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.

 

Find a Financial Advisor

Find an Advisor

Financial Advice

We can help you find a financial advisor

Our specialists will conduct a custom search to find local planners and advisors who meet your specific requirements.

"Finance and investing are complicated subjects that I didn't know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"

Marcus N, New York NY

City Articles for California

Financial Advisors In California

Kurt Jackson, CFP,C(k)P,AIF,CRPS
Kurt Jackson, CFP,C(k)P,AIF,CRPS
1104 Palm St
San Luis Obispo, CA 93401

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

Zain Griffith
Zain Griffith
9701 Wilshire Blvd.
Suite 1000
Beverly Hills, CA 90212

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

David Bobrowsky, CFP
David Bobrowsky, CFP
1261 Locust St.
Suite #60
Walnut Creek, CA 94596

Jim Dillon
Jim Dillon
9700 Business Park Drive
Suite 204
Sacramento, CA 95827

Brent Hanson CFP
Brent Hanson CFP
340 Rosewood Avenue
Suite P
Camarillo, CA 93010

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

Insight Wealth Strategies
Insight Wealth Strategies
5000 Executive Parkway
Suite 420
San Ramon, CA 94583

Rodd Miller, CFP
Rodd Miller, CFP
1901 Camino Vida Roble
Suite 112
Carlsbad, CA 92008

Matthew Pixa
Matthew Pixa
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Hans Reese
Hans Reese
1900 S Norfolk St, Ste 350
San Mateo, CA 94403

Robert Chapman
Robert Chapman
2131 Palomar Airport Rd.
Suite 204
Carlsbad, CA 92011

Jerry Slusiewicz
Jerry Slusiewicz
30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677

Alano Massi, MBA, CFP
Alano Massi, MBA, CFP
2945 Townsgate Road Suite 200
Westlake Village, CA 91361

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

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

Eric Pritz, CFP
Eric Pritz, CFP
1848 S. Elena Avenue
Suite 100
Redondo Beach, CA 90277

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. 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

Fritz Miller
Fritz Miller
155 N. Lake Ave.
Suite 780
Pasadena, CA 91101

Jennifer Davis, CFP
Jennifer Davis, CFP
201 Mission Street
Suite 1200
San Francisco, CA 94105

Shane Terry
Shane Terry
1901 Camino Vida Roble
Suite 112
Carlsbad, CA 92008

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

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Scott McClatchey, CFP
Scott McClatchey, CFP
2131 Palomar Airport Road
Suite 330
Carlsbad, CA 92011

Kirk Miller
Kirk Miller
21900 Burbank Boulevard
3rd Floor
Woodland Hills, CA 91367

Jay Miars, CFP�
Jay Miars, CFP�
2173 Salk Ave,
Ste 250
Carlsbad, CA 92008

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

Cheri  Franklin, CFP, AIF, CRPC
Cheri Franklin, CFP, AIF, CRPC
100 Spectrum Center Drive
Suite 900
Irvine, CA 92618

Steve Ethridge
Steve Ethridge
1120 Mar West St.
Suite D
Tiburon, CA 94920

Rem Oculee
Rem Oculee
21250 Hawthorne Blvd
Suite 500
Torrance, CA 90503

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

Michael Harris
Michael Harris
600 West Broadway, Suite 225
San Diego, CA 92101

Bill Knoke
Bill Knoke
635 Camino de los Mares, #208
San Clemente, CA 92673

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

Michael Richardson
Michael Richardson
951 Mariners Island Blvd
Suite 300
San Mateo, CA 94404

Brad Maurer
Brad Maurer
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Michael Richardson
Michael Richardson
2100 Geng Road
Suite 210
Palo Alto, CA 94303

Ken Sakamoto
Ken Sakamoto
4301 Hacienda Drive, Suite 100
Pleasanton, CA 94588

Ken Sakamoto
Ken Sakamoto
1050 Enterprise Way, 3rd Floor
Sunnyvale, CA 94089

Mark Sikich
Mark Sikich
1112 Galleria Boulevard Suite 160
Roseville, CA 95678

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

Richard Ramos
Richard Ramos
6023 Coffee Rd. Suite A
Bakersfield, CA 93308

Eric  Pailing
Eric Pailing
222 N Garden St
Suite 300 H
Visalia, CA 93291

Eric Pailing
Eric Pailing
9423 N. Fort Washington Rd. Suite 104
Fresno, CA 93730

Ken Sakamoto
Ken Sakamoto
4040 Civic Center Drive
Suite 200
San Rafael, CA 94903

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 580
Torrance, CA 90503

Fred Ferrara
Fred Ferrara
9245 Laguna Springs Drive Suite 200
Elk Grove, CA 95758

Rick Donnelly
Rick Donnelly
2040 Main Street
Suite 705
Irvine, CA 92614