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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Miracle Mile Advisors, LLC

location

Sausalito, CA

0 Disclosures

ADVISOR BIO

Robert Driscoll is a financial advisor who specializes in financial planning, pension consulting, and selection of other advisors. Robert is registered with the state of California as an investment advisor representative (IAR) and has over 8 years of experience in the industry. He is currently employed by Miracle Mile Advisors, LLC and has previously worked at Infinity Financial Services and John Hancock Distributors LLC. Robert has a Series 65, 63 and 7, as well as a SIE license. Robert holds a Bachelor of Arts degree in Economics from the University of California, Berkeley. Robert is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Richmond, CA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Robert Emmer is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been in the financial services industry since 1978 and has experience working with individuals, families, and businesses. Robert holds the Certified Financial Planner designation and has a variety of experience helping clients with retirement planning, investment management, and estate planning.

SPECIALIZATIONS

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

Pure Financial Advisors, LLC | CFA ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Robert Nowak is a financial advisor with Pure Financial Advisors, LLC, based in San Diego, California. Robert holds the Chartered Financial Analyst (CFA) designation, and has experience in the financial industry since 2015. Robert's clients include high net worth individuals, charitable organizations, and pension and profit-sharing plans. Pure Financial Advisors, LLC provides financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

WALNUT CREEK, CA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Johnson is a financial advisor with over 30 years of experience in the financial services industry. Robert has been with Osaic Wealth, Inc. since 2024. Prior to joining Osaic Wealth, Inc., Robert worked at Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert provides financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. Robert is a registered representative and investment advisor representative with Securities America, Inc. and Osaic Wealth, Inc.

SPECIALIZATIONS

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

Cerity Partners LLC | CFP ® (Certifications)

location

Los Altos, CA

0 Disclosures

ADVISOR BIO

Robert Sullivan is a financial advisor with Cerity Partners LLC. Robert has been in the financial services industry for over 40 years. He is a Certified Financial Planner™ professional. Robert's primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Robert has experience working with a wide range of clients, including high-net-worth individuals, families, and institutions. Robert is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. He is a strong advocate for his clients, and he is dedicated to helping them achieve their financial objectives.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEWPORT BEACH, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Michael Tomlinson is an investment advisor representative with Stifel, Nicolaus & Company, Inc. located in Newport Beach, CA. Robert has been in the financial services industry since 2004. He has a wide range of experience in financial planning, portfolio management, and investment advisory services. Robert is committed to providing his clients with the highest level of personalized service and expertise. He is a registered representative in 23 states and has been with Stifel, Nicolaus & Company, Inc. since 2016. Robert has a Series 66, Series 7, and Series 31 licenses, and previously worked at Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Morgan Stanley DW Inc.

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

Stifel, Nicolaus & Company, Inc.

location

CARLSBAD, CA

experience

46 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert William Kuech is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. Robert has been associated with Stifel, Nicolaus & Company, Inc. since 2008. Robert also has previous registrations with Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Paine Webber Incorporated and Paine, Webber, Jackson & Curtis Incorporated. Robert holds a Series 63, 65, 7, 8, 9, 10 and SIE licenses and is registered in 22 states. Robert has a broad range of experience and expertise in financial planning, portfolio management, and investment advisory services.

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

Laguna Niguel, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Robert Laurence Brown is a financial advisor registered with Morgan Stanley. He is licensed to provide investment advice in multiple states, including California and Texas. Robert has been working in the securities industry since 1983. Prior to working at Morgan Stanley, Robert worked at METLIFE SECURITIES INC., SECURIAN FINANCIAL SERVICES, INC., PRUCO SECURITIES CORPORATION, SWS FINANCIAL SERVICES, CITY NATIONAL SECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., UBOC INVESTMENT SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC., THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY, MIMLIC SALES CORPORATION, CONSOLIDATED RESOURCES, INC., and FDI SECURITIES, INC.

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

LAGUNA WOODS, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Roberta Keating Welsh is an investment advisor representative with LPL Financial LLC. Roberta has been in the financial services industry since January 1985. She has a broad range of experience in the industry having worked for several firms including PURSHE KAPLAN STERLING INVESTMENTS and COMPREHENSIVE FINANCIAL SERVICES, INC. Roberta is registered with the state of California and several other states.

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

Ameriprise Financial Services, LLC

location

Arcadia, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Roberta Bautista Armijo is a financial advisor with Ameriprise Financial Services, LLC. Roberta has been in the financial industry since October 24, 1989. Roberta Bautista Armijo is registered with the state of California. Roberta holds the Series 7, Series 63 and SIE licenses. Roberta also holds licenses in other states including Texas, Arizona, Colorado, Georgia, Idaho, Iowa, Nevada, North Dakota, Oregon, Tennessee, Washington and West Virginia.

SPECIALIZATIONS

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

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