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East Bay Advisors Network

Fee-only financial planners in the East Bay Area

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    • Why Fee-Only?
    • Why Independent?
    • Why Choose an East Bay Financial Planning Firm?
    • Selecting an Advisor
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  • The East Bay Advisors
    • Cathy Curtis, CFP®
    • Blair Garner, CFP®, CFA, CMFC®, CRPC®
    • Patricia Jennerjohn, CFP®, MBA
    • Joe Morgan, CFP®, CFA
    • John Wenzel, CFP®
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Disclaimer

Fee-only Financial Planning | East Bay Advisors Group
This website is for informational purposes only and does not constitute a complete description of the investment services or performance of any listed Advisor. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where the advisors are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

Copyright © East Bay Advisors Network. All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from East Bay Advisors Network.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 

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All financial planners and investment managers in East Bay Advisors Network are registered members of the National Association of Personal Financial Advisors (NAPFA).
Learn More at NAPFA.org.

What you need to know

  • Why Fee-Only?
  • Why Independent?
  • Selecting an Advisor
  • Why Choose an East Bay Financial Planning Firm?
  • Disclaimer

The East Bay Advisors Network

  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®

How to choose a Financial Advisor

Not sure how to choose an Advisor? Click on this “Pursuit of a Financial Advisor Field Guide” prepared for you by the National Association of Personal Financial Advisors (NAPFA)

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We are independent, fee-only CERTIFIED FINANCIAL PLANNERS™ serving clients in the East Bay region of California and nationwide.

Financial Planning Articles

East Bay Advisors Network

The Fiduciary Duty for Investors

Meet the advisors

  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®
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  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®