Financial Advisors in Pleasanton, California (Alameda County)

Catherine Hawley, CFP
Providing objective, practical & as-needed advice to answer your personal financial questions.I founded my personal financial planning practice to serve people seeking help with their financial questions. I saw a need for affordable, objective, and customized advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. Regardless of current circumstances, I seek to assist my clients to continually improve their finances. My aim is to help clients gain clarity and confidence so they can pursue their definition of financial success.... See More

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Brandon Grundy, CFP
Ridgeview Financial Planning is a California state registered investment advisory firm. Located in Santa Rosa, we specialize in financial planning and investment management, working with clients in Sonoma County and throughout California.
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