Invested Better
Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

ONE Capital Management, LLC | CFP ® (Certifications)

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Kaitlyn Voyce is an Investment Advisor Representative with One Capital Management, LLC, where she has been employed since November 2019. She is a Certified Financial Planner and specializes in various areas, including retirement planning, investment management, and insurance. Kaitlyn is registered with the state of California and has been active in the industry since 2012. Prior to joining One Capital Management, LLC, Kaitlyn worked at Anthem, Inc., and Sage Publishing.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

MAI Capital Management, LLC | CFP ® (Certifications)

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Kaiwen Liu is a financial advisor in Newport Beach, California, who has been working in the industry since 2017. Currently, Kaiwen is registered with MAI Capital Management, LLC in California. Previously, Kaiwen was affiliated with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. in Irvine, California. Kaiwen has a Series 66, Series 7, Series 7TO and SIE licenses, and is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Jose, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kai wen Tan is a financial advisor at Morgan Stanley. Tan has been in the financial industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Kai wen Tan specializes in portfolio management for individuals, businesses, and investment companies. Kai wen Tan is registered to provide investment advice in 47 states and the District of Columbia.

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

Robert W. Baird & Co. Inc.

location

ROSEVILLE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kaleigh Savage is a financial professional with Robert W. Baird & Co. Inc., located in Roseville, CA. Kaleigh is licensed to offer a variety of financial products and services to individual clients. Kaleigh is committed to providing exceptional service and helping clients reach 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Menlo Park, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kameron B Elledge is a financial advisor with Morgan Stanley. Kameron has been in the financial services industry for over 2 years and has a broad range of experience. Kameron is registered with FINRA and the state of Texas, and has Series 7, Series 66, and SIE licenses. Kameron provides a variety of financial services to individuals, businesses, and institutions. Kameron specializes in portfolio management, financial planning, and asset allocation.

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
location

Fresno, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kami Wynette McDonald is a financial advisor with over 18 years of experience in the industry. Kami is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Kami worked at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Kami is licensed in 48 states and has passed the Series 7, 63, and 66 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
location

Pasadena, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kamran W. Hedjasi is a financial advisor with Morgan Stanley. Kamran has been in the financial industry since January 20, 2000. Kamran has been registered with Morgan Stanley since June 1, 2009. Previously, Kamran was registered with Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Kamran has Series 7, Series 9, Series 10, and Series 66 licenses. Kamran is also registered in several states including Alaska, Arizona, California, Colorado, Hawaii, Massachusetts, Michigan, Nevada, New York, Tennessee, Texas, Washington, and Wisconsin.

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
location

San Jose, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kamran Iraj Pazdel is a financial advisor with over 25 years of experience in the industry. Kamran is currently registered with Morgan Stanley and holds a Series 7, Series 63, Series 9, Series 10, and Series 65 license. Kamran has been a registered representative with Morgan Stanley since June 2009, prior to that, Kamran was with Wachovia Securities, LLC. Kamran specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

State Farm Investment Management Corp.

location

Fullerton, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kang-ning Hwang is a financial advisor with over 15 years of experience in the financial services industry. Kang-ning Hwang is currently registered with State Farm Investment Management Corp. Kang-ning Hwang provides portfolio management services for individuals and investment companies. Kang-ning Hwang has a strong track record of success in helping clients achieve their financial goals. Kang-ning Hwang is committed to providing personalized financial advice and guidance to each of her clients. Kang-ning Hwang holds a Series 66, Series 7, Series 6TO, and SIE license. Kang-ning Hwang is also registered with the state of Arizona, California, Nevada, and Oregon.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

ONE Capital Management, LLC

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Kantrell Moore is an investment advisor representative with One Capital Management, LLC. Kantrell has been working in the financial services industry since 2014. Kantrell has passed the Series 6, Series 63, Series 26 and Series 65 exams. Kantrell's experience includes roles with Rabel Family Dentistry, Primerica Financial Services and PFS Investments Inc. before joining One Capital Management, LLC in 2021.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

Need help matching

with the right advisor?