Financial Advisors in Vacaville, California (Solano County)

Lexi Olian, CFP

Katy Song, CFP, MBA
Financial planning is for everyone - not just the very wealthy. Determining financial priorities and setting short- and long-term goals is critical for every couple or family who wants to be confident that they are making the right financial choices.
As a Marin based Financial advisor and Certified Financial Planning™ practitioner, I focus on families with young children and couple starting their lives together. These are critical years, where we are starting families, buying homes and growing our earning potential. Without good planning, it's easy to miss out on big opportunities that will help us make the most of our financial resources and ensure that we are not only enjoying life today, but that we are on track to meet bigger life goals.

I create a customized financial plan that covers all aspects of your financial life, driven by your family's values and goals. In short, I put the pieces of the puzzle together so you have a complete understanding of your financial picture and what it will take to reach your financial objectives. Through ongoing coaching, I provide the support and advice needed to successfully implement your financial plan. And as life changes, so does your plan. My goal is to be your trusted advisor throughout this stage of your life and future stages.
As a fee-only financial planner, my recommendations are objective and driven by what is best for your family. Each of my clients has different motivations. It is my job to help align your spending and saving with your goals, educate you on all aspects of your financial life, and give you a road map to achieving the financial future you want.... See More

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 from sale of insurance or investment products. Our recommendations to you are in your best interests.
We understand that your financial success comes not just from a carefully constructed portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better financial decisions in your personal life.... See More

Russell Kroeger, CFP

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 life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More

Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.

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 planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More

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 achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Sierra Pacific Financial Advisors (SPFA) is an independent fee-only financial planning, investment and wealth management firm serving for individuals, families, and corporate clients. Our highly professional team provides objective and integrated financial plans that efficiently utilize your financial resources to achieve your life goals. Our ongoing wealth management services coordinate every aspect of your financial life and free your time to focus on the most important endeavors that you pursue. The unbundled corporate retirement solutions that we offer together with our strategic alliances give business owners and their employees the freedom, flexibility and control in their retirement planning.
Your individual goals and financial success drive our planning process and foster our commitment to serve you always with your best interests in mind. At Sierra Pacific Financial Advisors, we encourage your dreams, believe in your future, and help you succeed.... See More

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 financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.... See More

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.

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

Scott Draper, CFP, CPA
THRIVE Financial Planning was formed to bring financial planning services to a wider audience. We seek to remove the painful aspects of financial planning through the use of proven financial planning principles, modern technology and individualized client service. We are here to educate, assist and enable individuals and families so they can focus on what they do best.... See More

Ryan DeMartini, CFP, CTEC

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 planning to help clients reach their financial goals. Charles W. Malsbury is a fiduciary financial planner who offers services locally as well as virtually.
We are currently accepting new clients!
Visit our website www.ThinkPlanSave.com to learn more about our flat-fee retainer based pricing for financial planning and investment management without the high costs.
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