Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient oSee More...
Our role for our clients is to ensure they are getting the most out of their one and only life by Fulfill the Promise of Financial Planning.
David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, o ... See More
At the Leonard Financial Group we focus on Your Goals. Our services have been especially developed to create, implement, monitor and manage a comprehensive financial plan for you, which is designed to give you the highest probability of achieving youSee More...
James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Souther ... See More
Long-term financial planning requires two very important things – a solid plan and the right guidance towards that plan. Paul and Miriam Ireton provide the best assistance in California when it comes to both these things, and guarantee that theSee More...
Brandon Wren, CFP, EA
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, pru ... See More
Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vis ... See More
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded i ... See More
Angela Grillo, AIF, CFP
Our mission is to assist people from all walks of life to coordinate their finances with their life goals. We are unique in that we provide our services in two different ways: 1) on an HOURLY, AS-NEEDED basis for those who ma ... See More
Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh ... See More
Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf ... See More
Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe ... See More
Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to ... See More
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