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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

Camarillo, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dominic V Pino is a registered representative with Edward Jones. Dominic has been in the industry since 2021 and is licensed in California and Texas. Dominic is also a registered investment advisor representative in Texas.

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

San Francisco, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Rene Gastelum is a registered representative with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC in San Francisco, California. Dominic has been in the financial industry since August 2019 and is registered in 53 states. Dominic's specializations include: providing financial planning services, pension consulting, selection of other advisors, portfolio management for individuals and businesses. Dominic has previously been registered with FIRST REPUBLIC SECURITIES COMPANY, LLC.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

SAN JOSE, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Carradero is a financial advisor with over 30 years of experience in the financial services industry. Dominic has a Series 6, 63 and 65 licenses as well as the SIE exam. Dominic works with Cambridge Investment Research Advisors, Inc. and is registered in California and Texas. Previously, Dominic worked with PRUCO Securities, LLC. in San Jose, CA and The Prudential Insurance Company of America in Newark, NJ. Dominic works with individual clients, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Dominic provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

HUNTINGTON BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Anthony Wright is a financial advisor at LPL Financial LLC. Dominic has been in the financial industry for over 5 years and has a Series 7TO, Series 63, and SIE licenses. Dominic provides financial planning and investment management services to individuals and businesses. Dominic is also a Certified Financial Planner and has a Bachelor of Arts degree in Business Administration from the University of California, Irvine. Dominic specializes in retirement planning, college savings, and estate planning. Dominic is committed to helping clients achieve their financial goals and believes in building long-term relationships with his clients.

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

Concurrent Investment Advisors, LLC

location

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Lawrence Repetti is an investment advisor representative with Concurrent Investment Advisors, LLC. Dominic has over 20 years of experience in the financial industry. Prior to joining Concurrent Investment Advisors, Dominic was with Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Dominic is registered to provide investment advice in Arizona, California, Illinois, Kentucky, Missouri, Nevada, Pennsylvania, Texas, and Wisconsin. Dominic holds the Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

San Francisco, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Henry Colabianchi is a registered representative with J.p. Morgan Securities LLC. Dominic Colabianchi has been in the financial services industry since January 2017. Dominic Colabianchi holds the Series 66, Series 7TO and SIE exams. Dominic Colabianchi is currently registered in 54 states and jurisdictions. Dominic Colabianchi is also registered as an investment adviser representative in California.

SPECIALIZATIONS

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

Kingswood Wealth Advisors, LLC

location

SAN DIEGO, CA

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dominick Pullano is a financial professional with over 40 years of experience in the industry. Dominick is currently registered with Kingswood Wealth Advisors, LLC. Dominick also has previous experience with other firms including Benchmark Investments, LLC, AEGIS CAPITAL CORP., and UBS PAINEWEBBER INC.

SPECIALIZATIONS

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

Twin Rivers Wealth Management | CFP ® (Certifications)

location

SACRAMENTO, CA

0 Disclosures

ADVISOR BIO

Dominick Anton is a financial advisor who is registered with Twin Rivers Wealth Management, a registered investment advisor. Dominick is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over six years. Dominick has experience in helping individuals and families with their financial planning needs, including retirement planning, college savings, and investment management. He also holds both Series 66 and Series 7 licenses. He has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized advice and service.

SPECIALIZATIONS

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

Folsom, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Silva is a financial advisor at Edward Jones. Dominick has been in the financial industry since 2014 and is registered with the state of California and Texas. Dominick is also a Series 66, Series 7TO and SIE licensed professional.

SPECIALIZATIONS

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

Cadaret, Grant & CO., Inc.

location

San Jose, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Ruiz is an investment advisor representative with Cadaret, Grant & Co., Inc. based in San Jose, CA. Dominick is also registered as an investment advisor representative with the states of Arizona, California, Colorado, Connecticut, Idaho, Massachusetts, Nebraska, Nevada, New York, Ohio, Oregon, Texas, and Washington. Dominick has been in the securities industry since November 5, 2006 and has experience with Wells Fargo Advisors, LLC and LPL Financial LLC. Dominick specializes in financial planning and portfolio management for individuals and businesses.

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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