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TOP 30 Cfp advisor in California
464 results found
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Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc.
Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 131 South Rodeo Drive in Beverly Hills, California, United States. With a team of experienced professionals led by Jason J. Wolsefer, who is a Certified Financial Planner and Chartered Retirement Plans Specialist, the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise to secure your financial future.
EP Wealth Advisors
EP Wealth Advisors is a finance institution located at 11400 West Olympic Boulevard in Los Angeles, California, United States. Our priority is helping you achieve your financial goals through our in-depth planning-based approach. As an independent financial advisor, we offer objective investment recommendations with our fee-only approach. Our team of CFPs, tax and estate professionals, and portfolio managers work together to build your personalized financial plan. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure we stay informed of your progress and any life changes. With a wide range of wealth management services, EP Wealth is here to serve your needs conveniently. Recognized as one of the 2023 Inc. 5000 Fastest-Growing Private Companies in America and a recipient of the Los Angeles Business Journal's Best Places to Work award, EP Wealth is dedicated to providing personalized touch and deep expertise to help you focus on what's important.
Lucianna Molinari - Financial Advisor, Ameriprise Financial Services, LLC
Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."
K.W. Jones Wealth Management - Financial Advisor - Kyle W. Jones, CFP, AAMS, ADPA
K.W. Jones Wealth Management is a leading financial advisory firm located in Culver City, California. Led by experienced financial advisor Kyle W. Jones, CFP, AAMS, ADPA, the institution provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning, investment management, and retirement planning, K.W. Jones Wealth Management is dedicated to helping clients build and preserve their wealth for the future. Visit us at 10000 Washington Boulevard to learn more about how we can help you secure your financial future.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC, located at 2121 Avenue of the Stars in Los Angeles, California, is a prestigious finance institution led by President and CEO Brian D. Holmes, a seasoned professional with over 35 years of experience in investment management. SEIA and its affiliates manage an impressive $17.0 billion of assets as of December 31, 2021. Brian, a founding partner of SEIA, has received numerous accolades, including being named to Barron's Hall of Fame in 2019. The institution also boasts talented advisors like Cole Brownell, CFA®, CFP®, who specializes in investment and retirement strategies, and Carlos F. Sanabria, CFA®, who manages the RFP Department. Both advisors bring a wealth of knowledge and experience to the team, ensuring top-notch service for clients.
Juerg " George" Ciceri, CFP
Juerg "George" Ciceri, CFP is a finance institution located at 445 Ultimo Avenue, Long Beach, California, United States. Specializing in asset allocation, the institution follows the principle that a portfolio's return is primarily determined by asset allocation. Utilizing Exchange Traded Funds (ETFs) for diversified exposure to various asset classes, the institution also incorporates individual securities and Mutual Funds for larger portfolios. With a focus on value-based investing, the institution aims to overweight investments that are attractively valued. It is never too early to start planning for your financial future, and Juerg "George" Ciceri, CFP is here to help you achieve your financial goals.
Linda A. Walker, CFP
Linda A. Walker, CFP is a renowned financial institution located at 1 World Trade Center in Long Beach, California, United States. Specializing in financial planning and wealth management, Linda A. Walker, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of certified financial planners, the institution provides comprehensive services including retirement planning, investment management, estate planning, and more. Trustworthy and dedicated, Linda A. Walker, CFP is committed to helping clients secure their financial future and build a solid foundation for long-term success.
Timothy Joseph Wallender, CFP
Timothy Joseph Wallender, CFP is a finance institution located at 1129 Highland Avenue in Manhattan Beach, California, United States. As a Certified Financial Planner, Timothy Joseph Wallender offers expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, this institution is dedicated to providing top-notch financial guidance to individuals and families in the Manhattan Beach area and beyond.
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Norm Cauntay, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the dedicated team at Edward Jones is committed to providing personalized solutions tailored to your individual needs. Trust Edward Jones to guide you towards a secure financial future.
Phillip Vertin, CFP - Prudential Financial Planning Services
Phillip Vertin, CFP - Prudential Financial Planning Services is a reputable finance institution located at 222 North Pacific Coast Highway in El Segundo, California. With a focus on providing expert financial planning services, Phillip Vertin, a Certified Financial Planner, leads a team dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the professionals at Prudential Financial Planning Services are here to provide personalized guidance and support. Trust in their expertise and commitment to helping you secure a stable financial future.
Don Harrington, CFP
Don Harrington, CFP is a prestigious financial institution located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California. As a Certified Financial Planner (CFP), Don Harrington offers expert financial advice and services to individuals and businesses looking to secure their financial future. With a strong reputation for integrity and professionalism, Don Harrington, CFP is dedicated to helping clients achieve their financial goals and make informed decisions about their money. Whether you are looking for retirement planning, investment advice, or estate planning, Don Harrington, CFP is committed to providing personalized and comprehensive financial solutions to meet your needs.
