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

Western International Securities, Inc.

location

Westlake Village, CA

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Cesar Augusto Garcia is a registered representative with Western International Securities, Inc. Cesar Garcia has been in the industry since July 31, 2001. Cesar Garcia has a Series 6, 7, 24, 63 and 66 license and is registered in Arizona, California, Colorado, Florida, New York, Oregon, Texas and Washington. Cesar Garcia has previously been registered with FINANCIAL WEST GROUP in Westlake Village, California. Cesar Garcia also provides Accident & Health, Life, and Variable Insurance; Investment-Related services as an Agent. Cesar Garcia is currently registered with Western International Securities, Inc. in Westlake Village, California and New York, New York.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Clemente Garcia is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with a professional career that spans over 6 years. Cesar is registered with the state of California and Texas, and holds the Series 66, Series 7, and SIE licenses. Cesar has a broad range of experience in the industry and is focused on providing comprehensive financial solutions to clients. Their practice focuses on individual and business clients, and they have a strong understanding of investment strategies, portfolio management, and financial planning.

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

Osaic Wealth, Inc.

location

ROSEVILLE, CA

experience

32 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Cesar Lopez is a financial advisor with Osaic Wealth, Inc. Cesar has been in the financial industry since December 1992, and is registered with the state of California as well as with the Financial Industry Regulatory Authority (FINRA). Cesar has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Prior to joining Osaic Wealth, Cesar worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Cesar holds the Series 7, 63 and 66 securities licenses.

SPECIALIZATIONS

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

Sageview Advisory Group, LLC

location

NEWPORT BEACH, CA

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cesar Alonzo Romero is a wealth manager with Sageview Advisory Group, LLC. Cesar has been in the financial services industry for over 10 years and has experience in portfolio management for individuals and businesses. Cesar is registered with the state of Minnesota as an Investment Advisor Representative. Cesar holds a Series 7, 66 and SIE licenses. In addition to working with Sageview Advisory Group, LLC, Cesar is also on the board of directors for the Emma B. Howe YMCA and St. Mary's Health Clinics.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

HUNTINGTON PARK,, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Delgado hinojos is a financial advisor with J.P. Morgan Securities LLC. Cesar has been in the financial industry since 2017 and has a Series 6, 7, 63, and 66 licenses. Previously, Cesar was a financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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
Unclaimed

Edward Jones | CFP ® (Certifications)

location

CHULA VISTA, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Padilla is a financial advisor at Edward Jones. Cesar has been in the industry since 1995 and is registered with the state of California as an investment advisor representative. Cesar is also registered with the state of Texas as a broker-dealer. Cesar has a Series 63, Series 7 and SIE license. He is also a Certified Financial Planner.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Chace Maria Schornstein is a financial advisor registered with UBS Financial Services Inc. based in San Francisco, CA. Chace Maria Schornstein has over 5 years of experience in the financial industry. Chace Maria Schornstein is currently registered with UBS Financial Services Inc. and is licensed to provide financial services in the states of California, New York, and other jurisdictions.

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
location

OCEANSIDE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Chad Marentette is a financial advisor at Edward Jones. Chad has been working in the financial services industry since December 2015 and has passed the Series 66, Series 7, and SIE exams. Chad is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Montana, Nevada, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Wyoming. Chad has been with Edward Jones since October 2015 and previously worked at AAA in Escondido, California. Chad is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

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

ORINDA, CA

0 Disclosures

ADVISOR BIO

Chad Douglas Naylor is a registered Investment Advisor Representative. Naylor has been in the industry since January 2003 and is currently registered with Naylor & Co. in California and Texas. Naylor has passed the Uniform Investment Adviser Law Examination (Series 65). Naylor has experience working with both high-net-worth individuals and individuals other than high-net-worth individuals. Naylor is also experienced in providing financial planning services to individuals and pension consulting services.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

MILLBRAE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Chad Odin Franklin is a financial advisor with Osaic Wealth, Inc. Chad has been working in the financial services industry since 2012. Chad is licensed in California and Texas. Chad holds the Series 6, 7, and 63 licenses. Chad specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Need help matching

with the right advisor?