California Financial Advisor

A California financial advisor can help you to effectively respond to changes in your financial situation. An advisor can help any of the millions of California residents who have been impacted by financial woes that have hit the state in recent years. Residents in the Los Angeles metropolitan area and in all parts of the state could use a California financial planner to help them deal with unemployment, planning for parenthood, portfolio troubles and other issues. We are in this together, and residents all across California, from San Francisco to San Jose, have had to buckle down and face this new economic reality head on. A California financial advisor can help you assess your situation and respond to it in a positive way.

Some of us may need an advisor to help us deal with troubles such as looming bankruptcy or other debt-related issues. An advisor can help you to calm the storm in your financial life while you are trying to right the course of a small business or other entrepreneurial enterprise. Enlisting the help of a certified California financial planner can help California residents in a wide variety of economic circumstances. Whether you are looking for ways to deal with losses on your IRA or 401k, or just trying to get back on your feet after a job loss, a well-qualified California financial advisor can give you just the help you need.

Assistance with Personal Debt Relief

California is known the world over as the home of the rich and famous. But the Hollywood dream of glitz and glamor is far from the reality in which most of us here in the real world live our day to day lives. Many of us here in California are struggling just to get by. A California financial advisor can help you in your struggle. Making ends meet each month is harder than ever for some state residents trying to pay for college or buying a home. The work of a California financial advisor can help ease that general feeling of unrest and uncertainty felt by most of us in the working class.

Navigating the shaky economy without an advisor in recent years, many in California have been relegated to a greater dependence on revolving credit accounts and credit cards in general. As a result, personal debts have increased in many cases, with the state average credit card debt currently averaging over $4800 per household [1]. In all too many cases, financial consumers have stretched their personal credit card debts to the point where all they can do is afford their minimum payments on multiple cards, if they are lucky. This means their prospects of ever getting out of debt are sketchy at best, since all they are doing is essentially paying the interest on their accounts. Without the wise counsel of an advisor, most of us are in the dark about how to deal with these challenges.

Fortunately, there are steps you can take as a consumer to get a handle on your credit card debt with the help of an advisor. Take advantage of the help of a California financial planner if your debts are getting the best of you. Seek the help of a certified financial advisor, from advice for debt consolidation to input on what programs might be available to assist you in paying back your debt and getting back on your feet. Some consumers are so far behind that bankruptcy may be their best option. If this describes your situation, you can get in touch with a financial advisor for some essential pre bankruptcy credit counseling. The advisor will walk you through all the steps of the process and help you to avoid any pitfalls in order to ensure a smooth transition into bankruptcy-and an advisor can help you emerge out of bankruptcy as well. These sorts of goals are difficult to attain on your own, but the help of a California financial advisor can help you make the right moves to put yourself in a position to recover sooner with less damage to your credit rating.

Small Business Financial Advice

In addition to personal counseling for financial troubles like retirement savings fears or education expenses, you can also enlist the aid of a California financial advisor to receive expert advice for small businesses. If you are a struggling small business owner trying to survive in the current economy, you can find out about programs and funding options that may be of use to you. And if you are just considering throwing your hat into the ring as an entrepreneur, an advisor can help you in evaluating the market and your chances for success in your chosen field, as well as get information regarding new business startup loans which could help you to launch your project and get your business idea off the ground.

Small business owners face many challenges unique to their particular modes of doing business, in a good or bad economy. Their cash flow issues make it difficult to compete with larger corporations offering employee enticements like Roth IRA options and vacation and sick pay. Just trying to keep your workers happy is a challenge in itself. Working with a California financial planner specializing in small business planning can help you to navigate these challenges and come up with ways to recruit and retain quality people. Cash flow and emergency fund allocation can also be discussed with an advisor.

Personal Financial Planning

Not all of us have it in us to seek out the challenges and inherent headaches of owning and operating a small business. Many in California are content to work for someone else and let them deal with the worries that come with business ownership. But we all could benefit from the advice of a California financial advisor. We all have the same need to take ownership and plan effectively for long-term goals such as education savings or retirement planning. These concerns are things all of us have in common as participants in the marketplace. An advisor can ease these concerns.

Personal economic planning is an important area of our lives an advisor can help us with. An advisor can help provide a long-range outlook while also addressing our immediate needs. This dual focus is the only way we can properly set ourselves up for consistent growth and economic prosperity through the ups and downs of the cycles. One effective way to set yourself up with a workable strategy and a solid plan for the future is to enlist investment advice from a California financial advisor with a great understanding of the markets. Work with a California financial planner well-equipped to help you meet your goals both for the present and the future.

