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Financial Advisors in California

Visit Ray Prospero Fiduciary Financial Advisor-AdvicePeriod

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at Merrill Lynch where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA... See More

Highlights: Fee-Only, Passive Investment Strategies, Registered Investment Advisor, Advisory And Investment Management, ETFs, Wealth Management, Investment Management, Asset Protection, Financial Planning Advice And Services, Independent Investment Advisor, Fee Only, Retirement Planning, Investment Consulting, Professional Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Retirement Distribution Plan, Fiduciary, Mutual Funds
Thomas J Hartfield
Simi Valley, CA
Visit Thomas J Hartfield

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
ABL Soft
Burlingame, CA
Visit ABL Soft

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your wo... See More

Highlights: Asset Based Lending Software, Factoring Software
Visit AdvicePeriod - Reinventing Wealth Management

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, ... See More

Highlights: ETFs, 401K Consulting, Rollover Of 401k Or IRA, Professional Wealth Management, Corporate Bonds, Registered Investment Advisor, Fee-Only, Retirement Income Planning, Independent Investment Advisor, 403B Plans, Retirement Distribution Plan, IRA, Charitable Planning, Passive Investment Strategies, Mutual Funds, Wealth Management, Fee Only, Fiduciary, Investment Services, Financial Planning Advice And Services
Morrie W Reiff
Calabasas, CA
Visit Morrie W Reiff

Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles... See More

Highlights: Annuities & Life Insurance, Special Needs Planning, Family Financial Planning, Retirement Distribution Plan, College Planning, Financial Planning Advice And Services, Disability Income & Long Term Care Insurance, ETFs, Business Planning, Asset Protection, Young Investors, Sustainability, Estate Planning, Charitable Planning, IRA, CFP ®, 401K Consulting, Retirement Planning, Rollover Of 401k Or IRA, Financial Planning
Visit Sierra Pacific Financial Advisors, LLC

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 fi... See More

Highlights: 401k Rollover, NAPFA Member, Financial Planning Association Member, Investment Management, Certified Financial Planner, Fiduciary, Retirement Planning, Socially Responsible Investments, Financial Planning, Financial Advisor, Comprehensive Financial Planning, Registered Investment Advisor, 401K Consulting, High Net Worth Planning, Divorce Planning, Women's Issues, Pension Plan Design & Management, Independent Investment Advisor, Fee Only, Financial Planning For Women
Chris Cooper, CFP, EA
San Diego, CA
Visit Chris Cooper, CFP, EA

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

Highlights: Financial Planning, Corporate Bonds, Wealth Management, Financial Planning Advice And Services, Investment Policy Statements, IRA, Disability Income & Long Term Care Insurance, Fiduciary, Retirement Income Planning, Stocks, Estate Planning, Conservator Of The Person And Estate, Comprehensive Financial Planning, Tax Preparation, Fee Only, Consultation And Comprehensive Assessment Of ElderCare Needs And, Mutual Funds, And Agent Under A Power Of Attorney Document, Divorce Planning, Business Planning
Meyers Wealth Management
Palo Alto, CA
Visit Meyers Wealth Management

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
... See More

Highlights: Member Of NAPFA, Advisory And Investment Management, Financial Planning For Women, Index Funds, Independent Investment Advisor, Financial Planning, 401k Rollover, Fiduciary, 401K Consulting, Investment Advisory, Retirement Planning., Registered Investment Advisor, IRA, Family Financial Planning, Retirement Planning Advice And Services, Registered NAPFA Advisor, Charitable Planning, Income Tax Planning, Hourly Consultation, Comprehensive Financial Planning
MICHAEL LYNCH
Roseville, CA
Visit MICHAEL LYNCH

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 set... See More

Highlights: NAPFA Member, Fee Only, Retirement Income Planning, Retirement Planning, Investment Consulting, Asset Protection, Fiduciary, Financial Planning, Wealth Management, Estate Planning, Investment Management, Professional Wealth Management, 401K Consulting, Charitable Planning, Income Tax Planning, College Planning, Financial Planning Advice And Services, 401k Rollover, Business Planning, Family Financial Planning
Visit Castellan Financial Advisors

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 lif... See More

Highlights: Wealth Management, 401K Consulting, Debt Management, Fiduciary, Mutual Funds, Independent Investment Advisor, Investment Services, Investment Policy Statements, Young Investors, Retirement Distribution Plan, Sustainability, Retirement Planning, Comprehensive Financial Planning, IRA, Income Tax Planning, Business Planning, NAPFA Member, MBA, 403B Plans, Socially Responsible Investments
Ventura Advisors
Woodland Hills, CA
Visit Ventura Advisors

Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions.... See More

Highlights: Wealth Management, Fee Only, Investment Management, Fiduciary, Certified Financial Planner, MBA, CFA Charterholder, Special Needs Planning, Retirement Income Planning, Professional Wealth Management, CFP ®, Passive Investment Strategies, Registered Investment Advisor, Independent Investment Advisor, Fee-Only, 401k Rollover, Advisory And Investment Management, Retirement Planning, Charitable Planning, Rollover Of 401k Or IRA
HK Financial, Inc.
Cardiff By The Sea, CA
Visit HK Financial, Inc.

Hillel Katzeff, BA, CFP, MBA

Visit Hayes & Associates, CPAs

Charles Hayes, BS, CPA/PFS
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Our "Personal Financial Guardian" service provides a comprehensi... See More

Visit Leal Financial Planning

Karl Leal, AAMS, CFP, CRPC, RICP
My mission is to provide the highest level of service and expertise in the most economical way possible. I do that by providing the service that you require on an hourly basis. I think your investments are best kept u... See More

Visit Wade Financial Advisory, Inc.

Rodney Wade, AIF, BS, CEA, CFP, EA, MST
Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind. Fee-on... See More

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