Financial Advisors in Folsom, California (Sacramento County)

Gerald Gasber, CFP, CFS, CIMA, CIMC
At Gasber Financial Advisors, Inc. we take the responsibility and trust our clients place in us very seriously. - By thoroughly analyzing each client's financial situation, we create a comprehensive, personalized financial plan with the goal of leaving no aspect of his or her financial future to chance. - We believe that successful long term investing is a simple process but it is not easy. To insure implementation of a prudent, disciplined strategy each client's investment portfolio is governed by a written investment policy. - Because a plan is only as good as its implementation, we continue to work closely with each client after delivery of their financial plan to make sure recommendations are followed and adjustments are made as needed. - We strive to provide each client with the highest level of service and personalized attention. As a result we realize that we cannot be all things to all people and have committed to limiting our practice to an appropriate number of families.... See More

J. Jeffrey Lambert, CFP
We listen deeply to clients. Finding out what is most important to you - your priorities and concerns is our most important job. By helping you gain clarity on what you want your money to do for you helps us to support you in aligning your money with what is most important to you your life, so you can more fully live the life you want to lead. The processes used to develop this clarity and translate it into action have been coalesced from 100's of financial planning practices with whom I have shared over the years and further refined by my work as the director of the Financial Planning at UC Davis Extension.... See More

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

We provide comprehensive, holistic, fee-only planning and wealth management. We provide tax planning and preparation, career planning, portfolio analysis, retirement and financial independence planning, education planning, insurance review, goal setting, debt management, estate planning, and more. We serve individuals as well as small business owners.... See More

Provide Fee-Only Financial Planning on an Houly basis, and Portfolio Management.

As a Fiduciary, we are always looking out for the client's best interest.

No Asset or Wage minimums, so we offer financial advice to people form all walks of life.

The initial "Get Acquainted" meeting is complimentary.... See More

Jerrold Lex Grecu, CFA, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Grecu Capital Management's services are best suited for those with $500,000 or more to invest. As a fiduciary, fee-only advisor, Grecu Capital Management, Inc. has always put our clients' interests first. Since 2001 we have provided personalized comprehensive solutions in wealth managment and financial planning so that our clients can devote more time and attention to what truly matters in life. We have no proprietary products to sell and we accept no commissions. Our only products are unbiased advice and the peace of mind that comes with knowing you're prepared. Manage, Preserve and Grow Your Wealth Experience, expertise, great personal relationships - all at a company you can trust. That's exactly what you'll find at Grecu Capital Management, Inc. Investment Management Financial Planning Retirement Planning Tax Planning Specialized Services Customized 401(k) Solutions Do you want to ensure your employees have the best 401(k) retirement plan available to them while protecting yourself and your company from future liability? Are you the fiduciary of your 401(k) plan, but have too many responsibilities and not enough time to manage it properly? Do you have concerns that your employees do not have enough education on retirement planning to make prudent choices? If this sounds familiar, we have the solution! Grecu Capital Management, Inc. has the knowledge, the expertise, and the time to devote to your company 401(k) retirement plan. The GCM 401(k) Retirement Plan Solution provides your employees with the ongoing support and knowledge they need to make informed decisions and en... See More

Ryan DeMartini, CFP, CTEC

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.
... See More

Kevin Young, CFP, EA, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
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

Cheryl Morhauser, CFP

Colleen Soares, CFP, CPA

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.... See More

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

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

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