Joom Um CFP | Tax Expert and Financial Advisor | Beverly Hills CA
Joom Um CFP is a leading institution in Beverly Hills, California, offering expert tax and financial advisory services. With a team of highly skilled professionals, Joom Um CFP provides top-notch accounting and finance solutions to individuals and businesses in the area. Whether you need help with tax planning, investment strategies, or retirement planning, Joom Um CFP is dedicated to helping you achieve your financial goals. Contact them today at their Beverly Hills location for personalized and comprehensive financial advice.
Merrill Lynch Financial Advisor James S. Morner
Merrill Lynch Financial Advisor James S. Morner is located at 3010 Old Ranch Parkway in Seal Beach, California. James Morner is a Wealth Management Advisor with certifications including CFP, CRPC, and CPFA. He helps affluent families and business owners with their financial needs by creating customized strategies based on their goals and priorities. With 14 years of experience in the financial industry, James joined Merrill Lynch Wealth Management in 2007. His team is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, James can create personalized plans focused on achieving your goals. The institution offers investment insights, tips, and strategies to help you reach your financial goals. James believes in a consultative and objective approach to wealth management, focusing on the client's needs and priorities. With access to the resources of Merrill and Bank of America, James can help you manage, grow, and preserve your wealth while considering your long-term financial needs. Whether you are planning for retirement, education, or transferring wealth to future generations, James can help you create a financial approach that reflects your unique personality and goals. Contact Merrill Lynch Financial Advisor James S. Morner to start working towards your financial goals today.
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With years of experience in the financial services industry, Jay is dedicated to helping individuals, families, and businesses achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Plans Specialist, CRPS designation. Jay's personalized approach focuses on understanding your goals and priorities, and he works with you to create a financial plan that reflects your unique needs. By staying informed and regularly reviewing your financial approach, Jay helps you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or preparing to pass your wealth to future generations, Jay is committed to helping you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Jay can provide comprehensive financial solutions tailored to your needs. Contact Jay Hwang to start working towards your financial goals today.
Dwight Nakata, CPA, CFP(R)
Dwight Nakata, CPA, CFP(R) is a reputable finance institution located at 17918 Pioneer Boulevard in Artesia, California, United States. Specializing in accounting and financial planning services, the institution is led by experienced professionals who are dedicated to helping clients achieve their financial goals. With a focus on providing personalized and comprehensive financial solutions, Dwight Nakata, CPA, CFP(R) is committed to delivering top-notch services to individuals and businesses alike. Contact them today to learn more about how they can help you navigate the complexities of finance and secure a prosperous financial future.
Spahr Financial Group - Brian L. Spahr, CFP
Spahr Financial Group, led by Certified Financial Planner Brian L. Spahr, is a reputable finance institution located at 18682 Beach Boulevard in Huntington Beach, California. With a focus on providing personalized financial planning services, Spahr Financial Group helps clients navigate the complexities of financial management to achieve their long-term goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Brian L. Spahr and his team are dedicated to providing expert guidance and support every step of the way. Visit Spahr Financial Group today to start securing your financial future.
Lee Robinson, CFP, EA
Lee Robinson, CFP, EA is a reputable accounting and finance institution located at 315 3rd Street in Huntington Beach, California, United States. With a team of experienced Certified Financial Planners and Enrolled Agents, we offer expert financial planning and tax preparation services to individuals and businesses. Our personalized approach and dedication to client satisfaction set us apart as a trusted partner in achieving financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Stan DiLiberto, CPA, CFP , Inc.
Stan DiLiberto, CPA, CFP, Inc. is a reputable accounting and finance institution located at 12501 Seal Beach Boulevard in Seal Beach, California, United States. With a team of certified public accountants and certified financial planners, we offer a wide range of financial services to individuals and businesses. Our experienced professionals provide personalized financial guidance and strategic solutions to help our clients achieve their financial goals. Whether you need tax preparation, financial planning, or investment advice, Stan DiLiberto, CPA, CFP, Inc. is committed to providing the highest level of expertise and customer service. Visit us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
At Edward Jones - Financial Advisor: Jonathan M Lising, CFP®, located at 135 South State College Boulevard in Brea, California, you can trust in personalized financial guidance from a Certified Financial Planner. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Jonathan M Lising and his team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is a trusted name in the finance industry. Visit us today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Harvey Ivory, CFP®
Edward Jones - Financial Advisor: Harvey Ivory, CFP® is a reputable finance institution located at 120 Vantis Drive in Aliso Viejo, California, United States. With a focus on providing personalized financial planning services, Harvey Ivory, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, Harvey Ivory and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Ken Park
Merrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.
