Financial Advisors in Vacaville, California (Solano County)

Colleen Soares, CFP, CPA

Kevin Young, CFP, EA, MBA
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Young Wealth Management is an independent, Fee-Only®, Registered Investment Advisory firm. We work solely on a Fee-Only® basis. This means that we are one of the few firms that does not sell financial products such as insurance and investments. We are not sales people, we are advisors and we can do this because we are only compensated by our clients and never compensated by commissions, or referral fees.... See More

IRA Roll Over Specialist

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 asset accumulation and preservation based on proven investment strategies.... See More

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 needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing integrated planning that addresses all aspects of your financial life.
We do not require asset management, long term contracts or income minimums. We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis. You can be assured that our recommendations benefit our clients and only our clients.... See More

Richard Gross, CFP, CMFC, MBA

Ann Fleming, CFP, MS

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 the Bay Area and beyond for over twenty five years. Our goal is to offer each client the following:
* Personalized Service
* Advice from experienced professionals
* Comprehensive financial planning advice
* Conservative, diversified investment management
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At Blossom Wealth Management, we do more than just help families accumulate assets and transfer those assets to the next generation. We also collaborate with the family’s team of professional advisors. Most importantly, we bring in resources when appropriate. We make sophisticated and confidential connections for clients interested in anything from luxury travel, lifestyle ventures (art, aircraft and watercraft) to agricultural holdings (wineries, farms and ranches). We understand that some investments go beyond monetary return. They provide an oasis for their owners.... See More

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

David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their financial resources for both today and years into the future. As a fee-only advisor, we do not accept sales commissions of any kind. Our only form of compensation is derived directly from our clients, and in our opinion, this creates an atmosphere more conducive to offering trusted and objective advice. We believe that the fee-only compensation model best aligns the interests of the client and advisor, and reduces conflicts of interest.
We are pleased to offer a no cost initial consultation and invite you to call our office for an appointment. During our initial meeting we take our time to get acquainted with you, to find out what is important to you, and to determine if our services would be a good fit with your needs. We look forward to hearing from you.
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Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

We are a fee-only independent investment advisory firm that focuses on sustainable and responsible investing. Clients range from individuals to family trusts to family foundations to non-profits. Charles Schwab is our custodian, though we are independent.... See More

Financial Perspectives is an independent, fee-only financial advisory firm with two offices conveniently located in the San Francisco bay area. We provide unbiased advice for every aspect of your financial life. Recognizing that everyone is unique in their needs and desires, we take the time to get to fully know and understand what is important to our clients. Above all, we pride ourselves on maintaining long-term, lasting relationships built on integrity and fostered by trust.

As a provider of broad-based financial advice, our primary focus remains on retirement and investment management. Through our specialization in these areas, we bring our expertise to bear on helping clients achieve the core wealth objectives of asset accumulation, capital preservation, income generation and the worry-free transference of wealth.

With the frantic pace of today’s lifestyle, people may find they have neither the time, inclination nor knowledge base to best handle the financial aspect of their lives. Unfortunately neglect can be detrimental to the success of obtaining your objectives. Ultimately we provide clients with the freedom to concentrate on the more important things in life – like family, personal success and the pursuit of their own passion – while we spearhead the endeavor of meeting their financial goals.

The recent market collapse has left investors facing an uphill battle. Losses in their accounts have left them questioning whether or not they can meet their financial goals. As a result, people are looking to protect the assets they have left and limit future losses. We have entered an unprecedented time in history that is comparable to nothing we have experienced in the past. To survive and thrive, one will need to be open to new ideas that are forward thinking and will address what lies ahead. What has worked in the past will not necessarily be successful going forward. As such, we offer unique perspectives and strategies to help you guide you through this uncharted territory.... See More