TOP 30 Financial stewardship in California

Green Wealth Management is a finance institution located at 2600 East Bidwell Street in Folsom, California, United States. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals while also promoting environmentally sustainable practices. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. At Green Wealth Management, we believe in creating a prosperous future for both our clients and the planet.

Core Family Office is a comprehensive financial services institution located at 6700 Fallbrook Avenue in Los Angeles, California. Specializing in finance, insurance, and real estate services, Core Family Office is dedicated to providing top-tier financial management and wealth preservation solutions for individuals and families. With a team of experienced professionals, Core Family Office offers personalized services tailored to meet the unique needs and goals of each client. Whether seeking investment advice, insurance coverage, or assistance with real estate transactions, clients can trust Core Family Office to deliver expert guidance and support.

Rick Tasker, Robertson Stephens is a finance institution located at 2455 Bennett Valley Road in Santa Rosa, California, United States. Rick Tasker, the Managing Director and Principal, specializes in pension consulting and has over 30 years of experience in the retirement marketplace. He provides consulting and fiduciary advisory services to plan sponsors nationwide, focusing on plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. Additionally, Rick offers wealth management investment services to individuals, trusts, and non-profit organizations. He holds a bachelor's degree in Business Administration, is a former Certified Public Accountant, and has earned the Global Financial Steward and Accredited Investment Fiduciary designations. The institution is known for building holistic financial plans for families and their wealth.

Sustainvest Asset Management LLC is a finance institution located at 755 Baywood Drive, Petaluma, California, United States. Specializing in portfolio management for sustainable minded investors, the institution offers unparalleled experience in honest asset management. Clients benefit from customized portfolio construction with regular performance, allocation, and sustainability reviews. Rest assured that your assets are following a sustainable and responsible discipline, considering environmental, social, and corporate governance criteria to generate long-term financial returns and positive societal impact. As an independent registered investment advisor, Sustainvest provides conflict-free advice tailored to each client's financial goals. Fees are based on assets under management, with comprehensive investment management at lower than industry norm pricing. There is no minimum charge to become a client. Sustainvest Asset Management is dedicated to impact investing and sustainable practices, helping clients sleep soundly knowing their portfolios align with their values.

Jim Bargetto Wealth Advisor at Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we offer tailored solutions to meet your needs. Trust in Jim Bargetto Wealth Advisor at Morgan Stanley for expert guidance and exceptional service in the world of finance.

Granite Capital Management is a finance institution located at 5707 Redwood Road in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. We specialize in investment management, financial planning, and wealth management strategies. At Granite Capital Management, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.

Bank of America Private Client Advisor Maryam Shah Hosseini is a dedicated finance professional located at 333 South Hope Street in Los Angeles, California. Maryam believes in creating unique wealth frameworks tailored to each client's specific needs and goals. With a background in international business and extensive experience in wealth management, trust and estate planning, and specialized offerings such as art lending and next-generation stewardship, Maryam is committed to helping her clients achieve their financial objectives. Having joined Bank of America Private Bank in 2009, Maryam has a wealth of experience in working with high-net-worth individuals, businesses, and institutions. She takes pride in providing personalized strategies that aim to meet her clients' best interests both now and in the future. With a focus on innovation and a commitment to excellence, Maryam and her team at Bank of America Private Bank strive to help clients navigate the complexities of managing significant wealth and plan for long-term financial success.

Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Cheryl Catharine Smith offers expert financial advice and guidance to high-net-worth individuals and families. As a trusted advisor, she helps clients navigate the complexities of investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a top choice for those seeking comprehensive financial solutions.

Kennedy Shaw - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. With licenses in multiple states, including Arizona, California, Idaho, Minnesota, Nevada, New York, Oregon, and Wisconsin, Kennedy Shaw - Thrivent offers clarity for your current financial position and confidence for your future endeavors. Specializing in guiding couples, women, and divorced women through their financial journeys, Kennedy Shaw provides personalized advice, tools, and guidance tailored to fit your unique circumstances and goals. They view money as a means, not an end, and strive to optimize your finances regardless of your starting point. At Kennedy Shaw - Thrivent, financial planning is approached with careful consideration to comprehend your individuality, values, and goals. Their purpose-driven approach offers advice rooted in your purpose and aligned with what matters most to you. With a focus on treating money as a tool, not a goal, Kennedy Shaw - Thrivent provides robust financial strategies to guide you towards your financial destination.

JKL Wealth is a premier finance institution located at 731 Highway 101 in Solana Beach, California. Our team of experienced financial experts is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of financial services, including investment management, retirement planning, and wealth preservation strategies. At JKL Wealth, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us at our Solana Beach location to discover how JKL Wealth can help you build and protect your wealth.

