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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Saint Helena. 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 Saint Helena

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 Saint Helena, California
Financial Advisor Office Location Phone Number
Robert Blanusa
Napa Wealth Management
1836 Second Street,
Napa, CA  94559
(707) 320-3786
Ken Sakamoto
Edelman Financial Engines, LLC
4040 Civic Center Drive,
San Rafael, CA  94903
(925) 227-0555
Hutch E. Ashoo
Pillar Wealth Management
1255 Treat Boulevard, Suite 300,
Walnut Creek, CA  94597
(925) 407-0320
Mark Palmer
Edelman Financial Engines, LLC
2175 North California Boulevard,
Walnut Creek, CA  94596
(925) 962-5823
Jennifer Staben
Edelman Financial Engines, LLC
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
(916) 780-5353
Mallory Dinis
Edelman Financial Engines, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA  94588
(925) 227-0555
Jennifer Staben
Edelman Financial Engines, LLC
1112 Galleria Boulevard Suite 160,
Roseville, CA  95678
(916) 780-5353

Information on Qualified Financial Advisors in Saint Helena

Qualifications CRD# 4644459
Series 7, 66


Office Location 1836 Second Street,
Napa,
CA 
94559
Phone Number (707) 3203786

Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant. While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy. A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend. Together with his wife Lora Blanusa, a physician at Harvest Pediatrics, they manage to find an outdoor activity they can enjoy as a combined family of seven.

About Napa Wealth Management

Napa Wealth Management was founded on a simple premise: provide clients with the type of relationship we would want for ourselves. Our process is designed to uncover needs that you might not know you have. Our goal is to deliver superior client servicing combined with a sensible and tailored investment management methodology in an effort to provide our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives. Since 1997, we have acted as a fiduciary for our clients. Beyond the legal requirement of serving our clients? needs first, our relationship begins with questions which allow us to gain a deeper understanding about how our clients view their wealth. With our client?s objectives at the forefront of our process, we design a strategy to help them achieve their financial goals.



Qualifications CRD# 1095790
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 4040 Civic Center Drive,
Suite 200,
San Rafael,
CA 
94903
Phone Number (925) 2270555

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1979. Successfully completed the Series 7, 6, 63 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Grew up in Hawaii and has Associate Degree from the University of Hawaii, LCC. Married to Jaclynn and they have a daughter, Erika age 15. Enjoys keeping fit by working out, watching sports, and going on vacations to Hawaii.

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# 1741558
FirmCRD# 147837
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 1255 Treat Boulevard, Suite 300,
Walnut Creek,
CA 
94597
Phone Number (925) 4070320

Hutch Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team  your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEOs Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Todays Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients financial lives.

About Pillar Wealth Management

At Pillar Wealth Management, LLC., you'll discover a single source for all your family's financial needs, including investment management, tax, legal, insurance, risk, estate and charitable-giving advice. You want an advisor who cares about the changes in your life and helps you prepare for and protect your wealth through it all; someone who will work with other professionals ? attorneys, mergers and acquisitions experts, accountants and insurance advisors' on your behalf. You need someone to help you make sense of all the legal, tax, financial, insurance and investment information out there so you can make better-informed decisions. We coordinate the efforts of the other professionals on your team ? this alone may save you hundreds of thousands or millions of dollars. Not to mention countless hours that you could spend on causes near and dear to your heart, or with your loved ones.



Qualifications CRD# 2546710
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA 
94596
Phone Number (925) 9625823

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2003. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Politics and Economics from Claremont McKenna College, J.D from Georgetown University Law Center and a Masters.

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# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA 
95758
Phone Number (916) 7805353

Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

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# 5823103
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA 
94588
Phone Number (925) 2270555

Joined Edelman Financial Engines in 2011. Began her career in the financial services industry in 2010. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo. Mallory enjoys staying active outdoors with her husband and their Labrador Retriever.

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# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1112 Galleria Boulevard Suite 160,
Roseville,
CA 
95678
Phone Number (916) 7805353

Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

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.



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