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
- Benicia, CA
- Berkeley, CA
- Beverly Hills, CA
- Brea, CA
- Brentwood, CA
- Burbank, CA
- Burlingame, CA
- Camarillo, CA
- Campbell, CA
- Canoga Park, CA
- Carlsbad, CA
- Chico, CA
- Chino, CA
- Chula Vista, CA
- Claremont, CA
- Clearlake, CA
- Clovis, CA
- Colusa, CA
- Concord, CA
- Corning, CA
- Coronado, CA
- Corte Madera, CA
- Costa Mesa, CA
- Covina, CA
- Crescent City, CA
- Culver City, CA
- Cupertino, CA
- Cypress, CA
- Daly City, CA
- Dana Point, CA
- Danville, CA
- Davis, CA
- Del Mar, CA
- Diamond Bar, 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
- Folsom, CA
- Fortuna, CA
- Foster City, CA
- Fremont, CA
- Fresno, CA
- Fullerton, CA
- Gilroy, CA
- Glendale, CA
- Glendora, CA
- Gold River, CA
- Goleta, CA
- Grass Valley, CA
- Gridley, CA
- Half Moon Bay, CA
- Hawthorne, CA
- Hayward, CA
- Healdsburg, 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
- Napa, CA
- National City, CA
- Nevada City, CA
- Newark, CA
- Newport Beach, CA
- Nipomo, 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
- Palm Springs, CA
- Palmdale, CA
- Palo Alto, CA
- Paradise, CA
- Pasadena, CA
- Petaluma, CA
- Pleasant Hill, CA
- Pleasanton, CA
- Pomona, CA
- Poway, CA
- Ramona, CA
- Rancho Cordova, CA
- Rancho Cucamonga, CA
- Rancho Santa Fe, CA
- Red Bluff, CA
- Redding, CA
- Redondo Beach, CA
- Redwood City, CA
- Richmond, CA
- Ripon, CA
- Riverside, CA
- Rocklin, CA
- Rohnert Park, CA
- Roseville, CA
- Ross, 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
- Solvang, CA
- Sonoma, 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
- Ukiah, 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
- Windsor, CA
- Woodland, 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
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
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
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.
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
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
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
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
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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
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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.
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
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
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