Bank of America Private Client Advisor Ryan C. Olson is located at 555 California Street, San Francisco, California, United States. Ryan is a Senior Vice President who specializes in helping high net worth and ultra-high net worth families, executives, entrepreneurs, and individuals manage their financial lives. With nearly 20 years of experience, Ryan works closely with multiple generations of families to develop integrated wealth strategies tailored to their specific needs and goals. He leads a team of specialists who provide a range of financial services, including investment management, credit and banking, trust and estate planning, and wealth transfer. Ryan is passionate about philanthropy and advises clients on impactful giving strategies. He is dedicated to financial education, empowerment, and next-generation stewardship, and volunteers with non-profits focused on promoting financial awareness. Ryan holds a B.A. from Doane University and an M.B.A. from Saint Mary’s College of California. He resides in Moraga with his wife and children and enjoys traveling, golfing, and reading in his spare time.

Nomah Cronk is a renowned finance institution located at 4250 Executive Square in San Diego, California, United States. With a team of experienced professionals and a commitment to excellence, Nomah Cronk offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management solutions, or assistance with financial planning, Nomah Cronk is dedicated to helping you achieve your financial goals. Visit us today to experience the difference that our expertise and personalized approach can make in your financial future.

Everything's In Order is a reputable accounting and finance institution located on Elm Avenue in Galt, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to ensure that everything is in order. Trust us to handle your financial needs with precision and care.

Modis Advisors P.C. is a leading accounting and finance institution located at 10620 Treena Street in San Diego, California. Specializing in personal income taxes and monthly business plans, Modis Advisors offers a team of dedicated advisors who are committed to providing exceptional service and expertise. Clients praise the professionalism and client-centric approach of Peter Kim and his team, emphasizing their knowledge, accessibility, and attention to detail. Whether you are a startup or a medium-sized venture, Modis Advisors is dedicated to helping you achieve financial success and growth. Contact Modis Advisors today for unparalleled fiscal counsel and stewardship.

Sierra Managed Accounting Services is a professional accounting and finance institution located at 924 Anacapa Street in Santa Barbara, California, United States. Our team of experienced accountants and financial experts provide comprehensive managed accounting services to help businesses streamline their financial operations and achieve their goals. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, our dedicated team is here to help. Contact us today to learn more about how Sierra Managed Accounting Services can support your business.

Kim's Professional Services is a reputable accounting and finance institution located at 4757 South Broadway in Los Angeles, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, our experts are dedicated to helping our clients achieve their financial goals. Visit us today to experience top-notch service and personalized financial solutions.

Markley Karen is a reputable accounting and finance institution located at 31842 Via Faisan in Trabuco Canyon, California, United States. With a strong focus on providing top-notch financial services, Markley Karen is dedicated to helping individuals and businesses manage their finances effectively. The institution prides itself on its experienced team of professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you need assistance with tax preparation, financial planning, or investment strategies, Markley Karen is the go-to destination for all your accounting and finance needs.

Weaver Valuation & Consulting Inc is a reputable institution located at 8611 Greenback Lane in Orangevale, California, United States. Specializing in providing expert valuation and consulting services, their team of professionals offers comprehensive and accurate assessments for a wide range of properties and assets. Whether you are in need of real estate appraisals, business valuations, or consulting services, Weaver Valuation & Consulting Inc is dedicated to delivering top-notch service and reliable advice to help you make informed decisions. Trust in their expertise and commitment to excellence for all your valuation and consulting needs.

Welcome to the Novato Finance Department, your trusted partner in financial management and local government services. Conveniently located at 922 Machin Avenue, Novato, California, our department is dedicated to providing exceptional accounting and finance services to support the fiscal health and sustainability of our community. As a vital component of the local government, we are committed to transparency, accountability, and efficiency in managing the city's financial resources. Our experienced team works diligently to ensure accurate financial reporting, effective budget management, and responsible stewardship of public funds.

Welcome to Ventura City Budget & Accounting, your trusted partner in financial stewardship for the vibrant community of Ventura, California. Conveniently located at 501 Poli Street, our office is dedicated to ensuring the transparent and efficient management of city finances. As a vital component of the local government, we specialize in overseeing the city’s budgeting processes, accounting operations, and financial planning. Our team of experienced professionals is committed to maintaining fiscal responsibility, promoting accountability, and supporting the city’s economic growth. At Ventura City Budget & Accounting, we strive to enhance public trust by providing clear and accessible financial information to residents and stakeholders alike. Visit us to learn more about our services and how we are working to secure a prosperous future for Ventura.

