Fee-Only Financial Planners in Pasadena, CA

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 Pasadena, CA:

Gregory Welborn

MBA

First Financial Consulting

Pasadena, CA

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

Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide

Michael Jensen

CFP®

Falcon Wealth Planning, Inc.

Pasadena, 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

Matthew Theal

CFP®

RPA Wealth Management

Pasaenda, CA

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

Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.

Joshua Winterswyk

CFP®

RPA Wealth Management

Pasadena, CA

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

Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.

Davis Thompson

Thompson & Thompson Investment Advisors, Inc.

Pasadena, CA

Mark Seiler

CPA, PFS

Seiler & Associates

Pasadena, CA

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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