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Allan W. Moskowitz

CFP®, AIF™

Certified Financial Planner, Licensee

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving California and the surrounding communities.

Transformative Wealth Management, LLC

6317 Fairmount Ave
El Cerrito, CA 94530
(510) 524-5500
CONNECT WITH Allan
  • linkedin link

Sally W. Ng

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

1350 Treat Blvd, Ste 390
Walnut Creek, CA 94597-7960
(925) 937-6381

Steven W. Medland

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Fee Only Financial Advisor serving California and the surrounding communities.

TABR Capital Management, LLC

500 N State College Blvd, Ste 1320
Orange, CA 92868-1622
(714) 704-9180

Artie Green

CFP®, MBA

Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving California and the surrounding communities.

Cognizant Wealth Advisors

530 Lytton Av., 2nd Floor
Palo Alto, CA 94301
(650) 209-4062

Karl Leal

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving California and the surrounding communities.

Leal Financial Planning

900 E HAMILTON AVE, Suite 100
CAMPBELL, CA 95008
(408) 679-3354

Megan Rouse

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset...More

Fee Only Financial Advisor serving California and the surrounding communities.

Megan Rouse Financial Planning

7962 Shannon Ct
Dublin, CA 94568-1365
(925) 999-8293

Timothy E. Sallade

CFP® CFA

Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Lake Tahoe Wealth Management

101 Parkshore Dr
Folsom, CA 95630-4726
(855) 515-5896

Elad G. Goren

CFP®

Owner

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving California and the surrounding communities.

Financial Pointe Wealth Management

3323 Old Conejo Rd
Newbury Park, CA 91320
(818) 338-3570

David R. Krimm

CFP®

Vice President & Advisor

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Real Estate, Retirement...More

Fee Only Financial Advisor serving California and the surrounding communities.

Hargrave Fiduciary Advisors

919 Noe Street
San Francisco, CA 94114
(415) 608-1458
CONNECT WITH David
  • linkedin link

Michael Zaplitny

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business...More

Fee Only Financial Advisor serving California and the surrounding communities.

Fireside Financial Planning, Inc.

1975 Hamilton Ave, Ste 6A
San Jose, CA 95125-5630
(408) 371-3091

Cameron Valadez

CFP®, EA, AWMA, CPFA

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Planable Wealth

3850 Vine St, Suite 100A
RIVERSIDE, CA 92507
(951) 900-8850
CONNECT WITH Cameron
  • facebook link
  • linkedin link

Jacob Rothman

CFP® CFA CPA

Portfolio Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving California and the surrounding communities.

Rothman Investment Management

9700 El Camino Real,, Suite 302
ATASCADERO, CA 93422
(805) 286-6378
CONNECT WITH Jacob
  • linkedin link

Danielle R. Smith

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Sterling Financial Group, Inc.

201 S Lake Ave, Ste 500
Pasadena, CA 91101-4860
(626) 440-9192
CONNECT WITH Danielle
  • linkedin link

Byron E. Valles

CFP®

Wealth Advisor

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Mission Wealth

22271 Foothill Blvd, Apt 4081
Hayward, CA 94541-2727
8189268484

Janet Z. Wan

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Sierra Pacific Financial Advisors, LLC

1300 Clay Street, Suite 600
Oakland, CA 94612
+ 2 More Addresses

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton, CA 94566

Sierra Pacific Financial Advisors, LLC

19925 Stevens Creek Blvd.
Cupertino, CA 95014
CONNECT WITH Janet
  • facebook link
  • twitter link
  • linkedin link

Susan P. Gavrich

CFP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Employee Benefits,...More

Financial Advisor serving California and the surrounding communities.

MoneyWell

1517 Fountain St
Alameda, CA 94501
(510) 864-9990

Ginita Wall

CPA, CFP®

Specialties: Retirement

Financial Advisor serving California and the surrounding communities.

10863 Vereda Sol Del Dios
San Diego, CA 92130
(858) 792-0524

Dwight Nakata

CFP®, CPA

CPA, CFP®

Specialties: Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Cetera Financial Specialists LLC

17918 Pioneer Blvd, Ste 209
Artesia, CA 90701-4445
+ 1 More Address

Cetera Financial Specialists LLC

1442 E Lincoln Ave
Orange, CA 92865
(714) 329-5022

Carol A. Somoano

CFP®, MBA

VICE PRESIDENT

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Asset Planning, Inc.

10833 Valley View St, Suite 470
Cypress, CA 90630-5062
(714) 827-5794

Aaron M. Newland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving California and the surrounding communities.

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445

Adam Scott

CFP®

Principal, Independent Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

WellAcre Wealth Management, LLC

520 Broadway, STE 200
Santa Monica, CA 90403
(310) 220-4946
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Lauren A. Stansell

CFP®

Partner & Senior Financial Planne

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving California and the surrounding communities.

Yeske Buie Inc.

220 Montgomery St, Suite 900
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Lauren
  • facebook link
  • twitter link
  • linkedin link

Taylor R. Schulte

CFP®

CERTIFIED FINANCIAL PLANNER™

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving California and the surrounding communities.

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
(858) 345-1197
CONNECT WITH Taylor
  • facebook link
  • linkedin link

Michael Kish

CFP®, CRPC®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving California and the surrounding communities.

17400 Laguna Canyon Rd, Ste 125
Irvine, CA 92618
(949) 341-4294

Patrick C. OHara

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving California and the surrounding communities.

Wacker Wealth Partners

892 Aerovista Place, Ste 220
San Luis Obispo, CA 93401
(805) 541-1308

Bridget V. Grimes

CFP®

President

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth

1001 B Avenue, Ste 320
Coronado, CA 92118
(858) 221-0022
CONNECT WITH Bridget
  • facebook link
  • linkedin link

Christopher Lamia

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving California and the surrounding communities.

Forum Financial Management, LP

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416

Pandelis P. Chryssostomides

EA,CFP®,ChFC

CLU,CEPP,CMFS,AAMS,CMFC

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving California and the surrounding communities.

Chryssostomides Financial Services, Inc.

2566 W Ave K
Lancaster, CA 93536
(661) 948-0474

Gary P. Gardner

CFP®, CeFT®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving California and the surrounding communities.

Life&Wealth Advisors, Inc

1399 Ygnacio Valley Rd, Ste 29
Walnut Creek, CA 94598
(925) 937-7800

Bernard C. Jongewaard

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving California and the surrounding communities.

Playa Financial Advisors, Inc.

8055 W Manchester Ave, Suite 350
Playa Del Rey, CA 90293-7963
(310) 823-4999