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

J.p. Morgan Securities LLC

location

STOCKTON, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christian Pereida is a registered representative with J.p. Morgan Securities LLC, located in Stockton, CA. Christian has over 3 years of experience in the financial industry and holds Series 6, SIE, and Series 63 licenses. Christian previously worked at WELLS FARGO CLEARING SERVICES, LLC. Christian specializes in a variety of financial products and services, including insurance companies, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals.

SPECIALIZATIONS

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

First Financial Consulting

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Christian G. Welborn is an investment advisor representative at First Financial Consulting, based in Pasadena, CA. Christian has been active in the investment industry for over 3 years. Christian is a Series 66 and Series 7 licensed professional with a strong focus on financial planning and portfolio management. Christian's experience includes working with both high-net-worth individuals and individuals other than high-net-worth. Christian has a prior affiliation with AXA ADVISORS, LLC.

SPECIALIZATIONS

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

Cardiff, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian Chapman is a financial advisor with LPL Financial LLC. Christian is licensed to provide financial advice in California and Texas. Christian Chapman has been a financial advisor for over 4 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christian Chapman specializes in financial planning, portfolio management, and investment advisory services. Christian Chapman has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Christian has previously worked with Anchor Bay Securities, LLC. Christian Chapman is committed to helping his clients 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

CARMEL, CA

experience

23 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Christian Ekberg is a financial advisor at Edward Jones in Carmel, CA. Christian has been in the financial industry since October 2002. Christian holds the Series 7, Series 63, and Series 65 securities licenses, and is registered to provide investment advice in California and Texas. Prior to joining Edward Jones, Christian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, BanCal Investment Services, Inc., Smith Barney Inc., Lehman Brothers Inc. and Prudential-Bache Securities Inc. Christian focuses on providing financial planning and investment advice to individuals, corporations, partnerships, and other businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

DANA POINT, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christian Valdez is a financial advisor registered with J.p. Morgan Securities LLC. Christian has been in the industry since February 15, 2024, and currently holds Series 63, Series 6TO, and SIE licenses. Christian is registered in California as a broker. Christian is affiliated with J.p. Morgan Securities LLC's Dana Point, CA branch office.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Maxwell Phipps is an investment banking registered representative at Citigroup Global Markets Inc. Christian has been in the industry since August 28, 2023. Christian has passed the Series 79TO and Series 63 exams as well as the SIE. Christian is registered in 53 states and has been licensed since September 12, 2023. Christian specializes in offering a variety of services including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Canterbury Consulting Inc.

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Christian Escalante is an investment advisor representative with Canterbury Consulting Inc. Christian is a registered Investment Advisor in California. Christian has a Series 65 license, the Uniform Investment Adviser Law Examination. Christian is a registered Investment Advisor Representative with Canterbury Consulting Inc., Christian works primarily with charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Christian also has experience in portfolio management for businesses and individuals, as well as selection of other advisors and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Canterbury Consulting Inc.

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Christian Emmanuel Cruz is a registered investment advisor representative with Canterbury Consulting Inc. Christian holds the Series 65 license. Christian has worked at Canterbury Consulting since July 2018. Christian has experience at Beacon Economics and the University of California, Irvine. Canterbury Consulting Inc. is an investment advisor that provides financial services to individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

REDDING, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christian Thains Rizzi is a financial advisor with LPL Financial LLC. Christian has been in the financial industry since 2008. Christian is licensed in 14 states and is currently registered with LPL Financial LLC and previously registered with Cetera Advisor Networks LLC and Edward Jones. Christian has a Series 7, Series 66, and SIE license. Christian specializes in a number of areas including, retirement planning, college savings plans, investment management, and insurance. Christian is committed to providing personalized financial advice and guidance to help clients reach 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUBURN, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christian Talavera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the industry since 2017 and has experience working with both individuals and businesses. Christian has a Series 6, 7, 63, and 66 license, allowing them to provide a broad range of financial services. Christian specializes in providing investment advice, financial planning, and portfolio management services.

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

Need help matching

with the right advisor?