Christian Financial Planners in California


This page contains Christian Financial planners who do business in California.

Central Valley

Planners may cover areas from Bakersfield, Fresno, Monterey and surrounding areas.

Jeremy S. Becker

Jeremy S. Becker | Christian Financial Advisor in Oakhurst, CAjeremysbeckerlogo.jpg

Helping good people pass on a heritage of goodness.

Address: Main Office: 51791 Road 426, Oakhurst, CA 93644
Southern Valley Office: 4320 W. Mineral King Ave., Visalia, CA 93291
Northern Valley Office: 575 E. Locust Ave., Fresno, CA 93270

Phone: (559) 641-5533

Website: InheritanceBuilders.com

Email: jsb@jcw-a.com

Notes: Inheritance Builders is committed to helping our clients achieve quality stewardship of His resources, while encouraging the building of a multi-generational legacy of Spiritual dependence upon God. Services provided include financial planning, stocks, bonds, mutual funds and annuities. Our fee-only investment management uses proven strategies for growth. Our counsel is provided from a Biblical worldview understanding that God owns it all and He has entrusted us to manage our resources for His kingdom.

Disclaimer: Investment Advisor Representative of Jeffery C. Welch and Associates, Inc. A Registered Investment Advisor: 905 Lenosa Lane, Atascadero, CA 93422.

Southern CA

Planners who may do business in Los Angeles, San Diego, Long Beach, Santa Ana, Anaheim, Riverside, Chula Vista, Irvine, Glendale, San Bernardino, Huntington Beach, Bakersfield, and surrounding areas.

Guy Baker

Guy Baker | Christian Financial Advisor in Irvine, CA

Managing Director, CFP, ChFC MSFS, MBA

Company: Baker Jensen Investment Advisors

Address: 15520 Rockfield Blvd. Suite G, Irvine, CA 92618

Phone: (949) 900-0099

Website: www.bakerjensen.net

Email: guy@bakerjensen.net

Notes: BJIA provides financial planning and investment management to families interested in preserving their “sleep” capital. Using Modern Portfolio Theory strategies, BJIA has been managing and protecting client portfolios since 1993. Guy was recently recognized as one of Worth Magazine’s top 250 Advisors, nationally. BJIA #1 value is to be there for there clients. To not waiver in the storms and be of assistance whenever there are problems and questions.

Disclaimer: BJIA is a Registered Investment Advisor. Their recommendations and portfolios are based on adherence to the the MPT research. BJIA is not a custodian for the funds and does not have discretionary control over the underlying investments in the funds chosen for their portfolios. BJIA is not a fiduciary and does not make investment decisions for clients.

Bay Area

Planners who may do business in San Francisco, Oakland, San Jose, and surrounding areas and counties… (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma.)

Kalvin Sid

Kalvin Sid | Christian Financial Advisor in San Mateo, CA

CFP, MBA

Company: Sid Financial Services

Address: 1670 S. Amphlett Blvd. STE 214 San Mateo, CA 94402

Phone: (650) 378-8588

Website: Sidfinancial.com

Email: ksid@nextfinancial.com

klogoNotes: Kalvin is an independent investment professional who helps individuals, families, and small businesses to use their resources to accomplish their goals according to their values. I use financial, tax, risk management and education planning to form a foundation for my clients’ financial future. I utilize a diversified portfolio to help my clients minimize the fluctuations of a volatile market.

Kalvin started working in the financial services industry in 1992 where he discovered he has a passion for teaching his friends and co-workers about money and helping them get out of debt. He has a bachelor in Economics from UCLA and an MBA in finance from the Marshall School of Business from USC. He has achieved the CFP© certification which the Wall Street Journal rates as the gold standard in personal financial planning. Kalvin is a Qualified Kingdom Advisor as well as a Dave Ramsey Endorsed Local Provider for Investments.

Disclaimer: Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sid Financial Services is not an affiliate of NEXT Financial Group, Inc.

Greater Sacramento Area

Planners covering this area likely do business in the following counties: El Dorado, Placer, Sacramento, and Yolo

Northern CA

Planners who do business in the northern section of California in cities like Redding, Eureka, Chico and other surrounding cities.

Central Coast

These planners typically cover the area spanning between the Monterey Bay and Point Conception.


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