Find Top Financial Advisors in Ontario, California

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.

Financial planning is not only my career but more importantly, I regard it as my ministry, and my primary calling in life, second only to my faith in Jesus Christ, and to my family.

I began my career as a Financial Advisor in 2010 and I specialize in retirement planning for individuals and business owners, as well as financial planning for special needs families and divorcees. I am a graduate of Villanova University and hold a bachelor's degree in Economics. In addition to my CERTIFIED FINANCIAL PLANNER® certification, I hold a Finra Series 7 general securities license, and Series 66 uniform combined state securities license through LPL Financial, and a California life and health Insurance license.

My wife Kathy and I reside in the city of Corona CA, where I have been a resident for over 24 years. I enjoy being active in my community as well as in my church, Olive Branch Community Church.

Since I value a client's time, I make myself available to meet with them face to face at their homes, their place of business, or remotely via Zoom or Webex, if necessary. In my spare time I enjoy baseball (I am an avid New York Yankees fan), fishing, physical fitness, and volunteering at Olive Branch.

An effective financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right one -- one that fits your unique circumstances and grows with you. Financial planning is not a cookie cutter endeavor. No two clients situations are the same. Thats why it is so important for me to understand my clients complete situation. So that the plan we create can be designed to pursue their unique needs.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. I would consider it an honor to have the opportunity to earn your business.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

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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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