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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Chamberlin Asset Management

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Paul Francis Chamberlin has been in the financial industry since 1994, serving clients in California. Paul is currently registered with the state of California as an Investment Advisor Representative (IAR) for Chamberlin Asset Management, a firm based in San Diego, California. Paul has also been registered with LPL Financial LLC, Prudential Securities Incorporated and A. G. Edwards & Sons, Inc. Paul's areas of expertise include portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

BEVERLY HILLS, CA

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Paul Wishingrad is a financial advisor with UBS Financial Services Inc. in Beverly Hills, California. Paul has been in the industry since 1984 and has experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul has been registered with FINRA since 1984 and is a licensed investment advisor in California. He is also registered as a Series 7, Series 3, and Series 63 representative. He is a graduate of the University of Southern California. Paul is committed to providing his clients with personalized financial advice and helping them 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SAN JOSE, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Paul Alan Podrid is a financial advisor with over 39 years of experience in the industry. Paul is a Certified Financial Planner® professional and currently works at Osaic Wealth, Inc. Paul is registered with the state of California as a Registered Investment Advisor and a Broker-Dealer. Paul also has a Series 65, Series 63, Series 51, Series 24, Series 7, and Series 22. Paul has been in the financial services industry since 1984.

SPECIALIZATIONS

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

LPL Financial LLC

location

IRVINE, CA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Jane Hart is a financial advisor with over 20 years of experience in the industry. Paula has worked for several prominent firms including Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors. Paula is currently registered with LPL Financial LLC in California and Texas. Paula has a strong background in investments, financial planning, and portfolio management. Paula specializes in helping individuals and families with their financial goals. Paula is a dedicated and experienced professional who is committed to providing her clients with the highest level of service.

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

Morgan Stanley

location

Los Angeles, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paula Bai is a financial advisor with Morgan Stanley. Paula is a licensed registered representative and investment advisor. Paula has been in the securities industry since 2015 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. Paula previously worked at RBC Capital Markets, 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

LPL Financial LLC

location

SAN JOSE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Paula Allen is a financial advisor with over 16 years of experience in the financial services industry. Paula is currently registered with LPL Financial LLC and has previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Paula holds Series 6, 63, 65, and 26 licenses. Paula offers a range of financial services, including financial planning, portfolio management, and consulting. Paula has a strong commitment to providing her clients with personalized service and helping them 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 AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

LODI, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Paula Ellen Benjestorf is a registered representative with LPL Financial LLC. Paula has been in the financial services industry since 2014. Paula has Series 7, 63 and 66 securities licenses and is registered in multiple states. Prior to joining LPL Financial LLC, Paula was a registered representative with RAYMOND JAMES FINANCIAL SERVICES, INC. Paula's experience includes working with high-net-worth individuals, corporations, and retirement plans. Paula's specializations include financial planning, portfolio management, and investment 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

UBS Financial Services Inc. | CFP ® (Certifications)

location

WALNUT CREEK, CA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Nogueira Best is a financial advisor with over 9 years of experience in the industry. Paula is currently registered with UBS Financial Services Inc. and is a Certified Financial Planner. Paula has been active in the financial services industry since 2013 and has previously held positions at FIRST REPUBLIC SECURITIES COMPANY, LLC and M HOLDINGS SECURITIES, INC. Paula has a wide range of experience, including portfolio management for individuals and businesses, financial planning, pension consulting 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

CAMPBELL, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Paula Thielen is a financial advisor with Avantax Advisory Services and has been in the industry since September 12, 2007. Paula holds a Series 66 and a Series 7 license. Paula Thielen provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Paula also provides educational seminars and acts as a solicitor for Avantax Insurance Agency. Paula Thielen is registered with the state of California, Texas, and 17 other states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

NFP Retirement Inc. | CFP ® (Certifications)

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Paula Ann Hendrickson is a Certified Financial Planner™ and has been in the financial services industry since 1995. Paula has a wealth of experience working with individuals and families to develop personalized financial plans. Paula currently works with NFP Retirement, Inc. to provide financial and investment advisory services to high net worth individuals, pension plans, and individuals. In addition to serving clients through NFP Retirement, Inc., Paula is also an independent consultant for Rodan & Fields.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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