Fee-Only Financial Advisors in California

EP Wealth Advisors

Redwood City, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Woven Capital, LLC

Redding, CA

Specialties: Comprehensive Financial Planning, RSUs / Options / Equity Comp, Investment Management, Retirement Income Planning, Home Purchase, Tax Planning, College Education Planning

Fee-Only Financial Planner serving the San Francisco Bay Area and Greater Northern California.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

JST Investment Consulting, RIA

Seal Beach, CA

Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Estate/Legacy Planning, Tax Planning

Fee-Only investment advisor and financial planner located in Seal Beach, CA, serving clients locally and across the country.

Fischer Investment Strategies

Westlake Village, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country

Gasber Financial Advisors, Inc.

Folsom, CA

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

Located in Folsom, CA, serving clients across the country

Bridgeview Capital Advisors, Inc.

El Dorado Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in El Dorado Hills, CA, serving clients locally and across the country

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing

Fee-Only Financial Advisor Serving the Sacramento, CA Area

First Financial Consulting

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Generational Wealth Management

Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide

Plancorp

San Francisco, CA

Specialties: Individuals with Complex Financial Needs, Business Owners and Executives, Sudden Money Situations, Growing Families, Employers, Foundations

Fiduciary, fee-only financial planner located in San Francisco, CA, serving clients locally and across the country

SAS Financial Advisors

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Griffin Black, Inc.

Redwood City, CA

Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning

Fee-Only Financial Advisor serving clients nationally and internationally.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Upbeat Wealth

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing

We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.

Modern Family Finance

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security

Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country

marrick wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Sensible Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country

MainStreet Financial Planning

Westlake Village, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country

Schneider Wealth Management

Woodside, CA

Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Over 26 years CFP™ in Palo Alto & Redwood City providing financial planning & investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's+ with a net worth from $5 Million to over $50 Million.

Fog City Advisors, LLC

Albany, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Albany, CA serving clients locally and across the country

Primeros Financial

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Credit Score Improvement, Generational Care, Se Habla Español , Debt Reduction Strategy, Value-Based Planning

Financial Planning for first-generation individuals and families. Working virtually with clients across the country.

Havaplan Financial

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Dorsey Wealth Management

Torrance, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning

Helping Women Retire To A Life They Love

Tamarind Financial Planning

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income Planning

For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Newport Beach, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Satori Wealth Management, Inc.

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer

Fee-Only retirement planner located in Southern California serving clients virtually across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Curtis Financial Planning

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Day to Day Financial Management and Budgeting, Risk Management and Insurance Planning, Equity Compensation (e.g., RSUs, stock options) Strategies

Helping Independent Women Thrive Today And Plan For Tomorrow. We want to be your trusted financial partner, so you can focus on the rest of your life.

AIO Financial

Beverly Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).

MDRN Wealth

Venice , CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, Estate Planning

We offer advanced tax planning, investment management, and more. We serve solo business owners, individuals with equity compensation and those preparing to transition to retirement.

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

McPeake & Company LLC

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

CERTIFIED FINANCIAL PLANNER™ working with people going through major life transitions – changing careers, retiring or regaining their financial foooting.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

Three Oaks Wealth

Gold River, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

RS Crum Inc.

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country

Soesbe Financial

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Focused Financial Advice

Fiduciary, Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients across America - schedule an in-person or video meeting today! Visit our website www.soesbefinancial.com for information on our services, proven process and transparent pricing.

Peak Financial Planning

Canoga Park, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare

I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.

EP Wealth Advisors

Redwood City, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies

Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement

Eden Financial

Aliso Viejo, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Optimization, Work Optional, Financial Coaching, Behavioral Finance, Financial Goal Setting, Budget Spending Plan, Investment Recommendations, Business Succession Planning, Employee benefit, Choosing the right kinds of insurance, Estate planning guidance, Student Loans Strategy, Major Purchase, Debt Reduction Strategies

I help ambitious professionals stressed about their financial world who want to put their finances in order, so they can set it and forget it, knowing their investments are appropriate to their lifestyle and risk tolerance.

