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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Global Retirement Partners LLC

location

SAN RAFAEL, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Steven Tomasula is a financial advisor at Global Retirement Partners LLC with over 20 years of experience in the industry. He is registered with the state of New York and has licenses to offer financial products and services, including investment advisory services. Anthony specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to helping clients achieve their financial goals. Anthony Steven Tomasula is also registered with the state of Florida, New York, Pennsylvania, and Washington, offering investment advisory services in all states.

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

LODI, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Acevedo is a registered representative with J.p. Morgan Securities LLC. Anthony is licensed in California and has been in the industry since January 28, 2019. Anthony holds Series 63, Series 6TO and SIE licenses. Anthony specializes in 1, 2, 4, 5, and 6.

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

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Enriquez is a financial advisor with J.P. Morgan Securities LLC. Anthony is based in Los Angeles, California and is registered to sell securities in California. Anthony has been in the securities industry for a little over a year and is licensed to sell a variety of investment products. Anthony holds the Series 63, SIE, and Series 6TO licenses.

SPECIALIZATIONS

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

West Wealth Group, LLC | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Anthony Joseph-fahy Serrano is a Certified Financial Planner® and is an Investment Advisor Representative with West Wealth Group, LLC. Anthony holds a Series 65 license. Anthony has over 7 years of experience in the financial services industry. Anthony is licensed to provide advisory services in California. West Wealth Group, LLC is an independent Registered Investment Advisor (RIA) based in Irvine, California. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. West Wealth Group, LLC has a team of experienced professionals who are dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Raieta is a financial advisor registered with UBS Financial Services Inc. Anthony is a licensed representative in the state of California, Pennsylvania, and 34 other states and has been working in the industry since June 2022. Anthony offers financial planning services as well as portfolio management for individuals and businesses.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Enrique Bird is a financial advisor with over 16 years of experience in the financial industry. Anthony is currently registered with LPL Financial LLC, a broker-dealer and investment advisor, and provides financial services to individual investors, businesses, and retirement plans. Anthony has held previous positions with MML Investors Services, LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Anthony is registered to provide investment advice in the states of Louisiana, Texas, and Florida.

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

location

ANAHEIM, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Na is a registered representative with J.p. Morgan Securities LLC in Anaheim, California. Anthony has been in the industry since November 22, 2022 and holds the Series 63, Series 6TO and SIE licenses. Anthony specializes in Investment Company Products, Variable Annuities, Mutual Funds, Retirement Planning, and College Savings Plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BREA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Brea, CA. Anthony has been in the industry since 2016. Anthony has a combined 10 years of experience in the securities industry and the investment advisory business. Anthony works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Anthony is registered to offer investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Anthony is also registered to offer investment advice in California and Texas.

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
Unclaimed

Allworth Financial, LP

location

SACRAMENTO, CA

0 Disclosures

ADVISOR BIO

Anthony Desantis is an Investment Advisor Representative with Allworth Financial, LP. Anthony has been in the industry since 1994. Anthony is registered with the state of Texas. Anthony has passed the Uniform Investment Adviser Law Examination and the Non-Member General Securities Examination.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LAKE FOREST, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Kramer is a financial advisor with J.P. Morgan Securities LLC. Anthony has been in the industry since 2016 and is licensed in California and Texas. He provides financial planning and portfolio management services for individuals, businesses, and institutions. Anthony is registered with the Financial Industry Regulatory Authority (FINRA) and has been awarded the Series 6, 7, 63, and 66 licenses.

SPECIALIZATIONS

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

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