Financial Planning Association
  • Consumers 
  • Financial Professionals 
  • Home
  • Life Goals
  • Life Crisis
  • Find a Planner
  • Tools & Resources
  • What is Financial Planning?
  • About FPA
 
  • Search Financial Planners
  • How to Use 'Find a Planner'
  • Benefits of Using a Planner
  • Choosing a Planner
  • How Planners Charge
  • What to Bring to a Meeting with a Planner

Why Use This Tool?

FPA PlannerSearch Participants:

  • Are FPA members in good standing
  • Are CERTIFIED FINANCIAL PLANNER™ professionals
  • An RIA or bank affiliate
  • Adhere to FPA's Code of Ethics
  • Abide by the FPA Standard of Care

Home > Financial Planner Directory > California > Los Altos
PlannerSearch logo
Find the Certified Financial Planner™
Who's right for you.
Los Altos Personal Financial Planning
Joel M. Shaps, CFP®, CIMA®
Lavina Nagar, CFP®
Robert J. Sullivan, CFP®
K. Esther Szabo, CFP®
Eric R. Lewis, CFA, CFP®
Donald P. Martin, CFP®
Ester Ng, CFP®
Lois A. Springsteen, CFP®, EA
Kevin L. Shelton, CFP®
Annamalai Rajendran, CFP®

 

Terms of Use|Glossary|Provide Feedback

  • Copyright © 2012 FPA All rights reserved
  • Financial Planner Directory
  • Press Room
  • Partners
  • Disclaimers
  • Privacy Policy
  • Contact Us