Build a Better Financial Future LLC

Pasadena, CA

Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español

Fee-Only financial planner located in Pasadena, CA, serving clients locally and across the country

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Attune Financial Planning

San Rafael, CA

Fee Only Financial Planner Located in San Rafael, CA and Serving Clients throughout the San Francisco Bay Area.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Bull Oak

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

MainStreet Financial Planning

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Planning, Retirement Income Planning, Tax Planning, Woman’s Financial Planning Issues, Insurance Planning, Estate Planning, Divorce Financial Planning

Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country

Burton Enright Welch

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

Best Financial Life

Danville, CA

Specialties: Comprehensive Financial Planning, Stock Option Planning, Current Spending Analysis, Investment Management, Tax Planning

Uniquely qualified to provide customized financial strategies and advice, I am your educator, guide and protector of wealth for clients who seek financial clarity

Libra Wealth

Los Gatos, 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

Impact Fiduciary

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Balance Financial Planning, LLC

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Oakland, CA area.

CLEAR Retirement Advice

San Mateo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Reduction Planning

Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security

Retirement focused financial planner located in Phoenix, AZ, serving clients locally, in Southern CA, and virtually across the country.

MainStreet Financial Planning

Los Gatos, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Burton Enright Welch

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

Swad Wealth Management, LLC

Santa Rosa, CA

Specialties: Planning Your Retirement, Strategies To Reduce Taxes, Strategies To Improve Your Investments, Strategies To Increase Income in Retirement, Making Sure Your Money Lasts

Retirement Planning for People Age 50+. Fee-Only financial planner located in Santa Rosa, CA, serving clients locally and across the country

HFM Advisors

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country

WealthChoice LLC

Coronado, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Coronado, CA and Fountain Hills, AZ serving clients locally and across the country virtually

marrick wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Wealth In Yourself

South Lake Tahoe, CA

Specialties: Comprehensive Financial Planning, Financial Life Planning, Behavioral Coaching, College Education Planning, Tax Planning

Fee-Only fiduciary financial life planner located in South Lake Tahoe, CA, meeting clients face-to-face from Sacramento to Reno and virtually nationwide

Fade In Financial

Burbank, CA

Specialties: Comprehensive Financial Planning, Incorporating Yourself, Investment Management, Financial Independence, Risk Management, Tax Planning

Helping those in the Entertainment Industry have long-lasting, sustainable careers. By focusing on such areas as investments, personal budget, tax planning, creating a Loan-Out company, and retirement, I can help your career feel less unpredictable.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Tamarind Financial Planning

San Mateo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

SC Capital Advisors

Rancho Mirage, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Business Succession Planning, Philanthropy

Fee-Only financial planner located in Rancho Mirage, CA, serving clients locally and across the country

Keep It Simple Financial Planning

Orange, CA

Specialties: 401(k) Optimization, Tax Efficient Retirement Distribution Planning, Guardrails Optimization, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning, Investment Advisory Services, Employee Benefits Plans

Helping professional women, retirees, and 1st generation wealth builders near the City of Orange in Orange County, CA and across the country in 30+ states. Jason specializes in tax focused financial planning and wealth management.

Di Bello Financial

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Woodson Wealth Management

Ramona, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Divorce

Project-based, and hourly engagements with no asset minimums or the requirement to manage your money. Wealth Management | Estate Planning | Divorce Financial Planning

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

PortSalus Wealth Management

Mission Viejo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Financial Health, Security, Prosperity & Well-being for Your Retirement. Navigating Your Way Through the Sea of Financial Confusion.

THRIVE Financial Planning

El Dorado Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in El Dorado Hills, CA, serving clients locally and across the country

My Portfolio Guide, LLC

Seal Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Seal Beach, CA, serving Orange County and clients across the country

Brightview Financial Solutions, LLC

Redwood City, CA

Specialties: Employer stock (concentrated positions), Investment Management, Comprehensive Financial Planning, College Education Planning, Buying a home or investment property

Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.

Rothman Investment Management

Atascadero, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning

Fee-Only financial advisor located in Sheridan, WY, serving clients locally and across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Life Focus, LLC

Newark, CA

Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)

Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country

Fiscalis Advisory, Inc.

Mission Viejo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the South Orange County, CA area.

Centerpoint Financial Management LLC

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Analysis, Tax Planning, Investment Management, Legacy Planning

Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.

LifeSighted

Pacific Palisades, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country

Peck Financial Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Parallel Wealth Management

Redding, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Redding, CA, serving clients locally and across the country

Archer Pointe Wealth Management

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Davis and Sacramento, CA, serving clients locally and across the country

Ballast Point Financial Planning, LLC

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Burlingame, CA, serving clients locally and across the country

Filigree Wealth Advisors

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

North Financial Advisors LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.

