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Financial Advisors in California

Kathleen Nemetz, MBA, CFP
San Rafael, CA

Client-centered collaborative investment practice, with practical approach to markets and investments. Boutique wealth management firm backed by largest custody bank in the world. Specialty practices in growth investing, as well as muni bonds and wom... See More

Highlights: Mutual Funds, Marin., Retirement Income Planning, CFP ®, Divorce Planning, Rollover Of 401k Or IRA, Financial Planning, Women On Money, Stocks, Financial Mediation, Annuities & Life Insurance, ETFs, 401k Rollover, Estate Planning, Certified Financial Planner, Registered Investment Advisor, Socially Responsible Investments, CMCM-TV, Professional Wealth Management, Host & Producer
Thomas J Hartfield
Simi Valley, CA

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

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

"We will either find a way or we will make one" Hannibal 400 BC

I believe that looking after people doesn't mean you must sell them stuff. As a Wealth Manager, I've concluded the best possible approach is to serve people as their lawyers and accou... See More

Highlights: Value-Based Investing, Fiduciary, Investment Advice, Social Security Planning, And Retirement Plans, Experienced, Financial Advisor, Cash Management & Budgeting, IRA, Estate Planning, Retirement Planning, Middle Income, Alternative Investment Strategies, Synergistic Portfolio Planning, Financial Planning Advice And Services, fee Based, Financial Life Planning, Disability Income & Long Term Care Insurance, Investment Policy Statements, Portfolio Management

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
Morrie W Reiff
Calabasas, CA

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
Chris Cooper, CFP, EA
San Diego, CA

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
Karl Leonard Hicks
Riverside, CA

Our role for our clients is to ensure they are getting the most out of their one and only life by Fulfill the Promise of Financial Planning.

Highlights: Mutual Funds, Portfolio Management, Financial Planning Advice And Services, Young Investors, Fiduciary Advisor, Fee-Only, Investment Advice, Retirement Scenario Planning, Roth IRA, Comprehensive Financial Planning, Middle Income, Retirement Solutions & Planning, 403B Plans, Financial Planning For Women, Investment Consulting, High Net Worth Planning, Goal Setting, Financial Planning Association Member, 401K Consulting, Certified Financial Planner
Meyers Wealth Management
Palo Alto, CA

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

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

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

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

Susan Honig, CFP, EA
Located in Burbank, California, Veritana Financial Planning, Inc is a fee only comprehensive financial planning firm. We work with clients on both a project basis as well as an annual retainer basis covering all aspects of a fami... See More

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

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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