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 Folsom, CA 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".
Every Folsom, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Matthew R. Etzler
CFP®, CRC®, CRPS®, ChFEBC℠
Etzler Financial Advisors, LLC
Red Bluff, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning
Advice-only, flat-fee fiduciary financial planner serving individuals and families locally and virtually across the country.
Gerald Gasber
CFP®, CFS, CIMC®, CIMA®, CPFA
Gasber Financial Advisors, Inc.
Folsom, CA
Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing
Fee-Only Financial Advisor Serving the Sacramento, CA Area
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
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
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
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.
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
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