Austin Creek Capital

Mill Valley, CA

Specialties: Financial Planning, Cash Flow Management, Retirement Planning, College Savings, Tax Planning & Strategy, Estate Planning, Risk Management & Insurance, Investment Management

Fee-Only financial planner located in Mill Valley, CA, serving busy professionals locally and across the country

Burton Enright Welch

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients in the Bay Area and across the country

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management

We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients across the country.

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

Young Wealth Management

Davis, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation Planning, Trust Administration, Tax Preparation

Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA

Rothman Investment Management

Atascadero, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning

Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Seawise Financial

Cardiff by the Sea, CA

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Recipients (RSU/ESPP)

Seawise Financial is a financial planner located in Encinitas, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Woodson Wealth Management

Reseda, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

Fee-Only financial planner serving clients across the country

Aspire Planning Associates

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property

Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.

Platt Wealth Management

San Diego, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation

Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Tempus Pecunia

San Diego, CA

Specialties: Comprehensive Financial Planning, Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Aegis Financial Advisory, LLC

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

Goodstein Wealth Management LLC

Encino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Encino, CA, serving clients locally and across the country

Billfold Budget Counseling

Sherman Oaks, CA

Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching

Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.

TABR Capital Management, LLC

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda

Shorepine Wealth Management, LLC

Tiburon, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate Planning

At Shorepine Wealth Management we create comprehensive financial plans for our clients that act as the foundation of your asset allocation strategy. We then take it a step further by providing in-house institutional-level money management to help guide your portfolio towards successful outcomes.

SAS Financial Advisors

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

Parkshore Wealth Management

Roseville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area

Safe Landing Financial

Culver City, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning

I help tech professionals and households approaching retirement plan their financial future. I am located in Los Angeles and serve clients nationwide.

BlueSky Wealth Advisors

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Connections Group, Inc.

Larkspur, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Chris Cooper & Company

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ElderCare and Disabled Family Members

Fee-Only Financial Planner working virtually from San Diego, CA

Aspire Planning Associates

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property

Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA

Ellis Wealth Planning

Granada Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Helping clients define their relationship with money

I am a Fee-only fiduciary financial planner registered in Granada Hills, CA, and Honolulu, HI, serving high-net-worth clients locally and across the country

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Confide Financial Planning & Investments, LLC

Thousand Oaks, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning and Wealth Transfers, Equity Compensation, Charitable Giving, Cash Flow and Debt Management

Full-service financial planning and investment management for families, professionals, and retirees. Located in Thousand Oaks, CA, serving clients locally and across the country

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

CoPlanning Financial

San Francisco, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.

The Planning Center

Fresno, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fresno, CA serving clients locally and across the country

Crossroads Planning, LLC

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region

Turning Point Planning LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Angeles, CA, serving therapists locally and across the country

Meritage Wealth Management

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Planning, Roth Conversion Strategies, Net Unrealized Appreciation Strategies, Qualified Charitable Distribution Strategies, 401(k) Rollover Planning, Pension vs Lump Sum Analysis, Asset Division After a Divorce, Reinvestment of an Inheritance

I work exclusively with diligent investors in or quickly approaching retirement. Located in Carlsbad, CA and available virtually nationwide. Offering flat fee financial plans or ongoing comprehensive services. Your choice!

Equalis Financial

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.

DePaolo & May Strategic Wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis

Fee-Only financial planner located in Irvine, CA, serving affluent clients and successful young families in Southern California and nationwide

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

The Family Firm

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Divorce Financial Analysis, Empowering Women around Wealth, Intentional and Aligned Spending, Approachable and Inclusive Financial Conversations

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

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.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Colton Wealth Management

Arcadia, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Arcadia, CA, serving clients locally and across the country

Maya Advisors, Inc.

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Palo Alto, CA, serving clients locally and across the country

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Connections Group, Inc.

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Ad Astra Financial Planning

Santa Rosa, CA

Specialties: Career Breaks, Sabbatical Planning, FIRE, Equity Compensation, Tax Planning, IPO & Liquidity Events, Incentive Stock Optional Planning

Flat-fee financial planning for tech professionals with equity compensation in the San Francisco Bay Area and beyond.

ImpactFI

San Francisco, CA

Specialties: Equity Compensation Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Direct Indexing, ESG/SRI/Sustainable Investing, FIRE Planning

Independent, fee-only financial planner and CFP® professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, serving clients locally and across the country.

