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.

Scott Anderson
Anderson Financial Group
(949) 422-3484
4695 MacArthur Court #480
Newport Beach, CA
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, EA, MBA

Sean Burgess
Burgess Financial Planning
(415) 525-1041
222 Columbus Avenue, Suite 211
San Francisco, CA
Expertises
Hourly Financial Planning Services, Newlyweds & Novice Investors, Middle Income Client Needs, College/Education Planning, Investment Advice without Ongoing Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Leonard
Trovena LLC
(310) 697-0400
417 Beryl Street
Redondo Beach, CA
Expertises
Ongoing Investment Management, Advising Entrepreneurs, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CEA, CFP®

Michael Garber
Michael Garber Financial Planning
(408) 846-2977
605 Tennant Avenue, Suite I
Morgan Hill, CA
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, MSEE

Gary Smith
Pleasanton Financial Advisors, LLC
(925) 846-3768
1811 Santa Rita Road, Suite 211
Pleasanton, CA
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

William Bengen
Bengen Financial Services, Inc.
(619) 240-7349
997 Wind Cave Place
Chula Vista, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Robert Sullivan
Sullivan & Serwitz
(650) 949-2221
779 Altos Oaks Drive
Los Altos, CA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Alternative or Private Investments, Financial Issues Between Generations, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Daryoosh Khalilollahi
DABK, Inc. Financial Planning Services
(510) 703-9208
1563 Solano Ave., PMB 538
Berkeley, CA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Middle Income Client Needs, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MSEE

Janet Wan
Sierra Pacific Financial Advisors
(510) 438-6878
19925 Stevens Creeks Blvd.
Cupertino, 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®

Angela Grillo
South County Financial Planning, LLC
(949) 240-6125
28202 Cabot Road, Suite 300
Laguna Niguel, CA
Expertises
Hourly Financial Planning Services, College/Education Planning, Special Needs Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®