Find a Financial Planner in
Within of
Within of

Dustin J. Smith

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

Damien S. Couture

CFP®

Senior Vice President, Financial Advisor

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

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

Wealth Enhancement Group

1850 Mt Diablo Blvd, Ste 170
Walnut Creek, CA 94596
(925) 280-1800 x201

Julie Asti

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Asti Financial Management, LLC

1101 Marina Village Parkway, Suite 275
Alameda, CA 94501
(510) 525-8557

Michael Tomren

CFP®, AIF®, ChFC®

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

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

Tomren Wealth Management

12667 Alcosta Boulevard, Suite 355
San Ramon, CA 94583
(800) 480-8740
(925) 830-1700

Sean A. Fletcher

CFP®, AIF®

Principal

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

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

Prospettiva Financial

Prospettiva Financial, 22 Battery Street
San Francisco, CA 94111
(415) 362-8636
CONNECT WITH Sean
  • facebook link
  • linkedin link

Marilyn Suey

CFP®

Wealth Manager

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

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

The Diamond Group Wealth Advisors

6101 Bollinger Canyon Rd, Suite 367
San Ramon, CA 94583

The Diamond Group Wealth Advisors

5448 Blackhawk Drive
Danville, CA 94506
(925) 219-0080
CONNECT WITH Marilyn
  • facebook link
  • linkedin link

Adam D. Stempel

CFP®

Co-Founder & Chief Wealth Manager

Specialties: Life Planning

Fee Only Financial Advisor serving California and the surrounding communities.

Ariadne Wealth Management

1255 Coast Village Rd, Suite 201A
Santa Barbara, CA 93108
(805) 456-3691

Colleen R. Gepp

CFP®

Senior Wealth Advisor

Specialties:

Financial Advisor serving California and the surrounding communities.

HoyleCohen, LLC

350 Camino de la Reina Ste 500
San Diego, CA 92108
(858) 636-7164

David H. Zuckerman

CFP®

Principal

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

Financial Advisor serving California and the surrounding communities.

Zuckerman Capital Management, LLC

2029 Century Park E, Ste 400
Los Angeles, CA 90067-2915
(310) 867-2778

Scott A. McClatchey

CFP®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Ballast Rock Private Wealth

2888 Loker Ave E, Ste 110
Carlsbad, CA 92010-6683
(760) 259-8909

Andrew Marshall

CFP®

Specialties: Comprehensive Financial Planning, Retirement

Financial Advisor serving California and the surrounding communities.

Andrew Marshall Financial, LLC

5857 Owens Ave, Suite 300
Carlsbad, CA 92008
(760) 651-6315
CONNECT WITH Andrew
  • twitter 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

Marc Henderson

MBA, CFP®, CKA®

Market Director

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

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

Thrivent

505 N. Brand Blvd, Ste 1225
Glendale, CA 91203-2321
(323) 612-1250
CONNECT WITH Marc
  • linkedin link

Freddie L. Brown

CFP®

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

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

LPL Financial

1 Pointe Dr. Suite 240
Brea, CA 92821
(714) 987-4031
CONNECT WITH Freddie
  • linkedin link

Morrie W. Reiff

CFP®

CEO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Planned Asset Mgmt.,LLC

27001 AGOURA RD, STE 150
CALABASAS, CA 91301
(818) 708-6888
CONNECT WITH Morrie
  • facebook link

E. Martin Von Kanel

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Patriot Wealth Mgmt.

2780 Skypark Dr, Ste 460
Torrance, CA 90505
(310) 530-7579

Carolanne M. Chavanne

CFP®

CERTIFIED FINANCIAL PLANNER(TM)

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

Fee Only Financial Advisor serving California and the surrounding communities.

Prosperity Wealth Planning

3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
(877) 878-7860
(877) 878-7860

James M. O'Keefe

CFP®

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

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

Cetera Advisor Networks

38 Sagitta Way
Coto De Caza, CA 92679-5102
(949) 459-1837

George L. Buza

CFP®

Managing Director

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

Financial Advisor serving California and the surrounding communities.

JPMorgan

1888 Century Park E, 3rd Floor
Los Angeles, CA 90067
(310) 407-7123

Brenda S. Friedlander

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving California and the surrounding communities.

Spectrum Financial Management

899 Northgate Dr, Ste 305
San Rafael, CA 94903
(415) 472-7300

Jay M. Douglas

CFP® MSF ChFC® AIF®

Partner, Chief Investment Strategist

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career...More

Fee Only Financial Advisor serving California and the surrounding communities.

WealthSpring

5000 Airport Plaza Dr, Ste 245
Long Beach, CA 90815-1368

WealthSpring

One Park Plaza
Irvine, CA 92614
(800) 833-1446
(562) 491-4410

Michael Vandenburg

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Coast Wealth Management, Inc.

302 N El Camino Real, Ste 212-C
San Clemente, CA 92672
(949) 366-5995

Gregory W. Randall

CFP®

Financial Advisor

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

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

GW Randall & Associates

4745 Londonberry Dr
Santa Rosa, CA 95403-1308
(707) 566-9713

Shelley Richardson

CFP® CPWA®

Sr. Vice President - Wealth Management

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Financial Advisor serving California and the surrounding communities.

UBS Financial Services

750 University Avenue, Suite 250
Los Gatos, CA 95032
(408) 827-3266

Robert C. Hintz, Sr.

CFP®, ChFC®, FIC

Associate

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

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

Thrivent Investment Management, Inc

5200 Warner Ave., Ste 107
Huntington Beach, CA 92649
(714) 840-7510

Patricia Heaton Parker

CFP®, CDFA, CEP

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

Discovery Financial Wealth Managers

2082 Michelson Dr Ste 118
Irvine, CA 92612

Discovery Financial Wealth Managers

27 Golfview Drive
Dove Canyon, CA 92679
(812) 241-0002

Catherine Magana

CFP®

Managing Partner

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

Financial Advisor serving California and the surrounding communities.

WWM Financial

2131 Palomar Airport Road, Ste 330
Carlsbad, CA 92011
(760) 692-5192

Malcolm Greenhill

CFP®, MBA

President

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

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

Sterling Futures

50 California Street, Suite 1500
San Francisco, CA 94111

Sterling Futures

Techmart Center
Santa Clara, CA 95954
(866) 231-6525
(866) 231-6525

Kent E. Noard

CFP®, EA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Fee Only Financial Advisor serving California and the surrounding communities.

KLN Financial Group

200 Gateway Drive, #1720
Lincoln, CA 95648
(916) 587-3539

Seta Keshishian

CFP®

Financial Planner

Specialties:

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

Seta Keshishian

JSF Financial LLC, 6300 Wilshire Blvd
Los Angeles, CA 90048-5206
(323) 866-0833