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Financial Advisors in Valencia, California (Los Angeles County)

AL Hewitt Inc
30 miles from Valencia, CA

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in... See More

Seiler & Associates
31 miles from Valencia, CA

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standin... See More

Percy E. Bolton Associates, Inc.
32 miles from Valencia, CA

I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, o... See More

Highlights: Independent Investment Advisor, Women's Issues, Certified Financial Planner, Retirement Distribution Plan, Retirement Planning, Fee Only, NAPFA Member
Crafted Wealth Management, LLC
32 miles from Valencia, CA

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow the... See More

Colton Wealth Management
36 miles from Valencia, CA

Scott Colton, CPA/PFS, MST
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Impact Fiduciary LLC
37 miles from Valencia, CA
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Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partn... See More

Equalis Financial
37 miles from Valencia, CA
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Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heart... See More

Socialyte Capital
37 miles from Valencia, CA
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Noa Hoffman, CFP, CFP

McIntosh Capital Advisors, LLC
37 miles from Valencia, CA

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalt... See More

Highlights: Pension Plan Design & Management, Annuities & Life Insurance, Estate Planning, Income Tax Planning, Investment Services, IRA, Retirement Planning, Investment Consulting, Corporate Bonds, Women's Issues, NAPFA Member, Investment Advice, Socially Responsible Investments, Cash Management & Budgeting, 403B Plans, Sudden Money Institute Advisor, Investment Policy Statements, Fee Only, Comprehensive Financial Planning, Retirement Distribution Plan
Duff Financial Advisory Services
38 miles from Valencia, CA

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and... See More

Ventura Coast Wealth Management
43 miles from Valencia, CA
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Doug Michie, CFP, JD, MBA, MS, PhD
Ventura Coast Wealth Management was founded in February 2010 to provide fee only investment advice and financial planning services to Southern California, a vastly under served area. We accept no commissions or com... See More

New Wave Financial Services
43 miles from Valencia, CA

Greg Meyer, CPA
Greg Meyer founded New Wave Financial Services to help technology entrepreneurs and professionals make sense of their complicated finances. His goal was to bring a holistic approach to the industry that would allow him to alleviate th... See More

Taylor Wealth Management
45 miles from Valencia, CA
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Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your... See More

Abbas A. Heydari, CFP®
45 miles from Valencia, CA

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

Highlights: Fiduciary, Retirement Planning, Comprehensive Financial Planning, Independent Investment Advisor, Retirement Distribution Plan, Investment Services, NAPFA Member, Certified Financial Planner, Fee Only
Dorsey Wealth Management
45 miles from Valencia, CA
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Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and... See More

Highlights: Income Tax Planning, Retirement Planning, Retirement Planning Advice And Services, Investment Advice, Mutual Funds, Rollovers, Middle Income, Retirement Scenario Planning, Retirement Planning & Investing, Financial Planning Advice And Services, Investment Planning, Focus On Financial Planning For Women, Investment Consulting, Certified Financial Planner, Member Of NAPFA, Retirement Distribution Plan, Registered Investment Advisor, Fee-Only, MBA, NAPFA Member

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