A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Lafayette, CA:
Robert Garner
CMFC®, CRPC®
Garner Financial Management
Lafayette, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide
Blair Garner
CFA, CFP®, CMFC®, CRPC®
Garner Financial Management
Lafayette, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lafayette, CA, serving clients locally and across the country
Karla McAvoy
CFP®, MBA
HC Financial Advisors, Inc.
Lafayette, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide
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)
