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Financial Planners Certified in California

Darien Tung - Ameriprise Financial Services, Inc. photos
Darien Tung - Ameriprise Financial Services, Inc., Redwood City
Redwood City / California / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stan DiLiberto, CPA, CFP®, Inc. photos
Stan DiLiberto, CPA, CFP®, Inc., Seal Beach
Seal Beach / California / United States
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My professional staff and I are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
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Legacy Wealth Management photos
Legacy Wealth Management, Brea
Brea / California / United States
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At Legacy Wealth Management, we help you meet your objectives through a combination of situational analysis, disciplined asset management, and excellent client service. We strive to anticipate and address any challenges as they occur, keeping you on-track toward a meaningful and purpose-driven financial future.
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Gemlife Financial photos
Gemlife Financial, Pasadena
Pasadena / California / United States
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WE’RE HERE TO HELP YOU BUILD A BETTER RETIREMENT As you approach retirement or even if you are already in retirement , your goals and needs can change drastically. You need a Smart Money Specialist that understands these changes and knows how to provide solutions to these unique challenges. Our goal is to bring financial awareness and assist you in taking charge of your financial future so that you can retire comfortably and stress free.
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Lentini Financial Advisory photos
Lentini Financial Advisory, Newhall
Newhall / California / United States
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Lentini Financial Advisory is a financial services agency that has been a family-owned business for over 50 years. Our specialty is working with businesses and individuals to accumulate and preserve wealth by designing customized plans. We determine clients financial goals and create a path to help achieve them. Individual plans are created after meeting with our clients to determine their values, goals, risk tolerance and specific needs. Next, a strategic solution is designed with products from well known industry leaders. Building business and personal relationships with our clients is our priority. We are in frequent contact by personal meetings, telephone calls, seminars, our newsletter, blog and email. Our goal is to keep you up to date on industry changes, pertinent investment information and the status of your accounts.
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Silicon Valley Bank photos
Silicon Valley Bank, Sherman Oaks
Sherman Oaks / California / United States
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Silicon Valley Bank’s Los Angeles office is one of the locations where SVB helps innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world.
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Monica Hensley - Ameriprise Financial Services, Inc. photos
Monica Hensley - Ameriprise Financial Services, Inc., Fresno
Fresno / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Jonathan Wong - Ameriprise Financial Services, Inc. photos
Jonathan Wong - Ameriprise Financial Services, Inc., Chino Hills
Chino Hills / California / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Householder Group photos
Householder Group, Orange
Orange / California / United States
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What Really Matters The decisions you make today have a profound effect on your future financial health. Are you sure your financial plan is right for you? Did your financial advisor tailor his presentation for your needs, or to fit the small collection of products he represents? Householder Group Estate and Retirement Specialists seeks to manage the financial independence of our clients through a retirement and estate planning model that has the independence to access a wealth of quality products deployed through a selective network of integrated investment and wealth management professionals. At Householder Group we do not represent a group of investment products. You can rely on our advice to be in your best interest. We look for ways to save you money today and make your money work harder for you in the future. Our Vision To improve the lives of our clients, by working with them to help accomplish their financial objectives. Our Mission To provide sound, unbiased advice on retirement planning, tax planning, estate planning, investments and risk management to our clients. Maintain an independent environment, where our advisors are free to focus on the best possible strategies for their clients. Our Values We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.
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Ashkan Afrasiab - Ameriprise Financial Services, Inc. photos
Ashkan Afrasiab - Ameriprise Financial Services, Inc., Long Beach
Long Beach / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Riky Hanan - Ameriprise Financial Services, Inc. photos
Riky Hanan - Ameriprise Financial Services, Inc., Walnut Creek
Walnut Creek / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Mary Kay Wright - Ameriprise Financial Services, Inc. photos
Mary Kay Wright - Ameriprise Financial Services, Inc., Walnut Creek
Walnut Creek / California / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Kornerstone, Inc photos
Kornerstone, Inc, Chico
Chico / California / United States
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At Kornerstone, we provide custom investment solutions that are transparent, easy to understand and wholly focused on meeting your unique goals. Consistent and regular communications surrounding our research as well as current market and economic conditions ensure our clients are well informed with their portfolios. Please note our mailing address: P.O. Box 6189 Chico, CA 95927
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Philip Michael Harrison - Ameriprise Financial Services, Inc. photos
Philip Michael Harrison - Ameriprise Financial Services, Inc., San Diego
San Diego / California / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Richard Bryan Pitt - Ameriprise Financial Services, Inc. photos
Richard Bryan Pitt - Ameriprise Financial Services, Inc., Petaluma
Petaluma / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edelman Financial Engines photos
Edelman Financial Engines, Visalia
Visalia / California / United States
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Our Visalia office is by appointment only. The Edelman Financial Engines Advisor Center in Visalia serves the areas of Kings, Tulare, Kern and San Luis Obispo counties. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
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Silicon Valley Bank photos
Silicon Valley Bank, Santa Monica
Santa Monica / California / United States
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Silicon Valley Bank’s Santa Monica office is one of the locations where SVB helps innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world.
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Educators Retirement Services photos
Educators Retirement Services, Orange
Orange / California / United States
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Educators Retirement Services offers educators a full range of financial products and services. We believe that tax planning and retirement planning should be top priorities for individuals and families of all ages and income ranges. We offer a variety of products and services as we are able to customize a plan for our clients. We know that educators give a lot to their communities in time and effort, so we try to make retirement planning a simple process for them.
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()IntoWealth , Will Yang, photos
()IntoWealth , Will Yang, , Milpitas
Milpitas / California / United States
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(IntoWealth)Will YangEva Weng LPL,, LPL Financial Planner & Investment Executive IntoWealth ,,,,,(,),,,
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Neal Littlejohn - Ameriprise Financial Services, Inc. photos
Neal Littlejohn - Ameriprise Financial Services, Inc., San Diego
San Diego / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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