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
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
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
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
Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpe ... See 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
Lauren Klein, CDFA, CFP, EA, MBA
Based in Newport Beach, Klein Financial Advisor, Inc. is a women-owned and women-operated firm offering fee-only investment management and wealth management services to clients throughout Southern California.
Visi ... See More
John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and oth ... See More
Delia Fernandez, CFP, MBA
Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As ourSee More...
Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP ... See More
Andrew McVay, CFP, EA, MBA
Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis. Our specialities include:* Retirement planning & strategy i ... See More
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