We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Top 2% 3 years, Take Action Now, Registered Investment Advisor
www.soundbridgecapital.com
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
Use our free, objective service to find Financial Planners near you.
Financial-Planners.Respond.com
Brokerage Securities Day Trading Financial Consultants Investments
www.olympiaassetmanagement.com
Are you an independent financial planner in need of a broker-dealer?
www.brokersXpress.com
Use our free matching service to find your ideal financial planner!
www.wiseradvisor.com
Where Fee and Commissions Intersect Want to See How You Can Have Both?
JoinCIR.com
Fee-Only Financial Planner Portfolio Allocation & Management
parkhurstfinancialmanagement.com
6 Strategies for Managing Your Estate, Investments and Advisors
www.wealthmanagementexchange.com
Advanced training/coaching system for financial planners/wealth mgrs.
toolsformoney.com
Provider of a proprietary mutual fund basis calculator. Other tax tools for professionals and consumers also available. Services are free.
www.1040tools.com
Provider of financial services including home improvement loans, hard money loans and home improvment loans.
www.1stclassfinancial.com
Financial planning and investment management firm serving the needs of private investors and corporations.
www.akfinancialgroup.com
Provider of institutional level investment management and consulting services.
www.asset-strategies.com
Registered investment advisor providing full service investment management, periodic investment management, financial planning and investment consulting.
www.bardinfinancial.com
Business and financial consultants. Education funding and retirement calculators available on site.
www.biesheuvelscarpa.com
Provider of financial planning and investment management services. 100% fee-only.
www.capitaladvantage.net
Provider of investment and financial planning. Articles, calculators, newsletters and quotes available on site.
www.capplan.com
Registered Investment Advisor providing financial planning and asset management services.
www.claremontfinancial.com
Full service financial planning company providing financial planning, estate planning, wealth management and investment advice. Articles, calculator, newsletters and quotes available on site.
www.coastalfinancial.com
Registered financial advisor providing wealth management services.
www.colemanfinancial.com
Provider of financial products and services to high net worth individuals, charitable organizations and business owners, including resident agent services, living trust services, charitable giving services and more.
www.covgroup.com
Financial advisors providing of investment banking, tax planning, privately managed accounts and more.
www.crmfinancial.com
Certified Financial Planner providing financial planning services. Links to financial websites provided on webpage.
www.cwade.com
Full service family office specializing in family financial planning. Estate planning, cash flow and tax planning services available.
www.cymricfamilyoffice.com
Energy brokerage firm specializing in U.S. West Coast physical products and swap over-the-counter instruments. Main products are jet fuel, diesel fuel and gasoline.
www.energyswap.com
Provider of financial planning services, including estate planning, personal, business and more. Real estate services also provided.
www.exceptional.org
Forum for the exchange of information and ideas the investment decision making process. Society belonging to the Association for Investment Management and Research (AIMR), a nonprofit professional organization of investment practitioners.
www.fassd.com
Tool for organizing and sharing financial information between spouses.
www.fcn.com
Registered broker dealer that provides investment and financial services.
www.finance500.com
Provider of insurance and financial services and products, including employee benefit plans, personal insurance planning, pension/profit sharing plans, financial evaluations, business planning and more.
www.financialconcepts.net
Certified Financial Planner specializing tax planning, personal and business financial planning, and risk management.
www.financialdesign.net
Independent planners specializing in pension retirement plans, 401k, IRA and stock options wealth planning.
www.financialsecurity.com
Provider of investment and insurance services.
www.firesideadvisor.com
Full-service securities broker/dealer and Registered Investment Advisor.
www.foothillsecurities.com
Provider of personal financial planning and employee benefits.
www.fsnca.com
Registered investment advisors providing income and tax planning, debt management,investment management, risk management and estate planning services.
www.gfadvisors.com
Personal website of Gib Kerr, financial planner. Provider of financial planning workshops and advice for years. Provider of financial journals on various financial planning issues.
www.gibkerr.com
Provider of merger and acquisition services, access to corporate debt and equity capital, international trade finance solutions, and pre-merger and acquisition strategy consulting.
www.globalcapitalmarkets.com
Registered Financial Advisor specializing in advising individuals and businesses.
