Home > Financial Advisors > California > Carpinteria

Find Top Financial Advisors in Carpinteria

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Carpinteria. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Carpinteria

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Carpinteria, California
Financial Advisor Office Location Phone Number
Richard Ramos
Financial Engines Advisors, LLC
6023 Coffee Rd. Suite A,
Bakersfield, CA  93308
(661) 213-3543

Information on Qualified Financial Advisors in Carpinteria

Qualifications CRD# 5524250
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 6023 Coffee Rd. Suite A,
Phone Number (661) 213-3543

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Select other cities around Carpinteria, California to broaden your search for a financial advisor