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
- 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
- Lafayette, CA
- Laguna Beach, CA
- Lake Forest, CA
- Lakeport, CA
- Lincoln, CA
- Live Oak, CA
- Livermore, CA
- Long Beach, 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
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
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
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
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.
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
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
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
Larson Patty
CFP®, EA, CKA®
Rothman Investment Management
Atascadero, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning
Fee-Only financial advisor located in Sheridan, WY, serving clients locally and across the country
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
Jacob Rothman
CFA®, CPA, CFP®, CKA®
Rothman Investment Management
Atascadero, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning
Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country
Uziel Gomez
CFP®, AFC®
Primeros Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Credit Score Improvement, Generational Care, Se Habla Español , Debt Reduction Strategy, Value-Based Planning
Financial Planning for first-generation individuals and families. Working virtually with clients 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
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.
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
Chris Wentzien
CFP®, CPA/PFS, MBA
Natural Bridges Financial Advisors
Santa Cruz, CA
Specialties: Getting Ready for Retirement, Managing Your Investments, Avoiding Big Mistakes, Saving You Money on Taxes, Looking Ahead to the Future, Outside Referrals to Professionals
As comprehensive financial planners, we handle everything in your life with a dollar sign. Located in Santa Cruz, CA and Serving Clients Nationwide.
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.
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
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.
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
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
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
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
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
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
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
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
Shalmali Kulkarni
CFP®, CSLP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.
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
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
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
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
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
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
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.
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
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.
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
Cheri Turner
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Office Services, Proactive Risk Planning, Charitable Giving Planning, Estate Planning & Corporate Trustee Services
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
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
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
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.
Jason Hamilton
CFP®, CRPC™®, CBDA
Keep It Simple Financial Planning
Orange, CA
Specialties: 401(k) Optimization, Tax Efficient Retirement Distribution Planning, Guardrails Optimization, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning, Investment Advisory Services, Employee Benefits Plans
Helping professional women, retirees, and 1st generation wealth builders near the City of Orange in Orange County, CA and across the country in 30+ states. Jason specializes in tax focused financial planning and wealth management.
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
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
Joseph Palumbo
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
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
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.
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.
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
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
Juan Aguilar
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.
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, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing
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.
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
Tara Cordato
CPA
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.
Kyle DePaolo
DePaolo & May Strategic Wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis
Fee-Only financial planner located in Irvine, CA, serving affluent clients and successful young families in Southern California and nationwide
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
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
Kevin Young
MBA, EA, CFP®,
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
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
Eric Maldonado
CFP®, MBA
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.
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.
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.
Lorenzo Sanchez
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.
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
Adam Fein
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
Patricia Parker
CFP®, CDFA®, CEP®
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
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.
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.
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.
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
Greg Gorski
CFP®
Owl & Ore Wealth Planning
Pleasant Hill, CA
Specialties: Comprehensive Financial Planning, Equity Compensation Packages, Tax Efficiency Planning, College Education Planning, Generational Wealth Planning, Retirement and Income Planning
Fee-Only financial planner located in Pleasant Hill, CA. Specializing in Employee Equity Compensation Income (ISO, ESPP, RSU, etc). I can help you with; exercise and sell strategies, increasing income, minimizing tax liability and funding goals.
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.
Jason Co
CFP®
CoPlanning Financial
San Francisco, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.
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
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
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
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
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),