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Find Top Financial Advisors in Laguna Beach, California

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Laguna Beach, California. 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 Advisors in Laguna Beach

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.

Qualified Financial Advisors in Laguna Beach, California
Financial Advisor Office Location Phone Number
James Peters
ChFC®
Centaurus Financial
18662 Macarthur Blvd,
Irvine, CA 92612
949-631-3840
Jerry Slusiewicz
Registered Investment Advisor
Pacific Financial Planners
30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677
949-219-0692
Jesse Rodriquez
CPWA, CRPC, CFP®, CDFA®
Rodriquez Wealth Management
620 Newport Center Dr.,
Newport Beach, CA 92660
949-688-1571
Dave Hutchison, CFA
CFA®
Triad Investment Management, LLC
1301 Dove Street,
Newport Beach, CA 92660
949-381-7614
Chris Baum
CFA®
Coastal Capital Advisors
16 Tidewater,
Irvine, CA 92614
949-439-4050
Simon Reeves
RIA
TideRock Financial
9900 Research Drive,
Irvine, CA 92618
877-433-3665
Tami Simpson
CRPC®, CERTIFIED FINANCIAL PLANNER™ Certificant, ADPA®
Wealth Financial Group West, Inc.
650 Town Center Dr #920,
Costa Mesa, CA 92626
714-617-4394
Jennifer Shintani
CMFC®, AAMS®, CRPC®, RFC
Edelman Financial Engines, LLC
600 Anton Blvd,
Costa Mesa, CA 92626
657-212-3012
Corey Fast
CFP®
Edelman Financial Engines, LLC
2400 E. Katella Ave.,
Anaheim, CA 92806
714-841-0982
Ryan Gunn
CFP", CFP®
Gunn Financial Associates
2122 S. El Camino Real, Suite B,
San Clemente, CA 92672
888-902-5999
Matthew Pixa
MBA
My Portfolio Guide
3020 Old Ranch Parkway,
Seal Beach, CA 90740
562-799-5595
John E. Meinert
AAMS®
Meinert Wealth Management LLC
5000 E. Spring St., Suite 340,
Long Beach, CA 90815
562-474-1717
Joe Azzopardi
CFP®
Edelman Financial Engines, LLC
21515 Hawthorne Blvd,
Torrance, CA 90503
424-230-7435
Personal Capital
Personal Capital Advisors Corporation
---,
Los Angeles, CA 90012
650-556-1310
Sasha Shteyn
CFP®
Edelman Financial Engines, LLC
150 South Los Robles Avenue,
Pasadena, CA 91101
626-768-2972
Paul Taghibagi
CERTIFIED FINANCIAL PLANNER" Certificant, CFP®
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA 90067
310-712-2323
Benjamin Bowen
CFP®
Edelman Financial Engines, LLC
12680 High Bluff Drive,,
San Diego, CA 92130
858-345-4254
Zain Griffith
Dash Investments
21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367
21600 Oxnard Street,
Woodland Hills, CA 91367
415-748-9181
Copley Financial Group
J.D.
Copley Financial Group, Inc.
Copley Financial Group 2650 Camino Del Rio North, Ste 350,
San Diego, CA 92108
619-294-6008
Pure Financial Advisors, Inc.
AIF®, CFP®
Pure Financial Advisors, Inc.
3131 Camino del Rio N, Suite 1550,
San Diego, CA 92108
619-814-4100
Michael Harris
CERTIFIED FINANCIAL PLANNER" Certificant
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225,
San Diego, CA 92101
619-286-3930
Richard Boyd
APMA®
Reilly Financial Advisors
7777 Alvarado Road,
La Mesa, CA 91942
619-698-0794

Information on Qualified Financial Advisors in Laguna Beach

Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.



Qualifications CRD# 1739938
Series 7, 63, 65


Office Location 30131 Town Center Drive, Suite 105,
Laguna Niguel,
CA
92677
Phone Number 949-219-0692

Jerry Slusiewicz is a veteran in the industry, with more than 31 years of professional investment experience. He has worked with both individuals and institutions to manage money for safety, growth, and income. His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel. His personal service includes frequent contact through his weekly email newsletters and radio programs. This allows clients and prospects an opportunity to understand Jerry's philosophy and current perspective on market conditions. Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a "client first" approach to portfolio management. Jerry has had his own radio show "Your Money Talks" for 16 years where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Jerry can also be seen as a regular guest on the TV show Politics & Profits with Rick Amato. Very active in his community, Jerry also served as The Mayor and a Council Member of the City of Laguna Niguel. Jerry has been a contributing writer to such prestigious websites such as The Street, Seeking Alpha, Minyanville and investment professionals seek him out for advice - now you should too.

