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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Avantax Advisory Services

location

Moorpark, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Debbini is an investment advisor representative registered with Avantax Advisory Services. Christopher has been in the securities industry since June 22, 2002. Christopher is registered in Arizona, California, North Carolina, and Pennsylvania. Christopher is also a Certified Public Accountant. Christopher provides financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Wells Fargo Clearing Services, LLC

location

BREA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jonathan Cozza is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since August 2016, and holds both the Series 6 and Securities Industry Essentials Exam licenses. He has a strong track record of success in the financial services industry and is committed to providing his clients with personalized advice and guidance.

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

Edward Jones | CFP ® (Certifications)

location

HALF MOON BAY, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Anthony Devcich is a financial advisor who has been in the industry since 1999. He is currently registered with Edward Jones, where he serves clients in the Half Moon Bay area. Christopher has a wide range of experience, working with individuals, businesses, and charitable organizations. Christopher is a Certified Financial Planner and holds a number of licenses and certifications, including the Series 66, Series 63, Series 7, and SIE. His clients benefit from his expertise in portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PASADENA, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Willis is a financial advisor with over 39 years of experience in the industry. Christopher is a Certified Financial Planner™ professional and is registered with Cetera Investment Advisers LLC. Christopher is currently registered in 24 states, and provides financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FOLSOM, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Escott Petralli is a financial advisor with Wells Fargo Clearing Services, LLC, with over 15 years of experience in the financial services industry. Christopher has a strong background in providing financial advice and investment management services. He is a Series 7 and Series 66 licensed professional and is registered with the state of California, Texas, and other jurisdictions. Christopher specializes in serving a wide range of clients, including individuals, families, businesses, and institutions. He has experience in providing investment consulting, financial planning, pension consulting, and portfolio management services. Previously, Christopher was employed at Morgan Stanley and Wells Fargo Advisors, LLC.

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

Albitz/miloe AND Associates, Inc.

location

TORRANCE, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Strong is a financial advisor with over 20 years of experience in the industry. Christopher currently works with Albitz/miloe and Associates, Inc., and has previously worked with National Planning Corporation and 1st Global Capital Corp. Christopher offers a range of services including portfolio management for individuals and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

Los Angeles, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Mukai is a financial advisor with Raymond James & Associates, Inc. with over 29 years of experience in the industry. Christopher is a licensed agent in all 50 states and has a diverse range of expertise, specializing in all aspects of financial planning and investment management for individuals, families, and businesses. Christopher's previous experience includes positions with Citigroup Global Markets Inc. and Merrill Lynch.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

J.p. Morgan Securities LLC

location

RIVERSIDE, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Eric Asplin is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the financial services industry since July 7, 1990. He is licensed to sell securities in 53 states and the District of Columbia. Christopher offers a range of services to individuals, businesses and institutions, including financial planning, pension consulting, selection of other advisors, and portfolio management. Christopher is also a registered representative with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA).

SPECIALIZATIONS

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

Principal Securities, Inc.

location

San Diego, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ianni is a financial professional who has been in the industry since December 3, 2023. Christopher currently works for Principal Securities, Inc. Christopher is licensed in 32 states, and offers advisory services in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Christopher also offers advisory services in selection of other advisors.

SPECIALIZATIONS

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

Tricord Advisors, Inc. | CFP ® (Certifications)

location

RIVERSIDE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Mark Marsh is a financial advisor registered with Tricord Advisors, Inc. Christopher has been in the financial services industry for over 10 years, serving individuals, families, and businesses with financial planning, investment management, and retirement planning. Christopher is also a Certified Financial Planner. Christopher 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 Individuals

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