Click/tap here to find the best California financial advisor for your needs!

Financial Advisors in California

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

Visit Beacon Financial Management LLC

Boonseon Gudmundsen, CFP
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marrick wealth
Irvine, CA
Visit marrick wealth

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vis... See More

Visit Stout Capital Management LLC

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their fi... See More

Equalis Financial
Los Angeles, CA
Visit Equalis Financial

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

Visit Goodstein Wealth Management LLC

Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in indepen... See More

Socialyte Capital
Los Angeles, CA
Visit Socialyte Capital

Noa Hoffman, CFP, CFP

Visit Pathways Advisory Group, Inc.

Jeffrey Karst, CFP

Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California's Central Valley. Clients come to us for many reasons.

Retirement Planning.
Investment Management.
Saving Income Taxe... See More

Compass Financial Planning
Rancho Cucamonga, CA
Visit Compass Financial Planning

James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Souther... See More

Visit Panoramic Financial Advice

Andrew McFadden, CFP, MBA
Panoramic Financial Advice is a virtual financial planning firm that specializes in the financial needs of young physicians (young attending physicians, residents and fellows). Our goal is to free our clients from the burde... See More

WESCAP Group
Glendale, CA
Visit WESCAP Group

Andy Edstrom, CFA, CFP
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families.
Founded in 1988, we are headquartered in ... See More

Beacon Financial Partners, LLC
Huntington Beach, CA
Visit Beacon Financial Partners, LLC

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpe... See More

Visit ESI Financial Services, Inc.

Steven Farrington, AIF, CFP, CPA
ESI is a fee-only financial planning firm offering services to individuals and small businesses. We are committed to help you achieve your financial and life goals by offering comprehensive and objective advice. We ... See More

Visit Barnett Financial Planning

David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, o... See More

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