About Pacific Financial Planners

Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care. Creating the Income, Growth and Safety you desire through: Portfolio Management & Capital Preservation Cost and Risk Control Establishing Long-Term Relationships Integrity - Service - Financial Solutions

Advisory Services Provided

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals



Qualifications CRD# 2666294
FirmCRD# 11025
Series 7, 24, 31, 63, 65, 66

Compensation/Fee Fee-Based


Office Location 620 Newport Center Dr.,
Suite 680,
Newport Beach,
CA
92660
Phone Number 949-688-1571

As a former Managing Director  Wealth Management at UBS, and with more than 20 years of financial services experience, Jesse has spent his entire career working with clients in all aspects of their financial lives. Jesse is a CERTIFIED FINANCIAL PLANNER" (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and a Certified Divorce Financial Analyst (CDFA"). He earned the CPWA® designation from the University of Chicago Booth School of Business and a BS in Finance from CSU Long Beach. In his spare time, Jesse is a voracious reader and enjoys running, having completed the New York, Los Angeles, and San Diego marathons. Jesse resides in Newport Beach with his wife and two children.

About Rodriquez Wealth Management

Rodriquez Wealth Management serves discerning individuals and families seeking a high level of customized, unbiased, and objective advice in today's challenging financial markets. We serve clients in many states across the country, and we understand the needs of clients in various stages of life. We advise clients on building, preserving, and transferring wealth in a tax-effective manner to heirs. Our team welcomes the opportunity to discuss our approach confidentially with qualified investors. We offer a complimentary second opinion and in-depth analysis to prospective clients with a minimum of $1,000,000 in investable assets. For existing clients, we reserve the right to waive this amount for family members.



Qualifications CRD# 2602539
FirmCRD# 146786

Compensation/Fee Fee Only, Based on Assets


Office Location 1301 Dove Street,
Suite 1080,
Newport Beach,
CA
92660
Phone Number 949-381-7614

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

About Triad Investment Management, LLC

Triad's mission is help you define and progress toward your goals for your family's financial future. You don't have to have all the answers, and you could use someone in your corner providing straightforward, unbiased advice. A fiduciary, not a salesperson. With follow-through to help make sure your plans happen. It's our view that investor outcomes are driven to a significant degree by investor behavior.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management



Qualifications CRD# 6146336
FirmCRD# 307224
Series 65

Compensation/Fee Fee Only


Office Location 16 Tidewater,
Irvine,
CA
92614
Phone Number 949-439-4050

Chris is a native of Orange County and worked for a large investment advisor for the first part of his career. While there, he passed the Series 65 exam, achieved his Chartered Financial Analyst (CFA) certification, became a portfolio manager, and helped manage roughly $3 billion in client assets across approximately 3,000 clients. Ultimately, Chris saw an opportunity to leave and start Coastal Capital Advisors. His favorite parts of the job are the client relationships and helping them invest smart and make sounds financial decisions to live a full life. Chris is a proud Wildcat as a graduate from the University of Arizona. He currently lives in Irvine, California with his wife Emily, daughter Ellie, and dog Dixie. When he's not researching companies and helping clients, you can find Chris hanging out with his friends and family, going to the beach, and playing basketball.

About Coastal Capital Advisors

We launched Coastal Capital Advisors to help our clients invest with confidence, reduce taxes, and enjoy life. We work with investors like you to streamline your financial life and build towards your future. We believe that investing now with the right plan in place will lead you to reach your financial goals, whether that's taking a year off work to travel the world or an earlier retirement. Together, we will work alongside you to get you on a path towards financial success.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services



Qualifications CRD# 2835991
FirmCRD# 155622
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 9900 Research Drive,
Irvine,
CA
92618
Phone Number 877-433-3665

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.

About TideRock Financial

Simon brings 20 years of investment experience to his role as founder and chief executive officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys.

Advisory Services Provided

Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts



Qualifications CRD# 5263487
FirmCRD# 152665
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 650 Town Center Dr #920,
Costa Mesa,
CA
92626
Phone Number 714-617-4394

Tami Simpson, CFP®, CRPC®, ADPA, is co-founder and President of Wealth Financial Group West, Inc. She is a Certified Financial Planner and is a Chartered Retirement Planning Counselor designee.

About Wealth Financial Group West, Inc.

