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 Santa Cruz, 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 Santa Cruz, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Sarah Brown
CFP®
Natural Bridges Financial Advisors
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance Review
Fee-Only financial planner located in Santa Cruz, CA and Serving Clients Nationwide
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and across the country
Jennipher Lommen
CFP®, EA
Wildflower Financial LLC
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
Chris Wentzien
CFP®, CPA/PFS, MBA
Natural Bridges Financial Advisors
Santa Cruz, CA
Specialties: Getting Ready for Retirement, Managing Your Investments, Avoiding Big Mistakes, Saving You Money on Taxes, Looking Ahead to the Future, Outside Referrals to Professionals
As comprehensive financial planners, we handle everything in your life with a dollar sign. Located in Santa Cruz, CA and Serving Clients Nationwide.
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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)