www.herrmannfinancial.com
Provider of fee-based financial planning and investment advisory services by Jeffrey L. Witt, CFP. Articles, calculators, newsletters, glossary and quotes available on website.
www.jeffwitt.com
Provider of Certificate of Deposit rate and financial information, direct placement of CD investments, maturity management, research and funding with CD's.
www.jumbocdinvestments.com
Phone, address and contact information provided.
www.legacycapitalgroup.net
Provider of personal and business insurance.
www.lhains.com
Provider of consulting services for families with substantial wealth and provides resources to those responsible for the management of wealth.
www.lidoconsulting.com
Fee-only financial planning firm providing objective financial advice and portfolio management.
www.mullenadvisory.com
Certified Financial Planner providing tax and investment advice. Directory of related links provided on site.
www.nadinelord.com
Registered investment advisor providing financial planning, income tax strategies, investment counseling, estate and retirement planning, and insurance services.
www.plannedassetmanagement.com
Password required to enter site. Email contact information provided.
www.plannersnetwork.org
Registered investment advisor providing investment management and financial consulting to individuals, families, small businesses, non-profits, retirement plans and endowments.
www.planretire.com
Provider of wealth management for individuals and their families. Provider of fee-only investment management for businesses, qualified retirement plans and trustees.
www.qciweb.com
Certified Financial Planning professionals providing various types of financial planning services.
www.steinplan.com
Provider of full-service, financial planning and fee-based investment management services to individuals and closely held businesses in the San Francisco Bay Area.
www.tannerfinancial.com
Provider of TSA, 401(k), 403(b), and 457 Deferred Compensation Plans and investment planning services for non-profit organizations, school districts, employers and individuals.
www.taxdeferredservices.com
Provider of tax accounting, investment management, and tax, financial, retirement and estate planning.
www.tellone.com
Bob Butera, a Certified Financial Planner, and his firm provide financial services, including retirement distribution planning, pension and 401k plans, long term disability insurance and more. Provider of management services.
www.themoneyguy.com
Firm specializing in providing strategic alliances to the healthcare marketplace.
www.victorwhite.com
Provider of investment consulting and education services. Provider of financial planning programs to teach employees and their spouses how to employ financial strategies.
www.wealthcrafters.com
Provider of financial planning and investment management services.
www.yske.com
We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Top 2% 3 years, Take Action Now, Registered Investment Advisor
www.soundbridgecapital.com
California financial planners meet with clients at an initial conference to get an idea of where you’ve been, where you are and where you’re going in terms of your financial future. High quality financial planning in California involves meeting with your financial planner to provide the right information and answers to questions about your current situation and goals.
California financial planning services work hard at making you feel comfortable with the financial planning relationship. As your certified California financial planner gets to know you better, she becomes the person you go to when making important financial decisions. Financial planning in California will:
1. Guide your financial decision making in the areas of investments, property and entering into contracts.
2. Help you build a personal financial strategy for both business and personal accounts through certified financial planners in California.
3. Prepare you and your loved ones for a secure financial future through complex financial planning in California.
Action Steps
The best contacts and resources to help you get it done
Work with a personal financial planner in CA that specializes in diversified portfolio management
Your money needs to be in many different sectors for security and long-term growth. A California financial planner has a variety of products and options to keep your money growing in many different areas.
I recommend: Roman Financial Advisors of San Diego is a fee-only financial planning service that offers clients a variety of investment tools for a diversified approach. Richard Moon and Associates of Los Angeles provides comprehensive financial planning with a wide range of investment products.
Find financial planners in California that offer both financial products and personalized service
Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with their clients.
I recommend: Symphony Financial Planning of Davis and Alpha and Omega Financial of Northridge provide personal service through financial planning, tax planning and preparation as well as retirement planning, estate planning and value based investing.
Use financial planners in CA offering ongoing support services for their clients
An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in CA that offer annual financial checkups and as-needed meetings.
I recommend: AK Financial Group of Irvine provides ongoing support to its clients through portfolio management services. Ameriprise Financial prides itself in commitment to continuing customer service and has several agents throughout California.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Always combine financial planning services in CA with high quality estate planning. A good financial planner has a network of qualified estate planning attorneys to complete your plan through wills, trusts and powers of attorney. Your financial planner knows the importance of these documents when it comes to securing your financial future for yourself and your loved ones.


