California (CA) Certified Financial Planners Companies
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Robert Talley, our founder and president, has been managing residential real estate throughout Santa Clara County since 1979
CERTIFIED FINANCIAL PLANNER(TM) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC).
Montecitco Capital Management Group I Top Advisors
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
(805) 965-7955
Montecito Capital Management Group has been in the financial advisory business for over a decade and its founder, Kipley J. Lytel, CFA, has worked in the investment field for over 25 years.
Carr Wealth Management is a financial planning firm that helps clients reach their objectives more efficiently by providing a high-quality service.
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All states
California
County or city
- Alameda373
- Amador12
- Butte40
- Calaveras4
- Contra Costa433
- El Dorado45
- Fresno130
- Humboldt8
- Imperial9
- Kern93
- Kings8
- Lake9
- Lassen3
- Los Angeles2491
- Madera9
- Marin286
- Mariposa2
- Mendocino16
- Merced13
- Modoc1
- Mono5
- Monterey108
- Napa53
- Nevada28
- Orange791
- Placer153
- Plumas3
- Riverside348
- Sacramento346
- San Benito3
- San Bernardino296
- San Diego955
- San Francisco645
- San Joaquin75
- San Luis Obispo72
- San Mateo339
- Santa Barbara151
- Santa Clara569
- Santa Cruz65
- Shasta37
- Siskiyou3
- Solano58
- Sonoma194
- Stanislaus78
- Sutter10
- Tehama4
- Tulare45
- Tuolumne9
- Ventura144
- Yolo21
- Yuba4
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