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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Phillips is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial services industry since 2001 and has experience with a variety of clients, including individuals, businesses, insurance companies, and charitable organizations. Christopher holds the Series 7, Series 63, and Series 66 licenses. He is also a Registered Representative for both Merrill Lynch and Fidelity Brokerage Services LLC. Christopher is committed to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals.

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
Unclaimed

RBC Capital Markets, LLC

location

Walnut Creek, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Spence is a financial advisor with over 20 years of experience in the industry. Christopher currently works with RBC Capital Markets, LLC. Christopher specializes in providing financial advice to individuals, corporations, and institutions. Christopher is also a registered investment advisor and has a series 66, series 7, and SIE license.

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

Cerity Partners Retirement Plan Advisors

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Christopher Arotin is a registered Investment Advisor Representative with Cerity Partners Retirement Plan Advisors. Christopher has been in the industry since November 2009. Christopher Arotin is currently registered with the state of California. Christopher has passed the Series 7 and Series 66 exams. Christopher was previously registered with United Planners' Financial Services of America A Limited Partner and NRP FINANCIAL, INC. Christopher Arotin provides pension consulting, financial wellness coaching and other advisory services.

SPECIALIZATIONS

Pension Consulting Services
FINANCIAL WELLNESS COACHING
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher McBee is an investment advisor representative at J.P. Morgan Securities LLC. Christopher has been in the industry since 2022. Christopher holds the Series 66, Series 7TO and SIE licenses. Christopher is registered with FINRA and in 53 states and the District of Columbia. Christopher is also registered as an investment advisor representative in Texas and California. Christopher specializes in a variety of investment services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Creative Planning | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Christopher Muniz is an investment advisor representative at Creative Planning. Christopher has over 20 years of experience in the financial services industry. He has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Christopher has worked at several firms including Union Bank, Unionbanc Investment Services, and Wells Fargo Advisors before joining Creative Planning. He is experienced in financial planning, portfolio management, and investment advice. Christopher specializes in working with high-net-worth 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mutual Advisors, LLC

location

Modesto, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Barber is an investment advisor representative with Mutual Advisors, LLC. Christopher has been in the industry since 2007 and holds Series 7, 65, and 66 licenses as well as the SIE exam. Christopher is registered with FINRA and the State of California. In addition to Mutual Advisors, LLC, Christopher has held prior positions with INCAPITAL LLC, Griffin Capital Securities, LLC, and Cole Capital Corporation. Christopher's prior employment includes a position as an Independent Insurance Agent for Swain Financial Services, Inc. The firm Mutual Advisors, LLC is a registered investment adviser with the SEC, and has an office in Omaha, NE.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Johnson is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the financial industry since 2018. Christopher is registered with the state of California and Texas as both a broker and an investment advisor. Christopher has the Series 66, Series 7 and SIE licenses. Prior to working at J.P. Morgan, Christopher was an employee at Merrill Lynch and Bank of America.

SPECIALIZATIONS

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

Global Retirement Partners LLC

location

SAN RAFAEL, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Vandeberg is a financial advisor with Global Retirement Partners LLC, a firm based in San Rafael, CA. Christopher has been in the industry since 2014 and is licensed to conduct business in 8 states. Christopher offers investment advisory services including financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Christopher is also a registered investment advisor representative for Global Retirement Partners LLC.

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

Irvine, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Pinkstaff is a financial advisor registered with J.P. Morgan Securities LLC. Christopher has been in the financial services industry since 2020. Christopher holds Series 66, 7TO and SIE licenses and is registered in 53 states and territories. Christopher is experienced with investments in securities, investment advisory services, and financial planning. Christopher previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.

SPECIALIZATIONS

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

CALABASAS, CA

disclosure

1 Disclosures

ADVISOR BIO

Christopher Galeski is an investment advisor representative at Morton Wealth. Christopher has been in the industry since 2009. Christopher has been registered with Morton Wealth since 2018. Prior to that, Christopher was registered with Fidelity Brokerage Services LLC and Morgan Stanley Smith Barney. Christopher has passed the Series 66, Series 31, Series 7, and SIE exams.

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 Pooled Investment Vehicles
Publication of Financial Periodicals

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