Top Certified Financial Planners in Greater Los Angeles Area
Brad CFP®
Regional Planning Consultant
Greater Los Angeles Area
Regional Planning Consultant
Certified Financial Planner
Wealth Advisor, Certified Financial Planner™, and Accredited Investment Fiduciary™
Certified Financial Planner™ and Accredited Investment Fiduciary™
University of California, Santa Barbara
College for Financial Planning
UC Irvine
Recommendations: 19
Strategic Financial Planning
Investments
Mortgage Lending
Finance
Wealth Management
Strategy
Financial Goals
Leadership
Alan EA
Certified Financial Planner™ , Chartered Financial Consultant™ , and Enrolled Agent
Greater Los Angeles Area
Certified Financial Planner™ , Chartered Financial Consultant™ , and Enrolled Agent
Certified Financial Planner™, Chartered Financial Consultant™, and Enrolled Agent
College for Financial Planning
Colorado Technical University
California Lutheran University
Recommendations: 1
Tax Preparation
Retirement Planning
Strategic Financial Planning
Estate Planning
Retirement
Wealth Management
Investment Advisory
Financial Advisory
Neal Frankle
Chief Editor
Greater Los Angeles Area
Chief Editor
Certified Financial Planner
SDSU
Granada Hills High School
Recommendations: 0
Financial Planners
Strategic Financial Planning
Wealth
Estate Planning
Portfolio Management
Wealth Management
Personal Finance
Financial Advisory
n****[email protected]
Shonty CFP®
Certified Financial Planner
Greater Los Angeles Area
Certified Financial Planner
Financial Analyst
Certified Public Accountant
Certified Public Accountant
Certified Public Accountant
Golden Gate University
Keller Graduate School of Management of DeVry University
Arizona State University, W. P. Carey School of Business
Recommendations: 0
s****[email protected]
Samuel ChFEBC
President
Greater Los Angeles Area
President
Instructor
Certified Financial Planner
Investment Advisor
University of California, Los Angeles
California State University, Northridge
Recommendations: 0
Financial Planning
Portfolio Management
Wealth Preservation
Strategic Financial Planning
Retirement Planning
Financial Advisory
Investment Management
Income Protection
Stephen L. Murdock, CFP CMFC
Certified Financial Planner
Greater Los Angeles Area
Certified Financial Planner
Educators Retirement Specialist
California State University-Long Beach
Recommendations: 0
Retirement Planning
Retirement
Wealth Management
Investments
Portfolio Management
Investment Advisory
403 b
Certified Financial Planner
s*****@stephenmurdock.com
Thoyd Ellis
Certified Financial Planner
Greater Los Angeles Area
Certified Financial Planner
Coordinator of Financial Reporting
Controller
Controller / Assistant Administrator
Chief Financial Officer
Principal Owner
Pepperdine University, The George L. Graziadio School of Business and Management
NASD Series 7 and California Insurance License
Dillard University
Recommendations: 0
Healthcare
Managerial Finance
Financial Analysis
Forecasting
Budgets
Financial Reporting
Strategic Planning
Process Improvement
e*****@brentwoodresearch.org
Mary Harris, CFP®
Certified Financial Planner
Greater Los Angeles Area
Certified Financial Planner
Founder & Owner
University of Colorado at Boulder
Recommendations: 0
Retirement Planning
Income Tax
Estate Planning
Long-term Care
Cash Management
Charitable Giving
Women's Issues
Women Owned Business
m*****@harrisfinancial.net
John Kacarab
Certified Financial Planner
Greater Los Angeles Area
Certified Financial Planner
Project Manager
Combat Veteran
Consultant
Clay High School
College for Financial Planning
Riverside Community College
University of California, Riverside
Recommendations: 0
Retirement Planning
Financial Services
Insurance
Financial Planning
Crowd Funding
Strategic Planning
Customer Service
IRAs
j****[email protected]
j*****@dslextreme.com
Bill Locklin
Certified Financial Planner; Retirement Counselor
Greater Los Angeles Area
Certified Financial Planner; Retirement Counselor
Owner, Founder, Lockin Financial Group, Retirement Counseling
University of Arizona; Long Beach City College
University of Arizona; Millikan High School; Long Beach City College
Recommendations: 0
b****[email protected]
Jim Heitman
Owner, Founder, Certified Financial Planner
Greater Los Angeles Area
Owner, Founder, Certified Financial Planner
Member & Director
Financial Planning Consultant
Branch Manager
Hope International University
Recommendations: 0
Sales Management
Portfolio Management
Financial Planning
Investment Advisory
Financial Services
Finance
Investments
Mutual Funds
t****[email protected]
