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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Towneley Capital Management, Inc. | CFA ® (Certifications)

location

LAGUNA HILLS, CA

0 Disclosures

ADVISOR BIO

Wesley McCain is a Managing Director at Towneley Capital Management, Inc. Wesley has been in the industry since 1971. Wesley McCain is a Chartered Financial Analyst and has been registered with the state of California since 2013, New York since 2021, and Texas since 2013. Wesley has 35-45 hours per month dedicated to managing activities for ITAWA ASSOCIATES, INC. in New York.

SPECIALIZATIONS

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

Global Retirement Partners LLC

location

SAN RAMON, CA

0 Disclosures

ADVISOR BIO

Wesley Allan Clark is a financial advisor with over 30 years of experience in the financial services industry. Wesley is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC. Wesley has experience in the investment advisory field and provides financial planning, pension consulting, and selection of other advisors services to clients. Wesley's previous firms include LPL Financial LLC, Financial Telesis Inc, First Allied Securities, Inc., Round Hill Securities, Inc., Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC, PaineWebber Incorporated, and Kidder, Peabody & Co. Incorporated.

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.

location

Encino, CA

0 Disclosures

ADVISOR BIO

Wesley Dunn is a financial advisor at Raymond James Financial Services Advisors, Inc. Wesley has over 10 years of experience in the financial services industry. Wesley specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Wesley holds the Series 66, Series 7, and SIE licenses. Wesley is also a licensed real estate agent and has written five books on personal finance.

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

Global Retirement Partners LLC

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Wesley Previant is an active advisor with Global Retirement Partners LLC. Wesley has been a registered investment advisor since 2001 and holds several securities licenses, including Series 63, 66, 7, 24, 31, 55, and the SIE. Wesley's experience includes working with clients such as individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wesley and Global Retirement Partners LLC specialize in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Allworth Financial, LP

location

Roseville, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Scoggin is an investment advisor representative associated with Allworth Financial, LP. Wesley has been in the securities industry for 12 years and has been with Allworth Financial, LP since January 2024. Before joining Allworth Financial, LP, Wesley was associated with Securities America, Inc. from March 2021 to January 2024.

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

Wells Fargo Clearing Services, LLC

location

MISSION VIEJO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Gunter is a financial advisor at Wells Fargo Clearing Services, LLC. Wesley has been a registered representative for over 12 years and has experience in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Wesley has a diverse background, having worked with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, JPMorgan Securities LLC, Principal Life Insurance Company, Principal Securities Inc, Prudential Insurance Company of America, Pruco Securities LLC, and U.S. Bancorp Investments, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

West James Bowler is a financial advisor with UBS Financial Services Inc. West has been in the industry since 2017 and is registered to provide investment advice in 53 states and the District of Columbia. West has a Series 7, Series 66, and SIE license. Before joining UBS Financial Services Inc., West worked as a financial advisor at Morgan Stanley.

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

J.p. Morgan Securities LLC

location

CARMEL, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Westen Cantu is a registered representative with J.P. Morgan Securities LLC, a firm with over $249 billion in assets under management. Westen's office is located in Carmel, California. Westen specializes in providing financial advice and investment management services to individuals, businesses and charitable organizations.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Westley Hayes King is a registered representative with Centaurus Financial, Inc. Westley has been in the financial services industry since 1994. Westley has Series 3, 7, 24, 63 and 66 registrations as well as SIE. Centaurus Financial, Inc. is a financial advisory firm that provides services to high-net-worth individuals, corporations, and other businesses. The firm offers financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other investment-related services.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Weston Paul Patton is a financial advisor with Mission Wealth Management, LP, based in SANTA BARBARA, CA. Weston is a Certified Financial Planner. He has been in the industry since 2015. Prior to joining Mission Wealth Management, LP, Weston worked for EDWARD JONES. Weston is licensed to provide investment advice in CA. Weston specializes in investment advisory services for individuals, businesses, families, and charitable organizations.

SPECIALIZATIONS

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

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