| Nycole Freer | Eden Financial | Aliso Viejo | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Jennerjohn | Focused Finances, LLC | Oakland | CFP, MBA | Hourly, Ongoing planning fee |
| Patricia Johnson | Raise Financial Advisors | Oakland | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Vladimir Kouznetsov | Retegy LLC | Irvine | CFP, EA | Percentage of assets, Hourly |
| Whitney Kelley | Pathways Advisory Group, Inc. | Fresno | CFP | Percentage of assets, Hourly |
| Arnie Cabiles | Achievable Wealth | Benicia | CFP, EA | Ongoing planning fee |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Ginger Ames | Whisper Financial LLC | Cobb | CFP, EA | Percentage of assets, Hourly |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jay Hutchins | The Wealth Conservatory | Plymouth | AEP, AIFA, CDFA, CFP | One-time planning fee, Ongoing planning fee |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Maureen Recker | Bridgelane Financial | San Francisco | CFP, MBA | Percentage of assets, Hourly |
| Mike Biggica | Pixel Financial Planning, LLC | San Francisco | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Shalmali Kulkarni | Pathview Wealth Advisors | San Diego | CFP, Certified Student Loan Professional, CPA, EA | Percentage of assets, Hourly |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Thao Truong | Anora Wealth | San Marcos | CFP, CDFA | Percentage of assets, Fixed fees |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Bridget Harkins | Wheels Up Wealth, Inc. | Benicia | CFP | One-time planning fee |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Jonathan Wong | Layari Financial | Fullerton | CFP, APMA, CRPC | Percentage of assets, Fixed fees |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Joshua Richardson | R&R Financial | Brea | CFP | Percentage of assets |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Cheeks | ImpactFI | San Francisco | CFP | Percentage of assets, Fixed fees |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | Percentage of assets |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Mark Boujikian | Keymark Financial | Rolling Hills Estates | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Nicole Peterkin | Peterkin Financial | Encinitas | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |