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TOP 30 Financial planning for women in California
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Today's Dentistry
Today's Dentistry, located at 1688 Willow Street in San Jose, California, is a top-tier institution dedicated to creating and maintaining healthy smiles that inspire confidence. As a trusted dentist in San Jose, we offer a full range of the latest and most advanced dental procedures designed to meet the needs of every member of your family. Our experienced team provides precise and gentle care in a comfortable and caring environment. Dr. Peter K. Lee, DDS, is a general and cosmetic dentist at Today's Dentistry, offering a wide range of dental services to men, women, and children of all ages in the Bay Area. With a focus on excellence and staying at the forefront of advances in dental technology, we provide the finest quality dental care to our patients.
Courtney Khashabi - State Farm Insurance Agent
Courtney Khashabi - State Farm Insurance Agent is a trusted insurance agency located at 901 Sunvalley Boulevard in Concord, California. Conveniently situated next to Sunvalley Mall, in the same building as Stat Med Urgent Care and Dominos Pizza, we are proud to serve the communities of Concord, Walnut Creek, Pleasant Hill, and the Greater Bay Area. Additionally, we offer insurance services in Oregon, Arizona, and Nevada. As your local State Farm Insurance Agency, we strive to provide personalized insurance solutions tailored to your needs. Whether you require auto insurance, homeowners insurance, business insurance, renters insurance, condo insurance, pet insurance, life insurance, or more, we are here to help. Our team of experienced professionals, including Courtney, Giovanni, Connie, Michelle, and Beth, collectively have 70 years of experience in serving policyholders.
Fibonacci Gold
Fibonacci Gold is a trendy clothing store located at 13000 Folsom Boulevard in the charming city of Folsom, California. Known for its stylish and unique selection of clothing, Fibonacci Gold offers a wide range of fashion-forward pieces for men and women. Whether you're looking for the perfect outfit for a night out on the town or just want to update your wardrobe with the latest trends, Fibonacci Gold has something for everyone. With a reputation for excellent customer service and a welcoming atmosphere, a visit to Fibonacci Gold is sure to be a delightful shopping experience.
Fairchild Insurance Agency
Fairchild Insurance Agency, located at 3230 Arena Boulevard in Sacramento, California, is a trusted insurance agency specializing in life insurance, fixed annuities, and mortgage protection plans. Our top priority is to help our customers find the best coverage to protect what matters most in life. As an Independent agency, we have the flexibility to work with a variety of top carriers to tailor the perfect coverage for your individual needs. Life insurance is a vital part of financial planning, providing a safety net for your loved ones. However, a lapsed policy can undermine its purpose. To prevent this, it is essential to be proactive in maintaining your coverage. At Fairchild Insurance Agency, we can guide you on how to avoid lapsed life insurance policies and ensure the continuity of your coverage.
Todo Para Ellos
Todo Para Ellos is a one-stop shop located at 155 East Stetson Avenue in Hemet, California, offering a wide range of services including clothing, finance, and store items. Our clothing store features trendy and affordable fashion for men, women, and children. In addition, our finance services provide assistance with budgeting, loans, and financial planning. Our store section offers a variety of household items, electronics, and accessories for all your needs. Visit Todo Para Ellos today for all your shopping and financial needs in one convenient location.
Hayfork Community Health Clinc
Hayfork Community Health Clinic is a health institution located at 6961 California 3, Hayfork, California, United States. We offer a range of primary services including family practice, pediatrics, primary and urgent care, on-site laboratory services, and substance use disorder treatment. Our clinic provides sick infant/child exams, child health/wellness exams, immunizations for children, women's health exams, family planning services, adult medical exams, employment/sports/school physicals, seniors health services, and telemedicine consultation. We also have an on-site Financial Services Representative available to assist low-income, uninsured, and under-insured residents with accessing programs. Visit us for comprehensive and compassionate healthcare services.
