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

January Capital Advisors LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Michael Anthony Porfido is a financial advisor with over 30 years of experience in the industry. Currently, Michael Anthony Porfido is registered as an investment advisor representative with January Capital Advisors LLC. Michael Anthony Porfido has previously been registered with LPL FINANCIAL LLC, AMERITAS INVESTMENT CORP., CARILLON INVESTMENTS, INC., EMMETT A LARKIN COMPANY, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CARILLON INVESTMENTS, INC., ALLMERICA INVESTMENTS, INC., HOME LIFE INSURANCE COMPANY, W. S. GRIFFITH & CO., INC., and CERTIFIED EQUITIES INCORPORATED. Michael Anthony Porfido is licensed in California and Texas. Michael Anthony Porfido's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals. Michael Anthony Porfido holds a Certified Financial Planner designation and is Series 7, Series 24, Series 63, and Series 65 licensed.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

UKIAH, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Petri is a financial professional with over 10 years of experience in the securities industry. Michael is a registered representative with J.P. Morgan Securities LLC and offers investment advice to individuals and businesses. Michael is also a licensed investment advisor representative in California. Michael holds the Series 6, 7, 63, and 66 securities licenses and the SIE. In addition to their current employment, Michael was previously registered with Farmers Financial Solutions, LLC.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

NEWPORT BEACH, CA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Gabrielian is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works with Cetera Investment Advisers LLC, and previously worked with SECurian Financial Services, Inc. and PML Securities Company. Michael holds Series 6, 7, 24, 63, and 65 licenses and is registered in 27 states. Michael provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cerminaro is a financial advisor with over 25 years of experience in the financial industry. Michael has a Series 7, Series 10, Series 24, Series 63, and Series 66 licenses and is registered in Connecticut, Florida, Massachusetts, New Hampshire, New York, Pennsylvania, and Vermont. Michael is currently employed by LPL Financial LLC and provides investment advisory and financial planning services to individuals, families, corporations, and charitable organizations. Michael has experience with a variety of investment strategies and can help clients develop a personalized financial plan to meet 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

CONCORD, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Abelson is an investment advisor representative at Assetmark, Inc. located in Concord, CA. Michael has been in the industry since 1996 and is licensed in California. Michael has a strong background in the investment industry, having held previous roles with various financial institutions, including Capital Brokerage Corporation and Genworth Financial Securities Corporation. Michael holds Series 6, 63, and 65 licenses.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Palo Alto, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Michael Krigel is a financial advisor at Morgan Stanley. Michael has been in the industry since August 2010 and is registered in 31 states. Michael holds the Series 7, Series 31, and Series 66 licenses. He is also registered as an Investment Advisor Representative in California and Texas. Michael provides financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, 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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

NORTH TUSTIN, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Clayton Nelson is a financial advisor with Cetera Investment Advisers LLC, based in North Tustin, California. Michael has been in the financial services industry since December 2005. Michael holds a Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Michael has experience with a range of financial services, including financial planning, portfolio management for individuals and businesses, 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
Unclaimed

Next Financial Group, Inc. | CFP ® (Certifications)

location

NEWPORT BEACH, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael David Lopez is a financial advisor with Next Financial Group, Inc. based in Newport Beach, CA. Michael David Lopez has over 25 years of experience in the financial services industry. Michael David Lopez holds Series 6, 7, 24, 63, and 65 licenses. Michael David Lopez is also a Certified Financial Planner.

SPECIALIZATIONS

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

Madrone Investment Advisory, LLC

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Michael Zaidlin is an Investment Advisor Representative at Madrone Investment Advisory, LLC. Michael Zaidlin has been in the industry since 2006 and has worked with Madrone Investment Advisory, LLC since 2009. Michael Zaidlin is registered with the state of California and is currently active in the state of California. Michael Zaidlin has passed the Series 63 and Series 65 exams. Michael Zaidlin specializes in providing investment advice to individuals, families, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Principal Securities, Inc.

location

Alameda, CA

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael McDonough is a financial advisor with over 35 years of experience in the financial industry. Michael is currently registered with Principal Securities, Inc. and has a broad range of experience in both investment advisory and broker-dealer services. Michael also has a strong background in insurance and employee benefits, which complements his financial planning expertise.

SPECIALIZATIONS

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

Need help matching

with the right advisor?