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Gen Y Planning
Website online
  • I'm not your father's financial planner. Financial Planning for my generation.
  • Accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine
NavAlign Wealth Partners
Website 855-360-1080
  • Fiduciary financial planning and investment services as a fee-only Registered Investment Adviser
  • Our team of Certified Financial Planner™professionals blend personalized service with smart technology
Rowling Associates
Website (619) 295-0200
  • Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice.
  • We adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.
Define Financial
Website 858-345-1197
  • Recognized as an award-winning Wealth Manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews,
  • CERTIFIED FINANCIAL PLANNER™ Services: a fee-only financial advisor for retirees, busy professionals, and non-profits.
Workable Wealth
  • CFP® with over 13 years of experience in the financial planning industry.
  • A Financial Planner for Gen Y & X.
  • Comprehensive, fee-only financial planning to meet your needs.
HoyleCohen
Website 858-576-7300
  • Founded by women for women. HoyleCohen Ranks In Barron's Top 100 Independent Wealth Advisors.
  • Our planning personnel are trained Certified Financial PlannersTM Many have advanced degrees or certifications in specialized areas.
Hawley Personal Finance
Website 831-601-9091
  • Providing objective, practical and as-needed advice to answer your personal financial questions
  • I’m based in Monterey, California and I work remotely with clients all over the country.
North Financial Advisors
Website 929-266-3757
  • Fee-only financial planning firm that specializes in helping women and entrepreneursWe provide fixed fee financial planning advice with no minimums
  • We provide fixed fee financial planning advice with no minimums. Offices in San Diego, CA and Washington, DC.
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