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
- Larkspur, 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
- Morgan Hill, 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 Anselmo, 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
- Sausalito, 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
Peggy Stephan
CFP®
Empowerment Financial Guidance, LLC
San Jose, CA
Specialties: Social Security Planning, Qualified Charitable Distributions, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only financial planner located in San Jose, CA, serving clients in the Bay area 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
Evon Mendrin
CFP®, CSLP®
Optometry Wealth Advisors LLC
Madera, 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
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
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
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
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
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.
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
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
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
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
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
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.
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.
Jason Stein
CFP®
Bluepoint 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
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.
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
David Born
CFA®, CFP®
Private Financial Management LLC
Orinda, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Planning, Alternative Investments
Fee-Only financial planner located in Orinda, 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 Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.
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
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
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
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
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
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.
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
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
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
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.
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.
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
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
David Reinders
CFP®
David S Reinders, Inc.
Valencia, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Valencia, CA, serving clients locally and across the country
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.
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.
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
Evor Vattuone
CFP®, CFS®
Aspire Planning Associates
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA
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.
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.
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
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.
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.
Karla McAvoy
CFP®, MBA
The Mather Group
Lafayette, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Planner Located in Lafayette, CA, and Serving Clients Throughout the Bay Area
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
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
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!
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.
Kimberly Foss
CFP®, CPWA®
Empyrion Wealth Management, Inc.
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Roseville, 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
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
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.
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
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.
John Chapman
CFP®, CKA®
WorthPointe Financial Planners
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
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.
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
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.
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
Anna Sergunina
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide
Eric Figueroa
CFP®
Hesperian Wealth LLC
Folsom, CA
Specialties: Comprehensive Financial Planning, Impact & Values-Based Investing, Retirement Income Planning, College Education Planning, Insurance, Tax & Estate Planning
Fee-Only wealth manager located in Folsom, CA, serving the nation virtually
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
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
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
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
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
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
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
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
Patrice Cresci
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Estate and Generational Planning, Tax Planning, College Education Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
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.
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
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
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.
Jay Hutchins
CFP®, AEP®, AIFA®, 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
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
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.
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
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
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
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
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.
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
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
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
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