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Financial Advisors in California

Andrew Chabot, MBA, CFP®
11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA   91730
Call : (909) 935-5555

I am a local, independent, CERTIFIED FINANCIAL PLANNER™ and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.

Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®, Financial Advisor from California,
(240 views)
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Kurt
Central Coast Wealth Management
1104 Palm St,
San Luis Obispo, CA   93401
Call : (805) 439-0371

The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker dealer (Commonwealth Financial Network.) to focus on high net worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation strategies* of the finest university endowments in the world.*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.

Dirk Gilliard, Financial Advisor from California,
(890 views)
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Dirk
Dan Goldie Financial Services, LLC
2409 Park Boulevard,
Palo Alto, CA   94306
Call : (650) 566-1111

With offices in San Jose and Palo Alto, DGFS is listed as one of Barron's Magazine and The Financial Times top wealth advisors in the U.S. DGFS is an independent financial advisor, financial planner, and investment advisor managing approximately $845 million for individuals and families. As a Registered Investment Adviser, we have a legal fiduciary obligation to our clients.We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.Our mission is to be the trusted advisor for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and... read more>>

Zain Griffith, Financial Advisor from California,
(797 views)
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Zain
Dash Investments
9701 Wilshire Blvd.,
Beverly Hills, CA   90212
Call : (415) 748-9181

Dash Investments is a fee-only independent investment firm recently ranked by "Money Magazine" as one of the top financial advisory firms in the country. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

Zain Griffith, Financial Advisor from California,
(1322 views)
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Zain
Dash Investments
9701 Wilshire Blvd,
Beverly Hills, CA   90212
Call : (424) 333-6114

Dash Investments is a fee-only independent investment firm recently ranked by "Money Magazine" as one of the top financial advisory firms in the country. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

David Bobrowsky, CFP®
1261 Locust St.,
Walnut Creek, CA   94596
Call : (925) 322-0799

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000.As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

Jim Dillon, Financial Advisor from California,
(470 views)
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Jim
Dillon Financial Services
9700 Business Park Drive,
Sacramento, CA   95827
Call : (916) 380-3164

Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial Services, has been in business as an independent financial advisor since 2007. Jim offers his clients comprehensive financial planning services, retirement planning, and investment portfolio management. Jim also works with business entities that sponsor qualified company retirement plans. Many times these types of clients are unaware of the excessive costs their plans are paying and the liability the sponsors are personally exposed to. Jim Dillon is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated.Registrations Include: Series 6, Series 7, Series 63, Series 65.California Insurance License: 0F21878Licensed to sell securities in CAInformation provided is from sources believed to be reliable, however, we cannot guarantee or represent that... read more>>

Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA   93010
Call : (805) 445-1992

We provide a holistic, goals based retirement planning and investment approach focused on helping individuals, couples, and small business owners keep more of their income and assets after taxes, after inflation, despite market downturns and healthcare costs. Our services include: fee based investment planning and management, retirement income planning, estate planning, income tax planning, and insurance planning. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. Our Principle Our company is based on the principle that education and understanding of your financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an ... read more>>

Ryan Gunn, CFP®, Financial Advisor from California,
(1278 views)
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Ryan
Gunn Financial Associates
2629 Townsgate Rd., Suite 245,
Westlake Village, CA   91361
Call : (888) 902-5999Ext2

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to individuals, families and small business owners who desire a high-touch level of service.Our firm has over 40 years of experience in financial planning and its elements of accounting, taxes, investments and insurance. We assist clients with analysis and decisions regarding their financial goals and build and preserve their wealth.Financial Planning & Investment Services Include:-Management of retirement & non-retirement investments-Income & retirement cash flow planning-Reducing income taxes now and in the future-Planning to preserve your assets and income-Estate planning in preparation for incapacity or death

Insight Wealth Strategies
5000 Executive Parkway,
San Ramon, CA   94583
Call : (925) 659-8020

Welcome to Insight Wealth Strategies. We are dedicated to helping our clients define and create a plan to reach their financial goals. We pride ourselves on delivering objective, strategic and prudent advice designed to help our clients accumulate, protect and transfer wealth. Our comprehensive, personalized service focuses on understanding your objectives in any or all of the following areas: retirement planning, investment planning, estate planning, tax reduction strategies and/or business succession planning.We have offices across the Bay Area: San Ramon, Livermore, and Point Richmond, and in Houston, TX. We are conveniently located to better suit our clients' needs. Our professionals have over 100 years combined of experience in financial services. We can help address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Rodd Miller, CFP®, Financial Advisor from California,
(899 views)
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Rodd
Miller Wealth Management
1901 Camino Vida Roble,
Carlsbad, CA   92008
Call : (760) 856-4428

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us to design and implement comprehensive strategies tailored specifically to your unique financial needs.Building trust with our clients is the cornerstone of our business. Our relationship-focused business helps our clients feel comfortable and confident with us.With Miller Wealth Management at your side, you benefit from our steadfast commitment to always place your best interests first. You can count on us to focus on your complete financial well-being and offer honest communication, prompt response, and an ongoing, consultative approach to managing your wealth.