MemorialCare Saddleback Medical Center
MemorialCare Saddleback Medical Center, located at 24451 Health Center Drive in Laguna Hills, California, is a renowned institution recognized for its exceptional medical expertise and compassionate care for patients and families. With 50 years of experience serving the Orange County community, the center offers a wide range of services including cancer treatment, heart care, emergency medicine, joint replacements, and women's health services. The Women's Hospital at MemorialCare has recently renovated birthing suites, providing expectant families with a comfortable and supportive environment for delivering their babies. The Joint Replacement Centers offer a unique patient experience for those in need of hip and knee replacements, allowing for a fast return to active living free from pain.
Sheilla Vidal
Sheilla Vidal is a finance and insurance agency located at 490 Chadbourne Road, Fairfield, California, United States. Our institution specializes in providing financial planning with heart for women and health care providers. We go beyond just focusing on numbers, and truly care about your total well-being throughout your financial journey. Our holistic approach ensures that you can live with dignity, ease, and grace, while achieving your financial goals. At Sheilla Vidal, we offer dignity planning, which encompasses a comprehensive approach to financial planning for longevity, long-term care needs, and maximizing your legacy. Our goal is to help you live and retire with dignity, honoring your values, goals, and autonomy.
Principal Life Insurance Co
Principal Life Insurance Co is an insurance agency located at 181 Metro Drive, San Jose, California, United States. At Principal Life Insurance Co, we believe in helping you protect what matters most. Whether it's your life, your wages, or your future goals, we offer a range of insurance products and services to meet your needs. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are proud to celebrate expertise, excellence, and equality in sports. Our mission is to help you feel confident about investing in your future, whether it's for retirement, education, or any other big goals you have in mind.
Gracie Perez
Gracie Perez is a reputable accounting and finance institution located at 192 East Elm Avenue in Coalinga, California, United States. With a team of experienced professionals, Gracie Perez offers top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Gracie Perez is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to ensure your financial success.
Shannon Purmalis - State Farm Insurance Agent
Shannon Purmalis - State Farm Insurance Agent is a trusted insurance agency located at 891 Baker Street in Costa Mesa, California. Shannon, a licensed State Farm agent, is dedicated to helping you with your insurance needs in California. Whether you are looking for car insurance to protect you on the road or life insurance to provide financial security for your loved ones, Shannon can assist you in finding the right coverage. The office is conveniently located just south of the 73 Freeway, at the corner of Baker and Bear. Shannon is a proud wife, mother, and grandmother who enjoys staying active with activities like pickleball, paddle-boarding, and snow skiing. She is also actively involved in supporting young women through the South Coast Chapter of the National Charity League.
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
Wasson Investment Services
Wasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals. Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
Alese Greene - State Farm Insurance Agent
Alese Greene - State Farm Insurance Agent is an insurance agency located at 625 Water Street in Santa Cruz, California. Our team is dedicated to serving all your insurance needs, whether it be auto, home, renters, life, health, and more. We have been affiliated with State Farm since 1992 and are proud members of the Women in Business Santa Cruz Chamber. Our office is dog-friendly and we are committed to providing great service to the residents of Santa Cruz County. We offer a range of insurance products, including auto insurance, home insurance, and life insurance. Our team is licensed to serve the entire state of California, and we are here to assist small business owners in Santa Cruz and help with relocations to the area. We also provide information on important topics such as financial planning, special needs guardianships, and the dangers of drunk driving.
Guzman Law Group
Located in Manhattan Beach, California, the Guzman Law Group has been serving the Los Angeles community for over 30 years under the leadership of founder Denise M. Guzman. Specializing in business and finance transactions, trust and civil litigation, estate planning, and trust administration, the firm also focuses on entertainment law and celebrity estates due to its proximity to Hollywood. Certified as a Women’s Business Enterprise, the Guzman Law Group offers high-caliber legal services to a diverse clientele ranging from entrepreneurs and start-ups to mid-level companies. With expertise in regulatory and transactional matters involving financial institutions, the firm also provides strategic representation for businesses facing complex legal disputes. Additionally, the Guzman Law Group offers services in estate planning, trust administration, probate, intellectual property, real estate, and civil and trust litigation. Their experienced team is dedicated to providing individualized attention and effective solutions for their clients.