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Gary Cook Financial Planning

Santa Barbara, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country

Marim Wealth Planning, LLC

San Mateo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planners serving the Greater Bay Area in San Mateo, Silicon Valley & San Francisco, CA areas.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Retirement Roadmap Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.

Endeavor Financial Planning

Sacramento, CA

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-only Financial Planner serving clients in the Sacramento region and across the country.

Ballast Point Financial Planning

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Option Planning, Equity Compensation

Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide

Aquila Wealth Advisors, LLC

San Luis Obispo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in San Luis Obispo, CA serving business owners locally and virtually.

Owl & Ore Wealth Planning

Pleasant Hill, CA

Specialties: Comprehensive Financial Planning, Equity Compensation Packages, Tax Efficiency Planning, College Education Planning, Generational Wealth Planning, Retirement and Income Planning

Fee-Only financial planner located in Pleasant Hill, CA. Specializing in Employee Equity Compensation Income (ISO, ESPP, RSU, etc). I can help you with; exercise and sell strategies, increasing income, minimizing tax liability and funding goals.

Chicago Partners Wealth Advisors

Berkeley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.

Meyers Wealth Management

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide

Bluepoint Wealth Advisors

Irvine, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Low-tax Investing, Vanguard Investment Philosophy, Tax-efficient income strategies

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Derive Wealth

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

True Root Financial

San Francisco, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning

We are a woman-owned & minority-owned business. Fiduciary financial advisor with 19+ years of experience at firms such as Goldman Sachs & BlackRock. We provide investing, tax planning & wealth planning services for business owners, physicians, tech professionals & high-earning individuals.

Andrew Marshall Financial, LLC

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process

Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.

ACap Asset Management, Inc.

Studio City, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investments & Asset Management, College & Education Planning, Estate Planning, Tax Planning & Preparation, Accounting and Business Tax Planning, 401K & Pension Plans

Fee-Only financial planner located in Studio City, CA, serving clients locally and across the country

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Planning Within Reach

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Sustainable Investing

Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

Graystone Advisor, LLC

Foster City, CA

Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity

Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.

RADIANT Wealth Planning, LLC

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation

RADIANT Wealth Planning, LLC is dedicated to transforming the financial lives of successful, busy professionals. Located in Palo Alto, CA, serving clients locally and across the country.

Ridgeview Financial Planning

Santa Rosa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.

Good Balance Financial Planning LLC

Los Angeles, CA

Specialties: Financial Planning for Women, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Fee-Only financial planner serving dynamic women and couples throughout the Los Angeles, CA area, and across the country.

Falcon Wealth Planning, Inc.

Ontario, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

WealthBuilders LLC

Encinitas, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

DRS Financial Partners

San Francisco, CA

Specialties: Equity Compensation and Stock Options, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Francisco, CA serving clients locally and across the country

WINDFALL ADVISORS

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Fiduciary financial advisor located in Santa Monica, CA, serving clients locally and across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Pacific Investment Research

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley

Focused Finances, LLC

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oakland, CA, serving clients locally and across the country

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Office Services, Proactive Risk Planning, Charitable Giving Planning, Estate Planning & Corporate Trustee Services

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Swell Financial

Costa Mesa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars

Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, Investment Management, Executive Benefits Planning

Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Redwood City, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Crafted Wealth Management

Venice, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area

Constitution Wealth

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Family Office Services for families with > $20 million net worth, Trust & Estate Planning, Risk Management

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

Purposeful Strategic Partners

Alta Loma, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located near Rancho Cucamonga, CA, serving clients locally and across the country

Parkshore Wealth Management

Roseville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area

CareGen Wealth Management

Burlingame, CA

Specialties: Women's Financial Planning Issues, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Optimization Plans, Insurance, Estate Planning and Gifting Legacies, Stock Options and Employee Equity Compensation, Strategies for Funding Early Retirement Lifestyles, Strategies for Funding Late in Life Care

Fee-Only financial planner located in Burlingame, CA, serving clients in the San Francisco Bay Area and across the country. CareGen provides financial guidance for multigenerational wealth.

Next Gen Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Layari Financial

Fullerton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Orange County, CA, serving clients locally and across the country

MainStreet Financial Planning

Los Gatos, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.

