Financial Advisors in California
Active Filters:
State: CA
Showing 9-16 of 40 advisors
Arcadia, CA
David Medina
Stewardship Financial
Specialties and Expertise
Philanthropic Planning and GivingHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsParents of Special Needs Children+4
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
10 years
Oakland, CA
Mike Troxell
Modern Financial Planning
Specialties and Expertise
Tax Minimization Investment StrategiesTax PreparationHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesSoftware Engineers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Brentwood, CA
Eric Soiland
Presidio Group Wealth Management
Specialties and Expertise
Retirement IncomeCash Flow AnalysisPortfolio Construction
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Fees Information
Number of Clients
85
Years of Experience:
38 years
Ripon, CA
Danielle Miura
Spark Financials
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeWealth Accumulation and Preservation Strategies+1
Typical Clientele
InheritorsRetirees+2
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
6 years
Costa Mesa, CA
Nick Covyeau
Swell Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
RetireesSingle Mothers+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 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
Beverly Hills, CA
Morris Amiri
Sunset West Advisors
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisPortfolio Construction+4
Typical Clientele
Business OwnersRetirees+10
Pricing Model:
AUM
Number of Clients
88
Years of Experience:
25 years