inc.

Fullerton, CA

Sanda Ljubovic

Rowling & Associates

San Diego, CA

David Cook

Pure Financial Advisors, Inc.

San Diego, CA

Frederick Brooks

Blankinship & Foster, LLC

Solana Beach, CA

Joshua Garcia

Garrett Investment Advisors

Monrovia, CA

Ethan Pepper

Orchard City Wealth Management, LLC

Campbell, CA

Tom Norris

Rockhaven Wealth Management

Concord, CA

Nathaniel Ritchison

Pure Financial Advisors, Inc.

San Diego, CA

Carol Somoano

Asset Planning Inc.

Cypress, CA

A Charles Cattano

Occidental Asset Management, LLC

San Francisco, CA

Gary Alt

Monterey Private Wealth, Inc.

Pleasanton, CA

Lanette Schmidt

Blankinship & Foster, LLC

Solana Beach, CA

Bill Oakes

Bill Oakes EA, CFP

San Jose, CA

Justin Sloan

Buckingham Strategic Wealth

Santa Rosa, CA

Neela Hummel

Abacus Wealth Partners, LLC

Santa Monica, CA

Brian Littlejohn

MBA, CFP®

Sherwood Investment Management

Petaluma, CA

Kim Woo

Luna Capital Management, LLC

San Carlos, CA

Glen Jones

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Patrick Corrigan

West Coast Financial, LLC

Avila Beach, CA

Andrew McFadden

Panoramic Financial Advice

Fresno, CA

Elliott Servais

EP Wealth Advisors

Irvine, CA

Jared Tanimoto

Ascent Wealth

Newport Beach, CA

Gary Rousselo

Johnson Lyman Wealth Advisors

Los Altos, CA

Steven Weintraub

West Coast Financial, LLC

Santa Barbara, CA

Brian Sauter

Pure Financial Advisors, Inc.

San Diego, CA

Stefan Williams

STW Associates

Ross, CA

Christine Skoczek

Skoczek & Associates LLC

San Diego, CA

Meredith Schneider

Schneider Wealth Management

Woodside, CA

Angela Grillo

South County Financial Planning, LLC

Mission Viejo, CA

William Duff

Duff Financial Advisory Services

Monrovia, CA

Melanie Pelayo

Financial Perspectives

San Ramon, CA

Curt Weil

Lasecke Weil Wealth Advisory Group, LLC

Palo Alto, CA

David DeWolf

Abacus Wealth Partners, LLC

Santa Monica, CA

Donald Hance

Glenmore Financial, Inc.

Pacific Palisades, CA

Cindi Hill

Hill Compliance Advisors

San Diego, CA

Greg Gorski

CFP®

Blue Sky Financial Group

Walnut Creek, CA

Greg Meyer

New Wave Financial Services

Redondo Beach, CA

Henk Pieters

Investus Financial Planning

Newport Beach, CA

Susan Gavrich

MoneyWell

Alameda, CA

Spencer Sherman

Abacus Wealth Partners, LLC

Santa Monica, CA

Tina Anders

CFP®

Anders Wealth Management

Petaluma, CA

Katy Song

Katy Song Financial Planning

Mill Valley, CA

Gretchen Caldwell

Pure Planning LLC

Danville, CA

Ara Oghoorian

ACap Asset Management, Inc.

Encino, CA

Shonty Spatola

CPA, CFP®

Pacific Oak Wealth Management LLC

Santa Monica, CA

Scott Colton

Colton Wealth Management

Arcadia, CA

Palbir Nijjar

Smart Path Wealth Management, LLC

Pleasanton, CA

Aileen Danley

MBA, CFP®

Oak Street Advisory Group, LLC

Laguna Beach, CA

Stephen Reh

Reh Wealth Advisors LLC

La Verne, CA

Cameo Roberson

Bingham, Osborn & Scarborough LLC

San Francisco, CA

Henri Moudi

Mission Creek Capital Partners, Inc.

