Financial Planning Fresno CA

Local resource for financial planning in Fresno. Includes detailed information on local businesses that provide access to financial planning, financial consulting, and accounting advice, as well as advice and content on companies that offer financial consulting.

Carl Carpenter
Beacon Financial Partners, LLC
(714) 969-8484
2130 Main Street, Suite 233
Huntington Beach, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®

Milo Benningfield
Benningfield Financial Advisors
(415) 561-6688
Presidio of San Francisco
San Francisco, CA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

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®

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

Judy Ann Stewart
Stewart Financial Services
(888) 891-9709
2389 Hoberg Rd
Borrego Springs, CA
Expertises
Women's Financial Planning Issues, Tax Planning, Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

David Barnett
Barnett Financial Planning
(714) 731-6300
1442 Irvine, Blvd., Suite 212
Tustin, CA
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals, Real Estate Investments, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Glenda Moehlenpah
Financial Bridges
(858) 547-8100
10650 Treena Street, Suite 101
San Diego, CA
Expertises
Newlyweds & Novice Investors, Cash Flow/Budgets/Credit Issues, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Randall May
Randy May Financial Planning
(831) 656-0368
P.O. Box 51968
Pacific Grove, 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

John Wenzel
Watermark Asset Management, Inc.
(925) 648-4730
2010 Crow Canyon Place
San Ramon, CA
Expertises
Estate & Generational Planning Issues, Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Newlyweds & Novice Investors, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

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®