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Financial Advisors in Santa Rosa, California (Sonoma County)

SAS Financial Advisors, LLC
50 miles from Santa Rosa, 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
50 miles from Santa Rosa, CA
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Jackie Kleinman, CFP

The Humphreys Group
50 miles from Santa Rosa, CA
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Lexi Olian, CFP

Libra Wealth LLC
50 miles from Santa Rosa, 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

Thompson Advisory Services, LLC
50 miles from Santa Rosa, 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

Benningfield Financial Advisors
50 miles from Santa Rosa, 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

Satori Financial LLC
50 miles from Santa Rosa, 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

Paradigm Wealth Architects
50 miles from Santa Rosa, CA

Russell Kroeger, CFP

Garner Financial Management
53 miles from Santa Rosa, CA
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Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on ass... See More

HC Financial Advisors, Inc.
53 miles from Santa Rosa, CA

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout t... See More

Wilson & Boucher Capital Management, LLC
54 miles from Santa Rosa, CA

Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

Highlights: IRA, Retirement Planning, Certified Financial Planner, Investment Services, Fiduciary, Fee Only, MBA, Professional Wealth Management, College Planning, Young Investors, Family Financial Planning, Investment Policy Statements, Independent Investment Advisor, Wealth Management, Corporate Bonds, CFP ®, Comprehensive Financial Planning, International Financial Planning, 401K Consulting, Stocks
Dennis Goins, MBA, ChFC®
55 miles from Santa Rosa, CA
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IRA Roll Over Specialist

Highlights: Rollover Of 401k Or IRA, Investment Advice, Financial Planning For Women, Fee Based Investing
ThinkPlanSave, LLC
55 miles from Santa Rosa, CA
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Charles Malsbury, CFP, MBA
Financial Planning with Sensible Fees
Charles W. Malsbury is a fee-only financial advisor and flat-fee investment manager located near San Francisco, CA. ThinkPlanSave specializes in financial planning, and retirement pla... See More

Balance Financial Planning, LLC
55 miles from Santa Rosa, CA
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Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with al... See More

Bhutani-Palmin Financial Planning, LLC
55 miles from Santa Rosa, CA
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Neerja Bhutani, CFP
Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.
We specialize in the need... See More

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