San Francisco, CA

Meghan Coolbaugh

MA, CFP®

Oak Street Advisory Group, LLC

Laguna Beach, CA

Christine Remedios

Remedios Financial Planning

San Francisco, CA

Alan Goodstein

Goodstein Wealth Management LLC

Encino, CA

Craig Hillegas

Hillegas Advisory Services

Solana Beach, CA

Jessica Lu

Abacus Wealth Partners, LLC

Santa Monica, CA

Charles Malsbury

ThinkPlanSave, LLC

Daly City, CA

Chris Jaccard

CFP®, CFA

Financial Alternatives

La Jolla, CA

Catherine Hawley

Catherine Hawley, CFP®

Monterey, CA

Scott Draper

THRIVE Financial Planning

El Dorado Hills, CA

David Little

Eclectic Associates, Inc.

Fullerton, CA

Debbie Grose

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Heather Belli

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Debra Wetherby

Wetherby Asset Management

San Francisco, CA

Brian Canning

Abacus Wealth Partners, LLC

Topanga, CA

Alan Moore

Abacus Wealth Partners, LLC

Santa Monica, CA

Adam Phillips

EP Wealth Advisors

Torrance, CA

David Flowers

D. A. Flowers & Company, LLC

Berkeley, CA

Neerja Bhutani

Bhutani-Palmin Financial Planning, LLC

Walnut Creek, CA

Andrew Russell

Dean Roland Russell

San Diego, CA

Marty McNamara

marrick wealth

Irvine, CA

Charles Ho

CFP®

Legacy Builders Financial

Folsom, CA

Jennipher Lommen

Wildflower Financial LLC

Santa Cruz, CA

Daniel Kean

Buckingham Strategic Wealth

Irvine, CA

Richard Pounds

Money By Pounds

Rocklin, CA

Alan Charles Hewitt

AL Hewitt Inc

Palmdale, CA

Michael McGrath

EP Wealth Advisors

Valencia, CA

Susan Olson

Abacus Wealth Partners, LLC

Sebastopol, CA

Frederick Henry

EP Wealth Advisors

Torrance, CA

Michael Lynch

Lynch Financial Advisors

Roseville, CA

Mark Keating

Willow Creek Wealth Management, Inc.

Sebastopol, CA

George McDaniel

Lighthouse Financial Services, Inc.

Brea, CA

Aimee Calderon

Eclectic Associates, Inc.

Fullerton, CA

Scott Dauenhauer

Meridian Wealth Management

Murrieta, CA

Patrick O'Hara

Wacker Wealth Partners

San Luis Obispo, CA

Carolyn Herzog

Compass Financial Planning, LLC

San Luis Obispo, CA

Peter Kozak

BrightPath Wealth Planning, LLC

Camarillo, CA

Arnie Cabiles

CFP®

Achievable Wealth LLC

Vallejo, CA

Beth Greulich

Abacus Wealth Partners, LLC

Woodland Hills, CA

James Conole

Root Financial Partners

Cardiff by the Sea, CA

Patrick Chu

marrick wealth

Irvine, CA

Anandi Krishnamurthy

AKrish Financial Advisory

Cupertino, CA

Ann Fleming

Fleming Financial Advising

Walnut Creek, CA

Ariel Ward

Workable Wealth

San Diego, CA

Kristen Koch

West Coast Financial, LLC

Santa Barbara, CA

Tina Pagan

Blankinship & Foster, LLC

Solana Beach, CA

Brandon Wren

Brandon M. Wren, MS, CFP?, EA

Yorba Linda, CA

Scott Anderson

Scott Anderson Financial, Inc.

Newport Beach, CA

Ranga Srinivasan

Everest Management Corp

Los Gatos, CA

Michael Fenison

Pure Financial Advisors, Inc.

San Diego, CA

Nicholas Rugh

Rugh Financial, LLC

Menlo Park, CA

Darius Gagne

Abacus Wealth Partners, LLC

Santa Monica, CA

Kenneth Gross

Strategic Financial

Thousand Oaks, CA

Kate Fries

The Family Firm

San Diego, CA

Brent Kessel

CFP®

Abacus Wealth Partners, LLC

Santa Monica, CA

Roberta Jean Smith

Matrix Planning, Inc.

