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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Sharper & Granite LLC

location

EL SEGUNDO, CA

0 Disclosures

ADVISOR BIO

Christopher Thomas Casanega is an investment advisor representative with Sharper & Granite LLC in EL SEGUNDO, CA. Christopher has been in the industry since March 2003. Christopher is registered with the state of California. Christopher has passed the Uniform Investment Adviser Law Examination. Christopher has experience providing financial planning services, pension consulting, and portfolio management for individuals. The firm manages assets for individuals, pension and profit sharing plans, high net worth individuals and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Continuum Financial Partners, LLC | CFP ®,CFC ® (Certifications)

location

EL DORADO HILLS, CA

disclosure

5 Disclosures

ADVISOR BIO

Christopher Torchiana is a financial advisor with Continuum Financial Partners, LLC. Christopher is a Certified Financial Planner™ and a Chartered Financial Consultant. Christopher provides financial planning, pension consulting, and investment management services to individuals, high-net-worth individuals, and charitable organizations. Christopher has been in the financial services industry since 1998. Christopher's previous experience includes roles at Next Financial Group, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Cigna Financial Advisors, Inc.

SPECIALIZATIONS

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

Beverly Hills, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kenney is a financial advisor with Morgan Stanley. Christopher has been a registered representative in the securities industry since November 9, 2020. Christopher holds FINRA Series 66, 7TO, and SIE licenses. The individual specializes in providing financial planning, portfolio management and other advisory services to high-net-worth individuals, businesses, investment companies, charitable organizations, insurance companies, and pension plans. Christopher holds registrations to offer investment services in several states including Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wyoming.

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

SAN FRANCISCO, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Roberts Dovale is a financial advisor with J.p. Morgan Securities LLC. Christopher Roberts Dovale is registered to provide securities advice in the state of California. Christopher Roberts Dovale has been in the financial services industry since January 27, 2022. Christopher Roberts Dovale has passed the Series 63, Series 6TO and SIE exams. Christopher Roberts Dovale works at the J.p. Morgan Securities LLC branch located in San Francisco, California.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Russo is a financial advisor at Wells Fargo Clearing Services, LLC, with experience in the industry since 2016. Christopher holds Series 66, 7 and SIE licenses. Christopher is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Iowa, Nevada, Oklahoma and Texas. Christopher has experience working with high-net-worth individuals, corporations and other businesses, and has a focus on providing investment consulting services to institutional clients. Christopher offers 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Apriem Advisors | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Christopher Whitaker is an Investment Advisor Representative at Apriem Advisors in Irvine, CA. Christopher has been in the financial services industry since 2015. Christopher holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Axxcess Wealth Management, LLC

location

CARLSBAD, CA

0 Disclosures

ADVISOR BIO

Christopher Harmon Donahugh is an investment advisor representative for Axxcess Wealth Management, LLC. Christopher Harmon Donahugh has been in the industry since 1997. Christopher Harmon Donahugh is also registered as an investment advisor representative in California. Christopher Harmon Donahugh has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Christopher Harmon Donahugh also works with other investment advisors.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

SANTA BARBARA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Coventry is an investment professional with over 10 years of experience in the financial services industry. Christopher is a registered representative of Planmember Securities Corp. and holds Series 6, 63 and 65 licenses as well as the SIE designation. Christopher has a strong background in providing investment advisory services to individuals, businesses and trusts. He has expertise in a variety of investment products, including mutual funds, variable annuities, and retirement planning. Christopher is committed to providing his clients with personalized investment advice and guidance. He believes in building long-term relationships with his clients and helping them 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
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed

MML Investors Services, LLC | CFC ® (Certifications)

location

SAN JOSE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Raddie is a financial advisor with MML Investors Services, LLC, specializing in providing financial planning and investment management services to individuals, families, and businesses. Christopher holds the Series 7, 6, 63, and 66 licenses and the SIE designation. Christopher has been in the financial services industry since 2015 and holds a Chartered Financial Consultant designation. Christopher is also registered in 20 states and the District of Columbia. In addition to working with MML Investors Services, LLC, Christopher works as an agent for Silicon Valley Financial Group.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LONG BEACH, CA

experience

3 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Christopher Moreno is a financial advisor at J.p. Morgan Securities LLC. Christopher has been in the industry since 2022. Christopher holds Series 63, 6TO, and SIE licenses. Christopher specializes in investment products and services, insurance and retirement planning.

SPECIALIZATIONS

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

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