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.

Steven Medland
TABR Capital Management, LLC
(714) 704-9180
500 N. State College Blvd, Suite 1320
Orange, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Alfred McIntosh
McIntosh Capital Advisors,Inc.
(310) 470-4056
10801 National Blvd., Suite 610
Los Angeles, CA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

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

Walter Romatowski
Castellan Financial Advisors
(800) 385-1787
3478 Buskirk Avenue, Suite 1000
Pleasant Hill, 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

Patrick O'Hara
R.E. Wacker Associates, Inc.
(805) 541-1308
973 Higuera Street, Suite A
San Luis Obispo, CA
Expertises
Advising Medical Professionals, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Alternative or Private Investments, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas McFarland
The Darrow Company, Inc.
(310) 556-2220
1800 Century Park East, Suite 600
Los Angeles, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Walter Romatowski
Castellan Financial Advisors
(916) 663-6338
919 Reserve Dr., Suite 105
Roseville, 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

Cheryl Morhauser
Cheryl Morhauser & Associates
(530) 477-9519
PO Box 1770
Nevada City, CA
Expertises
Newlyweds & Novice Investors, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Hourly Financial Planning Services, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mark Rylance
RS Crum Inc.
(949) 428-9696
4 Upper Newport Plaza Drive, Suite 201
Newport Beach, CA
Expertises
Real Estate Investments, Ongoing Investment Management, High Net Worth Client Needs, Divorce Planning, Planning Issues for Business Owners, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Jaccard
Financial Alternatives, Inc.
(858) 459-8289
7734 Herschel Avenue, Suite M
La Jolla, CA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Alternative or Private Investments, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®