Santa Monica, CA

Thomas Donnelly

JD, CFP®

AdvicePeriod

Los Angeles, CA

Ted George

Wealthscape Advisors, LLC

Santa Cruz, CA

Jennifer Hartman

Greenleaf Financial Group

Los Angeles, CA

Thomas Vance

Pure Financial Advisors, Inc.

Irvine, CA

Michael Hollars

CFP®

Client First Finance LLC

Sunnyvale, CA

Thomas Stout

Stout Capital Management LLC

Encinitas, CA

Mary Beth Storjohann

Workable Wealth, LLC

Chula Vista, CA

Jason Hamilton

KIS Fee-Only Financial Planning

Santa Ana, CA

Mary Dean

Dean Roland Russell

San Diego, CA

Ethan Green

Lake Tahoe Wealth Management, Inc.

Auburn, CA

Derek Holman

EP Wealth Advisors

Torrance, CA

James Heitman

Compass Financial Planning

Alta Loma, CA

Douglas Taylor

Taylor Wealth Management

Torrance, CA

Jackie Kleinman

KB Financial Advisors, LLC

San Francisco, CA

Kari Jean Glosser

Abacus Wealth Partners, LLC

Santa Monica, CA

Hillel Katzeff

HK Financial, Inc.

Cardiff By The Sea, CA

Nick Geraci

Rowling & Associates

San Diego, CA

Karin McKerahan

CFP®, MBA, RIA

McKerahan Financial Services

Temecula, CA

W. David Armes

Dover Healthcare Planning LLC

Long Beach, CA

Matt Mundy

Orion Advisor Solutions, LLC

Manhattan Beach, CA

David Barnett

Barnett Financial Planning

Tustin, CA

Eileen Freiburger

Abacus Wealth Partners, LLC

Manhattan Beach, CA

Linda Barlow

Linda A. Barlow, CFP

Santa Ana, CA

Paul Saad

MBA

Collabria Capital, Inc.

San Ramon, CA

Andy Edstrom

WESCAP Group

Glendale, CA

Daniel Chong

Index Fund Advisors

Irvine, CA

Jirayr Kembikian

CFP®

Citrine Capital

San Francisco, CA

Laurie Dubchansky

Havaplan Financial

Newport Beach, CA

Greg Jankowski

Delphi Private Advisors

San Diego, CA

Mark Kavaloski

AmeriTrust Capital Management Ltd.

Santa Ynez, CA

Jean-Luc Bourdon

BrightPath Wealth Planning, LLC

Camarillo, CA

Robert Wacker

Wacker Wealth Partners

San Luis Obispo, CA

Mary Van Nostrand

Duttenhofer Advisory Group

San Diego, CA

Michael Bernier

Pure Financial Advisors, Inc.

San Diego, CA

John Harms

Newport Financial Advisors

Newport Beach, CA

Russell Kroeger

Paradigm Wealth Architects

San Francisco, CA

Eric Hamel

Pure Financial Advisors, Inc.

San Diego, CA

Michael Biggica

Pixel Financial Planning, LLC

San Francisco, CA

Eileen Erickson

Erickson, Eileen Marie

Rancho Murieta, CA

Ryan Cole

CFP®

Citrine Capital

San Francisco, CA

Marilyn Plum

EP Wealth Advisors

Lafayette, CA

Teresa Kakadelas

Blankinship & Foster, LLC

Solana Beach, CA

J. Jeffrey Lambert

J. Jeffrey Lambert, CFP

Folsom, CA

David MacLeod

Eclectic Associates, Inc.

Fullerton, CA

Alicia Butera

CFP®

Planning Within Reach

San Diego, CA

Barbara Wolf

Abacus Wealth Partners, LLC

Santa Monica, CA

Eva Barberi

Garrett Investment Advisors

Santa Barbara, CA

Paul Hynes

HearthStone | Private Wealth Management

San Diego, CA

Jeffrey Karst

Pathways Advisory Group, Inc.

