Fairfield, California Financial Advisors Guide

We help you make smart choices with your money so that you can bridge the gap between where you are now and where you want to be. All services are provided on a fee only basis which means that we do not sell products for commissions. Call to schedule a complementary consultation.

... Phone: (707) 255-6900.

2033 First Street
Napa, CA 94559

... Phone: (925) 937-1690.

1468 Huston Road
Lafayette, CA 94549

... Phone: (925) 299-1800.

3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA 94549

... Phone: (925) 299-1800.
Cell: (415) 812-7584.

3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA 94549

... Phone: (925) 299-1800.

3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA 94549

... Phone: (925) 212-9930.
Cell: (925) 212-9930.

118 Mt. Trinity Ct.
Clayton, CA 94517

... Phone: 1-925-247-0270.

43G Avenida De Orinda
Orinda, CA 94563

... Comprehensive Wealth Managment including advice on savings programs, budgeting, investing/asset allocations, insurance, taxes, retirement planning, estate planning and charitable bequests. I charge a minimum fee of $2,000 a year(whether an individual or a couple). I am a fee-only planner. The investments tend to be no-load (no commission or sales charge) mutual funds when the client makes new investments.

... Phone: (925) 934-8200.

1333 North California Blvd., Suite 340
Walnut Creek, CA 94596

... Phone: (925) 287-9448.

1801 Oakland Blvd., Suite 200
Walnut Creek, CA 94596

... Phone: (510) 708-8337.

1775 Holland Drive
Walnut Creek, CA 94597

... Phone: (925) 933-2650.

2309 Banbury Place
Walnut Creek, CA 94598

... Phone: (925) 938-5188.

165 Lennon Lane, Suite 200
Walnut Creek, CA 94598

... Phone: (510) 525-7835.

7564 Terrace Drive
El Cerrito, CA 94530

... Phone: (510) 849-4667.

2608 Ninth Street, Suite 302
Berkeley, CA 94710

... Phone: 510-849-4667.

2608 Ninth Street, Suite 302
Berkeley, CA 94710

... Phone: (510) 703-9208.

1563 Solano Ave., #538
Berkeley, CA 94707

...
1614 Woolsey st. Apt. D
Berkeley, CA 94703

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Eagle Hill Wealth Management 1350 Bollinger Canyon Road
Moraga, CA 94556-2742

... Phone: (510) 655-9333.

P.O Box 99348
Emeryville, CA 94662-9348

... Phone: (415) 492-2885.

4040 Civic Center Drive, Suite 200
San Rafael, CA 94903

... Phone: (925) 837-4611.
Cell: 925 640-9915.

675 Sheri Lane
Danville, CA 94526

... Comprehensive personal financial planning

... Phone: (925) 937-7771.

408 Antelope Ridge
Danville, CA 94506

... Phone: 925-236-1848.

2410 Camino Ramon STE. 288
San Ramon, CA 94583

... Expert Portfolio management including: *Use of Institutional Funds with higher historical returns and lower risk than those available to the general public *Sophisticated implementation, monitoring and rebalancing to minimize taxes, manage risk and maximize returns *Expert portfolio design to provide you with high returns, appropriate risk and real peace of mind *Specific cashflow and retirement advice

... Phone: (415) 927-7871.

300 Tamal Plaza, Suite 180
Corte Madera, CA 94925

... Phone: (415) 925-3400.

900 Larkspur Landing, Suite 185
Larkspur, CA 94939-1756

... Phone: (415) 461-7826.

700 Larkspur Landing Circle, Ste 285
Larkspur, CA 94939

... Phone: (510) 638-1815.

80 Swan Way, Suite 300
Oakland, CA 94621-1443

... Phone: (510) 268-4730.
Cell: 925-324-3438.

180 Grand Avenue, Suite 955
Oakland, CA 94612

... Phone: (510) 763-3851.

274 14th Street
Oakland, CA 94612

... Phone: (510) 547-0440.

5277 College Avenue
Oakland, CA 94618

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3718 Grand Avenue
Oakland, CA 94610

... Phone: (916) 979-7888.

3550 Watt Avenue, Suite 140
Sacramento, CA 95821