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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

UBS Financial Services Inc.

location

LOS GATOS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Hanieh Shokrani is a financial advisor at UBS Financial Services Inc. with over 4 years of experience in the industry. Hanieh Shokrani has a strong track record of helping clients achieve their financial goals, and has a deep understanding of the investment markets. Hanieh Shokrani is licensed to offer investment advice in California and Florida. Hanieh Shokrani specializes in a variety of services, including investment management, financial planning, and retirement planning. Hanieh Shokrani is committed to providing her clients with personalized service and a high level of expertise.

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

Sanctuary Advisors, LLC

location

LOS ANGELES, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Hank Krakover is an investment advisor representative at Sanctuary Advisors, LLC and SLK Private Wealth Management, LLC. He has been in the industry since 1994 and is licensed in California and Texas. Hank is a Registered Representative and Investment Advisor Representative with Sanctuary Advisors, LLC and Sanctuary Securities, LLC since 9/2022 and an Investment Advisor Representative with SLK Private Wealth Management, LLC since 1/2025. Hank is also a Managing Member of Krakover Wealth, LLC. Hank specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. He is committed to providing clients with personalized financial advice and solutions to help them reach 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
Unclaimed

MML Investors Services, LLC

location

FULLERTON, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Hank Yeh Wang has been in the financial services industry since 1995. Hank is currently registered with MML Investors Services, LLC and is licensed in California. Hank has held previous roles with Ameriprise Financial Services, Inc. and National Planning Corporation. Hank is a licensed CPA. Hank is active in the community and is involved in various philanthropic activities.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Pasadena, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Han Ming Lin is an experienced financial advisor who has been in the industry since 1993. He is currently registered with Morgan Stanley and holds a Series 7, Series 31, Series 63, and Series 65 licenses. Han has a strong track record of success in providing investment advice to individuals, families, and businesses. Han is committed to providing personalized financial advice and helping his clients 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

Los Angeles, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Hanna Mac Namee is a financial advisor at J.P. Morgan Securities LLC, a large firm with a wide range of client types. Hanna holds both Series 7TO and Series 66 licenses, along with the Securities Industry Essentials Examination (SIE). Hanna's expertise is in portfolio management for individuals and businesses, financial planning and selection of other advisors. Hanna has a strong background in finance and has worked in various roles within the financial industry. Hanna is committed to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

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

THE Ameriflex Group | CFP ® (Certifications)

location

Santa Barbara, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Buschbom is a financial advisor who has been in the industry since 2011. She is currently registered with The Ameriflex Group and has previously worked with Sagepoint Financial and Securities America. Hannah has a wide range of experience, including providing financial planning, investment management, and insurance advice to clients. She is also a Certified Divorce Financial Analyst and has experience in providing financial advice to clients going through divorce. Hannah is dedicated to helping her clients achieve their financial goals and providing them with the best possible service.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Rawls is a registered representative with LPL Financial LLC. Hannah has been in the financial services industry since April 2019. Hannah is licensed in 14 states, including California, Florida, Georgia, and Texas. Hannah holds the Series 66, Series 7, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Louise Rogers is a registered representative and investment advisor representative with LPL Financial LLC. Hannah has been in the financial services industry since December 2021. Hannah is registered to conduct business in California. Hannah holds the Series 66, Series 7TO, and SIE licenses. Hannah has several years of experience in the financial services industry, having worked in a variety of roles including customer service, sales, and management. Hannah is committed to providing her clients with personalized financial advice and guidance. Hannah strives to help clients reach their financial goals through careful planning and investment strategies.

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
location

Beverly Hills, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Casabona is a financial advisor associated with Morgan Stanley. Hannah has been working in the financial industry since August 2021. Hannah is registered to provide investment advice in 37 states and the District of Columbia. Hannah holds the Series 66 and Series 7TO securities licenses. Hannah is registered with FINRA as a Registered Representative. Hannah is a registered Investment Advisor Representative in California and Texas. In addition to her current employment with Morgan Stanley, Hannah has prior experience with CETERA ADVISOR NETWORKS LLC.

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

Abacus Wealth Partners | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Hannah Entenman is an Investment Advisor Representative at Abacus Wealth Partners in SANTA MONICA, CA. Hannah has been in the financial services industry since 2012. Hannah has a Series 65 license and is a Certified Financial Planner. Hannah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Hannah is committed to providing personalized financial advice to help her clients 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 SERVICES
Portfolio Management for Pooled Investment Vehicles

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