Fresno, CA

Jack Rabuck

West Coast Financial, LLC

Santa Barbara, CA

Lisa Margulies

Regatta Capital Group LLC

Los Angeles, CA

Ronnie Kahn

Accumulation Strategies

Woodland Hills, CA

Scott Rojas

Eclectic Associates, Inc.

Fullerton, CA

Joan O'Connell

Blue Water Capital Management, LLC

San Diego, CA

Jason Gittins

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Abbas Heydari

Abbasali Heydari

Torrance, CA

Megan Mitchell

Wacker Wealth Partners

San Luis Obispo, CA

Anna Sergunina

CFP®

MainStreet Financial Planning

Burlingame, CA

Travis McShane

Eclectic Associates, Inc.

Fullerton, CA

James Moore

Eclectic Associates, Inc.

Fullerton, CA

Robert McCullock

Pure Financial Advisors, Inc.

San Diego, CA

Daryoosh Khalilollahi

DABK Financial Planning Services

El Cerrito, CA

Jacob Greenberg

Pure Financial Advisors, Inc.

San Diego, CA

Steven Merrell

Monterey Private Wealth, Inc.

Monterey, CA

Allison Alley

Pure Financial Advisors, Inc.

San Diego, CA

Hilary Hendershott

Hilary Hendershott Wealth Management

San Jose, CA

Daniel Leahy

Pennington Financial Group

Gold River, CA

Chris Jackson

Lionshare Partners LLC

Los Angeles, CA

Doug Michie

Ventura Coast Wealth Management

Ventura, CA

John Eing

Abacus Wealth Partners, LLC

Westlake Village, CA

Charles Hayes

Hayes & Associates, CPAs

Coronado, CA

Alan Ungar

Abacus Wealth Partners, LLC

Westlake Village, CA

Michael Glowacki

Aspiriant, LLC

Los Angeles, CA

Jennifer Bush

Johnson Lyman Wealth Advisors

Los Altos, CA

Glenda Moehlenpah

Financial Bridges

Poway, CA

Steven Farrington

ESI Financial Services, Inc.

La Mesa, CA

Bruce Dzieza

Willow Creek Wealth Management, Inc.

Sebastopol, CA

J.D. Bruce

Abacus Wealth Partners, LLC

Santa Monica, CA

Maureen Costello

Buckingham Strategic Wealth

Palo Alto, CA

Robert Machado

Compass Rose Financial Planning & Investment Management

Palm Springs, CA

Lexi Olian

The Humphreys Group

San Francisco, CA

Rob Lyman

Johnson Lyman Wealth Advisors

Los Altos, CA

Hal Schweiger

Blue Water Capital Management, LLC

San Diego, CA

Robert Horowitz

Robert V. Horowitz, LLC

Corte Madera, CA

John Jensen

Guardian Investment Services LLC

Clovis, CA

Milo Benningfield

Benningfield Financial Advisors

San Francisco, CA

Brian Parker

EP Wealth Advisors

Torrance, CA

Boonseon Gudmundsen

Beacon Financial Management LLC

Encinitas, CA

Ryan Caldwell

Wacker Wealth Partners

San Luis Obispo, CA

Rodney Wade

Wade Financial Advisory, Inc.

Campbell, CA

Jean Sinclair

MBA, MSBA, CFP®

Avenue Advisors, LLC

San Diego, CA

Evelyn Zohlen

Inspired Financial

Huntington Beach, CA

Joseph Sweis

Pearl Wealth Advisors

Walnut Creek, CA

William Carolan

GW Financial, Inc.

Costa Mesa, CA

Joe Ferreira

West Coast Financial, LLC

Santa Barbara, CA

Wende Headley

Abacus Wealth Partners, LLC

Santa Monica, CA

Bryan Krill

Wacker Wealth Partners

San Luis Obispo, CA

Jane Yoo

janefinancial

Oakland, CA

Mary Rose

Wacker Wealth Partners

San Luis Obispo, CA

Mengxi Monica Ma

Blankinship & Foster, LLC

Solana Beach, CA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

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    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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