Financial Advisors in California
Showing 9-16 of 39 advisors
Folsom, CA
Quinn Carlsen
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningCollege Planning+3
Typical Clientele
High Net Worth IndividualsStartup Employees+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Riverside, CA
Eric LaNier
Higher Impact Financial
Specialties and Expertise
Tax PreparationTrust ServicesPortfolio Construction
Typical Clientele
Business OwnersInheritors+2
Pricing Model:
Flat Fee
Number of Clients
58
Years of Experience:
5 years
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Santa Monica, CA
Gregory Wendt
Perigon Wealth Management
Specialties and Expertise
Cash Flow AnalysisRetirement IncomePhilanthropic Planning and Giving+5
Typical Clientele
New InvestorsRetirees+12
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
33 years
Los Angeles, CA
Leighann Miko
Equalis Financial
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+3
Typical Clientele
InheritorsNew Investors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
San Francisco, CA
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years