Farmers Insurance - Pa Vang
Farmers Insurance - Pa Vang is a premier insurance agency located at 807 Douglas Boulevard, Roseville, California, United States. Pa Vang is known for her heartfelt commitment to transforming lives beyond mere numbers, focusing on serving the community in areas of greatest need. She nurtures meaningful connections, delivers exceptional service, and crafts tailored solutions for her clients. Pa Vang is a dedicated advocate, trusted partner, and supporter of financial empowerment, particularly for women entrepreneurs. The agency's mission is to safeguard families and businesses from financial uncertainties, prioritizing integrity and clients' financial well-being. Their vision is to be a trusted partner in financial protection, offering top-tier life insurance and financial products. The slogan of the agency is "Time is money but Trust is everything!" Their values include relationship building, community support, trustworthiness, exceptional service, financial education, tailored financial solutions, and positive impact generation. Contact them for comprehensive coverage, auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or personal umbrella insurance. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliates underwrite the insurance policies offered by the agency. Farmers New World Life Insurance Company provides life insurance policies, and Farmers Financial Solutions, LLC offers securities. Each insurer has sole financial responsibility for its own insurance products. Contact Pa Vang's Farmers Agency for all your insurance needs and financial planning goals.
Farmers Insurance - Justin Vaughn
Farmers Insurance - Justin Vaughn is an insurance agency located at 2872 Cochran Street in Simi Valley, California. As a local Farmers® agent, Justin Vaughn helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience, Justin can assist with auto, home, renters, business insurance, and more. In addition to his insurance expertise, Justin proudly serves as the Women's Soccer coach for Simi Valley High School. Whether you need comprehensive coverage, collision coverage, or medical payments, Justin can help simplify the insurance process for you. Get in touch with Justin Vaughn for personalized assistance and to learn about insurance discounts that can help you save money. Protect your most valuable possession, your home, with Farmers® insurance products that have stood the test of time for over 80 years. Justin Vaughn can provide competitive rates and multi-line insurance discounts to ensure your home is protected in the event of a disaster. Review your Life insurance policy with Justin to create a plan that provides financial support for your loved ones. Renters insurance and condo insurance options are also available to protect your personal belongings.
New Creation Drug and Alcohol Treatment Center
New Creation Drug and Alcohol Treatment Center, located at 2511 McCarty Drive in Colton, California, is a health institution specializing in detox and addiction treatment. The flagship location, known as McCarty House, offers a structured environment with medical staff and a supportive atmosphere for individuals looking to overcome addiction. The facility provides individualized treatment to address personal issues that contribute to the cycle of addiction, with a focus on dual diagnosis clients dealing with mental health conditions such as depression, anxiety, and bipolar disorder. Flexible payment plans and insurance options, including Kaiser and PPO insurance, are available to ensure that financial concerns do not hinder recovery. Situated in the tranquil Reche Canyon area of Southern California, New Creation offers a serene environment with beautiful mountain views, private balconies, and a large yard to support successful recovery. Medically assisted detoxification is provided for safety and comfort, making it an ideal choice for those seeking rehab services.
CalPsychiatry Downtown LA
CalPsychiatry Downtown LA, located at 1127 Wilshire Boulevard in Los Angeles, California, is a leading health institution specializing in the treatment of mood disorders, anxiety disorders, ADHD, addiction, and women's mental health. Our team of dedicated psychiatrists takes a collaborative approach to treatment, working together to find solutions that work best for you. With flexible appointments available, including weekends and evenings, at multiple locations throughout California, we are here to support you when and where you need us. Conveniently located next to Good Samaritan Hospital and the Financial District, our office is easily accessible from the 6th Street exit off the 110 freeway. Let us help you get back to a life that feels authentic and whole.
Focus Strategic Solutions
Focus Strategic Solutions is a finance institution located at 9400 Honsa Avenue, Windsor, California, United States. We understand that no two retirements are alike, which is why we tailor our guidance to meet your specific needs. Whether you are looking to review your current financial outlook or create a retirement plan for the next 30-plus years, our experienced professionals are here to help. At FOCUS Strategic Solutions, we are dedicated to simplifying the complexities of the financial world and serving as your advocate. We work with pre-retirees, retirees, entrepreneurs, and confident women who want to take control of their retirement. Our services are designed to help you achieve your unique retirement goals.
