Advice-Only Financial Advisors in San Luis Obispo, California
Browse verified advice-only financial advisors in San Luis Obispo, California. These advisors provide unbiased financial advice without managing your investments or earning commissions.
Paul Crosbie, CPA/PFS
WealthMap Planning
One-time$4,500
Hourly$300/hr
Former Big Four tax professional and corporate finance strategist designing straightforward financial plans built for empowerment.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Tax Strategies
Retirement
Investments