Find Top Financial Advisors in Claremont, California

I'm proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of serving my country by enlisting in the United States Marine Corps. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon my honorable discharge, I transitioned to a new chapter in Southern California, where I began my financial career at Morgan Stanley.

I began my career at Morgan Stanley, later joining Bank of America Investment Services (now Merrill Lynch) in 2005, and later Wells Fargo Advisors in 2009, where I had the privilege of serving clients for over a decade. Today, I continue that mission as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant^® (ChFC^®) and Certified Investment Management Analyst^® (CIMA^®) designations—credentials that reflect my dedication to professional excellence and lifelong learning.

My work focuses on helping clients build financial plans that fit their lives. That includes:

Personalized financial strategy development Insurance and risk management Tax-efficient investment planning Income tax and retirement strategies Estate planning coordination But more than anything, I see my role as a guide—helping people make sense of their finances, find solutions, and move forward with clarity and confidence.

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Outside of work, I've been happily married to my wife, Florinda, for 20 years. Together, we're the proud parents of three incredible kids: Vincent, Alexander, and Isabella.

When I'm not working with clients, you'll probably find me on the mats training Brazilian Jiu-Jitsu—a lifelong passion that's taken me around the world, from local tournaments to Brazil itself. In 2024, I was honored to win Gold at the Brazilian National Championship, a moment that reminded me how discipline and consistency always pay off.

At home, life stays lively thanks to Hulk and Cha-Cha, our two Cane Corsos. They're loyal, protective, and full of personality—keeping things grounded and joyful no matter what the day brings.

Whether serving my country, training on the mats, or helping families plan for their future, my mission has always been the same: to lead with discipline, serve with heart, and make a meaningful difference in people's lives.

In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management.

As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

At Trilogy Financial, We're Invested In Your Future. Empowering you to make confident financial choices that align with your life goals is our priority and purpose. We offer dedicated, personalized wealth management and financial planning that's rooted in trust, transparency, and an understanding of your unique journey. With decades of expertise and a commitment to education, our advisors are here to guide you every step of the way, helping you build a secure and meaningful legacy. You're not a portfolio to us— you're a valued partner in a financial strategy tailored for your success, now and in the future.

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

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