Candent Capital, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Investment Management & Advice, Retirement Savings & Income Planning, College & Education Planning, Tax Planning, Debt Financing & Management Strategies, Stock Compensation & Employee Benefits, Real Estate Investment Coaching, Charitable Giving, Estate Planning

Fee-Only, virtual financial planning practice located in San Francisco, CA, serving clients locally and nationwide

Creative Capital Management Investments LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in San Diego, CA

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Pacific Oak Financial Planning

Woodland Hills, CA

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Small Business Tax and Accounting, Retirement Planning, Investment Management, Estate Planning, Bookkeeping Services, Asset Management

Expert financial planning and tax services for high net worth individuals and small business owners in Los Angeles.

Evidentia Wealth Advisors

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Proactive Tax Planning, Estate Planning, Insurance Planning, Social Security Timing, Medicare Planning

Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

InvestEdge Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation

Fee-Only Certified Financial Planner™ Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.

Waller Financial Coaching

Chico, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Chico, CA, serving clients locally and across the country

Manzanita Wealth Management

West Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management and Advice, Tax Planning and Support, Estate Planning, Cash Flow Analysis and Budgeting, Debt Payoff Strategies, Benefits and Insurance Analysis

Fee-Only financial planner located in West Sacramento, CA, serving clients locally and across the country at all stages in their financial journey

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Empower Financial

Sunnyvale, CA

Specialties: Comprehensive Financial Planning, Budgeting, Cash Flow & Debt Management, Retirement Income Planning, Investment Consultation, Education Funding Planning, Tax Planning, Estate Planning, Risk Management/Insurance Review and Planning, Employee Benefits Optimization

Guided by our core values of empowerment, access, and simplicity, we offer only one model of service - financial planning and investment consultation for a fixed hourly rate.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Etzler Financial Advisors, LLC

Red Bluff, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning

Advice-only fiduciary financial planner serving individuals and families locally and virtually across the country.

Sedai Wealth

Santa Monica, CA

Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between

I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.

Slalom Wealth Management

Sacramento, CA

Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Sacramento, CA, serving clients locally and across the country

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

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

From Planning to Living LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow Optimization, Stock Options & Equity Comp

I work primarily with motivated millennials who earn $250k+ per year. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.

Vested Financial Planning, LLC

San Carlos, CA

Specialties: Employee Equity (RSUs, ISOs, NQSOs, ESPP), Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in San Carlos, CA, serving Gen X Silicon Valley tech professionals locally and across the country

WellAcre Global Wealth Management

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country

San Francisco Wealth Planning LLC

Petaluma, CA

Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.

Modern Assets

Los Angeles, CA

Specialties: Socially Responsible Investing, Impact Investing, Financial Planning

Modern Assets helps progressives align their wealth with their deepest values. With values-aligned investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Kruse Financial Strategy

Petaluma, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Petaluma, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.

Jane Financial, LLC

Oakland, CA

Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning

Fee-Only financial planner located in Oakland, CA, serving clients locally and across California

Asset Planning Inc.

Cypress, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area

Wonder Wealth LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Fiduciary Financial Group

San Rafael, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Tax Planning and Preparation, Charitable Giving

Fee-Only financial planner with locations in San Rafael, CA, San Ramon, CA, and Boise, ID, serving clients locally and across the country

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Loomis Financial Consulting

Glendora, CA

Specialties: Relational Finance, Comprehensive Financial Planning, Investment Management, Behavioral Finance, Cash Flow Analysis, Retirement Income Planning, College Education Planning

Fee-Only financial planner located in Glendora, CA, serving clients throughout southern California and across the country

RS Crum Inc.

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide

Burton Enright Welch

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

Expat Financial Planning Inc

San Diego, CA

Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management, College Education Planning in the U.S. or abroad, Tax Planning and Tax Treaties with Consideration of Two Countries

Fee-Only financial planner located in San Diego, CA, serving clients virtually, both locally and across the country

Falcon Wealth Planning, Inc.

Ontario, CA

Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.

Parkworth Wealth Management, Inc.

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Gatos, CA, helping executives and professionals live their best financial life.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Michael Garber Financial Planning

San Jose, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning

Fee-Only financial planner located in San Jose, CA, established in 2005.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Strivent Financial

Mission Viejo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Mission Viejo, CA, serving clients locally and across the country

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Orchard City Wealth Management, LLC

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity compensation

Fee-Only financial planner located in Los Gatos, CA, serving clients locally and across the country

Sound Investment Management, LLC

Irvine, CA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning

The mission of Sound Investment Management is to guide our clients through life’s transitions to a more prosperous and peaceful future. Located in Irvine, CA serving clients locally and nationwide.

