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
>
San Mateo
Find the Certified Financial Planner™
Who's right for you.
San Mateo Personal Financial Planning
Emilie R. Goldman, CFP®
Kalvin Sid, CFP®
Barbara Lynn Steinmetz, CFP®, EA
David V. Fernelius, CFP®
Lauree Markham-Murphy, CFP®, EA
Patrice M. Cresci, CFP®
John D. Lee, CFP®
Steven D. Solomon, CFP®
Jeff Weber, CFP®, CASL®, CRPC
Mark B. Pietrofesa, CFP®
Shel Brandenburger, CFP®
