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Explore Financial Advisors Serving California

Review the services of 312 financial advisors in California, including San Diego, Los Angeles and San Francisco. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Alameda (1)
Alamo (1)
Alpine (1)
Auburn (3)
Belvedere Tiburon (1)
Benicia (1)
Berkeley (5)
Beverly Hills (4)
Brea (2)
Burlingame (1)
Calabasas (2)
Campbell (1)
Capitola (1)
Carlsbad (4)
Carpinteria (1)
Chico (1)
Chula Vista (1)
Compton (1)
Concord (2)
Coronado (1)
Culver City (1)
Cupertino (3)
Danville (1)
Davis (1)
Del Mar (1)
Dublin (1)
El Dorado Hills (2)
El Segundo (2)
Elk Grove (1)
Encinitas (4)
Encino (1)
Fairfax (1)
Fallbrook (1)
Folsom (2)
Fresno (1)
Fullerton (1)
Garden Grove (2)
Gardena (1)
Glendale (1)
Glendora (1)
Granite Bay (1)
Huntington Beach (1)
Irvine (13)
Kentfield (1)
La Mesa (2)
Lafayette (2)
Larkspur (4)
Livermore (1)
Lompoc (1)
Long Beach (2)
Los Alamitos (1)
Los Altos (1)
Los Angeles (22)
Los Gatos (2)
Menlo Park (2)
Mill Valley (2)
Monterey (1)
Moorpark (1)
Mountain View (1)
Murrieta (1)
Napa (1)
Newport Beach (6)
Oakhurst (1)
Oakland (8)
Ontario (1)
Orange (3)
Pacific Grove (1)
Palm Desert (2)
Palm Springs (3)
Palo Alto (3)
Pasadena (8)
Penryn (1)
Placerville (1)
Pleasanton (1)
Rancho Cucamonga (3)
Rancho Mirage (1)
Red Bluff (1)
Redlands (1)
Redondo Beach (1)
Redwood City (2)
Riverside (1)
Rohnert Park (1)
Rosemead (1)
Roseville (7)
Ross (1)
Sacramento (6)
San Diego (27)
San Fernando (1)
San Francisco (21)
San Jose (4)
San Juan Capistrano (2)
San Luis Obispo (5)
San Martin (1)
San Mateo (5)
San Rafael (5)
San Ramon (4)
Santa Barbara (4)
Santa Clara (1)
Santa Cruz (2)
Santa Maria (1)
Santa Monica (1)
Santa Rosa (3)
Sausalito (1)
Seal Beach (2)
Sebastopol (1)
Simi Valley (1)
Solana Beach (1)
Temecula (1)
Thousand Oaks (1)
Torrance (3)
Turlock (1)
Union City (1)
Ventura (2)
Victorville (1)
Walnut Creek (9)
Westlake Village (6)
Whittier (1)
Yucca Valley (1)
Not rated yet
The Options Lady
Not rated yet
We have worked on over 550 California divorce cases with specialized financial expertise
Expert divorce financial planning and analysis by Laurie Itkin, CDFA, serving California with over 550 cases. Specializing in equity compensation analysis and retirement account tracing.
Divorce Financial Analysis Equity Compensation Apportionment Retirement Account Tracing
(858) 220-4736 Call Profile
Not rated yet
Ascend Financial Advisers
Not rated yet
We offer personalized financial plans tailored to your unique goals.
Ascend Financial Advisers in Irvine, CA offers personalized financial planning, investment management, and QDRO services to help clients achieve long-term financial security.
Financial Planning Retirement Planning Estate Planning
(949) 450-1234 Call Profile
Not rated yet
RHS Financial
15 Years
Not rated yet
We act as fiduciaries, prioritizing your best interests in every decision.
RHS Financial offers tailored wealth management solutions for tech professionals in the Bay Area and globally, focusing on financial planning, tax strategies, and investment management to secure your financial future.
Financial Planning Investment Management Tax Planning
(415) 495-2900 Call Profile
Not rated yet
Diligence Wealth Management
16 Years
Not rated yet
We offer personalized wealth-building solutions tailored to individual life circumstances
Personalized financial planning and investment management services in Roseville, CA. Specializing in retirement planning, wealth management, and tax-optimized strategies for families and small businesses.
Financial Planning Investment Management Retirement Planning
(916) 905-7526 Call Profile
Not rated yet
Modern Financial Planning
8 Years
Not rated yet
We specialize in equity compensation planning for tech industry professionals
Modern Financial Planning offers expert financial advisory services in Oakland, CA, specializing in stock options and RSUs for tech professionals. Trusted, fiduciary-driven, and fee-only.
Financial Planning Investment Management Tax Reviews
(510) 519-7009 Call Profile
Not rated yet
Wealth Legacy Group
Not rated yet
We offer integrated planning solutions for complex financial needs
Wealth Legacy Group offers comprehensive financial planning for entrepreneurs and professionals in San Diego, CA. With 30+ years of expertise, we specialize in wealth management, estate planning, and legacy solutions tailored to your unique needs.
Business Planning Legacy Planning Retirement Planning
(858) 569-0633 Call Profile
Not rated yet
Citrine Capital
12 Years
Emergency
Not rated yet
We offer 24/7 personalized client support with guaranteed 24-hour response times.
Citrine Capital offers personalized wealth management and tax planning services for tech professionals and entrepreneurs in San Francisco and beyond.
Wealth Management Tax Preparation Investment Management
(415) 494-8262 Call Profile
Not rated yet
Urban Wealth Management Group
14 Years
Not rated yet
We operate as fiduciaries, always acting in your best interests with full transparency.
Urban Wealth Management Group offers personalized wealth management solutions for affluent individuals, combining fiduciary responsibility with data-driven strategies to optimize financial outcomes.
Investment Management Financial Planning Retirement Planning
(424) 277-2260 Call Profile
Not rated yet
Dorsey Wealth Management
15 Years
Not rated yet
We specialize in addressing women's unique financial challenges in retirement.
Dorsey Wealth Management offers personalized retirement planning and investment management for women in Torrance, CA, ensuring financial security and confidence through transparent, fee-only advisory services.
Retirement Planning Investment Management Tax Planning
(310) 370-7776 Call Profile
Not rated yet
Ellen B. Holden Personal Financial Planning
Not rated yet
25+ years as a Certified Financial Planner
Certified Financial Planner in West LA offering retirement planning, budgeting strategy, and tax preparation services. Fee-only advisor with 25+ years experience helping clients achieve financial security through personalized planning.
Retirement Planning Budgeting Strategy Tax Preparation
(310) 287-2095 Call Profile