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
- Burlingame, CA
- Camarillo, CA
- Campbell, CA
- Canoga Park, CA
- Carlsbad, CA
- Chico, CA
- Chino, CA
- Chula Vista, CA
- Clearlake, CA
- Clovis, 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
- 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
- Manhattan Beach, CA
- Manteca, 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
- Novato, CA
- Oakland, CA
- Oceanside, CA
- Ontario, CA
- Orange, 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
- Rancho Cucamonga, CA
- Rancho Santa Fe, CA
- Red Bluff, CA
- Redding, CA
- Redlands, CA
- Redondo Beach, CA
- Redwood City, 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
- Sonoma, 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 Sacramento, CA
- Westlake Village, CA
- Williams, CA
- Willows, CA
- Windsor, 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
Jay Hutchins
CFP®, AEP®, AIF®A, 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
Joshua Land
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
Charles Ho
CFP®
Legacy Builders Financial
Folsom, CA
Specialties: Comprehensive Financial Planning, Financial Coaching, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country
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
Aleksandr Chkadua
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
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
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
Jack Curran
EP Wealth Advisors
San Diego, 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
Danielle Miura
CFP®
Spark Financials
Ripon, CA
Specialties: Elderly Care Planning, Retirement Income Planning, Tax Planning, Family Life Planning, Estate Planning
Danielle Miura, CFP® is passionate about helping her clients create their most fulfilling lives by giving them the confidence they need to best financial decisions for their family.
Parmita Roy
EP Wealth Advisors
Valencia, 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
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
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
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
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
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.
Debbie Grose
CFP®
Lake Tahoe Wealth Management, Inc.
Folsom, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country
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 Albany, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.
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
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.
Ethan Green
CFP®
Lake Tahoe Wealth Management, Inc.
Folsom, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Folsom, 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
Scott Jacobs
EP Wealth Advisors
Berkeley, 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
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
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
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
Jeffrey Platt
JD, LLM, CFP®, CFA®
Platt Wealth Management
San Diego, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation
Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country
Matthew Kuhn
MBA, CFA®, AIF®
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
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.
Marie Thomasson
CFP®
Modern Assets
Culver City, CA
Specialties: Socially Responsible Investing, Values Based Investing, Impact Investing, Holistic Financial Planning
I serve women with progressive values in the greater Los Angeles area and across the country.
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.
Aaron Agte
CFP®
Graystone Advisor, LLC
Foster City, CA
Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity
Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.
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 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
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
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
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
Gregory Wells
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
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
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.
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
Ryan Serrecchia
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
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
Nate Nieri
CFP®, MSBA
Modern Money Management
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning
Fee-Only financial planner located in San Diego, 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
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
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
Certified Financial Planner™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives and engineers for over 22 years. Clients are smart and savvy professionals in their 30's - 50's with assets ranging from $2 Million to over $50 Million.
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
Mark Rylance
CFP®
RS Crum Inc.
Newport Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Pamela Chen
CPA, CFA®
Refresh Investments LLC
Santa Monica, CA
Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues
Fee-Only investment management firm located in Los Angeles, CA, serving clients throughout the Los Angeles area and across the country
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
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
William Hatton
CFP®
Billfold Budget Counseling
Sherman Oaks, CA
Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching
Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.
Clari Nolet
CFP®, CDFA®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Investment Advice with Ongoing Management
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Kevin Henss
CFP®, CDFA®, MA
Strivent Financial
Mission Viejo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mission Viejo, CA, serving clients locally and across the country
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
Eric Amzalag
CFP®
Peak Financial Planning
Canoga Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare
Helping teachers and federal employees increase their retirement income and avoid running out of money. Located in Woodland Hills, CA, we serve clients 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.
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
Paul Cordero
CFP®, EA
Attune Financial Planning
San Rafael, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ,
Fee Only Financial Planner Located in San Rafael, CA and Serving Clients throughout the San Francisco Bay Area.
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
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Beverly Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.
Alan Goodstein
CFP®
Goodstein Wealth Management LLC
Encino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Encino, CA, serving clients locally and across the country
Karl Leal
AAMS®, CFP®, CRPC®, RICP®
Leal Financial Planning
Campbell, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee Only Financial Planner Located in Campbell, CA and serving the entire region
Michael Babcock
CFP®, CPA
The Wealth Conservatory
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
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
Arielle Bittoni
CFA®, CFP®
Refresh Investments LLC
Santa Monica, CA
Specialties: Financial Planning for Women, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner serving professional women and families in Santa Monica, CA, throughout the Los Angeles area, and across the country.
Chris Randall
Axis Capital Management, LLC
Hermosa Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Hermosa Beach, 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
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
John Wenzel
CFP®
Archvest Wealth Advisors
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Derek Holman
CFP®, AIF®
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
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
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.
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
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
Sean Cartin
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
Anthony Ferreira
CFP®
WorthPointe
La Jolla, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Mark Pingree
CPA, CFP®, MBA
Fog City Advisors, LLC
Albany, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Albany, CA serving clients locally and across the country
George Guttman
CFP® and MBA
Guttman Financial Planning
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
Ben Peters
CFP®, JD
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 in the Bay Area and across the country
Janet Wan
CFP®, CPFA
Sierra Pacific Financial Advisors, LLC
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Concentrated Stock Positions Strategy, Employer-Sponsored Retirement Plan – 401k, Defined Benefit plan
A Fee-Only, SEC Registered Investment Advisory Firm, providing unique financial solutions for professionals with equity reward compensations, near retirees and doctors in private practices
Kelly Nilsson
CFP®, CDFA®, JD
Brava Financial, LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jeffrey Tilson
CRPC®, AWMA®, AAMS®
JST Investment Consulting, RIA
Seal Beach, CA
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Estate/Legacy Planning, Tax Planning
Fee-Only investment advisor and financial planner located in Seal Beach, CA, serving clients locally and across the country.
Carolyn Kelly
CFP®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually 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
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
Mira Ma
CFP®, RFC®, EA
Aspire Planning Associates, Inc.
San Mateo, 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.
Mary Harris
CFP®
EP Wealth Advisors
Torrance, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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Marty McNamara
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
Rich Donnelly
CIMA®, RLP
EP Wealth Advisors
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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Celeste Mirassou
CFP®
Financial Planning Focus
Napa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Napa, CA and Serving Clients Nationwide Remotely
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
Emilie Goldman
CFP®, CFA®
Tamarind Financial Planning
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country
Jonathan DeYoe
AIF, CPWA®
EP Wealth Advisors
Berkeley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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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 Frank
CFP®, MBA
Better Financial Education
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.
Anabel Diaz
CFP®
Natural Bridges Financial Advisors
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Cruz, CA, serving clients locally and across the country
Gregory Welborn
MBA
First Financial Consulting
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Generational Wealth Management
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
Scott Colton
CFP®, CPA/PFS, MS-TAX
Colton Wealth Management
Arcadia, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Arcadia, CA, serving clients locally and across the country
Victor Gersten
CFP®
Expat Financial Planning Inc
San Diego, CA
Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management,