Financial advisors in Petaluma, CA

68 match · page 1 of 3

Andrew Hempeck
Financial advisor at Creekside Partners
Creekside Partners · $553.4M AUM
CFP®VerifiedFinancial planning
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Angelina Hansen
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Bijan Golkar
Financial advisor at Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. · $364.6M AUM
CFP®VerifiedFinancial planning
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Brian Breen
Financial advisor at Breen Wealth Management, LLC
Breen Wealth Management, LLC · $318.8M AUM
CFP®VerifiedFinancial planning
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Corey Hayashi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Elliot Sandvig
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jimmie Alexander
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Katelynn Wiley
Financial advisor at Abacus Wealth Partners
Abacus Wealth Partners · $3.58B AUM
CFP®VerifiedFinancial planning
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Matthew Kalabokes
Financial advisor at Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. · $364.6M AUM
CFP®VerifiedFinancial planning
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Matthias Giezendanner
Financial advisor at San Francisco Wealth Planning LLC
San Francisco Wealth Planning LLC · $112.3M AUM
CFP®VerifiedFinancial planning
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Michelle Moller
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Noah Jacobson
Financial advisor at Choreo, LLC
Choreo, LLC · $19.14B AUM
CFP®VerifiedFinancial planning
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Peter Tennyson
Financial advisor at North Bay Wealth Management
North Bay Wealth Management · $107.3M AUM
CFP®VerifiedFinancial planning
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Tyler Schalch
Financial advisor at Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. · $364.6M AUM
CFP®VerifiedFinancial planning
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Andrew Davainis
Financial advisor at Breen Wealth Management, LLC
Breen Wealth Management, LLC · $318.8M AUM
VerifiedFinancial planning
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Anthony Borba Jr
Financial advisor at Breen Wealth Management, LLC
Breen Wealth Management, LLC · $318.8M AUM
VerifiedFinancial planning
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Ashley Loza
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ashley Sawyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Bradley Scott
Financial advisor at Allpoint Financial Group
Allpoint Financial Group · $116.8M AUM
VerifiedFinancial planning
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Brett Goldstein
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Bridget Mackay
Financial advisor at Integrity Advisory Solutions
Integrity Advisory Solutions · $1.1B AUM
VerifiedFinancial planning
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Bryce Brown
Financial advisor at Perigon Wealth Management, LLC
Penserra Wealth Management · $2.5M AUM
VerifiedFinancial planning
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Charles Walker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christopher Irvin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Conveasna Ouch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Daniel Ward
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Darrel Lavilla
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Dawn-Dyanna Dhyanna
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Domenica Stokes
Financial advisor at Jpc Wealth Management, Inc.
Jpc Wealth Management, Inc. · $312.7M AUM
VerifiedFinancial planning
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Edward Ranchigoda
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Petaluma, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Petaluma, CA.

How this list works

Before you hire an advisor in Petaluma, CA