Personal Financial Planning Tips Bakersfield CA

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Mr. Peter H. Hunt, CFP®
(661) 327-8560
PO Box 10959
Bakersfield, CA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning

Data Provided by:
Jeffrey R Bell, CFP®
(661) 322-2033
1100 Mohawk St, STE 180
Bakersfield, CA
Firm
Edward Jones

Data Provided by:
Mr. Steven Michael Bowles, CFP®
(661) 835-8189
200 New Stine Rd
Bakersfield, CA
Firm
Bowles Financial & Ins. Group, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Blake Goehring, CFP®
(661) 326-7707
5080 California Ave Ste. #102
Bakersfield, CA
Firm
Merrill Lynch

Data Provided by:
Mr. William R. Ramsey, CFP®
(661) 283-1361
5812 Calico Cove Ct.
Bakersfield, CA
Firm
William R. Ramsey CPA CFP
Areas of Specialization
Accounting, Budget Development, General Financial Planning, Investment Planning, Retirement Planning, Tax Preparation
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,001 - $100,000

Profession: Government Employees

Data Provided by:
Mr. V. Mon Bertolucci, CFP®
(661) 322-3504
5401 Business Park South
Bakersfield, CA

Data Provided by:
Mr. Steven A. Barnes, CFP®
(661) 322-9799
5060 California Ave Ste 1020
Bakersfield, CA
Firm
Barnes Wealth Management Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Laurence Edward Menna, CFP®
(661) 837-8500
1601 New Stine Rd Ste 180
Bakersfield, CA
Firm
Menna Capital Management, LLC
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Carl A. Engele, CFP®
(661) 397-9074
110 S Montclair St Ste 106
Bakersfield, CA
Firm
OneAmerica Securities

Data Provided by:
Mr. Gary J. Sampson, CFP®
(661) 663-3263
9201 Camino Media Ste 230
Bakersfield, CA
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Data Provided by:
Data Provided by:

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

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