Taking a look at today's economic conditions in California and the rest of the country, it is critical to be aware of the tendency of the markets to ebb and flow in cycles of aggressive growth and subsequent adjustment. Not all of us in California are capable of assessing the best way to deal with such complicated considerations on our own; but a certified California financial planner can do just that.

[1] http://www.plasticeconomy.com/stats.php Retrieved 2010-01-24.

 

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City Articles for California

Financial Advisors In California

Keith Ellen
Keith Ellen
23975 Park Sorrento, Suite 250
North Ridge, CA 91324

Andrew Chabot MBA, CFP
Andrew Chabot MBA, CFP
11810 Sebastian Way Suite 105
Rancho Cucamonga, CA 91730

Evor Vattuone, CFP
Evor Vattuone, CFP
1535 N. Main Street
Suite 210
Walnut Creek, CA 94596

James Peters
James Peters
18662 Macarthur Blvd
Suite 200
Irvine, CA 92612

Bob Farmer
Bob Farmer
3500 West Olive Avenue, Suite 300
Burbank, CA 91505

Dirk Gilliard
Dirk Gilliard
2409 Park Boulevard
Palo Alto, CA 94306

Zain Griffith
Zain Griffith
One Sansome Street
Suite 3500
San Francisco, CA 94104

Zain Griffith
Zain Griffith
One Sansome Street
San Francisco, CA 94104

Morris Amiri
Morris Amiri
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

David Bobrowsky, CFP
David Bobrowsky, CFP
1981 N. Broadway
Suite 305
Walnut Creek, CA 94596

Matt Kay, CFP
Matt Kay, CFP
3150 Crow Canyon Place
Suite # 200
San Ramon, CA 94583

Jim Dillon
Jim Dillon
2266 Lava Ridge Ct
Suite 200
Roseville, CA 95661

Matthew Etzler
Matthew Etzler
819 Jefferson Street
Red Bluff, CA 96001

John Kostic
John Kostic
3300 Irvine Ave
Suite 320
Newport Beach, CA 92660

Barbara Williams
Barbara Williams
1903 Wright Place
Suite #150
Carlsbad, CA 92008

Richard J. Rang
Richard J. Rang
26041 Acero
Mission Viejo, CA 92691

Tim W. Geisbauer, MBA, CFP
Tim W. Geisbauer, MBA, CFP
5743 Corsa Ave
Suite 213
Westlake Village, CA 91362

Colin Higgins
Colin Higgins
1850 Gateway Drive, Suite 100
San Mateo, CA 94404

Ryan Gunn CFP
Ryan Gunn CFP
2629 Townsgate Rd., Ste 245
Westlake Village, CA 91361

Garth Krieger
Garth Krieger
2385 Bear Rock Glen
Escondido, CA 92026

Nickalus Ketcham, CFP
Nickalus Ketcham, CFP
1670 South Amphlett Blvd, Suite 214
San Mateo, CA 94402

James  Kirby
James Kirby
2601 Saturn Street, Suite 106
Brea, CA 92821

William G Knapp
William G Knapp
23548 Calabasas Road
Suite 107
Calabasas, CA 91302

Nancy Knight
Nancy Knight
43358 Banda Terrace
P.O. Box 3231
Fremont, CA 94539

Gene H Langenberg
Gene H Langenberg
1240 East Ontario Ave
Suite 102
Corona, CA 92881

Eric Smith, JD, CFP
Eric Smith, JD, CFP
1200 Paseo Camarillo
Suite 190
Camarillo, CA 93010

William R. Locklin
William R. Locklin
43418 Business Park Drive
Temecula, CA 92590

Mark Labash
Mark Labash
10125 De Soto Ave
Ste 12
Chatsworth, CA 91313

Kent Engdahl
Kent Engdahl
900 Canterbury Place
Suite 340
Escondido, CA 92025

Mark Robertson
Mark Robertson
9160 Irvine Center Dr suite 201
Irvine, CA 92618

Rodd Miller, CFP
Rodd Miller, CFP
1902 Wright Place, Suite 200
Carlsbad, CA 92008

