 Jim Chilton (CA #0592716) |
SOFA - Society for Financial Awareness |
Founder |
800-689-4851
|
San Diego |
CA |
 Gregory L. Bernhardt CFP (CA #0822915) |
Clayton Financial Consulting Group |
President |
925-287-8880
|
Walnut Creek |
CA |
 Michael Thompson (CA # 0F26086) |
Decisive Wealth Management |
CEO |
530-414-5218
|
Auburn |
CA |
 Robert (Bob) Gibson, MS, CFP, CFS, CNHP, TCP, CAS (CA #610228) |
Gibson Capital Management |
CEO & President |
916-786-2999
|
Roseville, |
CA |
 Chuck Hoffmann (CA #0495169) |
Creative Insurance Planning |
President |
442-300-2095
|
LA QUINTA |
CA |
 Brian Zeek (CA #0E04821) |
Surf City Financial Group |
CEO |
714-377-1400
|
Huntington Beach |
CA |
 Diane Brewer, Certified Financial Fiduciary® and RFC® (CA #0794453) |
Retirement Services of America |
CEO & President |
805-570-5995
|
Laguna Hills |
CA |
 Jeff Ferretta (CA #0580256) |
Ferretta Financial Services |
President |
619-787-9685
|
San Diego |
CA |
 Gregory McCracken (CA #0H29059) |
Retirement Advisory Group / GLM Insurance Services |
Owner |
408-316-3571
|
San Jose |
CA |
 Thomas S Weber (CA #0386994) |
Retirement Planning Services |
Owner |
415-382-1831
|
Novato |
CA |
 Mark Kennedy (CA #OB51501) |
Kennedy Wealth Management LLC |
President |
(818) 224-4177
|
Calabasas |
CA |
 Melinda A. Moros (CA#0E59115) |
Lifeline Innovations & Insurance Solutions LLC |
Vice President |
925-239-8800
|
Walnut Creek |
CA |
 Kenny Palma - Financial Advisor (CA #0505702) |
Kenny Palma Financial Services |
Financial Advisor |
888-635-0031
|
Moreno Valley |
CA |
 Daniel R Lewis (CA #0703000) |
Wealth Preservation Advisors |
President |
760-360-8922
|
Palm Desert |
CA |
 Micheal Holt (CA # 0E59523) |
Lifestyle Income Strategies |
Sr. Income Planning Specialist |
714-627-2463
|
Anaheim |
CA |
 Michael Wirjadisastra (CA #0B51840) |
The Intelligent Choice Financial Insurance Group |
Founder |
510-772-0036
|
Pleasanton |
CA |
 George Alves Jr (CA #0E82245) |
Premiere Insurance Agency dba Ohana Insurance Services |
CEO / Partner |
760-431-5570
|
Carlsbad |
CA |
 Joe J. Aguirre |
Aguirre Financial & Insurance Services Inc. |
President |
805-524-2096
|
Fillmore |
CA |
 Richard M Yacko |
Insurance and Retirement Advisors |
Owner |
858-496-0411
|
San Diego |
CA |
 John Hradesky |
Tax Free Retirement Specialists |
CEO / President |
442-400-3522
|
La Quinta |
CA |
 Sean A. Mason |
Fresno Financial Advisors |
Investment Advisor Representative |
559-892-0002
|
Fresno |
CA |
 LaBron Burney |
Insurance by LaBron |
Managing Director |
909-592-0404
|
San Dimas |
CA |
 Rex A. Jackson, AIF® |
IE Invests |
Owner |
909-754-7365
|
Redlands |
CA |
 Tony Sanchez - CA # 0K90972 |
Freedom Equity Group |
Financial Representative |
951-970-8910
|
San Diego |
CA |
 Paul Griessel, CLU, CHFC |
Griessel Tiffany Group |
Managing Partner & Financial Strategist |
925-283-2399
|
Lafayette |
CA |
 Michael Kench |
UNITED FINANCIAL SERVICES |
Investment & Income Planning Specialist |
714-919-4271
|
Orange |
CA |
 Robert L. Kleppe |
MRP Insurance Solutions Inc. |
(CFE) Certified Financial Educator |
949-200-8391
|
Fountain Valley |
CA |