Our Personalized Approach You've spent your life defining the perfect retirement ...and you've worked each day to save for it. Now it's time to ensure you can live your retirement the way you've always dreamed. What do you envision when you fall asleep? What personal goals do you have for yourself? What adventures do you want to experience? These questions to ask yourself are important, and so is the financial strategy you choose to implement. We?re here to help you develop a financial plan-a plan that might help you achieve everything you've always wanted in your life and retirement. Define It Defining your future retirement is the first step in achieving it. We'll help you to identify what is truly meaningful and what is important to you. Plan It With an idealistic vision in mind, it's time to start planning your finances to successfully support that vision. It's never too early or too late to start. Live It When you are confident in your financial plan and strategy, there's one last step. Get out there and enjoy the life you've always dreamed.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning



Qualifications CRD# 4317375
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 Anton Blvd,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number 657-212-3012

I've been a financial planner since 2001. My favorite part is partnering with my clients to help them piece together their financial picture and put them on a path that will enable them to achieve their life goals. My time away from work is spent with my family and doing things we love like hiking, playing racquetball and skateboarding.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4866465
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA
92806
Phone Number 714-841-0982

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5326196
FirmCRD# 23131
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 2122 S. El Camino Real, Suite B,
San Clemente,
CA
92672
Phone Number 888-902-5999

Ryan is a Certified Financial Planner(TM) and has been a partner at Gunn Financial Associates since 2008. Ryan holds series 7 & 66 registrations as a registered representative for Royal Alliance Associates, Inc. He is also a licensed insurance agent. Ryan specializes in assisting clients prepare for and enjoy a financially productive and rewarding life. After graduating in Finance from the David Eccles School of Business at the University of Utah, Ryan began his professional career at Wells Fargo Financial where he assisted both English and Spanish speaking clients with credit repair, debt consolidation and mortgage refinancing. Ryan became an independent financial planner at Aegis Wealth Group which eventually led him to join Gunn Financial Associates. Ryan believes that regular communication and education are the best tools for helping clients achieve their financial goals.

About Gunn Financial Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to individuals, families and small business owners. Our firm has over 40 years of experience in financial planning and its elements of accounting, taxes, investments and insurance. We assist clients with analysis and decisions regarding their financial goals and build and preserve their wealth. Financial Planning & Investment Services Include: -Management of retirement & non-retirement investments -Retirement income planning -Tax planning to reduce income taxes -Planning to preserve your assets and income -Estate planning

Advisory Services Provided

Retirement Planning, 401K Rollovers, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning



Qualifications CRD# 2484827
FirmCRD# 153188
Series 65

Compensation/Fee Fee Only


Office Location 3020 Old Ranch Parkway,
Suite 300,
Seal Beach,
CA
90740
Phone Number 562-799-5595

Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born. Matt studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University. Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt enjoys coaching youth sports for his children's teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy.

About My Portfolio Guide

Every financial advisor should differentiate itself from the competition but how many truly do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?



Qualifications CRD# 2849825
FirmCRD# 6413
Series 7, 24, 63, 66

Compensation/Fee Based on Assets, Commissions, Hourly


Office Location 5000 E. Spring St., Suite 340,
Long Beach,
CA
90815
Phone Number 562-474-1717

John is a 25-year veteran of the investment and financial services industry. John spent 15 years at Edward Jones, opening and building the Cerritos branch office. In 2011 he made the decision to take his practice independent, to build a less sales and transaction based business, and to focus more on the advisory/fiduciary relationship of investment planning and wealth management for clients who are serious about addressing their important financial goals. John is the Managing Member of Meinert Wealth Management LLC and is a Principal/Office of Supervisory Jurisdiction (OSJ) for other LPL financial advisor(s). John has been active in his community over the years serving on the boards of the South East Los Angeles County Workforce Investment Board (past-chair), Community Family Guidance Center and the Cerritos Regional Chamber of Commerce (past-president, Business of the Year). John and his wife, Maria, work together to serve the needs of the families and business owners they work with. John is also a military veteran, having served in the U.S. Army.

About Meinert Wealth Management LLC

We provide planning, investment strategies and risk management to families and business owners from all walks of life who are serious about addressing their important financial goals. We do so through long-term relationships and through conservative financial principles of investing and wealth preservation. Let us help you with your important financial goals today!!

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Insurance Products & Annuities



Qualifications CRD# 5237132
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 21515 Hawthorne Blvd,
Suite 580,
Torrance,
CA
90503
Phone Number 424-230-7435

As a financial planner, I see myself as a combination of coach, guide, on-demand psychologist, reliable friend, historian and futurist. I feel privileged to be the person in my clients' lives who gives them the guidance they need in order to help them enjoy the fruits of their labor. In my free time, I most enjoy sports, movies and boating. I'm also an avid car enthusiast.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided

Portfolio Management, Wealth Management



Qualifications CRD# 4453802
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 150 South Los Robles Avenue,
Suite 880,
Pasadena,
CA
91101
Phone Number 626-768-2972

As a financial planning professional, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2075689
FirmCRD# 468
Series 6, 7, 22, 24, 63

Compensation/Fee Fee-Based


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA
90067
Phone Number 310-712-2323

Paul Taghibagi, CFP®, AIF® is a Founding Partner with SEIA. He is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS). Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Santa Monica, California. He enjoys sports, traveling and spending time in the local community with his family and friends. Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER" certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC. Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.



