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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

RBC Capital Markets, LLC

location

Irvine, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Janine Louise Trujillo is a financial advisor with RBC Capital Markets, LLC. Janine is registered with the state of Texas and California, and has over 18 years of experience in the financial services industry. Janine holds Series 7, 24, 55, 63, and 66 licenses. Janine specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Previously, Janine worked with First Republic Securities Company, LLC, First Republic Investment Management, Inc and Raymond James & Associates, Inc.

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

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Janine M Northway is a registered representative with Planmember Securities Corp. in Carpinteria, California. Janine has been in the financial services industry for 5 years and is registered with both FINRA and the State of California. Janine is also a registered investment advisor. Janine specializes in a variety of financial services including retirement planning, investment management, and estate planning. Janine is committed to providing her clients with personalized financial advice that meets their individual needs.

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

Gebhardt Group, Inc. | CFP ® (Certifications)

location

LAFAYETTE, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Janine Keeperman is a financial advisor with Gebhardt Group, Inc. Janine is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has been in the financial services industry since 2004. Janine specializes in providing financial planning and wealth management services to individuals and families. Janine has a proven track record of success in helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

CHICO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Janis Zablockis is a financial advisor with Stifel, Nicolaus & Company, Inc. Janis has been in the industry since January 30, 2017. Janis holds the Series 7, Series 9, Series 10, and Series 63 securities licenses and the SIE exam. Janis specializes in financial planning, portfolio management for individuals, pension consulting, portfolio management for businesses, and portfolio management for pooled investment vehicles.

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 Pooled Investment Vehicles
Unclaimed
location

Orinda, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Janna Magdaleno is an Investment Advisor Representative at Morgan Stanley. She is a registered representative with FINRA, and she is licensed to sell securities in 53 states, including California, Texas, and many others. She also holds the Series 7, Series 9, Series 10, Series 66, and SIE licenses. Janna has been in the financial services industry since 2010. Prior to joining Morgan Stanley, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds the following designations: She specializes in a variety of areas, including retirement planning, college savings, and estate planning. Janna is dedicated to helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Rockefeller Financial LLC

location

Los Angeles, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jannah Devine is an active investment advisor representative at Rockefeller Financial LLC in Los Angeles, California. Jannah has been in the industry since 2005, and previously worked for UBS Financial Services Inc. and Mercer Allied Company, L.P. Jannah is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 9, 10, 66, and SIE. Jannah specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and high net worth individuals. Rockefeller Financial LLC is a well-established firm that provides a wide range of financial services to clients. The firm has been in business for over 100 years and has a strong reputation for providing high-quality financial advice.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jannessa Mariscal is a financial advisor registered with LPL Financial LLC, located in San Diego, CA. Jannessa has been in the industry since September 2022 and holds the Series 7TO and SIE exams. Jannessa specializes in a variety of areas, including individual and business portfolio management, financial planning, and pension consulting.

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

Aspiriant, LLC | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Jan nicole Ramirez Vega is a Certified Financial Planner with Aspiriant, LLC, a registered investment advisor. Jan nicole Ramirez Vega has been working in the financial industry since December 2013. Jan nicole Ramirez Vega is registered to provide investment advisory services in California and has a current registration with Aspiriant, LLC. Jan nicole Ramirez Vega works in the Los Angeles branch office of Aspiriant, LLC. The firm focuses on financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, educational seminars, and selection of other advisers.

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

Osaic Wealth, Inc.

location

ROSEVILLE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Janos Robert Miszti is a registered investment advisor representative with Osaic Wealth, Inc. Janos has been in the securities industry for over 5 years, working with clients in California and Texas. Janos has passed the Series 66, Series 7, and SIE exams. Janos is also a licensed insurance agent.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BAKERSFIELD, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Janssen H Carr barfield is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Janssen has been in the industry since 2000. The advisor is registered in California and Texas, and works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Janssen's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large financial services firm with over $1 trillion in assets under management. The firm provides a variety of financial services, including investment management, financial planning, and retirement planning.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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