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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
Terrence B. Byrnes, CFP®

Merrill Lynch
(408) 283-3090

50 W San Fernando St
Fl 16
San Jose, CA 95113-2426
View on Map
(408) 283-3090

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

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Mortgages, Retirement Income Management, Retirement Planning

Contact
Jared L. Papin, CFP®

UBS Financial Services, Inc.
(858) 344-3173

1200 Prospect St.
Suite #500
La Jolla, CA 92037-3653
View on Map
(858) 729-5212

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

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

Specialties: General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management

Contact
John D. Lee, CFP®

SGC Financial
(650) 227-0366

3 Waters Park Dr.
Suite 115
San Mateo, CA 94403-1162
View on Map
(650) 227-0366

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, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Walter S. Lapovich, CFP®

(310) 354-2958

18411 Crenshaw Blvd
Ste 401
Torrance, CA 90504-5062
View on Map
(310) 354-2958

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

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

Specialties: General Financial Planning, Insurance Planning, Retirement Planning

Contact
Barry Robert Taylor, CFP®

Integral Financial Solutions
(415) 291-9999

44 Montgomery Street
Ste 3030
San Francisco, CA 94104-4804
View on Map
(415) 291-9999

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

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Contact
Mary Rae Fouts, CFP®

Fouts Financial Group
(925) 979-9972

1547 Palos Verdes Mall #407
Walnut Creek, CA 94597-2228
View on Map
(925) 979-9972

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: None Provided

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

Contact
Jim P. Wood, CFP®

A Clear Strategy Investment and Retirement Planning
(925) 824-3112

2010 Crow Canyon Pl Ste 100
San Ramon, CA 94583-1344
View on Map
(925) 824-3112

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

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Daniel W. Leonard, CFP®

Rice Pontes Captial, Inc.
(925) 362-9575

2001 Crow Canyon Rd Ste 150
San Ramon, CA 94583-5388
View on Map
(925) 362-9575

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
Jeffrey L. Prince, CFP®

Morgan Stanley Wealth Management
(818) 715-1800 x825

21600 Oxnard St Ste 2000
Woodland Hills, CA 91367-4969
View on Map
(818) 715-1800

21600 Oxnard St Ste 2000
Woodland Hills, CA 91367-4969
View on Map
(800) 826-3229

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
Brian E. Soon, CFP®

Charles Schwab & Co., Inc
(916) 973-3629

3461 Fair Oaks Blvd Ste 125
Sacramento, CA 95864-5700
View on Map
(916) 973-3629

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

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

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Wealth Management

Contact
Derek G. Anthony, CFP®

Charles Schwab
(858) 551-6304

7777 Fay Avenue, STE 105
La Jolla, CA 92037-4325
View on Map
(858) 551-6304

1435 India St Unit 512
San Diego, CA 92101-2460
View on Map

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

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

Specialties: Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Investment Management, Mortgages

Contact
John C. Lindsey, CFP®

Securities America / Lindsey and Lindsey Wealth Management, Inc.
(805) 330-3700

4195 E Thousand Oaks Blvd Ste 125
Westlake Village, CA 91362-3860
View on Map
(805) 469-9792

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

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

Specialties: Asset Allocation

Contact
John Rohan, CFP®

Wells Fargo Advisors
(925) 280-2240

1880 Tice Valley Blvd
Walnut Creek, CA 94595-2224
View on Map
(925) 280-2240

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, Charitable Giving, Divorce Issues, Education Planning, Intergenerational Planning, Investment Management, Investment Planning

Contact
James T. Schwager, CFP®

Ameriprise Financial
(858) 622-9239

6725 Mesa Ridge Rd Ste 200
San Diego, CA 92121-2925
View on Map
(858) 622-9239

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, Business Succession Planning, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
David R. Wagner, CFP®

Morgan Stanley Wealth Management
(949) 717-5427

660 Newport Center Drive, Suite 1100
Newport Beach, CA 92660-6406
View on Map
(949) 717-5427

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management

Contact
Scott M. Draper, CFP®

Pennington Financial Group
(916) 635-5858

5371 Garlenda Dr
El Dorado Hills, CA 95762-5534
View on Map

11246 Gold Express Dr Ste 102
Gold River, CA 95670-4425
View on Map
(916) 635-5858

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

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

Specialties: Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Gregory R. Williams, CFP®

MetLife
(408) 224-2540

225 W Santa Clara St Ste 1450
San Jose, CA 95113-1751
View on Map
(408) 352-3965

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: Comprehensive Financial Planning

Contact
Robert J. Gillette, CFP®

J. P. Turner & Co., LLC
(562) 598-6200

5182 Katella Ave Ste 101
Los Alamitos, CA 90720-2848
View on Map
(562) 598-6200

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, Charitable Giving, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning

Contact
James L. Anderson, CFP®

Hollander Asset Strategies
(800) 506-3259

23679 Calabasas Rd Ste 552
Calabasas, CA 91302-1502
View on Map
(800) 506-3259

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: Retirement Planning

Contact
Jeffrey J. Dorman, CFP®

Dorman Advisory Services
(949) 831-3899

25172 Via Catalina
Laguna Niguel, CA 92677-7365
View on Map
(949) 831-3899

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

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

Specialties: General Financial Planning, Investment Management, Sudden Wealth Management, Wealth Management

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