Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Fresno
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Fresno
,
California
have an average of
11
years of experience.
NOTE: The list of vetted financial
advisors in
Fresno
,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Fresno, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 11 Years | $3,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 6332486
Firm CRD# 154494
Series 66
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
42012 Rd 52,
Reedley,
CA
93654
Phone Number
209-346-2535
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences. After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients' best interests. As your trusted advisor, listening to you and your family's dreams and values gives me the depth of understanding to guide our investment decisions. I currently reside in California with my wife, Letty, and our daughter, Olivia, plus one on the way. Collectively, we thrive to live intentionally. My intent is to inspire, equip, and teach our kids to have a heart to serve others. In our leisure time you can find us on the hunt for the best sushi spot, visiting our favorite hiking trails, or soaking up the sun at the beach.
We are a family centered Investment Management and holistic Financial Planning firm that believes there is no cookie cutter plan or investment approach for everybody. It is our mission to be intentional about learning your story so we can carefully tailor a financial blueprint and investment plan that fits your unique goals and needs. In other words, we grow together. Olivia Wealth Management specializes in quality and holistic Financial planning, Tax planning, Retirement planning, Equity based compensation strategies, and customized investment strategies for individuals, families, and businesses. We do this by leveraging the best technologies available to make your experience personable and convenient.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 183 | 7004 | $1,907,294,882 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 15 | 1575 | $777,355,294 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 17 | 2007 | $626,731,257 | A percentage of AUM, Hourly charges
|
|
| 8 | 979 | $484,147,491 | A percentage of AUM, Fixed fees
|
|
| 6 | 1178 | $387,390,703 | A percentage of AUM, Hourly charges
|
|
| 7 | 415 | $353,480,056 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 878 | $246,273,482 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 823 | $236,251,628 | A percentage of AUM, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
|
|
| 6 | 754 | $185,938,462 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 1350 E. Spruce Avenue, Fresno, CA 93720 | 559-650-2678 | |
| 5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2530 | |
| 5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2548 | |
| 5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2520 | |
| 7050 North Fresno Street, Suite 105, Fresno, CA 93720 | 559-320-0285 | |
| 7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 | |
| 7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 | |
| 7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 | |
| 7111 N Fresno St, Ste 240, Fresno, CA 93720 | 559-435-2990 | |
| 555 W Shaw Ave, Ste B5, Fresno, CA 93704 | 559-222-7646 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