Qualifications CRD# 5847634
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12680 High Bluff Drive,,
Suite 250,
San Diego,
CA
92130
Phone Number 858-345-4254

In my career to this point, I have worked with thousands of families to help them create plans designed to simplify and improve their financial lives. In my time away from work, I love to travel and spend time at the beach with my wife and son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5741663
FirmCRD# 135281
Series 63, 65

Compensation/Fee Fee Only


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number 415-748-9181

Office Location 21600 Oxnard Street,
Ste1755,
Woodland Hills,CA 91367
Phone Number 415-748-9181

Zain Griffith joined Dash Investments in 2009 as a Regional Vice President and has extensive experience in the financial services and investment industry. Prior to joining Dash Investments, Zain worked in the investment banking industry where he specialized in providing merger and acquisition advice and valuation opinions to small and medium sized companies. He also served as a research analyst for a well-known value-oriented investment publication based in New York City. Zain earned a B.S., Magna Cum Laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society. Zain can review your current financial situation, learn more about your goals and objectives, and help determine whether Dash Investments approach to financial planning and wealth management might benefit you.

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success. At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.



Qualifications CRD# 283070
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based


Office Location Copley Financial Group 2650 Camino Del Rio North, Ste 350,
San Diego,
CA
92108
Phone Number 619-294-6008

Kyles passion for investing and retirement planning led him to a career as a Financial Advisor. After finishing his degree at Indiana University where he got business education from the Kelley School of Business (#19 in the country with notable alumnus Mark Cuban), he moved to San Diego 14 years ago. He then graduated with his J.D. from California Western School of Law where he focused on business and contractual law. Kyle pursued a non-traditional legal career, spending 10 years in Advertising and Marketing developing campaigns for Fortune 500 companies on down to start-ups. Hes worked on multi-million dollar campaigns including the Chargers, World Cup, and the Indianapolis 500. Hes also helped build companies from concept to funding. In his free time, you can find him chasing tennis balls at Coronado dog beach with his dog Kenai. Kyle loves the challenge of finding the optimal strategy for each individual client at Copley. He looks forward to creating financial freedom for his clients so that they may enjoy their best life.

About Copley Financial Group, Inc.

We are SEC-licensed fiduciary advisors (only about 20% of advisors hold this license) that are legally bound to do only what is in our client's best interests. We don't get paid any different based on the investment recommendations we make. Along with wealth management and retirement planning, we are a one-stop shop offering Mortgages, Real Estate Brokerage, Insurance, Medicare Supplements, Trusts/Estate Planning, and more. We have offices here and in New York City. We look forward to inviting you in for a free consultation and investment or retirement plan. We aim to get to know our clients and create customized solutions based on your goals and risk tolerance. We like to help everyone and have built San Diego's fastest growing wealth management firm off of happy client referrals. Our office is a family-friendly office built on acting with integrity and transparency.



Qualifications FirmCRD# 144316

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 3131 Camino del Rio N, Suite 1550,
San Diego,
CA
92108
Phone Number 619-814-4100

About Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. 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 fourteen years of the firm's opening, Pure Financial surpassed $3.29 billion in client assets under management (as of March 29, 2021), and is currently helping over 2,900 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.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management



Qualifications CRD# 4699319
FirmCRD# 129803
Series 65

Compensation/Fee Fee Only


Office Location 600 West Broadway, Suite 225,
San Diego,
CA
92101
Phone Number 619-286-3930

Michael has almost two decades of experience in the area of investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms. Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. Michael lives in La Mesa with his wife, Cindi, and their two children. Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors, as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member of Helix Charter High School.

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a good return and good service to our clients. We are transparent in how we serve our clients. We make understandable investments in publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it. Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance. By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.



Qualifications CRD# 6072577
FirmCRD# 110315

Compensation/Fee Fee Only


Office Location 7777 Alvarado Road,
Suite 116,
La Mesa,
CA
91942
Phone Number 619-698-0794

About Reilly Financial Advisors

Reilly Financial Advisors, founded in 1999 and headquartered in the San Diego area, serves clients in the United States and more than a dozen countries worldwide. We are a fee-only registered investment advisor aimed at helping clients define and achieve their individual financial goals. As an independent advisor, we are able to provide clients with the highest level of fiduciary services, making investment decisions based solely on their best interests. At Reilly Financial Advisors, we want to serve as our clients' trusted financial partner for the long term, and as such aim to be their first point of contact for every one of their financial needs. This earnest desire to be supportive of our clients' entire financial lives (not just the part earning us money) is one of the many ways in which we stand out from our competitors. Our educated staff is composed of several master's degree recipients as well as CFA, CPA, CFP®, APMA®, CRPS®, AIF®, and RICP® professionals, and our clients benefit from the specialized knowledge these designations impart. For more information on our firm and the services we provide, please visit us at www.rfadvisors.com.



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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.

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