Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.
Show advisors near:
Profiles:
Manuel R. Apolonio
Senior Financial Planner, Partner
Hanke & Co. Wealth Management
415-781-6300
[email protected]
https://www.hankewealth.com
100 Bush Street, Suite 1675
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Shannon Blackmon
Portfolio Advisor
Thomas Doll
(925) 280-5724
[email protected]https://thomasdoll.com/165 Lennon Lane, Suite #200
Walnut Creek, CA 94598
Categories: Planners & Fiduciaries
Steve Branton CFP®
Advisor
Private Ocean
415.788.1952
415.788.7105
[email protected]http://www.privateocean.com140 Geary Street, 6th Floor
San Francisco, CA 94108
Categories: Planners & Fiduciaries
Mary-Alice Cardenas
Reverse Mortgage Funding LLC
Reverse Mortgage Funding LLC
415-233-1007
973-798-7296
[email protected]https://www.reversewithmary-alice.comOne Harbor Drive, Suite 300
Sausalito, CA 94965
Categories: Planners & Fiduciaries
Jennifer Dazols
Financial Planner
Modern Family Finance
(415) 295-6206
[email protected] https://modernfamilyfinance.com2443 Fillmore St, Apt 380-8294
San Francisco, CA 94115
Categories: Planners & Fiduciaries
Milo F. Hanke, CFP
Principal
Hanke & Company Wealth Management LLC
415-781-6300
415-781-6301
[email protected]www.hankewealth.com100 Bush Street, Suite 1675
San Francisco, CA 94104-3943
Categories: Planners & Fiduciaries
Iris Hecker
Owner
Hecker Fiduciary
5106914403
6502307172
[email protected]https://www.heckerfiduciary.com1155 Broadway St # 204
Redwood City, CA 94063
Categories: Planners & Fiduciaries
Jonathan Horst, CFP®
CERTIFIED FINANCIAL PLANNER™
Perigon Wealth Management, LLC
415.430.4157
[email protected]https://www.perigonwealth.com201 Mission Street, Ste. 1825
San Francisco, CA 94105
Categories: Planners & Fiduciaries
Brandon Miller
Private Wealth Advisor, CFP®, CLU®, MS, ADPA®, ChFC®
Brio Financial Group
833-623-2450
[email protected]https://www.briofg.com333 Bush St, Ste 1400
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Maya Philipson
Co-Founder & COO
Adasina Social Capital
415.986.5500
[email protected]https://adasina.com/Categories: Planners & Fiduciaries
Lawrence Pon
CPA/PFS, CFP
Pon & Associates
650-508-1268
650-508-1233
[email protected]https://www.larryponcpa.com303 Twin Dolphin Drive, Suite 600
Redwood City, CA 94065
Categories: Planners & Fiduciaries, Tax Preparers & CPAs
Rachel J. Robasciotti
Founder and CEO
Adasina Social Capital
415.986.5500
[email protected]https://adasina.com/548 Market St, Suite 60335
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Stephanie Searle, CLTC
Specialist/Educator
A More Secure Future
(650) 346-3449
[email protected] https://www.amoresecurefuture.com/Categories: Planners & Fiduciaries, Insurance Agents
Henry Tanaka
Vice President, Trust Officer
The Northern Trust Company
(415) 765-4423
[email protected] https://www.northerntrust.com/580 California Street, Suite 1800
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Barry Taylor, CFP
Senior Wealth Manager and Managing Director
Sand Hill Global Advisors, LCC
415.291.9999
[email protected]http://www.shadv.comOne Embarcadero Center, Suite 1140
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Ella Taylor, CFP®, ADPA®
Financial Planner and Coach
Ella Financial Advising
(510)324-9487
[email protected]http://www.ellafinancialadvising.com1941 Jackson St., Suite 18
Oakland, CA 94612
Categories: Planners & Fiduciaries
Listings:
Jeff Ahrens
Financial Advisor, Executive Director - Investments
Oppenheimer and Co. Inc.
415.438.3076
[email protected]https://www.oppenheimer.com/advisor/ca/san-francisco/san-francisco-branch/jeff-ahrens.aspx580 California Street, 23rd Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Bill Ambrunn
Solo Practitioner
Law Offices of Bill Ambrunn
415.724.0498
415.252.9045
[email protected]http://www.ambrunnlaw.com1906 Market Street, Suite 938
San Francisco, Ca 94102
Categories: Planners & Fiduciaries
Elisabeth Andreason
First Vice President, Wealth Advisor The Andreason Group
Morgan Stanley Smith Barney
925.930.3809
925.930.3888
[email protected]http://mssb.com1333 N. California Blvd, Suite 133
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Jano Bogg
Private Professional Trustee
510.295.5321
510.336.8268
[email protected]1442 A Walnut Street #280
Berkeley, CA 94709
Categories: Planners & Fiduciaries
Kate Campbell King
Chief Investment Officer, Partner
North Berkeley Investment Partners
(510) 528-5820
[email protected]Categories: Planners & Fiduciaries
Richard T. Davis-Lowell
Senior Wealth Director
BNY Mellon Wealth Management
415.951.4103
[email protected]555 Mission Street, 19th Floor
San Francisco, CA 94105
Categories: Attorneys, Planners & Fiduciaries
Lori Ellingson
Investment Advisor Representative
ING Financial Partners
408.318.1943
[email protected]http://www.loriellingson.com1730 San Tomas Aquino Rd
San Jose, CA 95130
Categories: Planners & Fiduciaries
Nancy B. Epstein
Financial Advisor
Protected Investors of America
415.869.5974
[email protected]http://protectedinvestors.com/6012 Monroe Avenue
Oakland, CA 94618
Categories: Planners & Fiduciaries
Jim Frazin
Financial Planner and Principal
Communitas Financial Planning Inc.
