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Aaron Wiegman

CFP®

Specialties:

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

10809 Thornmint Road 2nd Floor
San Diego, CA 92127
(858) 487-3939

Vida Jatulis

CFP®, CEPA®

Financial Planner

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

Fee Only Financial Advisor serving California and the surrounding communities.

MainStreet Financial Planning

30700 Russell Ranch Rd., Suite 250
Westlake Village, CA 91362
(888) 897-6743
CONNECT WITH Vida
  • linkedin link

Eric R. Figueroa

CFP®

Founding Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

Hesperian Wealth LLC

1024 Iron Point Road, Suite 100
Folsom, CA 95630
(916) 546-5203
CONNECT WITH Eric
  • twitter link
  • linkedin link
  • youtube link

Gina Hagen

CFP®, CPA

Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Full Circle Financial Planning

3128 N Summit Pointe Dr
Topanga, CA 90290-4482
CONNECT WITH Gina
  • linkedin link

Brian D. Lowder

CFP®, CFA

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

Financial Advisor serving California and the surrounding communities.

Brian D. Lowder, Inc.

12780 High Bluff Dr, Ste 100
San Diego, CA 92130
(858) 794-6800

James A. Frazin

CFP®, AIF®

Co-Founder and CEO

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

Fee Only Financial Advisor serving California and the surrounding communities.

Communitas Financial Planning

1904 Franklin St., Suite 409
Oakland, CA 94612
+ 1 More Address

Communitas Financial Planning

POB 78261
San Francisco, CA 94107
(866) 882-7817 x101

Stewart A. McGuire

CFP®,CFA

Principal and Wealth Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving California and the surrounding communities.

Concentric Wealth Management LLC

251 Lafayette Cir, Suite 250
Lafayette, CA 94549
(925) 962-1100

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

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

Cory T. Schmelzer

CFP®

Wealth Manager

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

Fee Only Financial Advisor serving California and the surrounding communities.

San Diego Wealth Management, LLC

6390 Greenwich Dr., Ste 230
San Diego, CA 92122
(858) 270-7705

Leighann R. Miko

CFP®

Founder, Financial Advisor

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

Fee Only Financial Advisor serving California and the surrounding communities.

Equalis Financial

7080 Hollywood Blvd, Ste 700
Los Angeles, CA 90028-6938
+ 1 More Address

Equalis Financial

2175 NW Raleigh St
Portland, OR 97210-2392
(323) 363-6841
CONNECT WITH Leighann
  • facebook link
  • twitter link
  • linkedin link

Daniel C. Andersen

CFP®

Senior Advisor

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.

Parkshore Wealth Management

5940 Granite Lake Dr.
Granite Bay, CA 95746
(916) 797-3007
CONNECT WITH Daniel
  • facebook link
  • linkedin link
  • youtube link

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

Benjamin W. Wong

CFP®, AIF®

Managing Director-Senior Wealth Advisor

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.

Mariner Wealth Advisors

7011 Koll Center Pkwy, Suite 260
Pleasanton, CA 94566
(925) 227-8858
CONNECT WITH Benjamin
  • facebook link
  • linkedin link

Michael P. Fitzhugh

CFP®, CPA

Partner

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

Financial Advisor serving California and the surrounding communities.

Aspiriant, LLC

50 California Street, Ste 2600
San Francisco, CA 94111
(415) 371-7864

Joanne D. Mungall

CFP®

Financial Planner & Investment Manager

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.

Investment House, LLC

1515 Lincoln Ave
San Jose, CA 95125
(408) 286-8483
CONNECT WITH Joanne
  • linkedin link

Stephen P. Kiernan

CFP®

President

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

Financial Advisor serving California and the surrounding communities.

Anchor Financial Group

500 S. Kraemer Blvd, Suite 255
Brea, CA 92821
(714) 835-7703

Mark L. Prendergast

MS, CPA, CFP®, CDFA

Tax Planning Specialist

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

Fee Only Financial Advisor serving California and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

Scott E. Dawson

CFP®

Financial Planner

Specialties:

Financial Advisor serving California and the surrounding communities.

Mosher Financial Advisors, LLC

3658 Mt Diablo Blvd, Ste 210
Lafayette, CA 94549
(925) 284-9470

Craig E. Farkas

CFP®

Vice President

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

Financial Advisor serving California and the surrounding communities.

Harold Davidson & Associates, Inc

1900 Avenue of the Stars, Ste 2400
Los Angeles, CA 90067
(310) 553-5551

Glen H. Chester

CFP®

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

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

Glen Chester & Associates

PO Box 3872
Granada Hills, CA 91394-0872
(818) 363-2787

Brian W. Matter

CFP®, CPWA®

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

Fee Only Financial Advisor serving California and the surrounding communities.

Creative Capital Management Investments LLC

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917
(619) 298-3993
CONNECT WITH Brian
  • linkedin link

Tina Florence

CFP®

Specialties:

Financial Advisor serving California and the surrounding communities.

Lane Florence LLC

110 Blue Ravine Road #209
Folsom, CA 95630
(916) 351-5905

Patrice C. Rainer

MBA, CFP®

Financial Advisor

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

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

Rainer Wealth Management

390 Diablo Road, Suite 202
Danville, CA 94526
(925) 217-4280
CONNECT WITH Patrice
  • linkedin link

Jacqueline Zweig

CFP®, CPA

Owner

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.

Jacqueline S Zweig, Inc.

4299 MacArthur Bvd, Ste 211
Newport Beach, CA 92660
(949) 553-1040 ex220

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

Frank X. Aceves, Jr.

CFP®

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

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

Oak Wealth Management, LLC

2890 N. Main Street, Suite 306
Walnut Creek, CA 94597
(925) 357-8320 x103
CONNECT WITH Frank
  • linkedin link

Carolyn S. Bishop

MA, CFP®

Director

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

Financial Advisor serving California and the surrounding communities.

Partnervest Financial Group, LLC

PO Box 5466
Oxnard, CA 93031
(805) 981-1800

Eileen R. McPeake

CFP®

Principal & CCO

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

McPeake & Company LLC

2715 Oak Rd, Suite D
Walnut Creek, CA 94597
(925) 708-0390

Pamela Jacobs

CFP®

Principal

Specialties:

Fee Only Financial Advisor serving California and the surrounding communities.

Frontier Wealth Strategies LP

1990 N California Blvd, 8th Floor
Walnut Creek, CA 94596
(925) 255-0004