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Financial Advisors in Sacramento, California (Sacramento County)

Katy Song
72 miles from Sacramento, 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
Rawson Gulick, CFP
73 miles from Sacramento, CA
Visit Rawson Gulick, CFP

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Highlights: Financial Planning Advice And Services, Fiduciary, Retirement Income Planning, Investment Consulting, Retirement Distribution Plan, Comprehensive Financial Planning, Certified Financial Planner, IRA, Wealth Management, Legacy Planning, Retirement Planning, Investment Services, Socially Responsible Investments, Independent Investment Advisor, NAPFA Member, Sustainability, Passive Investment Strategies, Estate Planning, Fee Only, Family Financial Planning
Wetherby Asset Management
74 miles from Sacramento, 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

Kristin Harad
74 miles from Sacramento, CA
Visit Kristin Harad

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
The Humphreys Group
74 miles from Sacramento, CA
Visit The Humphreys Group

Lexi Olian, CFP

KB Financial Advisors, LLC
74 miles from Sacramento, CA
Visit KB Financial Advisors, LLC

Jackie Kleinman, CFP

Libra Wealth LLC
74 miles from Sacramento, CA
Visit Libra Wealth LLC

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

Tina Anders
74 miles from Sacramento, CA
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Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested finan... See More

Highlights: Financial Advisor, Portfolio Management, Investment Policy Statements, Investment Advice, Roth IRA, Retirement Income Planning, Retirement Planning., Registered Investment Advisor, Certified Financial Planner, Financial Planning For Women, Investment Review And Planning., Fee-Only, IRA, Financial Planning, NAPFA Member, Professional Wealth Management, Financial Planner, Fiduciary Advisor, Rollover Of 401k Or IRA, Personalized Investment Management And Advice
SAS Financial Advisors, LLC
74 miles from Sacramento, CA
Visit SAS Financial Advisors, LLC

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

Paradigm Wealth Architects
74 miles from Sacramento, CA

Russell Kroeger, CFP

Anders Wealth Management
74 miles from Sacramento, CA

Fee-Only Planning and Investment Management. I do not accept commissions or kickbacks for any of my recommendations, therefore my advice is completely objective. One of my most important goals is to help you achieve yours.

Highlights: Fiduciary, Passive Investment Strategies, Member Of NAPFA, Wealth Management, Retirement Planning & Investing, Independent Investment Advisor, Fee-Only, NAPFA Member, Investment Management, Retirement Planning.
Benningfield Financial Advisors
74 miles from Sacramento, CA

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to ... See More

Steve Bell, CFP, MBA
74 miles from Sacramento, CA

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event o... See More

Highlights: Investment Consulting, Financial Planning Advice And Services, Certified Financial Planner, Professional Wealth Management, Fee-Only, Fee Only, Investment Policy Statements, Registered Investment Advisor, 401K Consulting, Special Needs Planning, Legacy Planning, Wealth Management, Rollover Of 401k Or IRA, Young Investors, ETFs, 401k Rollover, MBA, IRA, Asset Protection, Advisory And Investment Management
Thompson Advisory Services, LLC
74 miles from Sacramento, 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

Satori Financial LLC
74 miles from Sacramento, CA

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the plannin... See More

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