Redwood Grove Wealth Management
Redwood Grove Wealth Management is a boutique financial life planning firm located at 100 Larkspur Landing Circle in Larkspur, California. Our mission is to empower busy families and independent women to lead fulfilling lives with financial peace of mind. We offer comprehensive financial planning and portfolio management services on a fee-only basis. At Redwood Grove, we believe in giving back to the community through pro bono work and financial education for children. We are also committed to environmental sustainability and minimizing our carbon footprint as stewards for our clients' capital.
Modern Family Finance
Modern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
Bell Investment Advisors
Bell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help. As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.
Capital Advantage, Inc.
Capital Advantage, Inc. is a finance institution located at 1855 Olympic Boulevard in Walnut Creek, California, United States. At Capital Advantage, we prioritize building strong personal relationships with our clients to help them develop a financial strategy that is tailored to their unique life, family, and goals. Our commitment is to assist you in defining and achieving your financial goals through highly personalized service, custom portfolio management, and tailored financial planning. We offer the expertise of large institutions with the personalized care and individual focus of an independently-owned wealth management firm. Whether you are just starting your financial journey or enjoying retirement, we have the expertise and customized solutions to address your specific situation and goals. Our advisors work with you to create a plan that protects and grows your wealth while providing clarity and confidence for your financial future.
Hendershott Wealth Management
Hendershott Wealth Management is a finance institution located at 2025 Gateway Place in San Jose, California, United States. Specializing in financial planning and investment management for high-net-worth women and couples, we offer fee-only fiduciary financial advisors and wealth managers who prioritize building a true financial partnership with our clients. Many women feel overwhelmed by finances and left out of wealth conversations, which is why we strive to provide a welcoming and inclusive environment for all clients. Our goal is to help you understand your financial options, maximize your investments, and prepare for all of life's milestones.
Saige Private Wealth
Saige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Gary Handler - Raymond James
Gary Handler - Raymond James is a prestigious finance institution located at 9595 Wilshire Boulevard in Beverly Hills, California. This institution offers private wealth management and corporate retirement plan management services, providing insightful financial and fiduciary guidance to individuals responsible for significant assets. The institution specializes in the careful management and preservation of generational wealth, offering a bespoke level of personal attention. Recognized for their excellence in the industry, Gary Handler - Raymond James has received accolades such as being named in the Financial Times 401 Top Retirement Advisors list in October 2020. They have also been featured in the Forbes ranking of America's Top Women Wealth Advisors and Barron's Top 100 Women Financial Advisors. Additionally, their advisors have been recognized by On Wall Street for their high production in wealth management.
Apella – Huntington Beach
Apella's Huntington Beach office, located at 5011 Argosy Avenue, Suite 7, in Huntington Beach, California, is a team of fee-only Registered Investment Advisors specializing in comprehensive wealth management services. Our dedicated team aims to empower primarily women and families to confidently navigate their financial lives, particularly during periods of significant change. With personal experiences in life-altering events, we offer unique insights and empathetic support to our clients. We believe that wealth is not just about the money you have, but also about using your resources to create the life you desire. Through our services, we help clients make the most of their financial resources to enhance their lives, support their families, and contribute to their communities.
Susan D. Marshall | CLU , ChFC
Susan D. Marshall | CLU , ChFC is a finance, health, and insurance agency located in Laguna Niguel, California, United States. If you want to live life on your terms, both before and during retirement, this is the place to be. With expert financial guidance, you can make your dreams a reality. Whether you need help with asset allocation, investment management, risk reduction, tax planning, long-term care, or creating multiple income streams, Susan D. Marshall has got you covered. As an Investment Advisor Representative and Life/Health Agent, Susan provides comprehensive financial strategies for retirement, health, and life insurance options. She specializes in helping business owners, families, and women achieve financial independence and security. With over 1,000 clients served, Susan has the experience and knowledge to guide you towards a secure financial future. "Protecting Your Future with Tax-Free Long-Term Care" is a top priority at this institution, addressing the concerns of many individuals over 50. Learn about paying for long-term care expenses without draining your finances and why you shouldn't rely solely on Medicare or Medicaid. Charisa French and Lea Ann, with their expertise and experience, are valuable assets to the team, ensuring meticulous attention to detail and effective marketing strategies.
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