Martin A. Shapiro , CFP, MSFS
Martin A. Shapiro, CFP, MSFS is a reputable finance institution located at 500 North State College Boulevard in Orange, California, United States. Specializing in financial planning and wealth management, Martin A. Shapiro offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner (CFP) designation and a Master of Science in Financial Services (MSFS) degree, Martin A. Shapiro is dedicated to providing top-notch financial services to individuals and businesses in the Orange area. Trust Martin A. Shapiro for all your financial needs and secure a prosperous financial future.
Merrill Lynch Financial Advisor Brandon J Baldwin
Merrill Lynch Financial Advisor Brandon J Baldwin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Brandon Baldwin joined Merrill Lynch Wealth Management in 2011 and is dedicated to helping clients achieve their financial goals. He holds an M.B.A. with a concentration in Finance from the University of La Verne and has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning CounselorSM designation. Brandon and his team believe in providing bespoke service tailored to each client's unique needs and objectives. They follow the Merrill Lynch Wealth Management Process to help clients establish clear objectives, define strategies, implement recommendations, and review progress. Brandon and his team focus on holistic financial planning and aim to become a trusted resource for each client. They prioritize understanding clients' goals and priorities, and work to develop personalized plans to help them achieve financial security. Brandon and his team are committed to building long-term relationships with clients and helping them navigate changes in their lives and in the financial markets. They provide personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Brandon Baldwin is registered to do business in multiple states and holds the necessary certifications to provide expert financial advice. Contact Merrill Lynch Financial Advisor Brandon J Baldwin for a personalized approach to achieving your financial goals.
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.
Warren Street Wealth Advisors, LLC
Warren Street Wealth Advisors, LLC is a finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. Our team of CFP® fiduciary advisors is dedicated to putting your best interests first. Since our establishment in 2015, we have prioritized our clients and strive to provide exceptional care and support for all their financial needs. When you work with a Warren Street advisor, you can expect personalized attention and expert guidance. Our team consists of four individuals, each with a specific role to ensure that every aspect of your financial plan is monitored and optimized. We are always available to answer your questions, address your concerns, and provide guidance on any financial decisions you may be considering.
South Orange County Financial Planning - David S. Lopez, CFP
South Orange County Financial Planning, led by Certified Financial Planner David S. Lopez, is a trusted institution located in Aliso Viejo, California. With a commitment to providing personalized financial planning services, our team helps clients navigate their financial goals and achieve long-term success. Whether you are looking to save for retirement, invest wisely, or plan for your children's education, we are here to guide you every step of the way. Visit us at 16A Journey to start planning for your financial future today.
Di Bello Financial - Annette Di Bello, CPA, CFP Inc.
Di Bello Financial - Annette Di Bello, CPA, CFP Inc. is a fee-only registered investment advisor located in Irvine, California. Specializing in serving the complex needs of high-net-worth clients, the institution has a strong focus on tax planning and tax-efficient investing. Portfolios are actively managed in-house using high-quality individual stocks, bonds, and ETFs to meet each client's unique goals and risk tolerance. Annette, the firm's founder, brings over 35 years of experience in accounting, tax, financial planning, and investing, holding top financial designations. As a 100% fiduciary firm, Di Bello Financial always puts clients' best interests first, providing transparent and unbiased financial advice. With a commitment to creating efficient and tax-efficient portfolios, the institution offers a comprehensive approach to financial planning and investment management.
Edward Jones - Financial Advisor: Lucy E Walther, CFP®
At Edward Jones - Financial Advisor: Lucy E Walther, CFP®, located at 4100 Newport Place in Newport Beach, California, United States, you will find expert financial guidance and personalized advice from a Certified Financial Planner. Whether you are planning for retirement, saving for college, or investing for the future, Lucy E Walther and her team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted institution for all your financial needs.
Dale A. Wood, CFP
Dale A. Wood, CFP is a financial institution located at 22954 El Toro Road in Lake Forest, California, United States. Specializing in financial planning and investment management, our team of Certified Financial Planners (CFP) is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources needed to secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.
2E Wealth Management, Inc / TCFG Wealth Management, LLC / Paul J Toohey, CFP AIF
2E Wealth Management, Inc, also known as TCFG Wealth Management, LLC, and led by Paul J Toohey, CFP AIF, is a reputable finance institution located at 140 South Chaparral Court in Anaheim, California, United States. Specializing in wealth management, the institution offers personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, 2E Wealth Management, Inc / TCFG Wealth Management, LLC / Paul J Toohey, CFP AIF is dedicated to providing expert advice and guidance to help individuals and families secure their financial future.
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