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.

Dirk Huybrechts
HFM Advisors
(310) 479-7958
P.O. Box 491695
Los Angeles, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

Walter Romatowski
Castellan Financial Advisors
(800) 385-1787
2225 E. Bayshore Rd., Suite 200
Palo Alto, CA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CMA, MBA

Bryan Wisda
Summit Wealth Management, Inc.
(949) 753-9270
9210 Irvine Center Drive
Irvine, CA
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Professional Athletes or Entertainers, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

James Corbeau
Maas Capital Advisors, LLC
(888) 354-6227
9565 Soquel Drive, Ste 202
Aptos, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Garner
Garner Financial Management
(925) 282-5500
3595 Mt. Diablo Blvd., Suite 290
Lafayette, CA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CDFA, CMFC, CRPC, RFC

Cathy Curtis
Curtis Financial Planning
(510) 451-3528
3824 Grand Avenue, Suite 100
Oakland, CA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Harwood
Ventura Advisors
(818) 857-5080
21860 Burbank Blvd., Suite 100
Woodland Hills, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Real Estate Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

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

Michael Babcock
The Wealth Conservatory
(800) 472-1844
1751 Barcelona St. Bldg B
Livermore, CA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Austin Chinn
Fountain Strategies, LLC
(831) 298-7036
938 W. Carmel Valley Road
Carmel Valley, CA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®