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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Mission Wealth Management, LP | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Ethan Roderick Cooper is a financial advisor with Mission Wealth Management, LP. Ethan Cooper has been a financial advisor for over 7 years and is registered with the state of Arizona. Ethan Cooper has earned the Certified Financial Planner designation. Ethan Cooper's previous experience includes roles at Edward Jones and WealthPlan Advisors. Ethan Cooper specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY WEALTH MANAGEMENT
Unclaimed
location

SANTA CLARA, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Donahue is a financial advisor at Edward Jones. Ethan has been in the industry since 2024 and holds the Series 7, Series 66 and SIE licenses. Ethan is registered in California as an Investment Advisor Representative and Broker-Dealer. Ethan specializes in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Lake Tahoe Wealth Management, Inc. | CFP ® (Certifications)

location

Folsom, CA

0 Disclosures

ADVISOR BIO

Ethan Aaron Green is a financial advisor based in Folsom, California. Ethan has been working in the financial industry since 2012 and is registered with the state of California as an Investment Advisor Representative. Ethan is affiliated with Lake Tahoe Wealth Management, Inc., where he works as a Financial Analyst. Ethan offers financial planning, portfolio management, and pension consulting services. He is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
TEST DRIVE EDUCATIONAL SERVICES & TAX SERVICES
Unclaimed

Citigroup Global Markets Inc.

location

Sand Diego, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Willis is a registered representative with Citigroup Global Markets Inc., a leading financial services company. Ethan has over 16 years of experience in the financial services industry. Ethan has a broad range of experience, including portfolio management for businesses and individuals, asset allocation advice, financial planning, and pension consulting. Ethan holds Series 7, Series 31, and Series 66 licenses. Ethan's previous experience includes roles at HSBC Securities (USA) Inc., VALIC Financial Advisors, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ethan is also a head coach for La Jolla High School Rugby.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

WALNUT CREEK, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Robert Spain is a financial professional with Ameriprise Financial Services, LLC in WALNUT CREEK, CA. Ethan has been in the industry since 2023 and is registered in California as a Registered Representative and an Investment Advisor Representative. Ethan offers various services including portfolio management for individuals and businesses, financial planning, and asset allocation. Ethan also has a strong track record in the industry, as evidenced by passing the Series 7, Series 66, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

NFP Retirement Inc.

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Ethan Nesheim is an Investment Advisor Representative at NFP Retirement Inc., registered with the state of California. Ethan is licensed to provide investment advisory services to individuals, businesses, and retirement plans. Ethan has been working in the financial industry since 2016 and has experience in the areas of financial planning, retirement planning, and insurance brokerage. Ethan's experience and knowledge of the financial markets, combined with their commitment to providing exceptional client service, make them a valuable resource for clients seeking financial guidance. Ethan is also registered as a Registered Representative with NFP Retirement Inc. and is dedicated to providing clients with the best possible financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Leff is a registered representative with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Ethan has been in the industry for over 3 years. Ethan currently holds the Series 66, Series 7TO and SIE securities licenses. Ethan has been registered in California since 2020, and has been registered in Texas since 2023. Ethan has experience with First Republic Securities Company, LLC. Ethan is registered in 53 states and is also registered with FINRA and the Securities Investor Protection Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

DANA POINT, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Donahoe is a financial advisor at J.P. Morgan Securities LLC. Ethan has been in the industry since September 21, 2022. Ethan is licensed in Arizona and California and holds the Series 63, Series 6TO and SIE licenses. Ethan specializes in financial planning, pension consulting and selection of other advisors. Ethan also provides portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Ethan Brouwer is a registered Investment Advisor Representative with LPL Financial LLC, based in Lynden, WA. Ethan has been in the financial services industry since 2018 and holds a Series 65 license. Ethan specializes in providing financial planning services to individuals, businesses, and charitable organizations. Ethan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

SAN FRANCISCO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Elmore is a financial advisor registered with Equitable Advisors, LLC in California and Oregon. Ethan has been in the financial industry since September 2020. Ethan holds a Series 7TO, Series 66, and SIE license. Ethan provides financial planning, portfolio management, pension consulting, and educational seminars. Ethan has been employed with Equitable Advisors, LLC since June 2020.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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