415-337-4566
877-586-6277
[email protected]http://www.communitasfinancial.com1305 Franklin, Ste 305.
Oakland, CA 94612
Categories: Planners & Fiduciaries
Jason N. Glazier
Accredited Domestic Partnership Advisor
Wells Fargo Advisors, LLC
707.521.4214
707.528.9728
[email protected]http:www.jasonglazier.com50 Old Courthouse Square, Suite 110
Santa Rosa, CA 95404
Categories: Planners & Fiduciaries
Jill D. Hollander
Financial Advisor
Financial Connections Group Inc.
415.924.1091
[email protected]http://www.FinancialConnections.com21 Tamal Vista BLVD. # 105
Corte Madera, CA 94901-3433
Categories: Planners & Fiduciaries
April Hopkins
Director of Individual and Planned Giving
Horizons Foundation
415-398-2333 x 114
[email protected]www.horizonsfoundation.org550 Montgomery St., Suite 700
San Francisco, CA 94705
Categories: Planners & Fiduciaries
Bruce Kikuyama
ROK Advisory Group Merrill Lynch Wealth Management
415.676.2578
[email protected]http://www.fa.ml.com/kikuyama555 California Street, 9th Floor
San Francisco , CA 94104
Categories: Planners & Fiduciaries
Lawrence R. Kolka
Financial Advisor
Edward Jones
925.472.0322
https://www.edwardjones.com/us-en/financial-advisor/lawrence-kolka1801 N California Blvd. Suite 107
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Brian Kozel
Partner, Lead Advisor
North Berkeley Investment Partners
(510) 528-5820
[email protected]900 Colusa Avenue, Suite 201
Berkeley, CA 94707
Categories: Planners & Fiduciaries
David R. Krimm, CFP®️
Vice President and Advisor
Hargrave Fiduciary Advisors
(415) 608-1458
[email protected]http://www.hargravefiduciaryadvisors.com919 Noe Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Sabrina Lee
Financial Advisor
MassMutual Financial Group
925.979.2392
925.944.0671
[email protected]https://www.financialguide.com/2121 N. California Blvd., Suite 395
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Jason Lee
Financial Advisor
Pewitt-Lee Group at Morgan Stanley
415-693-6192
[email protected]101 California Street 23rd floor
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Rick Mordesovich
CEO & Founder
Sonoma Private Weatlh
415.806.0073
[email protected]http://www.sonomaprivatewealth.com230 Newcomb St.
Sonoma, CA 95476
Categories: Planners & Fiduciaries
Allan Moskowitz
Certified Financial Planner, licensee, and Accredited Investment Fiduciary
Transformative Wealth Management, LLC
510.524.5500
[email protected]https://www.transformativewealthmgt.com/6317 Fairmount Avenue
El Cerrito, CA 94530
Categories: Planners & Fiduciaries
Daniel J. Neumann
Principal and Wealth Manager
Neumann Capital Management, LLC
650.548.9200
650.548.9209
[email protected]http://www.neumanncapital.com303 Vintage Park Drive #100
Foster City, CA 94404
Categories: Planners & Fiduciaries
John Osborn
Senior Vice President & Director of Trust Services
Mechanics Bank Wealth Management
415-249-8312
[email protected]https://www.mechanicsbank.com/343 Sansome Street, Suite 1500
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Gary E. Roof
Roof, Eidam & Maycock, LLC
415.788.4600
415.788.4606
[email protected]http://www.remadvisors.comOne Post Street, Suite 2725
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Kim Smith
Financial Advisor
Mass Mutual
(925) 367-3673
(925) 944-5742
[email protected]http://www.financialguide.com/Kim-Smith/default.aspx3003 Oak Road, Suite 250
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Daun Stallons
Managing Director; Senior Trust Officer
Bank of America
415 913 5324
[email protected] 555 California Street, 7th Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Scott Stanley, CFP®
Founder / Wealth Advisor
Pharos Wealth Management
(415) 209-5916
[email protected]https://www.pharoswealth.com/352 Ignacio Blvd.
Novato, CA 94949
Categories: Planners & Fiduciaries
David Stickney
First Vice President – Wealth Management Advisor
Merrill Lynch Wealth Management
415-676-2630
[email protected]http://www.fa.ml.com/DavidStickney555 California Street Floor 9
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Catherine A. Tullner
Attorney at law
Law Office of Catherine A. Tullner
415.294.0829
415.282.4536
[email protected]http://www.catherinetullner.com799 Castro Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Carol W. Wu, JD, CLPF, NCG
Principal
Trustcare Fiduciary Services
(925) 948-8998
[email protected] http://www.trustcare.biz25A Crescent Drive #413
Pleasant Hill, CA 94523
Categories: Planners & Fiduciaries
Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.
Horizons Foundation
155 Sansome Street, Suite 650
San Francisco, CA 94104
Phone: (415) 398-2333
Fax: (415) 398-4733
Email: info [at] horizonsfoundation.org
Federal Tax ID: 94-2686530
Charity Navigator Score: 100