Guttman Financial Planning

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Social Security Strategies, Education Funding Planning, Budgeting, Tax Planning

Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country

Archvest Wealth Advisors

Concord, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

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

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

Babylon Wealth Management

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing

Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.

Hermosa Advisors

Hermosa Beach, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning

Helping time-stressed professionals navigate “The Complicated Years”. We serve clients nationally from Hermosa Beach, CA

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Office Services, Proactive Risk Planning, Charitable Giving Planning, Estate Planning & Corporate Trustee Services

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Fernandez Financial Advisory

Los Alamitos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Los Alamitos, CA and serving the entire Orange County and Los Angeles, CA area.

Patricia Heaton Parker, CFP®

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Second Marriage Money, Philanthropic Planning, Estate Planning

Fee-Only financial planner located in Orange, CA, serving clients locally and across the country

Refresh Investments LLC

Santa Monica, CA

Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing

A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

GenCap Portfolio Management

Tiburon, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tiburon, CA, serving clients locally and across the country

Modern Money Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Envision Financial Planning

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Connections Group, Inc.

Corte Madera, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

Pixel Financial Planning, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Equity Comp/Stock Options, Cash Flow Management, Tax Planning, Home Purchase

Pixel Financial Planning is an independent, commission-free, fiduciary firm offering financial planning and investment management services. We serve clients locally in the Bay Area and nationally through our technology-driven platform.

Wolfpack Wealth Management

Los Angeles, CA

Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis

Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.

DePaolo & May Strategic Wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Silvia McColl Wealth Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax & Estate Planning, Retirement Planning, High Net Worth Client Needs, Divorce Planning, Investment Management, College Education Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Achievable Wealth

Vallejo, CA

Citrine Capital

San Francisco, CA

Veritas Financial Consulting, LLC

Monrovia, CA

Fiduciary Benefits Group

San Diego, CA

Buchholz Financial Planning

San Diego, CA

Otium Advisory Group

El Segundo, CA

Pure Financial Advisors, LLC

Irvine, CA

Hamilton Walker Advisers LLC

San Francisco, CA

Pure Financial Advisors, LLC

San Diego, CA

Remedios Financial Planning

San Francisco, CA

Shone Wealth Management

Walnut Creek, CA

Encore Wealth Advisors, LLC

Fairfax, CA

Think Different Financial Planning

Redwood City, CA

Coffeehouse Capital LLC | Financial Planning and Wealth Management

Fresno, CA

Pure Financial Advisors, LLC

San Diego, CA

Plains Coastal

Montecito, CA

McIntosh Capital Advisors, Inc.

Los Angeles, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Stone Steps Financial LLC

Encinitas, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Wealth-Source Financial

Oakland, CA

Benningfield Financial Advisors

San Francisco, CA

Stout Capital Management LLC

Encinitas, CA

Halbert Hargrove

Long Beach, CA

Pure Financial Advisors, LLC

Irvine, CA

X and Y Advisors, Inc.

El Segundo, CA

Investus Financial Planning

Newport Beach, CA

Axis Capital Management, LLC

Hermosa Beach, CA

Parkworth Wealth Management, Inc.

Palo Alto, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Insight Personal Finance

San Francisco, CA

Donnelly Investments

West Hollywood, CA

Arcadian Financial Services

San Diego, CA

Birchwood Capital

Vista, CA

Navigoe, LLC

Redondo Beach, CA

Axiom Advisory, LLC

San Francisco, CA

Abramson Financial Planning, LLC

Burlingame, CA

Mountain Vista Wealth Management

Santa Barbara, CA

Brand New Day Wealth Planning

Los Angeles, CA

Ventura Advisors

Woodland Hills, CA

MILE Wealth Management

Irvine, CA

Weil Capital Management

Palo Alto, CA

Lyon Park Advisors, LLC

San Diego, CA

Whisper Financial LLC

Oakland, CA

Lighthouse Financial Services, Inc.

Brea, CA

Holzberg Wealth Management

Corte Madera, CA

Seiler & Associates

Pasadena, CA

Collabria Capital, Inc.

San Ramon, CA

Retegy LLC

Irvine, CA

Eclectic Associates, Inc.

Fullerton, CA

Lighthouse Financial Services, Inc.

