Connect with Top-Rated Financial Planners in California!

(42)

The Options Lady

San Diego, CA

The Options Lady is a financial advisor and certified divorce financial analyst (CDFA) providing financial planning and investment management services to individuals, couples, and families. She specializes

(34)

Ascend Financial Advisers

Irvine, CA

Ascend Financial Advisers, Inc. is a unique financial advisory firm that provides traditional financial planning and asset management services, but what sets us apart is our proactive approach to providing

(33)

RHS Financial

San Francisco, CA

RHS Financial is a leading financial advisory firm specializing in wealth management for tech industry professionals in the Bay Area and Silicon Valley. Our team of experts provides personalized financial

(26)

The Financial Zen Group

San Francisco, CA

Financial Zen is a financial planning and investment firm that helps individuals, particularly tech salespeople, achieve financial independence faster than they ever thought possible. The company offers

(18)

Pathway Financial Services

Los Angeles, CA

Pathway Financial Services is a financial services firm that provides personalized advice and guidance to help individuals achieve their financial goals. We understand that each individual faces unique

(18)

Liz Daffner

Roseville, CA

Diligence Wealth Management, LLC is a financial planning firm providing customized wealth building solutions. The company offers financial planning, investing, and insurance services to families and small

(15)

Modern Financial Planning

Oakland, CA

Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good

(15)

Wealth Legacy Group

San Diego, CA

Wealth Legacy Group, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The company provides holistic and comprehensive

(15)

Citrine Capital

San Francisco, CA

Citrine Capital is a fee-only wealth management firm that provides financial planning and wealth management services to startup founders, entrepreneurs, and tech professionals. We help our clients conserve

(12)

Urban Wealth Management Group

El Segundo, CA

Urban Wealth Management Group is a boutique wealth management firm led by women, built for women. We provide investment management, financial planning, retirement planning, insurance services, and estate