Financial Advisors in Stockton, California (San Joaquin County)

J. Jeffrey Lambert, CFP
We listen deeply to clients. Finding out what is most important to you - your priorities and concerns is our most important job. By helping you gain clarity on what you want your money to do for you helps us to support you in aligning your money with what is most important to you your life, so you can more fully live the life you want to lead. The processes used to develop this clarity and translate it into action have been coalesced from 100's of financial planning practices with whom I have shared over the years and further refined by my work as the director of the Financial Planning at UC Davis Extension.... See More

Scott Draper, CFP, CPA
THRIVE Financial Planning was formed to bring financial planning services to a wider audience. We seek to remove the painful aspects of financial planning through the use of proven financial planning principles, modern technology and individualized client service. We are here to educate, assist and enable individuals and families so they can focus on what they do best.... See More

Patricia Jennerjohn, CFP, MBA
If you're like most people, you believe that you have to work hard for your money. However, the truth is that money is also there to work hard for you.
I help my clients learn that money is here to support and serve them. The process helps you gain what I call "financial confidence."
You're smart, educated, aware, and savvy. And sure, you could do your own financial plan. Maybe even manage your investments. But is this the best use of your smarts and your time?
Yes, you want it done well. But, it turns out, you don't want to do it yourself. You appreciate real expertise, but in financial matters, you don't want to be the expert. You don't have more money than you know what to do with, but you want to know what to do with what you have.
Understanding what you want to accomplish can be hard to figure out on your own. I believe it's more enlightening to explore your aspirations with a knowledgeable partner. Someone that will help you think creatively about where you want to go.
I'd like to be your financial planning partner. I'll take you seriously, but with a relaxed approach. I'll collaborate with you, rather than issuing you a predesigned set of recommendations. I'll work to understand what's really important to you. And, help keep you focused on real goals-which is making your plan work, not beating the market.... See More

Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with all dimensions of your finances, from developing a budget to creating a retirement plan to building an overall investment strategy.
We are committed to providing practical, cost-efficient, customized solutions. Whether you want help with one specific area or a comprehensive plan, our flexible fee structure allows us to tailor our services to meet your needs by offering hourly, project-based, and ongoing engagements.... See More

As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized solutions to help meet those needs.

At Pacific Advisors, we believe what makes us stand out from the rest of the crowd is our:
1. Experience with high net-worth clients and their needs
2. Professional approach to financial planning
3. Organizational and personal integrity
4. Ability to employ technology to create a better experience
5. Team approach to service... See More

David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Bill Oakes, CFP, EA
Services are offered on an hourly, as-needed, Fee-Only basis with no conflicts of interest. No products are sold, no commissions are generated. Objective, commission free financial advice is provided to everyday people. Comprehensive financial assessment addressing money management, insurance, retirement, education and estate goals is available. Also provided are focused, in-depth assessment for a specific aspect of an individual's financial life such as managing money, insurance plans, evaluating retirement goals, funding educational objectives or estate planning. Tax services include individual and business planning, preparation and representation. Taxpayers facing audits, collections and appeals may elect representation services.... See More

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Provide Fee-Only Financial Planning on an Houly basis, and Portfolio Management.

As a Fiduciary, we are always looking out for the client's best interest.

No Asset or Wage minimums, so we offer financial advice to people form all walks of life.

The initial "Get Acquainted" meeting is complimentary.... See More

We provide comprehensive, holistic, fee-only planning and wealth management. We provide tax planning and preparation, career planning, portfolio analysis, retirement and financial independence planning, education planning, insurance review, goal setting, debt management, estate planning, and more. We serve individuals as well as small business owners.... See More

Jerrold Lex Grecu, CFA, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Grecu Capital Management's services are best suited for those with $500,000 or more to invest. As a fiduciary, fee-only advisor, Grecu Capital Management, Inc. has always put our clients' interests first. Since 2001 we have provided personalized comprehensive solutions in wealth managment and financial planning so that our clients can devote more time and attention to what truly matters in life. We have no proprietary products to sell and we accept no commissions. Our only products are unbiased advice and the peace of mind that comes with knowing you're prepared. Manage, Preserve and Grow Your Wealth Experience, expertise, great personal relationships - all at a company you can trust. That's exactly what you'll find at Grecu Capital Management, Inc. Investment Management Financial Planning Retirement Planning Tax Planning Specialized Services Customized 401(k) Solutions Do you want to ensure your employees have the best 401(k) retirement plan available to them while protecting yourself and your company from future liability? Are you the fiduciary of your 401(k) plan, but have too many responsibilities and not enough time to manage it properly? Do you have concerns that your employees do not have enough education on retirement planning to make prudent choices? If this sounds familiar, we have the solution! Grecu Capital Management, Inc. has the knowledge, the expertise, and the time to devote to your company 401(k) retirement plan. The GCM 401(k) Retirement Plan Solution provides your employees with the ongoing support and knowledge they need to make informed decisions and en... See More

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial planning; Articulation of one's financial goals; Income tax planning and strategies; Cost effective Insurance coverage; Estate planning analysis and coordination; and Investment portfolio structuring. We advise on budgeting and Retirement Planning. Our Investment advice includes Stocks, Bonds, ETFs, Mutual Funds, REITS, International Securities, Cash Equivalents and more. We have $60,000,000 under management with 30+ clients. Our strength is our Goals Ananysis, and our thoughtful, comprehensive approach to helping our clients reach their goals through the least risky manner possible.... See More

Partner. Educate. Guide. These three words clearly articulate how we strive to serve as our clients' trusted advisors, helping grow and secure assets to provide financial opportunities and peace of mind. We take this mantra to heart within our own team, working closely together to share knowledge. We continue to expand our skills, and guide each other, following our core values of integrity, expertise and service.

In 1986, Rodney Wade founded the firm Wade and Associates, serving as an independent contractor to broker-dealer Waddell and Reed Financial Services. Realizing that his clients could be much better served through comprehensive advisory services rather than individual financial products, Rodney founded Wade Financial Advisory in 1992.

An active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), Wade Financial Advisory, Inc. is an independent, fee-only Registered Investment Advisor (RIA). As such, we are committed to always acting in the best interests of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.... See More

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.... See More

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you. We do not require account balance or personal income minimums. Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".... See More