| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence.
We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| David Barson | Barson Financial Planning | San Mateo | CFP, MBA | Percentage of assets, One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| Justin Waller | Waller Financial Coaching | Folsom | CEPA, CFP | Flat fee or retainer |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Vladimir Kouznetsov | Retegy LLC | Irvine | CFP, EA | Percentage of assets, Hourly |
| Arnie Cabiles | Achievable Wealth | Benicia | CFP, EA | Ongoing planning fee |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Paul Crosbie Straightforward, tax-informed plans for do-it-yourselfers who want sound advice they can understand and carry out on their own. | WealthMap Planning | San Luis Obispo | CPA/PFS | One-time planning fee, Hourly |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. | Ty Rollins, Inc. | Walnut Creek | MBA, EA | Subscription |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Christie Whitney | Rebalance | Palo Alto | CFP | Percentage of assets |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Alison Shannon | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Anthony Leonti | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brynne Speizer | Corvus Wealth Advisors | San Luis Obispo | CFP | Percentage of assets |