| organization name | city | fait
accompli? | online? |
|
| A Balanced Budget | Oakland |
| |
| Acacia Mutual Life Insurance Co | Emeryville |
| |
| Advantage Business Group | Oakland |
| |
| Advisory Financial Consultant Inc | Fremont |
C of C
| |
| Al Finnell, Financial Planner | San Ramon |
C of C
| email |
| Aladino Financial Services / Anthony R Giuliano | San Ramon |
C of C
| |
| Albion Financial Planning | Emeryville |
| |
| Altamont Capital Management / Libby Mihalka | Livermore |
| website email ad |
| American Express Financial Advisors | Pleasanton |
C of C
| email |
| American Express Financial Advisors Inc | Oakland |
| |
| American Express Financial Advisors Inc | Oakland |
| |
| Ameriprise Financial Services, Inc / Andrei Jigalin | Novato |
| website email ad |
| Aristobulus / Pete Montonen | El Sobrante |
ValueStar
| |
| Armitage Guidi & Associates | Emeryville |
| |
| Associated Planners Investment Advisory Larry P Ginsburg CFP | Oakland |
| |
| Barnes & Hopson | Oakland |
| |
| Barton H Darnell Insurance Services | Oakland |
| |
| Bauer Financial | Belmont |
C of C
| email |
| Bay Financial Management Inc | El Sobrante |
| |
| Bazzell Financial RIA | Oakland |
| |
| Beckman Investment Securities / David Greiner | Livermore |
| email |
| Berg Financial | |
| |
| Biesheuvel Scarpa & Co | El Cerrito |
| |
| Blume James B | Berkeley |
| |
| Boxer Laura J | Berkeley |
| |
| Bridgforth Financial Management Group | Oakland |
| |
| Cal Cap Planning Inc / Edward Kofman | Hayward |
| website email ad |
| California Financial Advisors | San Ramon |
C of C
| email |
| California Financial Services / R Mark Epstein, Managing Director | Santa Rosa |
| website email ad |
| Cambier Investment Management / James Cambier | Danville |
C of C
| email |
| Capital Advantage Inc / David Harkin | Lafayette |
C of C
| website email |
| Carr Financial Services / Anthony Carr | Pleasanton |
| email |
| Cents & Sensibility / Sharon Almeida, President | Pleasanton |
C of C,Woman
| website email ad |
| Certified Planners Inc / Ray Miller, CFP | San Ramon |
C of C
| website email ad |
| Cindy Mefford, Financial Advisor | Walnut Creek |
C of C
| website email |
| College Services & Strategies / William Maguire | Walnut Creek |
| email |
| Dennis H Fong CFP | Oakland |
| |
| Diablo Financial Group / Richard A Fox, Agency Manager | Walnut Creek |
| email |
| Donna Rio, CFP / Donna Rio | |
Woman
| ad |
| Edward Jones Investments / Samantha Dihn | Oakland |
C of C
| website email ad |
| Edward Jones Investments / Andy Velasquez, Financial Advisor | Fairfield |
| website email ad |
| Edward Rouquette, CFP | Pleasanton |
| website email |
| Elders & Heirs Virginia Cambour Enrolled Agent | |
| email |
| Enoch Investment Advisors Inc / Phillip Kohlmeyer, CFP™, ChFC, EA | Pleasant Hill |
| website email ad |
| Executive Financial Services / Teresa Heather, Tere | Danville |
C of C
| |
| Faxon Research / Len Oppenheim | Orinda |
C of C
| email |
| Felice Price Financial Service / Felice Price | Pleasanton |
C of C
| email |
| Financial Network Investment / Luigi Pietrantoni | San Leandro |
| email |
| Flockhart Funding Services | Castro Valley |
C of C
| email |
| Focused Finances | Oakland |
| website email |
