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644 Financial Planners in California
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Aaron M. Gabriel

CFP®, CIMA, MBA

President

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Annuities, Asset...More

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

The Gabriel Group

2010 Crow Canyon Pl, Ste 100
San Ramon, CA 94583-1344
(800) 361-8033
+1 More Number
(925) 361-3633
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Elaine Webb

CFP®, EA

Specialties: Personal Taxes

Fee Only Financial Advisor serving California and the surrounding communities.

Elaine Webb Financial

6520 Lonetree Blvd
Rocklin, CA 95678
(916) 677-7676

Walter A. Romatowski

MBA, CMA, CFP®

President

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

Fee Only Financial Advisor serving California and the surrounding communities.

Castellan Financial Advisors

919 Reserve Drive, Suite 105
Roseville, CA 95678
+ 1 More Address

Castellan Financial Advisors

3478 Buskirk
Pleasant Hill, 94523
(800) 385-1787

Rick K. MacBarron

CFP®

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

Financial Advisor serving California and the surrounding communities.

Sagemark Consulting, CA License #0B67618

18400 Von Karman Ave, Suite 400
Irvine, CA 92612-0506
(949) 474-6847

Matthew A. Cook

CFP®

Managing Director

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

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
(877) 642-5224
+1 More Number
(877) 642-5224

Scott J. Lucia

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Andrews, Lucia Wealth Management LLC

3656 OId Blackhawk Road
Danville, CA 94506
(925) 837-8355

Barbara L. Cole

CFP®

Financial Adviser

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

Financial Advisor serving California and the surrounding communities.

Cole Insurance & Fin. Services

675 Placentia Ave, Suite 250
Brea, CA 92821
(714) 255-5160

Nick Fullerton

CFP®

Principal

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.

Fullerton Advisors, LLC

318 Diablo Rd, Ste 260
Danville, CA 94526-3421
(925) 480-7018

David K. MacLeod

CFA®, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

Fee Only Financial Advisor serving California and the surrounding communities.

Eclectic Associates, Inc.

1440 North Harbor Boulevard, Suite 220
Fullerton, CA 92835
(714) 738-0220

Paul J. Hynes

CFP®

Director - Wealth Planning, Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

12481 High Bluff Dr, Ste 110
San Diego, CA 92130-3583
(858) 755-8899

Joshua St Laurent

CFP® CFT-I™

Founder & CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Wealth In Yourself

3079 Harrison Ave, Suite 5
South Lake Tahoe, CA 96150
(415) 915-5948
CONNECT WITH Joshua
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Luke Ming

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Pensionmark

5401 Business Park S, Ste 122
Bakersfield, CA 93309-0714

Nancy C. Tattersall

CFP®

Principal

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

Fee Only Financial Advisor serving California and the surrounding communities.

Pinnacle Retirement & Financial Planning

165 N Redwood Dr, Ste 160
San Rafael, CA 94903
(415) 454-0661

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
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Brian E. Britt

CFP®

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

Financial Advisor serving California and the surrounding communities.

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

2601 Airport Drive, Suite 110
Torrance, CA 90505-6138
(310) 891-3030

Phillip E. Cook

CFP®

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

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

Cook and Associates

818 Manahattan Beach Blvd, Ste 200
Manhattan Beach, CA 90266
(310) 545-6700

James A. Freeman

CFP®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Financial Alternatives, Inc.

7825 Fay Ave, Suite 210
La Jolla, CA 92037-4433
(858) 459-8289

Steve H. Teranishi

CFP®

Financial Advisor

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

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

Ameriprise Financial Services

3337 G St, Suite D
Merced, CA 95340-0986
(888) 383-6577
+1 More Number
(209) 383-6577

K. Esther Szabo

CFP®

CEO

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Irregular...More

Fee Only Financial Advisor serving California and the surrounding communities.

Gates Pass Advisors, LLC

280 2nd Street, Suite 280
Los Altos, CA 94022
(650) 797-0280

M. C. Duboscq

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving California and the surrounding communities.

The Mather Group

3685 Mt Diablo Blvd, Ste 200
Lafayette, CA 94549-3736
(415) 884-4404

Kathleen A. Adams

CFP® CPWA®

Partner

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

Financial Advisor serving California and the surrounding communities.

Second 50 Financial

111 N. Sepulveda Blvd., Suite 300
Manhattan Beach, CA 90266
4242601551

Anthony J. Nahra

CFP®

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.

The Sterling Group

225 S Lake Ave, Ste 600
Pasadena, CA 91101
(888) 440-5995
+1 More Number
(626) 440-5995

Steve P. McCarthy

CFP®, CPA

Owner

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

Fee Only Financial Advisor serving California and the surrounding communities.

McCarthy Asset Management, Inc

3 Lagoon Dr, Suite 155
Redwood Shores, CA 94065
(650) 610-9540

Kalita Blessing

CFP®, CAP®, AEP®

Financial Advisor

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

Financial Advisor serving California and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

Richard G. Gross

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Allworth Financial

1676 North California Blvd., 410
Walnut Creek, CA 94596
(925) 472-0874

Joseph Kuo

CFP®, MBA

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Farther Finance

39899 Balentine Drive, Suite 200
Newark, CA 94560
(510) 933-8347

Shel Brandenburger

CFP®

Owner/President

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

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

TRILOGY Consultants

1611 Borel Pl, Suite 5
San Mateo, CA 94402
(650) 572-7192

Thomas E. Kolanoski

CFP®

Registered Investment Adviser

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

Financial Advisor serving California and the surrounding communities.

Independent

1783 Panay Cir
Costa Mesa, CA 92626-2348
(714) 390-2102

Kirk R. Sheldon

CFP®

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

Financial Advisor serving California and the surrounding communities.

Capital Financial Management

2221 Camino Del Rio So., Ste 303
San Diego, CA 92108
(619) 295-4883

Jeffrey Edwards

CFP®

Sr. V.P.

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

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

Lenox Advisors

444 S. Flower Street, Suite 4200
Los Angeles, CA 90071
CONNECT WITH Jeffrey
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