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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Aaron Jason Werner, CFP®

Raymond James & Associates
(213) 327-1023

444 S Flower St Ste 3870
Los Angeles, CA 90071-2933
View on Map
(213) 327-1023

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Gregory L. Bernhardt, CFP®

Clayton Financial Consulting Group
(925) 954-7313

2121 N California Blvd Ste 290
Walnut Creek, CA 94596-7351
View on Map
(925) 287-8880

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Retirement Planning, Women's Finances

Contact
Kristopher De La Pena, CFP®

Ameriprise Financial Services, Inc.
(111) 111-1111

10880 Wilshire Blvd Ste 1000
Los Angeles, CA 90024-4126
View on Map
(310) 954-2544

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Investment Management

Contact
Gregg W. Whelan, CFP®

Rayomond James and Associates
(949) 734-2242

660 Newprot Center Dr.
Ste 570
Newport Beach , CA 92660-8040
View on Map
(949) 734-2242

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Investment Planning, Long-Term Care, Retirement Income Management

Contact
William J. Fries, CFP®

Fries Financial Services
(949) 305-8545

1940 E 17th St
Santa Ana, CA 92705-8606
View on Map
(714) 667-2639

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Robert Sam Piscitello, CFP®

RBP Financial Services
(661) 222-2540 x1

25370 Diamond Pl.
Unit 503
Santa Clarita, CA 91350-2986
View on Map
(661) 222-2540

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Daniel J. White, CFP®

Morgan Stanley Smith Barney
(619) 238-6294

101 W Broadway
Ste 1800
San Diego, CA 92101-8298
View on Map
(619) 238-6294

101 W Broadway
Ste 1800
San Diego, CA 92101-8298
View on Map
(619) 238-6294

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Contact
Kendall J. Kramer, CFP®

Ameriprise Financial
(415) 777-1517

455 Market St Ste 1480
San Francisco, CA 94105-2442
View on Map
(415) 777-1517

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management, Retirement Planning

Contact
David O Hamer, CFP®

Morgan Stanley Smith Barney
(209) 576-3207

1020 10th St. #200
Modesto, CA 95354-0851
View on Map
(209) 576-3207

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Brandt L Kuhn, CFP®

Integrated Wealth Management
(760) 969-7102

74245 Highway 111 Ste 201
Palm Desert, CA 92260-4156
View on Map
(760) 969-7102

787 N. Palm Canyon Dr
Palm Springs, CA 92262-5507
View on Map
(760) 969-7102

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Vincent J. Whelan, CFP®

Whelan Financial
(559) 228-8002

735 West Alluvial
Ste 101
Fresno, CA 93711-5702
View on Map
(559) 228-8002

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, General Financial Planning, Investment Management, Life Transitions, Planning for Couples

Contact
Stephen P. Gregory, CFP®

Gregory Associates
(925) 370-3739

304 Crestview Ave
Martinez, CA 94553-3581
View on Map
(925) 838-9110

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Doohan Hong, CFP®

MetLife
(213) 923-9311

150 S Los Robles Ave Ste 750
Pasadena, CA 91101-4681
View on Map
(213) 923-9311

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Korean, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: Yes

Specialties: Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning

Contact
John J. Parrillo, CFP®

John J. Parrillo, Wealth Manager
(858) 485-8839

3110 Skyline View Gln
Escondido, CA 92027-6933
View on Map
(858) 485-8839

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning, Securities

Contact
Stewart John Viets, CFP®

Lincoln Financial Advisors
(707) 253-2644

1700 Soscol Ave Ste 2
Napa, CA 94559-1347
View on Map
(707) 253-7929

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management

Contact
Benjamin J. Hill, CFP®

Hill Financial Advisors
(805) 449-1132

2815 Townsgate Rd
Ste 100
Westlake Village, CA 91361-3087
View on Map
(805) 449-1132

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Rick LaBare, CFP®

RBC/UNION CAPITAL
(888) 228-5631

44 Princeton Dr
Rancho Mirage, CA 92270-3159
View on Map
(888) 228-5631

Compensation Method: Commission Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact
Brian R. Carruthers, CFP®

Brian R Carruthers & Assoc
(949) 464-1900

301 Forest Avenue
Laguna Beach, CA 92651-2115
View on Map
(949) 464-1900

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Sudden Wealth Management

Contact
Susan Katherine Campbell, CFP®

North Berkeley Investment Part
(510) 528-5820

900 Colusa Avenue, Suite 201
Berkeley, CA 94707-2321
View on Map
(510) 528-5820

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: Spanish, Mandarin, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Scott A. Sprague, CFP®

Sprague Wealth Solutions LLC
(925) 328-0400

2400 Camino Ramon Ste 266
San Ramon, CA 94583-4328
View on Map
(925) 659-0280

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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