Henri Moudi
Henri Moudi
575 Market Street, Suite 2750
San Francisco, CA 94105

Mark J. Williams
Mark J. Williams
2600 Garden Road
Suite 410
Monterey, CA 93940

Ronald Bernheim
Ronald Bernheim
21757 Devonshire Street
Suite 11
Chatsworth, CA 91311

Robert Galindo
Robert Galindo
19925 Stevens Creek Blvd
Suite 148
Cupertino, CA 95014

Jerry  W. Wilk, P.F.P.
Jerry W. Wilk, P.F.P.
17848 Skypark Circle
Suite C
Irvine, CA 92614

Frederick  A. Fisher, MS, CFP
Frederick A. Fisher, MS, CFP
565 Brunswick Road #15
Grass Valley, CA 95945

Robert Chapman
Robert Chapman
12526 High Bluff Dr.
Suite 300
San Diego, CA 92130

Kenneth Beber
Kenneth Beber
451 West Bonita Avenue
Suite 5
San Dimas, CA 91773

Anthony A. Saccaro, ChFC
Anthony A. Saccaro, ChFC
20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364

Ron Sterud
Ron Sterud
438 Main St.
Suite 220
Huntington Beach, CA 92648

Barbara Rosenblum
Barbara Rosenblum
1388 Sutter St.
Suite 725
San Francisco, CA 94109

John Borger
John Borger
27192 Newport Rd., Suite 4
Menifee, CA 92584

John Saylor
John Saylor
3189 Danville Blvd
Suite 280
Alamo, CA 94507

Eric Pritz, CFP
Eric Pritz, CFP
2121 Avenue of the Stars
Los Angeles, CA 90067

Theodore  Saade CFP AIF CMFC
Theodore Saade CFP AIF CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Vince DiLeva, MS, CFP, AIF
Vince DiLeva, MS, CFP, AIF
1815 Via El Prado
Suite 100
Redondo Beach, CA 90277

Marcus Sitrin
Marcus Sitrin
2029 Century Park East
Suite 550
Los Angeles, CA 90067

Amy Bennage McNally
Amy Bennage McNally
531 Encinitas Blvd
Suite 200
Encinitas, CA 92024

Vincent Walker
Vincent Walker
17011 Beach Blvd, Suite 900
Huntington Beach, CA 92647

Michael Lahl
Michael Lahl
2000 Crow Canyon Place Suite 450
San Ramon, CA 94507

Paul J. Toohey
Paul J. Toohey
140 S. Chaparral Court
Suite 130
Anaheim Hills, CA 92808

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656

David Willett
David Willett
Irvine
Irvine, CA 92614

Todd Butler, CFP®
Todd Butler, CFP®
303 N. Glenoaks Blvd
Suite 905
Burbank, CA 91502

Jay Miars, CFP
Jay Miars, CFP
2244 Faraday Avenue
Suite 111
Carlsbad, CA 92008

Todd Frank
Todd Frank
2710 Loker Avenue West
Suite 230
Carlsbad, CA 92010

Robert Bagarotti
Robert Bagarotti
17352 Tennyson Place
Granada Hills, CA 91344

Pete Woodring
Pete Woodring
23 Ross Common 4B
PO Box 1428
Ross, CA 94957

EP Wealth Advisors, Inc.
EP Wealth Advisors, Inc.
21515 Hawthorne Blvd.,Suite 1200
Torrance, CA 90503

Peter R. Gordon
Peter R. Gordon
12707 High Bluff Drive, Suite 200
San Diego, CA 92130

John Lohrenz
John Lohrenz
6310 Greenwich Dr.
Suite 150
San Diego, CA 92122

Dan Laimon MBA
Dan Laimon MBA
750 B Street Suite 3300
San Diego, CA 92101

Jeff Babcock, CFP
Jeff Babcock, CFP
2101 El Camino Real, Suite 206
Oceanside, CA 92054

Duncan Rolph
Duncan Rolph
11300 Olympic Blvd., Suite 800
Los Angeles, CA 90064

David Kim
David Kim
3450 Geary Blvd, Ste 203
San Francisco, CA 94118

Christopher Hanford
Christopher Hanford
1981 N. Broadway
Suite 305
Walnut Creek, CA 94596

Greg Friedman
Greg Friedman
750 Lindaro Street
Suite 130
San Rafael, CA 94901

Robert Koerner
Robert Koerner
1025 W. 190th Street, Suite 120
Gardena, CA 90248

Justin Elliot
Justin Elliot
7 Park Center Dr
Sacramento, CA 95825