MVP's Advisor Team - California

Northern California Advisors

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Acord & Fong Wealth Strategies

With over 100 years of financial planning experience Acord & Fong is uniquely qualified to offer complete strategies that are designed to help you grow, protect and transfer wealth. We'll help you make wise financial decisions and partner with you to help you stay the course as you pursue your financial goals.

Office Locations:

San Ramon, CA
Fairfield, CA
Fresno, CA
San Francisco, CA
Bakersfield, CA

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Athena Wealth Strategies

Working together with you, we will help to define your personal road map and goals for retirement while we potentially maximize your finances for the future. Athena Wealth Strategies is an advice-based practice of financial advisors that provides you with financial analysis and advice with one goal in mind - your plan for the future.

Office Locations:

San Mateo
Pinole
Washington D.C.

McClure Wealth Advisors

“Serve, First, Last and Always℠.” The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the appropriate order. Our “Serve First” philosophy – which was conceived over 60 years ago by legendary agent and manager Stuart Smith – still drives our business today.

Office Locations:

San Ramon, CA

Romana Wealth Partners

At Romana Wealth Partners, we believe financial planning is about more than just numbers -- it's about people, purpose, and possibility. We take the time to truly understand what matters most to our clients, guiding them through life's transitions with empathy, expertise, and unwaivering support.

Office Locations:

San Ramon

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Modern Wealth Partners

Life is full of milestones. At Modern Wealth Partners, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

Office Locations:

San Ramon, CA
Campbell, CA
San Francisco, CA
San Mateo, CA

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Retirement Security Centers

We are committed to a process-led approach designed to deliver straightforward and consistent outcomes for our clients. We strive to ensure your financial plan is thoroughly crafted and reliably executed, securing your financial future with confidence.

Office Locations

Sacramento, CA
Grass Valley, CA
Yuba City, CA
Folsom, CA
Chico, CA
Redding, CA

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Bridges Wealth Strategies

Our priority is to ease your mind by helping you develop an Advice-Based Comprehensive Financial Plan which includes custom designed strategies to not only meet your current lifestyle needs but to give you the sense of confidence of a financially secure future. Let me help you to ease your stress by helping to ensure the protection of your wealth is continually monitored.

Office Locations:

San Ramon, CA

Southern California Advisors

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Belay Wealth Partners

In rock climbing, trust, teamwork and communication are critically important to a successful climb. The belayer, holding the ropes, is the anchor and a source of strategy for the journey ahead. The same basic philosophies are true of financial planning, and I have built these principles into everything we do to serve our clients at Belay Wealth Partners - just as I have done every day since I started my financial planning practice in 2000. Our most important job is to help you navigate the joys, fears, and challenges of building wealth.

Office Locations:

Oxnard, CA
Santa Barbara, CA

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Crescendo Wealth Strategies

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Office Locations

Oxnard, CA

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Freedom Planning & Wealth Advisors

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. No matter the complexity of your investor profile, we believe a complete financial strategy and investment management helps create better outcomes.

Office Locations:

Irvine, CA

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Oakwood Wealth Partners

We’re more than just financial planners—we’re your partners in building the future you want. With decades of experience guiding clients through every stage of life, we understand the unique challenges and milestones that come with each phase. Whether you’re starting your career, raising a family, or planning for retirement, our team is here to support you with personalized advice and a caring, collaborative approach.

Office Locations

Irvine, CA
Rohnert Park, CA
Los Alamitos, CA

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Parallax Wealth Management

We are a boutique wealth management firm servicing the needs of business owners, entertainment professionals, executives, retirees, and their families. When you retain our services you benefit from personal service and our prodigious financial experience. We take the time to fully understand you and your needs. We take a step back and look at your entire financial picture at one time and we do this on a cross-disciplinary basis.

Office Locations:

Los Angeles, CA

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Prospera Succession Partners

One-size-fits-all financial blueprints? Not here. Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge. We work closely with clients to match strategy to individual needs for every walk of life.

Office Locations

Irvine, CA
Campbell, CA
Oxnard, CA

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Shorelight Wealth Group

At Shorelight Wealth Group, we specialize in supporting healthcare workers, government employees, educators, not-for-profit workers, firefighters, and other community-minded heroes prepare for retirement. You take care of your community, and our mission is to make sure you are taken care of in turn. We get to know you, your family, your financial history, your personal values and beliefs, your goals and dreams, and more, so we can build a customized financial plan that fits your unique needs.

Office Locations:

La Jolla, CA
San Diego, CA

Equity Edge Advisors

Equity Edge Advisors is a boutique advisory firm founded by two Certified Financial Planners who specialize in navigating the unique challenges of equity compensation. We understand that stock options, RSUs, ESPPs, and other forms of equity can be both a valuable asset and a complex financial puzzle. Our mission is to empower you to make the most of your equity awards through tailored financial planning and strategic advice.

Office Locations

Irvine, CA

Momentum Value Partners

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. Osaic Wealth Form CRS.

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