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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cetera Investment Advisers LLC

location

IRVINE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christina Chang is a registered representative and investment advisor representative. Christina is currently registered with Cetera Investment Advisers LLC. Christina has been in the securities industry since April 2022. Previously, Christina was registered with CETERA INVESTMENT SERVICES LLC.

SPECIALIZATIONS

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

La Jolla, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Razzore is a financial advisor at Morgan Stanley. Christina has been in the financial services industry since 2005 and is registered with FINRA and the state of Texas. Christina has a wide range of experience in providing financial advice to individuals, families, and businesses. Christina is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.

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

UBS Financial Services Inc.

location

SAN DIEGO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christina Gustin is a financial advisor at UBS Financial Services Inc. with over 16 years of experience in the industry. She is registered with the state of California and Texas. Her specializations include investments, retirement planning, insurance, and estate planning. Christina provides financial guidance and investment management services to a diverse range of clients, including individuals, families, and businesses.

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

LPL Financial LLC | CFP ® (Certifications)

location

CAMARILLO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christina Zins is a financial advisor with over 7 years of experience in the financial services industry. Christina holds the Series 7, Series 66, and Series 24 licenses, as well as the SIE exam designation. She is also a Certified Financial Planner. Christina works with individuals and families to develop and implement personalized financial plans. She has experience in a variety of areas, including investment management, retirement planning, and estate planning. Christina is currently registered with LPL Financial LLC and Summit Wealth Management Group, Inc., both of which are located in Camarillo, CA.

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

Kestra Private Wealth Services, LLC

location

BREA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christina Elizabeth Hospedales is a financial advisor with Kestra Private Wealth Services, LLC. Christina has been in the industry since 2016 and has a Series 7, Series 66 and SIE license. Christina specializes in working with individuals and businesses to create financial plans and manage their portfolios. Christina is registered in California, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Kansas, Nevada, New Jersey, New York, Ohio, Oregon, South Dakota, and Texas.

SPECIALIZATIONS

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

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Christina Hung is a financial advisor with Mercer Global Advisors Inc., located in Newport Beach, California. Christina has over 10 years of experience in the financial services industry. Christina holds the Series 3, 7, 65, and 66 licenses and is a Certified Financial Planner. She has worked at various firms, including Goldman Sachs & Co. and Cetera Advisor Networks LLC. Christina specializes in providing financial planning and investment advice to individuals, corporations, and pension and profit-sharing plans. Christina is committed to helping her 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
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christina Rae Fillhart is a financial professional with over 30 years of experience in the securities industry. Christina is currently registered with Wedbush Securities Inc. and has previously worked for a number of other firms. Christina holds a variety of licenses and certifications, including Series 7, Series 24, Series 27, Series 52TO, Series 53 and Series 99TO. Christina specializes in providing a range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.

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

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christina Maria Reddy is a registered representative with J.P. Morgan Securities LLC. Christina has been in the industry since 2018 and holds Series 7, 79, 63, and SIE licenses. Christina has been registered in 53 states and territories. Christina's previous experience was with HSBC Securities (USA) Inc. in San Francisco, CA.

SPECIALIZATIONS

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

Leisure Capital Management, Inc.

location

COSTA MESA, CA

0 Disclosures

ADVISOR BIO

Christina Todd is a registered investment advisor representative associated with Leisure Capital Management, Inc. Christina is registered with FINRA and has been in the industry since 2002. Christina has passed the Series 66, Series 7, and SIE examinations. Christina also holds a consultant position with ShuttleMed and is involved in non-emergency medical transportation. Christina specializes in Portfolio Management for individuals and businesses, as well as providing Pension Consulting and Selection of Other Advisers services.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Sacramento, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christina Marie Krug is a financial advisor with Raymond James Financial Services Advisors, Inc. Christina has been in the industry since 2014 and is licensed in 30 states and two territories. She holds a Series 7, Series 9, Series 10, Series 63, Series 65 and SIE licenses. Christina's previous experience includes working with Wells Fargo Clearing Services, LLC. She is a part-time Zumba instructor in addition to her work with Raymond James. Christina specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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

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