Financial Planners  Page 1

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A Financial Planner or Personal Financial Planner is a

 practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: tertiary education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.

People enlist the help of a financial planner because of the complexity of knowing how to perform the following:

Providing direction and meaning to financial decisions;

Allowing the person to understand how each financial decision affects the other areas of finance; and

Allowing the person to adapt more easily to life changes in order to feel more secure.


Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals. The scope of planning would usually include the following:

Risk Management and Insurance Planning

Managing cash flow risks through sound risk management and insurance techniques

Continued...

 

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Alphabetical Listings

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A P Tarabini
3018 Soscol Ave, Napa, CA 707 265-6522

Ameriprise Financial
811 Coombs St, Napa, CA 707 257-6155

Ameriprise Financial
3033 California Blvd, Napa, CA 707 257-3980

Benefits Plus Inc
1157 Division St, Napa, CA 707 255-9900

Cantella & Co
1109 Westview Dr, Napa, CA 707 253-0234

Dan Moore Tax & Financial Svc
1547 3rd St, Napa, CA 707 257-7600

Dave Mc Gee
2140 Jefferson St, Napa, CA 707 251-1042

Epsilon Financial Group Inc
1001 2nd St # 285, Napa, CA 707 224-6833

Essex National Securities Inc
215 Gateway Rd W, Napa, CA 707 258-5000

Financial Solutions Counseling
2180 Jefferson St, Napa, CA 707 257-1696

Harvest Financial
1728 Jefferson St, Napa, CA 707 257-7281

Hedgepoint LLC
1030 Mount George Ave, Napa, CA 707 224-9100

James H Riley
1836 2nd St, Napa, CA 707 252-1343

John H Liles
2053 N 3rd Ave, Napa, CA 707 226-1177

K & A Asset Management LLC
702 Trancas St # 200, Napa, CA 707 963-2107

Kathryn Fitzgerald
2061 Monticello Rd, Napa, CA 707 257-1545

Kimberlee Saunders
2140 Jefferson St, Napa, CA 707 251-1042

Jdh Asset Management 
±
3510 Unocal Pl # 300, Santa Rosa, CA 707 542-1110

Lazarus Financial
  ±
1721 Lovall Valley Rd, Sonoma, CA 707 939-8851

Lisa E Seran
PO Box 5291, Napa, CA 707 252-1915

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Financial Advisors
Investment Securities

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