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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ORANGE, CA

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gaston Guillermo Escudero is a financial advisor with over 30 years of experience in the industry. Gaston is currently registered with Cetera Investment Advisers LLC and Orange Capital Management, Inc. in California. Gaston is also a Certified Financial Planner and holds Series 6, 7, 24, 51, 63, and 65 licenses. Gaston specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Gaston's experience and expertise make him a valuable resource for clients seeking personalized financial advice.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gaurav Mittal is a financial professional with experience in the industry since 2018. Gaurav is currently registered with RBC Capital Markets, LLC and holds Series 79, Series 63, and SIE licenses. Gaurav previously worked at Robert W. Baird & Co. Incorporated. Gaurav specializes in a range of services including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning.

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gaurav Gaitonde is a financial professional with over 7 years of experience in the industry. Gaurav Gaitonde is currently registered with Citigroup Global Markets Inc. as a Broker-Dealer Representative. Previously, Gaurav Gaitonde worked for BA Securities, LLC and Headwaters BD, LLC. Gaurav Gaitonde is licensed to provide securities advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Gaurav Gaitonde's areas of expertise include Asset Allocation Advice, Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Portfolio Management for Businesses.

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

UBS Financial Services Inc.

location

PALO ALTO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gavan Wang is an investment advisor representative associated with UBS Financial Services Inc. Gavan has been in the industry since April 2019. Gavan is registered with the state of California to conduct business as a broker and investment advisor. Gavan is also registered in other states, including Arizona, Colorado, and Delaware.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

SAN DIEGO, CA

experience

32 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Gavin Andrew Tolan is a financial advisor with over 30 years of experience in the financial industry. Gavin currently holds registrations with SPC and is also an investment advisor representative. Gavin has a strong track record of helping individuals, families, and businesses achieve their financial goals. Gavin is committed to providing personalized financial advice and services tailored to the unique needs of each client. Gavin is passionate about helping clients understand their financial options and make informed decisions about their future.

SPECIALIZATIONS

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

Santa Barbara, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Kirby is a financial advisor registered with Morgan Stanley. Gavin has been in the industry since 2018 and has a strong background in financial planning, portfolio management, and investment advisory services. Gavin is currently registered with the state of California and Texas and is able to provide investment advice to individuals, families, businesses, and institutions. Gavin has a strong commitment to providing personalized investment advice and helping clients achieve their financial goals. Prior to joining Morgan Stanley, Gavin worked at Raymond James & Associates, Inc. in Saint Petersburg, FL.

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

Morgan Stanley

location

San Francisco, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gavin J. Wong is a financial advisor with Morgan Stanley and has been in the industry since November 2007. Gavin has a Series 66, Series 7, and SIE license. Gavin also holds licenses in multiple states. In addition to being a financial advisor, Gavin also owns a rental property in San Francisco.

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

Raymond James Financial Services Advisors, Inc.

location

Pasadena, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Andrew Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Pasadena, California. Gavin has over 28 years of experience in the financial services industry. Gavin holds Series 6, 7, 31, 63 and 65 securities licenses as well as a SIE. Gavin works with individual clients, businesses, trusts and estates, pension and profit-sharing plans, charitable organizations, and insurance companies. Gavin is a registered investment advisor in Texas and California. Prior to joining Raymond James, Gavin was a financial advisor at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pruco Securities Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Aspiriant, LLC | CFA ® (Certifications)

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Gavin Paul Neil is a financial advisor at Aspiriant, LLC. Gavin has been in the industry since March 2014. Gavin is a Chartered Financial Analyst and is registered with the state of California as an Investment Advisor Representative. Gavin has experience working with high-net-worth individuals, corporations, and charitable organizations. Gavin's firm provides a variety of financial planning and portfolio management services.

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
Publication of Financial Periodicals
Unclaimed

Topel & Distasi Wealth Management, LLC

location

BERKELEY, CA

0 Disclosures

ADVISOR BIO

Gavin Lowery Distasi is a financial advisor with Topel & Distasi Wealth Management, LLC in Berkeley, CA. Gavin has been in the financial industry since 2003 and has a Series 7, Series 66, and SIE licenses. Previously, Gavin has worked at LPL Financial LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gavin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?