Brea, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Skylark Wealth, LLC

San Francisco, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Convey Wealth Management

Sherman Oaks, CA

Smart Path Wealth Management, LLC

Pleasanton, CA

Elemental Wealth Advisors

San Luis Obispo, CA

Portola Creek Capital

San Francisco, CA

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Castellan Financial Advisors

Roseville, CA

Whalen Financial Planning

Culver City, CA

Focused Mission Financial

San Diego, CA

Zuma Wealth LLC

Malibu, CA

Transformative Wealth Management, LLC

El Cerrito, CA

Quantum Financial Advisors, LLC

Los Angeles, CA

Optometry Wealth Advisors LLC

Madera, CA

Weinberger Asset Management

Los Angeles, CA

Pure Financial Advisors, LLC

San Diego, CA

Taxable Wealth

San Diego, CA

Monterey Private Wealth, Inc.

Pleasanton, CA

Pure Financial Advisors, LLC

San Diego, CA

Barson Financial Planning

San Mateo, CA

WorthPointe Financial Planners

Newport Beach, CA

Lifetime Capital Group, LLC

Burlingame, CA

Pure Financial Advisors, LLC

San Diego, CA

Escient Financial

Simi Valley, CA

Mana Financial Life Design, LLC

Marina del Rey, CA

Xennial Planning LLC

Oceanside, CA

Springwater Wealth Management

Santa Cruz, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Pure Financial Advisors, LLC

San Diego, CA

West Coast Financial, LLC

Santa Barbara, CA

Pure Financial Advisors, LLC

San Diego, CA

Integris Wealth Management

Monterey, CA

Integris Wealth Management

Monterey, CA

Elite Wealth Management

San Diego, CA

NAV Financial

San Francisco, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Clifford Financial Planning, Inc.

Santa Rosa, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Evoke Financial Planning LLC

Fremont, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Pure Financial Advisors, LLC

San Diego, CA

Spark Financials

Ripon, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Citrine Capital

San Francisco, CA

Pure Financial Advisors, LLC

Brea, CA

Inspired Financial

Huntington Beach, CA

McKerahan Financial Services

Murrieta, CA

Financial Alternatives, Inc.

La Jolla, CA

Team Hewins

Redwood City, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Monroe Wealth Management

San Francisco, CA

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Developing Financial

Pacifica, CA

Brava Financial, LLC

San Diego, CA

HK Financial, Inc.

Cardiff By The Sea, CA

Moonshot Planning

Anaheim, CA, CA

Private Financial Management LLC

Orinda, CA

True Worth Financial Planning

Folsom, CA

Fiduciary Benefits Group

San Diego, CA

Pure Financial Advisors, LLC

San Diego, CA

Monterey Private Wealth, Inc.

Monterey, CA

Carpe Diem Financial Life Planning

Ben Lomond, CA

Imagine Financial Services

Fallbrook, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Meridian Wealth Management

Murrieta, CA

Matrix Planning, Inc.

Santa Monica, CA

Kasoff Financial Planning

Orange County, CA

South Bay Financial Partners

Torrance, CA

Sage Financial Planning, LLC

San Diego, CA

FlightPath Financial Planning

Del Mar, CA

Parkside Advisors, LLC

Berkeley, CA

The Wealth Conservatory

Livermore, CA

Meritage Wealth Advisory

Livermore, CA

David Magnuson, Esq., CFP

Burlingame, CA

Forthright Finances

Thousand Oaks, CA

Pure Financial Advisors, LLC

San Diego, CA

JPS Global Investments

San Carlos, CA

Hesperian Wealth LLC

Folsom, CA

Lucent Wealth Planning, LLC

Santa Barbara, CA

Merrithew & Thorsten

San Diego, CA

Eclectic Associates, Inc.

Fullerton, CA

Legacy Builders Financial

Folsom, CA

Garner Financial Management

Lafayette, CA

Pure Financial Advisors, LLC

San Diego, CA

Pure Financial Advisors, LLC

San Diego, CA

The Wealth Conservatory

Livermore, CA

Create Your Path

San Diego, CA

FIT Advisors

Redondo beach, CA

WorthPointe

La Jolla, CA

Oak Street Advisory Group, LLC

Laguna Beach, CA

Amaral Financial Planning

San Jose, CA

Navigoe, LLC

Redondo Beach, CA

Anders Wealth Management

Petaluma, CA