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 Roseville, CA:
Kimberly Foss
CFP®, CPWA®, CFT-I™ Candidate
Empyrion Wealth Management, Inc.
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Roseville, CA, serving clients locally and across the country
Matthew R. Etzler
CFP®, CRC®, CRPS®, ChFEBC℠
Etzler Financial Advisors, LLC
Red Bluff, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Preservation
It's your life and your money. We want to help you make the most of both.
Harold Anderson
CFP®
Parkshore Wealth Management
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
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.
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.
Daniel Andersen
CFP®
Parkshore Wealth Management
Roseville, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
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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)