Welcome to the Ventura County Treasurer's Office, your trusted local government office dedicated to serving the financial needs of Ventura County residents. Conveniently located at 800 South Victoria Avenue, Ventura, California, our office is committed to ensuring transparency, accountability, and efficiency in managing public funds. As the financial steward for Ventura County, the Treasurer's Office is responsible for the collection, custody, and investment of county funds, ensuring the financial stability and growth of our community. We work diligently to manage tax collections, safeguard public monies, and provide accurate financial reporting.

Welcome to Ventura County Parks-Operation, your gateway to the natural beauty and outdoor adventures of Ventura, California. Nestled at 800 South Victoria Avenue, our parks offer a serene escape from the hustle and bustle of daily life. Whether you're looking to enjoy a peaceful picnic, embark on a scenic hike, or simply relax amidst nature, Ventura County Parks provide the perfect setting. Our parks are meticulously maintained to ensure a clean and safe environment for all visitors. With a variety of landscapes ranging from lush greenery to breathtaking coastal views, there's something for everyone to enjoy. Families can take advantage of our well-equipped playgrounds, while nature enthusiasts will appreciate our diverse trails and wildlife.

Welcome to Playa Christian Church Located at 12221 Juniette Street, Los Angeles, California, Playa Christian Church warmly invites you to join our vibrant community. Nestled in the auditorium of Playa Del Rey School, we are more than just a place of worship; we are a family eager to welcome you with open arms.

Welcome to the Hawthorne City Treasurer's Office, your trusted partner in managing the financial health of our vibrant community. Conveniently located at 4455 West 126th Street, Hawthorne, California, our office is dedicated to providing efficient and transparent financial services to residents, businesses, and local government entities. As a key component of the local government, the Hawthorne City Treasurer's Office specializes in accounting and finance, ensuring the responsible stewardship of public funds. Our professional team is committed to maintaining the highest standards of fiscal integrity and accountability, offering a range of services including tax collection, revenue management, and financial reporting.

Welcome to the Long Beach City Auditor's Office, where accountability, transparency, and integrity are at the core of our mission. Located at 411 West Ocean Boulevard, Long Beach, California, we proudly serve the vibrant Long Beach community by ensuring that city resources are used efficiently and effectively. Our dedicated team conducts independent audits, reviews, and investigations to enhance public trust and improve city operations. We are committed to providing objective insights and recommendations that foster good governance and financial stewardship. Visit our office or explore our website to learn more about our work and how we strive to make Long Beach a better place for all its residents.

Welcome to the Environmental Services Bureau, your trusted local government office located at 2929 East Willow Street, Long Beach, California. We are dedicated to serving the Long Beach community by providing essential environmental services and ensuring a sustainable future for our city. As part of our commitment to transparency and community engagement, the Office of the City Treasurer, housed within our bureau, is devoted to offering residents, customers, and business partners easy access to any unclaimed money held by the City. Our team is here to assist you with all your environmental and financial inquiries, fostering a cleaner, greener, and more connected Long Beach. Visit us today to learn more about our services and how we can assist you.

Welcome to the Rohnert Park Finance Department, your trusted partner in managing the financial health of our vibrant community. Conveniently located at 130 Avram Avenue, Rohnert Park, California, our department plays a pivotal role in ensuring the fiscal stability and transparency of local government operations. As a dedicated accounting and finance office, we provide a range of essential services, including budget management, financial reporting, and auditing, all tailored to meet the needs of our residents and businesses. Our committed team of professionals works diligently to uphold the highest standards of financial stewardship and accountability. Whether you're a resident seeking information about city finances or a business owner looking for guidance, the Rohnert Park Finance Department is here to assist you. Visit us today to learn more about how we contribute to the economic well-being of our community.

Welcome to the City of Oxnard Finance Department, your trusted partner in financial management and public service excellence. Located in the heart of Oxnard, California, our office is dedicated to ensuring the city’s financial health and sustainability. As a key local government office specializing in accounting and finance, we provide a comprehensive range of services designed to support the fiscal needs of our community. Our team of experienced professionals is committed to transparency, accountability, and efficiency in managing the city’s financial resources. We oversee budgeting, financial reporting, and revenue collection, ensuring that public funds are utilized effectively to enhance the quality of life for all residents.

Welcome to the City of Arcata Finance Department, your trusted local government office committed to serving the financial needs of our vibrant community. Conveniently located at 736 F Street, Arcata, California, our department plays a crucial role in managing the city's fiscal responsibilities with transparency, efficiency, and integrity. Our dedicated team is here to ensure the effective stewardship of public funds, overseeing budgeting, accounting, and financial reporting for the city. We are committed to maintaining the highest standards of financial management and accountability to support the city's goals and enhance the quality of life for all residents.