Local CA Financial Advisors
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DW Financial
1230 N. Jefferson St., Ste. \"K\"
Anaheim, CA 92807
P. (714) 632-0500DW Financial Inc. (DWF) attempts to maximize client returns over multiple year time frames for a specified level of risk primarily using no load mutual funds. The agreed upon level of risk for each client is discussed in detail with that client, and the c
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Bair Financial
3131 Camino Del Rio North, Suite 1200
San Diego, CA 92108
P. (619) 497-2279I will work with you to help you determine what\'s important to you in your life. Together, we\'ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor. If you are feeling overwhelmed with
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DeJong Financial Planning
1545 River Park Drive, Suite 407
Sacramento, CA 95815
P. (916) 922-5508De Jong Financial Planning was founded in 1985 by Steven H. De Jong. Mr. De Jong has built a solid client base over the last 22 years and holds the following licenses and registrations: * Registered Principal, General Securities* * Registered
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Holistic Solutions
POB 2286
Sebastopol, CA 95473
P. (707) 758-0171Holistic Solutions is a Registered Investment Advisor, CA License #925-3140. We are located in the village of Sebastopol, Sonoma County, California, with a nationwide clientele. Owned and operated by Christopher Peck, Holistic Solutions maintains the
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Tetley Wealth Solutions
3403 Tenth St Suite 820
Riverside, CA 92501
P. (951) 782-0280As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to acc
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AmeriDream Financial Services, Inc.
5060 California Avenue, #554,
Bakersfield, CA 93309
P. (714) 826-0700AmeriDream Financial Services, Inc. in Bakersfield, CA serves Residential, Commercial, Industrial customers. We offer services in Real Estate Loans. We specialize in Real Estate Loans. Our Hours of Operation are: Mon-Sun: 12:00 AM-12:00 AM We are proud to
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Winer Wealth Management, Inc.
21243 Ventura Boulevard, Suite 207
Woodland Hills, CA 91364
P. (818) 673-1695Richard Winer, the founder, president and CEO of Winer Wealth Management, Inc., is a nationally recognized authority on retirement and IRA distribution planning. Known for his ability to identify critical financial planning mistakes and oversights, he h
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Grossman Financial Management
940 Adams Street, Suite L
Benicia, CA 94510
P. (707) 745-8756Mr. Grossman is the Principal of Grossman Financial Management, which he established in 1998. Mr. Grossman is a Certified Financial Planner, SEC Registered Investment Advisor, and Accredited Investment Fiduciary. He has been professionally engaged in fin
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John Waddell & Company
3416 American River Drive, Suite A
Sacramento, CA 95864
P. (916)488-2460John Waddell founded our firm in 1953, and was joined shortly thereafter by his wife, Fern. Both John and Fern were pioneers in establishing the public accounting profession, both locally and nationwide. John was involved in establishing top nationwide p
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Lucas Group Financial Planners, Inc.
1545 River Park Dr., Suite 401
Sacramento, CA 95815
P. (916) 921-9220Gregory Lucas has been a financial planner for over 20 years, providing advice to private clients, retirement plans and small business owners. Greg graduated from University of California, Davis with a B.A. in Economics. He received the Certified Financia
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Yeske Buie
220 Montgomery Street Suite 900
San Francisco, CA 94104
P. (800) 772-1887Dr. David B. Yeske, CFP? earned a doctorate in finance from Golden Gate University and an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990. Dave is a past Cha
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Western Financial Planning Corporation - San Diego
5186 Carroll Canyon Rd, Suite 100
San Diego, CA 92121
P. (888) 465-PLANWestern Financial Planning Corporation has its roots in a family legacy. In the early 1950\'s Louis V. Schooler\'s father, Eugene B. Schooler, began organizing real estate investment groups which invested in land. In 1963, Eugene incorporated EBS Land Co
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Tri-Circle Financial & Insurance Services
1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701
P. (714) 560-9022Tri-Circle is the synergy that is created at the intersection of planning, protection, and growth. * Planning - We help solve problems by getting to know you and your business. We start with your top needs, wants, and resources and develop plans to
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Croce & Company
501 West Weber Avenue Suite 500
Stockton, CA 95203
P. (209) 943-2222Croce & Company\'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, c
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Independent Financial Advisors, LLC
5995 Brockton Avenue Suite B
Riverside, CA 92506
P. (951) 328-0894James specializes in providing expertise in company retirement plans as a Accredited Investment Fiduciary. He offers an \"open architecture\" platform to companies providing a unique combination of top investment options and administration/recordkeeping s
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BROUWER & DEJONG An Ameriprise Platinum Financial Services Practice
7433 N 1st St Ste 102 and 104
Fresno, CA 93720
P. (559) 490-7030(559) 490-7030 7433 N 1st St Ste 102 and 104 Fresno, CA 93720 Contact Information I\'ve been helping people reach their goals for 25 years. Are you looking for ways to reach your financial goals in today's volatile market? Whether you're s
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Ameriprise Private Wealth Advisory Practice
50 W San Fernando St Ste 900
San Jose, CA 95113
P. (408) 918-5300Areas of Focus * Investment Advice * Income Tax Planning Strategies * Retirement Planning Strategies * Domestic Partner Planning * Protection and Insurance * Estate Planning Strategies * Saving for Education * Asse
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FINANCIAL RESOURCE ASSOCIATES, INC.
