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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Index Fund Advisors, Inc. | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Daniel Chong is a financial advisor with over 8 years of experience in the industry. Daniel is registered with Index Fund Advisors, Inc. and holds the Series 6, Series 63, Series 65, and SIE licenses. Daniel is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Daniel also provides portfolio management for pooled investment vehicles, and has experience with investment companies and charitable organizations. Prior to joining Index Fund Advisors, Inc., Daniel was employed by National Planning Corporation.

SPECIALIZATIONS

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

San Francisco, CA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Donovan is a financial advisor with over 40 years of experience in the industry. Daniel has been with Morgan Stanley since 2007, previously working with Morgan Stanley DW Inc. before that. Daniel is a licensed Investment Advisor Representative in California and Texas. Daniel has also held various leadership positions, including a board secretary at Archbishop Riordan High School in San Francisco, California. Daniel holds multiple licenses and certifications, including the Series 7, Series 63, Series 5, and Series 65 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC

location

Roseville, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Blum is a financial advisor with MML Investors Services, LLC. Daniel is licensed in California and Texas. Daniel has over 14 years of experience in the financial services industry. Daniel's areas of expertise include financial planning, portfolio management, and pension consulting. Daniel is committed to helping his 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Sageview Advisory Group, LLC

location

NEWPORT BEACH, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Robert Stewart is a financial advisor with over 20 years of experience in the financial services industry. Currently, he is a Managing Director at Sageview Advisory Group, LLC. Daniel Stewart has a Series 7, Series 63, and SIE licenses. Daniel Stewart has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal governments.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Coffman Hostetler is a financial advisor with LPL Financial LLC, with over 30 years of experience in the financial industry. Daniel has a variety of certifications and experience, including the Series 7, 24, 6, 63, 65, and 72 licenses as well as the SIE exam. Daniel has been with LPL Financial LLC since September of 2021, but before that, he worked for FSC Securities Corporation, and Advantage Capital Corporation. Daniel has a variety of designations, including Certified Financial Planner. Daniel provides a variety of services to clients, including financial planning, consulting, and portfolio management. Daniel primarily works with individuals and high-net-worth individuals. He is also licensed in multiple states including Pennsylvania, Texas, California, Colorado, Florida, Georgia, Idaho, Indiana, Maryland, Michigan, New York, North Carolina, Ohio, South Carolina, and Virginia.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SACRAMENTO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Asher Giese is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel Asher Giese has been in the securities industry since 2020. Daniel Asher Giese is registered with Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7, and SIE registrations. Daniel Asher Giese is also a registered investment advisor in California, Illinois and Texas.

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

Cetera Investment Advisers LLC

location

LOS ANGELES, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Nahigian is a financial advisor at Cetera Investment Advisers LLC. Daniel has over 11 years of experience in the financial services industry. Daniel is registered to provide investment advice in 38 states and is a registered representative in California and Texas. Daniel specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. In addition to his role as a financial advisor, Daniel is also the administrative assistant for Nahigian Investments and Insurance, Inc. and a swim coach at Maranatha High School.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

CONCORD, CA

experience

50 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Ghinazzi is a registered representative with Cetera Investment Advisers LLC. Daniel has been in the financial industry since 1975. Daniel has been with Cetera Advisor Networks LLC since 2013. Daniel also has a registration with Cetera Investment Advisers LLC since 2023. Daniel has a Series 7, Series 63, and SIE licenses. Daniel is registered in 16 states, including California, Texas, Florida, and New York. Daniel's firm offers financial planning, pension consulting, educational seminars, portfolio management, and other advisory services.

SPECIALIZATIONS

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

Avantax Advisory Services

location

CHICO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Vincent is a financial advisor registered with Avantax Advisory Services. Daniel has been in the industry since 2001 and has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE. Daniel is licensed in California, Colorado, Oregon, and Texas.

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

Citigroup Global Markets Inc.

location

Los Angeles, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Decesario is a financial advisor with Citigroup Global Markets Inc. Daniel has been in the industry since August 18, 2008. Daniel is licensed in 53 states, and has a Series 7, 55, 57TO and SIE license. Daniel specializes in providing investment advice to high net worth individuals, corporations, and pension and profit-sharing plans. Daniel provides asset allocation advice, financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

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