Fee-Only Financial Advisors in California

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".

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Every California Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Jared Tanimoto

CFP®

Ascent Wealth Advisors

Irvine, CA

Specialties: Retirement Planning, Tax Planning, Estate Planning, Investment Management

InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor

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.

Karen Miller

CFP®, CPFA

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Located in Folsom, CA, serving clients across the country

Jonathan Heagle

CFP®, CFA®

Mountain Vista Wealth Management

Santa Barbara, CA

Specialties: Retirement Planning, Real Estate Investing, Investment Management, Tax Planning

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

Michael McGrath

MS, CFP®, CLU®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Shalmali Kulkarni

CFP®, CSLP®

Rowling & Associates LLC

San Diego, CA

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

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

James Schwarz

CFP®, RICP®, MBA

CLEAR Retirement Advice

San Mateo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Reduction Planning

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

Lavina Nagar

CFP®

Maya Advisors, Inc.

Palo Alto, CA

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

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

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.

Giorgina Nguyen

CFP®

EP Wealth Advisors

Torrance, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Cristina Livadary

CFP®, RLP®

Mana Financial Life Design, LLC

Marina del Rey, 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

Brian Matter

CFP®, CPWA®, CEPA®

Creative Capital Management Investments LLC

San Diego, CA

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

Fee-Only Financial Planner Located in San Diego, CA

Marjorie Bennett

CFA®, MBA

Chicago Partners Wealth Advisors

Berkeley, CA

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

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

Charles Stanley

CFP®, ChFC®, CKA®

WorthPointe

San Diego, CA

Specialties: Trust Investment Management, Comprehensive Financial Planning, Retirement Income 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!

Patrick Dinan

CFP®, CSRIC®

Impact Fiduciary

Glendale, CA

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

Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology

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.

Brian Parker

CFP®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Jonathan Spector

MS, CFP®

EP Wealth Advisors

Walnut Creek, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Clay Zachry

CFP®

EP Wealth Advisors

Torrance, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Jacob Rothman

CFA®, CPA, CFP®

Rothman Investment Management

Atascadero, CA

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

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

Brian Pon

CFP®, EA

Financial Connections Group, Inc.

Corte Madera, CA

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

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Fernando Reyes

MBA, CFP®, ChFC®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Ryan Schwartz

CFA®, CFP®

EP Wealth Advisors

Walnut Creek, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Tommy Lopez

CFP®, CRPC®

Coffeehouse Capital LLC

Fresno, CA

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

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

Jamie Lima

MBA, CFP®, CDFA®

Woodson Wealth Management

Ramona, CA

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

Fee-Only financial planner located in San Diego, CA, serving clients across the country.

Cathy Curtis

CFP®

Curtis Financial Planning

Oakland, CA

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

Based in Oakland, California, Curtis Financial Planning is a fee-only financial planning firm specializing in the finances of independent women.

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors, LLC

Pleasanton, CA

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

Fee-Only financial planner located in New Bern, NC, 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, College Education Planning, Tax Planning

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

Scott M. Draper

CFP®, CPA

THRIVE Financial Planning

El Dorado Hills, CA

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

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

Eric Swanson

CFP®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Adam Werner

CFP®, CPWA®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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.

Autumn Kruse

CFP®

Kruse Financial Strategy

Albany, CA

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

Fee-Only financial planner located in Pt. Richmond, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.

Dan Federman

CFP®

EP Wealth Advisors

Redwood City, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Joshua Escalante Troesh

CFP®

Purposeful Strategic Partners

Alta Loma, CA

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

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

Lauren Klein

CDFA®, CFP®, EA, MBA

EP Wealth Advisors

Newport Beach, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Sarah Hamilton

CFP®, CSRIC™

Hamilton Walker Advisers LLC

San Francisco, CA

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

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

Eric Nikssarian

CFP®

EP Wealth Advisors

Los Angeles, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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.

Scott Newhouse

CFP®

Forthright Finances

Thousand Oaks, CA

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

Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country

Joseph Anderson

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

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

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

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.

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

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

Shawn Tydlaska

CFP®, MBA

Ballast Point Financial Planning

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Option Planning, Equity Compensation

Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide

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.

Leyder "Aiden" Murillo

MBA

Wolfpack Wealth Management

Los Angeles, CA

Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis

Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.

