Invested Better
Financial Planning Services Advisors in California
35,804 Results
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
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ENCINO, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Andrew Stein is a financial advisor registered with LPL Financial LLC. Ethan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry since 1982. Ethan has experience working with various clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Ethan has expertise in providing financial planning, portfolio management, and consulting services to individuals and businesses. Ethan holds both Series 7 and Series 63 licenses.

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

Irvine, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Morgan is a financial advisor who has been in the industry since February 1996. Ethan is currently registered with J.p. Morgan Securities LLC in Irvine, California. Previously, Ethan worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, CITICORP INVESTMENT SERVICES, JEFFERSON PILOT SECURITIES CORPORATION and ASCEND FINANCIAL SERVICES, INC. Ethan holds a variety of licenses and certifications, including the Series 6, 7, 9, 10, 24, 63, and 65. Ethan is a Certified Financial Planner. Ethan has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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

CARLSBAD, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Ho is a registered representative with J.p. Morgan Securities LLC and holds a Series 63, 6TO, and SIE license. Ethan is licensed to sell securities in California. Ethan has been in the industry for 2 years and is located in Carlsbad, California.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

WALNUT CREEK, CA

experience

2 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

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

Morgan Stanley

location

SANTA ANA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ethan J Lui is a registered representative with Morgan Stanley. Ethan is licensed to provide investment advice in California and Texas. Ethan has been working in the financial services industry since July 2022. Ethan J Lui is registered with FINRA and the state securities authorities in 56 jurisdictions. Ethan J Lui has been with Morgan Stanley since May 2022. Prior to Morgan Stanley, Ethan J Lui was employed by East West Bank and the University of California, Riverside. Ethan J Lui holds Series 66, Series 7TO and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Planmember Securities Corp.

location

CARPINTERIA, CA

0 Disclosures

ADVISOR BIO

Ethan M Johnson is an Investment Advisor Representative at Planmember Securities Corp. Ethan has been in the securities industry since June 2023 and is registered with the state of California. Ethan has a Series 65 license and a SIE license. Ethan is a driving instructor and provides investment supervisory services.

SPECIALIZATIONS

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

Need help matching

with the right advisor?