Top Professionals
Brighton Investment Solutions
Brighton Investment Solutions (Brighton Investment Advisors) is an independent, education-first financial advisory practice that serves investors—particularly Dave Ramsey followers—by providing values-based investment management, financial planning and retirement guidance; Brighton Investment Soluti...Read More
Coffeehouse Capital | Fee-Only Financial Planning and Wealth Management
Coffeehouse Capital is a Fresno, CA–based fee-only fiduciary investment advisory and financial planning firm that provides virtual wealth management, retirement planning and investment management for busy professionals, small business owners, medical and tech professionals, and retirees; Coffeehouse...Read More
Consolidated Financial Services
dot. cards (dot.) is a Los Angeles–based hardware and platform company that modernizes networking with NFC-enabled smart devices and customizable digital profiles; dot. cards designs and sells dot.device products (dot.card, dot.classic, dot.thin, dot.metal, dot.band and related bundles) that let use...Read More
Diaz Financial Services, Inc.
Diaz Financial Services is a Fresno, CA–based accounting and tax firm that provides tax preparation, bookkeeping and accounting services for individuals and businesses, offers secure online client portal access and convenient payment options, and supplies practical resources such as financial calcul...Read More
Fort Washington Financial Services
Fort Washington Financial is a Fresno, CA–based financial services firm that provides retirement plan solutions (including 401(k), defined contribution and defined benefit plans), wealth management, and business consulting to individuals, employers and institutions; the company focuses on tailored r...Read More
KERR WEALTH MANAGEMENT
Kerr Wealth Management (operating under Kerr Financial Planning Corporation) is a Fresno, CA fee-only, SEC-registered investment advisory firm that provides fiduciary financial planning, wealth and investment management, retirement plan advisory services, tax-aware planning and specialized Physician...Read More
Mason Street Wealth Management
Mason Street Wealth Management is a Fresno, CA financial planning and wealth management firm (formerly Fresno Financial Advisors) that helps clients—especially those nearing or in retirement—build holistic, customized retirement plans and investment strategies; Mason Street Wealth Management offers ...Read More
Soutas Financial & Insurance Solutions Inc.
Soutas Financial & Insurance Solutions is a Fresno, CA–based independent financial advisory and insurance practice led by Dale Soutas that provides retirement planning, wealth management, investment advisory services (offered through Foundations Investment Advisors, LLC), insurance and Medicare guid...Read More
Whelan Financial
Whelan Financial is a Fresno, CA–based wealth management and financial advisory firm that offers personalized financial planning, investment management, direct indexing, and company retirement plan services; Whelan Financial focuses on building long-term client relationships, tailoring plans to indi...Read More