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

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

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Aleksandr Chkadua

EP Wealth Advisors

Torrance, CA

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

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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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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

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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

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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

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

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

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.

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

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

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

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

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

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

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

I can work with clients anywhere!

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

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

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,