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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Madison Avenue Securities, LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christine Jean Diruscio is a financial advisor with Madison Avenue Securities, LLC, a firm registered with the Securities and Exchange Commission. Christine has been in the financial services industry since 2008. She holds a Series 65 and Series 63 license as well as Series 7, Series 52TO, Series 53, Series 55 and Series 24 licenses, in addition to a SIE designation. Previously, Christine has worked with several firms, including LPL Financial LLC, BMA Securities, LLC, OC Securities, Inc., Brookville Capital Partners, Scottsdale Capital Advisors Corp, and Alpine Securities Corporation. Madison Avenue Securities, LLC provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Sageview Advisory Group, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Christine Emma Quintero is an Investment Advisor Representative registered with Sageview Advisory Group, LLC, in California. Christine has been in the financial services industry since July 2008. Christine has her Series 65 license as well as the SIE. Christine holds several specializations including, portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting and educational seminars. Christine currently works at the Newport Beach, California office of Sageview Advisory Group, 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

Sherman Oaks, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christine Kohl is a financial advisor with over 10 years of experience in the industry. Christine is registered to provide investment advice in 35 states and is currently employed by Morgan Stanley. Christine has been with Morgan Stanley since April 2011, and has specialized in providing investment advice to high net worth individuals, corporations and other businesses, insurance companies, investment companies, and charitable organizations. Christine is licensed to provide a variety of financial services including financial planning, portfolio management, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

RBC Capital Markets, LLC

location

EL DORADO HILLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christine Elizabeth Boyd is a financial professional with over 20 years of experience in the industry. Christine is currently registered with RBC Capital Markets, LLC in El Dorado Hills, CA. Christine has held previous roles at Wachovia Securities, LLC and RBC Dain Rauscher Inc. Christine holds Series 7 and Series 63 licenses as well as the SIE exam. Christine specializes in providing financial advice to a wide range of clients, including individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

San Francisco, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christine Marquez Gehring is a financial advisor with over 25 years of experience in the industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in California. Christine has a wide range of experience and holds several licenses including Series 7, Series 2, Series 63, Series 65 and Series 9. Christine specializes in financial planning, portfolio management, and investment consulting services. She is also a Certified Financial Planner. Christine is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

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
location

Santa Cruz, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christine E. Ingesson is a financial advisor associated with Morgan Stanley, registered in 46 states and two territories. Christine E. Ingesson has been in the financial industry since 2004 and has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Christine E. Ingesson provides a variety of financial services including financial planning, portfolio management, and educational seminars. Christine E. Ingesson is dedicated to helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

PASADENA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christofer Boyadjian is a registered representative with J.P. Morgan Securities LLC, based in Pasadena, California. Christofer has passed the Series 6TO, Series 63, and SIE exams, and holds a valid California license. Christofer specializes in providing 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
Unclaimed
location

BURLINGAME, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christoph Marc Menzl is an investment advisor representative (IAR) and a registered representative (RR) with Edward Jones, a well-established firm with a vast client base. Christoph has been active in the financial industry since 2021. His registration as a broker-dealer and an investment advisor is active in multiple states. His area of specialization includes financial planning, portfolio management for individuals and businesses, and pension consulting. Christoph holds the Series 7TO, SIE, and Series 66 licenses. Previously, he was employed at Abbott Laboratories. Currently, he is also a director of the board for PetroplastVinora AG Jona, SG.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Monterey, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christoph Stapleton is a financial professional with over 30 years of experience in the financial services industry. Christoph is registered with Ameriprise Financial Services, LLC and has offices in Monterey and Marina, California. Christoph provides a wide range of financial services to individuals, families, and businesses, including financial planning, asset allocation, investment management, and retirement planning. Christoph has a strong commitment to helping clients achieve their financial goals and has a proven track record of success.

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
Unclaimed

Cuso Financial Services, LP | CFC ® (Certifications)

location

Citrus Heights, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Rafanan is a financial advisor with over 25 years of experience in the industry. Christopher currently works at Cuso Financial Services, LP and has been in this role since August 2020. Christopher has previously worked at CUNA BROKERAGE SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., COMPULIFE INVESTOR SERVICES, INC., UNITED BROKERAGE SERVICES, INC, UVEST INVESTMENT SERVICES, and FIRST UNION BROKERAGE SERVICES, INC.. Christopher has a strong background in financial planning, investment management, and insurance. Christopher holds the Series 6, 7, 24, 63, and 65 securities licenses. Christopher also holds the Chartered Financial Consultant designation. Christopher has a proven track record of success in helping 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

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