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Financial Planning Services Advisors in California
35,804 Results
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

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
location

Montecito, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Shultz is a financial advisor with over 2 years of experience in the financial industry. Ethan has held previous roles with Merrill Lynch and Redfin. Ethan currently works with Morgan Stanley in Montecito, CA and has been registered with the state of California and Texas. Ethan has a Series 7, Series 66, and SIE license. Ethan provides financial planning, portfolio management, and educational seminars.

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

Equitable Advisors, LLC

location

SAN FRANCISCO, CA

experience

5 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

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

5 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

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

Mission Wealth Management, LP | CFP Ā® (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

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Mendelson is a financial advisor with RBC Capital Markets, LLC, registered in California and Texas. Ethan has been in the industry since 2015 and holds the Series 7, Series 66 and SIE licenses. Ethan has been registered with RBC Capital Markets, LLC since December 2015. Prior to that, Ethan worked at PURSHE KAPLAN STERLING INVESTMENTS in Manhattan Beach, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC | CFP Ā® (Certifications)

location

ENCINO, CA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Andrew Stein is a financial advisor registered with LPL Financial LLC. Ethan is a CERTIFIED FINANCIAL PLANNERā„¢ 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

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