Financial Professionals Fresno CA

Local resource for financial professionals in Fresno. Includes detailed information on local financial professionals and professional accountants, as well as advice and content on specialists that offer financial consulting.

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

Brian Pon
Financial Connections Group, Inc.
(415) 924-1091
21 Tamal Vista Blvd. #105
Corte Madera, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Socially Responsible Investments, Tax Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, PFP

Peggy Eddy
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
Expertises
Advising Entrepreneurs, Financial Issues Between Generations, Planning Issues for Business Owners, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Ara Oghoorian
ACap Asset Management, Inc.
(818) 358-3823
15260 Ventura Blvd.
Sherman Oaks, CA
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Ted George
George Financial Advisors
(831) 438-6000
1999 South Bascom
Campbell, CA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, MSFP

Eric Toya
ONCUBIC LLC
(310) 697-0400
417 Beryl Street
Redondo Beach, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®

Meredith Schneider
Schneider Wealth Management
(888) 444-9981
2995 Woodside Road, Suite 400
Woodside, CA
Expertises
Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Ralph Latza
Private Ocean
(415) 526-2900
750 Lindaro Street, Suite 130
San Rafael, CA
Expertises
Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Divorce Planning, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, LLM

Steven Weydert
Weydert Wealth Management
(949) 272-5700
8105 Irvine Center Drive, 9th Floor
Irvine, CA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Planning Issues for Business Owners, Tax Planning, High Net Worth Client Needs, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Alan Ungar
Critical Capital Management, Inc.
(818) 222-4773
23564 Calabasas Road, Suite 206W
Calabasas, CA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Psychology/Coaching, Women's Financial Planning Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA