We help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results

I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...Read more

Kate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.

Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...Read more

Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...Read more

Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...Read more

I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

Fee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.

I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...Read more

Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.

Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...Read more

I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....Read more

Chemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.

Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...Read more

Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