A California and Washington-based independent advisory firm dedicated to providing the financial framework and one-on-one guidance you need to navigate the road toward your ideal financial future. Our Firm At a Glance 1974 Founded By Paula Key, Ph. D, CFP® & Cory Zuk, CFP® ...
I grew up in the Bay Area, graduated from the University of California in Berkeley in 1995. In my spare time, I enjoy reading and painting. Our Clients Our office is located in the Bay Area, with clients across the United States and throughout the world. Our clients are busy, socially...
from the University of California, Berkeley, then went on to pass the Certified Financial Planner Board of Standards (CFP®) exams. Tina is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACPlanners). She is located...
We are a Fiduciary Investment Advisor based in Burbank-Toluca Lake California. We specialize in Prudent Investment Management of Financial Portfolios, Cash and Banking Management and Financial Planning services for Private Holdings Clients, Business Owners, Retirement Plan Investors and a diverse group of...
When you work with Safe Landing Financial, you work with Brian Fry, a CERTIFIED FINANCIAL PLANNER™in Southern California. Brian Fry CFP® enjoys helping tech professionals plan their future, whether they’re situated in Southern California or virtually nationwide. Brian serves as a fiduciary fi...
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Peak Wealth Advisors, located in San Luis Obispo and Pasadena, CA is a fee-only Registered Investment Advisor. CERTIFIED FINANCIAL PLANNER™ professionals Donald Ramirez and Helen Sipsas provide financial planning and investment management services for
Strategic Index Money Management uses Certified Financial Planners (CFP) for financial planning, Retirement Planning, and IRA rollovers, no load index funds. Located in Manhattan Beach, California
Prior to starting the firm Bob was an advisor with American Express Financial Advisors and previously worked with J. W. Gant Investment Bankers of La Jolla, California. Bob currently serves on the executive board of directors for the Marlborough Regional Chamber of Commerce and serves on the Boar...