My Portfolio Guide, LLC
3020 Old Ranch Parkway,
Seal Beach, CA   90740
Call : (888) 474-8433

Every financial advisor should differentiate itself from the competition…but how many truly do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it’s being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you’ll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing…we will) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY... read more>>

New Stage Investment Group®
520 S El Camino Real Ste 320,
San Mateo, CA   94402
Call : (650) 458-0312

We are an independent fee-based investment management and financial planning firm that seeks to work with good people.Our financial advice and guidance is built upon a personal financial plan. Our investment management seeks to use lower cost, tax efficient investments when creating, investing and monitoring a personally tailored investment portfolio.

Pacific Crest Global Wealth Management
2131 Palomar Airport Rd.,
Carlsbad, CA   92011
Call : (858) 755-9192

Discover a comprehensive wealth management firm located in the north county of San Diego, CA that brings a world of unbiased, independent investment knowledge to affluent families throughout the United States. At Pacific Crest, we address everything we do by considering how we would want to be treated by the very best of professional advisors. We manage each portfolio with the care and prudence we use in managing our own family and personal investments. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Pacific Crest Global Wealth Management and IFG are unaffiliated entities.

Pacific Financial Planners
30131 Town Center Drive, Suite 105,
Laguna Niguel, CA   92677
Call : (949) 219-0692

Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care.Creating the Income, Growth and Safety you desire through:Portfolio Management & Capital PreservationCost and Risk Control Establishing Long-Term RelationshipsIntegrity - Service - Financial Solutions

Palm Capital Management
2945 Townsgate Road Suite 200,
Westlake Village, CA   91361
Call : (805) 727-2000

Palm Capital Management is a d/b/a of Dynamic Wealth Advisors (CRD #151367), a registered investment advisor. The firm's mission is simple. We want to provide peace-of-mind. In doing so, we service our Clients by providing objective advice without any hidden agendas. As fiduciaries, we are obligated to act in the best interests of our Clients at all times.Our services include personalized financial planning, retirement planning, investment management, and risk management. We differentiate ourselves by providing competitively-priced solutions with exceptional service.

Providence Financial & Insurance Services, Inc
20335 Ventura Boulevard, Suite 125,
Woodland Hills, CA   91364
Call : (818) 887-6443

Providence Financial & Insurance Services provides comprehensive financial, estate and tax planning education and services for clients in the greater Los Angeles area. We specialize in conservative investment strategies for baby boomers and retirees. Our service first philosophy means we invest our time in you and listen to your situation before ever asking you to become a client.At Providence Financial, we listen to our client's needs and concerns and educate them on their financial options. We then help them make informed decisions and come up with a customized financial action plan. Investing can be tricky, but our experience and knowledge in financial and estate planning, investment portfolios and asset management help us to maximize our clients’ goals. It’s what we’ve been doing for 15years!When it comes to preparing for retirement, it is critical to find a financial advisor who cares about your life savings as much as you do. Anthony A. Saccaro, Chartered Financial Consultant... read more>>

John Borger, Financial Advisor from California,
(971 views)
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John
Royal American Financial Advisors, LLC
27192 Newport Rd., Suite 4,
Menifee, CA   92584
Call : (951) 679-2065

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the other founders of Royal American want the focus to be on the client. They believe that if the focus is on the client by providing the best possible financial products and service available, the bottom line will take care of itself. John has chosen to work with a limited number of select clients to accomplish his goal of excellent service for his clients and to spend more quality family time with Cara, Tyler and Trevor. Royal American Financial Advisors links our success to the success of our clients. Our clients interest always comes first. We have the ability to be objective about investments that suit our clients needs, style & goals.

Eric Pritz, CFP®, Financial Advisor from California,
(419 views)
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Eric
Signature Estate & Investment Advisors
1848 S. Elena Avenue,
Redondo Beach, CA   90277
Call : (310) 712-2349

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client Confidential, unbiased, high quality financial advice is the core of our wealth... read more>>

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