Certified Financial Planners Fresno CA

Local resource for certified financial planners in Fresno. Includes detailed information on local certified financial planners, accountants, and financial advisors, as well as advice and content on companies that offer advice on how to become a financial planner.

Michael Gorman
Wiiken & Gorman LLC
(707) 769-0200
775 Baywood Drive, Suite 306
Petaluma, CA
Expertises
Ongoing Investment Management, Real Estate Investments, Retirement Planning & Distribution Rules, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Daniel Beatty
John W. Brooker & Co., CPAs
(510) 638-1815
80 Swan Way, Suite 300
Oakland, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Randall May
Randy May Financial Planning
(408) 879-2363
1999 S. Bascom Avenue, Suite 700
Campbell, CA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, PhD

Neerja Bhutani
Bhutani-Palmin Financial Planning, LLC
(925) 262-8445
712 Bancroft Rd . # 752
Walnut Creek, CA
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Kenneth Gross
Strategic Financial
(805) 494-1825
One Boardwalk Avenue, Suite 103
Thousand Oaks, CA
Expertises
Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Bruce Barton
Parkworth Wealth Management, Inc.
(408) 436-9800
1737 N. First Street, Suite 290
San Jose, CA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

David Little
Eclectic Associates, Inc.
(714) 738-0220
1021 W. Bastanchury Road, Suite 120
Fullerton, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Charitable Giving - Trusts & Foundations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®

Janet Wan
Sierra Pacific Financial Advisors
(510) 438-6878
39899 Balentine Drive, Suite 200
Newark, CA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Patricia Jennerjohn
Focused Finances,LLC
(877) 746-7914
286 Santa Clara Avenue, Suite B
Oakland, CA
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Scott Dauenhauer
Meridian Wealth Management
(949) 916-6238
38162 Sherwood Street
Murrieta, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MSFP