Kelly Metzler

CFP®

Burton Enright Welch

Walnut Creek, CA

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

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

Joseph Kuo

CFP®, CMA®

Abundance Wealth Planning, LLC

Newark, CA

Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)

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

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

Brad Owen

CFP®, RLP®, RMA®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Tom Rasmussen

CFP®

BlueSky Wealth Advisors, LLC

Pleasanton, CA

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

Fee-Only financial planner located in Pleasanton, 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

I can work with clients anywhere!

David Meyers

CFP®

Meyers Wealth Management

Palo Alto, CA

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

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

Lorenzo Sanchez

CFP®

Rowling & Associates LLC

San Diego, CA

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

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

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.

Vicki Schultz

CFP®, MBA

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Cash Flow Planning

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

Sean Kyle

CFP®, AIF®

Plancorp

San Francisco, CA

Specialties: Individuals with Complex Financial Needs, Business Owners and Executives, Sudden Money Situations, Growing Families, Employers, Foundations

Fiduciary, fee-only financial planner located in San Francisco, CA, serving clients locally and across the country

Brandon Grundy

CFP®

Ridgeview Financial Planning

Santa Rosa, CA

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

Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.

Jean-Luc Bourdon

CPA, PFS, GFP

Lucent Wealth Planning, LLC

Santa Barbara, CA

Specialties: Ultra-Customized Financial Planning, Clarifying & Optimizing Complexity, Life Transitions, Legacy Planning, Tax Planning, Cross-Border Planning, Investment Management

Fee-Only financial planner located in Santa Barbara, 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

A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.

Billy Wee

CFP®

EP Wealth Advisors

Walnut Creek, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Jon Theriault

CFP®, CKA®, MBA

RS Crum Inc.

Newport Beach, CA

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

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

Kate Fries

CFP®, CDFA®

The Family Firm

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

Jake Weber

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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

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

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

Bruce Barton

CFP®, CFA®

Parkworth Wealth Management, Inc.

San Jose, CA

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

Fee-Only financial planner located in San Jose, CA, helping executives and professionals live their best financial life.

Mark Rylance

CFP®, CFT™

RS Crum Inc.

Newport Beach, CA

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

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

Kevin Young

CFP®,MBA, EA

Young Wealth Management

Davis, 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

Reuben J. Brauer

CFP®

Callahan Financial Planning Company

San Rafael, CA

Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, Comprehensive Financial Planning, Tax Planning

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

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.

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

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

Clint Camua

CFP®

EP Wealth Advisors

Los Angeles, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Christopher Estrada

CFP®

EP Wealth Advisors

Walnut Creek, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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

Jon Bacon

CFP®

EP Wealth Advisors

Torrance, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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!

Matthew Theal

CFP®

RPA Wealth Management

Claremont, CA

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

Fee-only financial planner located in Claremont, CA, serving clients throughout the Inland Empire and Southern California.

Brent Pasqua

RPA Wealth Management

Claremont, CA

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

Fee-only financial planner located in Claremont, CA, serving clients throughout the Inland Empire and Southern California.

Gary Cook

CFP®

Gary Cook Financial Planning

Santa Barbara, CA

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

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

Eric Maldonado

CFP®, MBA, CEPA®

Aquila Wealth Advisors, LLC

San Luis Obispo, CA

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

Fee-Only Financial Planner located in San Luis Obispo, CA serving business owners locally and virtually.

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!

Joe Morgan

CFP®, CFA®

Best Financial Life

Danville, CA

Specialties: Comprehensive Financial Planning, Stock Option Planning, Current Spending Analysis, Investment Management, Tax Planning

Uniquely qualified to provide customized financial strategies and advice, I am your educator, guide and protector of wealth for clients who seek financial clarity

Evan Loomis

Loomis Financial Consulting

Glendora, CA

Specialties: Relational Finance, Comprehensive Financial Planning, Investment Management, Behavioral Finance, Cash Flow Analysis, Retirement Income Planning, College Education Planning

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

Eric Keating

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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

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

Bryan Curry

CFP®

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

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

Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country

I can work with clients anywhere!

Don Hance Jr.

CFP®, EA

LifeSighted

Pacific Palisades, CA

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

Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country

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