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Financial Advisors in Richmond, California (Contra Costa County)

Financial Planning Focus
6 miles from Richmond, CA

Celeste Mirassou, CFP
I'm Celeste Mirassou, CFP®, RIA, an independent financial planner. I offer my financial planning and budgeting services on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs... See More

Financial Connections Group, Inc.
7 miles from Richmond, CA
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Brian Pon, CFP, EA
We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.
We offer the following services: Ongoing Investm... See More

Katy Song
8 miles from Richmond, CA
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Comprehensive fee-only financial planning for new parents and young families.

Highlights: Family Financial Planning, Estate Planning, Disability Income & Long Term Care Insurance, Women's Issues, College Planning, MBA, Comprehensive Financial Planning, Retirement Planning, CFP ®, Certified Financial Planner, Income Tax Planning, Annuities & Life Insurance, Fee Only
D. A. Flowers & Company, LLC
8 miles from Richmond, CA
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David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

DABK Inc.
8 miles from Richmond, CA

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Highlights: MBA, Certified Financial Planner, Retirement Distribution Plan, Investment Policy Statements, Mutual Funds, Socially Responsible Investments, Debt Management, CFP ®, Fee Only, Investment Consulting, Retirement Planning, Comprehensive Financial Planning, IRA, Fiduciary, NAPFA Member, 401K Consulting, Middle Income, Family Financial Planning, Independent Investment Advisor
Marjorie Bennett, CFA
9 miles from Richmond, CA

We provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. At Aegis Capital Management, we emphasize client education and participation in the investment management process. O... See More

Highlights: Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning, Fee Only, MBA, Comprehensive Financial Planning, College Planning, 401K Consulting, Investment Consulting, 403B Plans, CFA, IRA, ETFs, Fee-Only, NAPFA Member, Independent Investment Advisor, Investment Policy Statements
Kristin Harad
11 miles from Richmond, CA
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Fee-only comprehensive financial advice for new parents and growing families.

Highlights: Job Transition Coaching, Fee Only, Disability Income & Long Term Care Insurance, Estate Planning, Investment Consulting, Certified Financial Planner, Comprehensive Financial Planning, College Planning, Retirement Planning, Women's Issues, Family Financial Planning, CFP ®, Debt Management
Katy Song Financial Planning
11 miles from Richmond, CA
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Katy Song, CFP, MBA
Financial planning is for everyone - not just the very wealthy. Determining financial priorities and setting short- and long-term goals is critical for every couple or family who wants to be confident that they are making the righ... See More

Financial Solutions
11 miles from Richmond, CA

Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.

Libra Wealth LLC
12 miles from Richmond, CA
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Mark Astrinos, CFP, CPA/PFS, RLP
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful adv... See More

SAS Financial Advisors, LLC
12 miles from Richmond, CA
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Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions fr... See More

KB Financial Advisors, LLC
12 miles from Richmond, CA
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Jackie Kleinman, CFP

Wetherby Asset Management
12 miles from Richmond, CA
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Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective,... See More

The Humphreys Group
12 miles from Richmond, CA
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Lexi Olian, CFP

Thompson Advisory Services, LLC
12 miles from Richmond, CA

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of lif... See More

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