2161 Delaware Avenue Suite C
Santa Cruz, CA 95060
P. (831) 458-1125inancial Resource Associates, Inc. is a financial services firm specializing in comprehensive Financial Planning, Estate Planning, Divorce Planning, Investment Advisory services, Tax Planning, Retirement Planning, Education Planning, Insurance Services an
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The Law Offices of Joel Loquvam
444 West Ocean Avenue Suite 800
Long Beach, CA 90802
P. (562) 508-4293A native Californian, Joel grew up in Oakland, California, and graduated from The George Washington University with a double major in Political Science and Environmental Studies. Joel worked for two years in Washington, D.C., as a state legislation analys
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TABR Capital Management, LLC
500 N State College Blvd Suite 1320
Orange, CA 92868
P. (714) 704-9180Our approach to the markets can be summed up in three words: Disciplined Risk Management. In fact, TABR is an acronym for \"Technical Analysis Based Risk-Management.\" We believe that avoiding significant losses is as important to investment success an
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Laura J. Boxer, R.I.A., LLC
7564 Terrace Drive
El Cerrito, CA 94530
P. (510) 525-7835LAURA J. BOXER REGISTERED INVESTMENT ADVISOR PERSONAL FINANCIAL PLANNER Laura J. Boxer has been in the financial services industry since 1968. She began as a stockbroker in NYC with Smith Barney (their current name - in 1968 its name was Cogan, Be
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Centaurus Financial, Inc.
2300 E. Katella Ave Suite 200
Anaheim, CA 92806
P. (714) 456-1790Ann Wilson serves as Executive Assistant to the CEO for Centaurus Financial, Inc. In this role Ms. Wilson oversees the coordination of corporate strategic initiatives. Ms. Wilson also serves as the Managing Partner for Hamilton Strategic Marketing, in whi
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Monterey Financial Planning
3060 Redwood Drive
Marina, CA 93933
P. (831) 384-0572Financial Planning The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial planning process starts with gathering information. For t
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Regal Wealth Group
12501 Seal Beach Blvd, Suite 280
Seal Beach, CA 90740
P. (800) 381-7431Christine Klein Financial Advisor Christine Klein joined Regal Wealth Group in 2005 as a client relations specialist before becoming a licensed investment advisor. She is currently enrolled at the University of California, Irvine (UCI) where she is
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Financial Planning Consultants, LLC (FPC)
333 W. Santa Clara Street Suite 830
San Jose, CA 95113
P. (408) 287-7911Marc G. Parkinson, CPA/PFS Mr. Parkinson has extensive experience working with closely held businesses and high net worth individuals, with an emphasis on planning and profitability. He specializes in succession planning and wealth transfer for indiv
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Wealth by Design, LLC
3030 Bridgeway, Ste.109
Sausalito, CA 94965
P. (415) 332-1840Wealth by Design, LLC was founded by Barbara Bachelder and Kerstin Eriksson-Splawn in 2003 to bring our unique expertise together for the purpose of providing comprehensive financial planning and investment management to our clients to help them achieve t
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Rita McGowan, CFP
P.O. Box 3040
Santa Rosa,, CA 95402
P. (707) 542-4402\"There is no greater gift we can give ourselves and our children than financial independence - the choice of how and where to live our lives.\" Since 1981 I have had the privilege of offering financial services to clients with varied goals but a share
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Opis Companies
30 Hackamore Lane, Ste 1
Bell Canyon, CA 91307
P. (818) 999-6747Opis Advisors, Inc. ? Opis Advisors, Inc.? is a Registered Investment Advisor providing investment advisory services on a pure fee basis. We do not receive commissions or transaction fees of any kind including commissions on the purchase, ownership or
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Marc A. Gallo Financial Services Representative Financial Planner
3131 Camino Del Rio North Suite 1200
San Diego, CA 92108
P. (619) 641-3651Marc joined the Financial Planning Division, an office of MetLife, in late 2001. His practice has developed from assisting retiree\'s with their long-term care insurance needs to comprehensive financial planning. \"I had clients who were getting advice
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Diaz Consulting
1811 Kentfield Ave. , CA
Redwood City, CA 94061
P. (650) 400-2539Peter B. Diaz, CPA is a San Francisco Bay Area Native raised in Menlo Park, California. He lives in Redwood City with his wife Lana and their Golden Retriever, "Harley." He is a licensed Certified Public Accountant with over 23 years of Tax Experience. Hi