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.

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

Leslie Merrithew
Merrithew & Thorsten
(858) 547-1845
9820 Willow Creek Road
San Diego, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Tax Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Chuck Rylant
C.J. Rylant Wealth Management
(805) 722-2942
1011 Susan Place
Santa Maria, CA
Expertises
Middle Income Client Needs, Tax Planning, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CTEC, MBA

Peggy Cabaniss
HC Financial Advisors, Inc.
(925) 299-1800
3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Randy Christensen
Christensen Financial Planning
(805) 343-1391
1605 Payton Way
Nipomo, CA
Expertises
Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Horowitz
Robert V. Horowitz, LLC
(415) 927-7871
300 Tamal Plaza, Suite 180
Corte Madera, CA
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Estate & Generational Planning Issues, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFA, MBA

Glenn Woody
Glenn Woody Financial Consultants, Inc.
(760) 771-3734
55-365 Riviera
La Quinta, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Stephan Goyette
Goyette Financial Planning
(805) 494-8181
25 W Rolling Oaks Drive, Suite 111
Thousand Oaks, CA
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, 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

Rodney Wade
Wade Financial Advisory, Inc.
(408) 369-7399
2105 South Bascom Avenue, Suite 110
Campbell, CA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CEA, CFP®, EA, MST