Financial Advisors in Fontana, California (San Bernardino County)

Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions. Whether growing wealth, financing college, funding retirement, or making any of the other important decisions that every family faces, we will be the trusted advisor that makes the complex manageable.

We are a fee-only firm, so we are only compensated directly by our clients. This assures our clients that our advice is in their best interest, and not tainted by compensation from a third party.... See More

Comprehensive Financial planning.

Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan reviewing all areas of your finances, a la carte advice, or a second opinion. We do not sell products, nor do we receive any commissions or third-party referral fees which ensures flexibility and objectivity. We are a Fiduciary. Free Get Acquainted Meeting.... See More

Boonseon Gudmundsen, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Beacon Financial Management LLC is a fee only financial planning and investment management firm helping individuals and families with their long term financial goals. We do not believe that financial advice should be only afforded to the most affluent. We strive to make a difference in our client's lives for the long term by connecting where they currently are to where they would like to be. ... See More

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their financial goals and objectives. Combined we have over 60 years of experience in academia, tax planning, corporate finance, investment management, and financial planning that we have focused into the business of SCM. We are proud to be an independent, family owned firm, which promotes a trustworthy and personable experience for our clients.... See More

Hillel Katzeff, BA, CFP, MBA