Wealth Management Hanford CA

Local resource for wealth management in Hanford. Includes detailed information on local businesses that provide access to wealth management, financiers, and accountants, as well as advice and content on companies that offer tips on how to make your money multiply.

Bank of America Kingsburg Branch
(559) 897-4195
1490 Draper St
Kingsburg, CA
 
Christopher Wentzien
Natural Bridges Financial Advisors
(831) 421-0700
332 Columbia Street
Santa Cruz, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Spencer Sherman
Abacus Wealth Partners, LLC
(707) 829-6190
7182 Healdsburg Avenue
Sebastopol, CA
Expertises
Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Financial Issues Between Generations, Ongoing Investment Management, Planning Issues for Business Owners, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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®

Scott Dauenhauer
Meridian Wealth Management
(949) 916-6238
38162 Sherwood Street
Murrieta, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MSFP

Bank of America Selma Branch
(559) 891-2464
2100 Arrants St
Selma, CA
 
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

Joseph Alfonso
Aegis Financial Advisory
(408) 689-8211
3333 Bowers Avenue, Suite 130
Santa Clara, CA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, ChFc, EA

Mark Wilson
The Tarbox Group, Inc.
(949) 721-2330
500 Newport Center Drive, Suite 500
Newport Beach, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, APA, CFP®

David Barnett
Barnett Financial Planning
(714) 420-7225
11801 Pierce St., 2nd Floor
Riverside, 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®