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, CFP®, MSFP, CPCC, ACC
Senior Financial Planner, Partner
Hanke & Co. Wealth Management
415-781-6300 ext. 102
100 Bush Street, Suite 1675
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Shannon Blackmon
Portfolio Advisor
Thomas Doll
925-280-5724
165 Lennon Lane, Suite #200
Walnut Creek, CA 94598
Categories: Planners & Fiduciaries
Steve Branton CFP®
Senior Vice President
Wealthspire Advisors
415-526-2900
1 California Street Suite 200
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Mary-Alice Cardenas
Reverse Mortgage Funding LLC
Reverse Mortgage Funding LLC
415-233-1007
973-798-7296
One Harbor Drive, Suite 300
Sausalito, CA 94965
Categories: Planners & Fiduciaries
Jennifer Dazols, CFP®
Financial Planner
Modern Family Finance
415-295-6206
1999 Harrison St, Suite 1800
Oakland, CA 94612
Categories: Planners & Fiduciaries
Jim Frazin, CFP®, AIF®
Financial Planner and Principal
Communitas Financial Planning PBC
415-337-4566
764 W. MacArthur Blvd.
Oakland, CA 94609
Categories: Planners & Fiduciaries
Milo F. Hanke, CFP
Principal
Hanke & Company Wealth Management LLC
415-781-6300
415-781-6301
100 Bush Street, Suite 1675
San Francisco, CA 94104-3943
Categories: Planners & Fiduciaries
Iris Hecker
Owner
Hecker Fiduciary
510-691-4403
650-230-7172
PO Box 3706
Redwood City, CA 94064
Categories: Planners & Fiduciaries
Jill D. Hollander, CFP®, ADPA, CRPC
Managing Partner
Financial Connections Group Inc.
415-924-1091
21 Tamal Vista BLVD. # 105
Corte Madera, CA 94901-3433
Categories: Planners & Fiduciaries
Jonathan Horst, CFP®
CERTIFIED FINANCIAL PLANNER™
The Horst Group
415-318-7969
700 N Colorado Blvd #161
Denver, CO 80207
Categories: Planners & Fiduciaries
Brian Kozel, CFP®️
Senior Advisor, Partner
North Berkeley Wealth
510-528-5820
900 Colusa Ave
Berkeley, CA 94707
Categories: Planners & Fiduciaries
David R. Krimm, CFP®️
Vice President
Hargrave Fiduciary Advisors
919 Noe Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Brandon Miller
Private Wealth Advisor, CFP®, CLU®, MS, ADPA®, ChFC®
Brio Financial Group
833-623-2450
333 Bush St, Ste 1400
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Rick Mordesovich, CIMA, CWS
CEO + Founder
Sonoma Private Weatlh
415-806-0073
268 Bush Street
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Allan Moskowitz
Principal
Transformative Wealth Management, LLC
510.524.5500
6317 Fairmount Ave
El Cerrito, CA 94530
Categories: Planners & Fiduciaries
Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates
650-264-8138
274 Redwood Shores Parkway, #608
Redwood City, CA 94065
Categories: Planners & Fiduciaries, Tax Preparers & CPAs
Stephanie Searle, CLTC
Specialist/Educator
A More Secure Future
(650) 346-3449
Categories: Planners & Fiduciaries, Insurance Agents
Kim Smith, MBA, CRIA, LUTCF®, CLTC®
Financial Planner
One2OneFinancial
925.979.2365
(925) 944-5742
1676 N. California Blvd., Ste 430
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Scott Stanley, CFP®
Founder / Wealth Advisor
Pharos Wealth Management
(415) 209-5916
352 Ignacio Blvd.
Novato, CA 94949
Categories: Planners & Fiduciaries
Henry Tanaka
Vice President, Trust Officer
The Northern Trust Company
(415) 765-4423
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
One 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
1941 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
580 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
1906 Market Street, Suite 938
San Francisco, Ca 94102
Categories: Planners & Fiduciaries
Elisabeth Andreason
First Vice President, Wealth AdvisorThe Andreason Group
Morgan Stanley Smith Barney
925.930.3809
925.930.3888
1333 N. California Blvd, Suite 133
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Jano Bogg
Private Professional Trustee
510.295.5321
510.336.8268
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
Categories: Planners & Fiduciaries
Richard T. Davis-Lowell
Senior Wealth Director
BNY Mellon Wealth Management
415.951.4103
555 Mission Street, 19th Floor
San Francisco, CA 94105
Categories: Attorneys, Planners & Fiduciaries
Lori Ellingson
Investment Advisor Representative
ING Financial Partners
408.318.1943
1730 San Tomas Aquino Rd
San Jose, CA 95130
Categories: Planners & Fiduciaries
Nancy B. Epstein
Financial Advisor
Protected Investors of America
415.869.5974
6012 Monroe Avenue
Oakland, CA 94618
Categories: Planners & Fiduciaries
Jason N. Glazier
Accredited Domestic Partnership Advisor
Wells Fargo Advisors, LLC
707.521.4214
707.528.9728
50 Old Courthouse Square, Suite 110
Santa Rosa, CA 95404
Categories: Planners & Fiduciaries
April Hopkins
Director of Individual and Planned Giving
Horizons Foundation
415-398-2333 x 114
550 Montgomery St., Suite 700
San Francisco, CA 94705
Categories: Planners & Fiduciaries
Bruce Kikuyama
ROK Advisory Group Merrill Lynch Wealth Management
415.676.2578
555 California Street, 9th Floor
San Francisco , CA 94104
Categories: Planners & Fiduciaries
Lawrence R. Kolka, CFP®
Financial Advisor
Edward Jones
925.472.0322
1801 N California Blvd. Suite 107
Walnut Creek, CA 94596
Categories: Planners & Fiduciaries
Sabrina Lee
Financial Advisor
MassMutual Financial Group
925.979.2392
925.944.0671
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
101 California Street 23rd floor
San Francisco, CA 94111
Categories: Planners & Fiduciaries
Daniel J. Neumann
Principal and Wealth Manager
Neumann Capital Management, LLC
650.548.9200
650.548.9209
303 Vintage Park Drive #100
Foster City, CA 94404
Categories: Planners & Fiduciaries
John Osborn, CTFA
Senior Vice President, Senior Trust Officer
Bank of America Private Bank
415-913-2222
555 California Street, 10th Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Gary E. Roof
Roof, Eidam & Maycock, LLC
415.788.4600
415.788.4606
One Post Street, Suite 2725
San Francisco, CA 94104
Categories: Planners & Fiduciaries
Daun Stallons
Managing Director; Senior Trust Officer
Bank of America
415 913 5324
555 California Street, 7th Floor
San Francisco, CA 94104
Categories: Planners & Fiduciaries
David Stickney
First Vice President – Wealth Management Advisor
Merrill Lynch Wealth Management
415-676-2630
555 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
799 Castro Street
San Francisco, CA 94114
Categories: Planners & Fiduciaries
Carol W. Wu, JD, CLPF, NCG
Principal
Trustcare Fiduciary Services
(925) 948-8998
25A 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.