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Find Top Financial Advisors in Temecula, California

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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 Temecula, 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 Temecula

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 Temecula, California
Financial Advisor Office Location Phone Number
John Borger
Royal American Financial Advisors, LLC
27192 Newport Rd., Suite 4,
Menifee, CA  92584
(951) 679-2065
Rodd Miller, CFP®
Miller Wealth Management
1901 Camino Vida Roble,
Carlsbad, CA  92008
(760) 856-4428

Information on Qualified Financial Advisors in Temecula

Qualifications CRD# 2310995
FirmCRD# 111192
Series 7, 24, 63, 65

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


Office Location 27192 Newport Rd., Suite 4,
Menifee,
CA 
92584
Phone Number (951) 6792065

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his lifelong goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the other founders of Royal American want the focus to be on the client. They believe that if the focus is on the client by providing the best possible financial products and service available, the bottom line will take care of itself. John has chosen to work with a limited number of select clients to accomplish his goal of excellent service for his clients and to spend more quality family time with Cara, Tyler and Trevor. Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.

About Royal American Financial Advisors, LLC

Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.



Qualifications CRD# 4984062
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee


Office Location 1901 Camino Vida Roble,
Suite 112,
Carlsbad,
CA 
92008
Phone Number (760) 8564428

Rodd R. Miller is a family CFO and CFP®, CERTIFIED FINANCIAL PLANNER" professional. He understands juggling family, business and money management. In 2011, he founded Miller Wealth Management to help families and businesses manage their investment and retirement strategies. Where We Serve - San Diego, California communities: Carlsbad, Encinitas, Oceanside, Vista, Escondido, San Marcos, Poway, Ramona, Rancho Sante Fe, Fallbrook, La Jolla, Del Mar, Solana Beach and communities in and around San Diego. Southern Orange County and Riverside communities: San Clemente, San Juan Capistrano, Temecula and surrounding communities. California, Arizona, Connecticut, Texas, Indiana, Wyoming, Montana and Alabama. Registrations and Certifications - Rodd an LPL Registered Principal and a CERTIFIED FINANCIAL PLANNER" (CFP®) professional. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the comprehensive CFP® Certification Examination. Rodd holds the FINRA Series 7, 66, and 24 securities registrations with LPL Financial and state insurance licenses in California, Arizona, and Texas. Rodd's previous experience includes retirement and income planning at First Allied Securities. His corporate finance experience involved private equity transactions, mergers & acquisitions, investment banking, and real estate development. California Insurance Lic#: 0G90505. Background: University of San Diego, BBA with an emphasis in finance and real estate, a magna cum laude graduate. Rodd lives with his wife Mary and three children. He actively supports and coaches youth sports and enjoys the occasional round of golf.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees. We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies. Our Mission- Very simple - Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by ourclients as their family CFO or a trusted advisor to their business - an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit. Our Investment Philosophy - Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.



List of Additional Financial Advisors in or around Temecula, California
Financial Advisor Office Location Phone Number
Karen Locklin
The Planners Network Inc.
43418 Business Park Drive,
Temecula, CA  92590
(866) 676-6288
William R. Locklin
Locklin Financial
43418 Business Park Drive,
Temecula, CA  92590
(951) 676-2010
Gloria Foote
Financial Focus
1903 Wright Place #150,
Carlsbad, CA  92008
(760) 431-3040
Jerrie Carli
The Planners Network Inc
1903 Wright Place #150,
Carlsbad, CA  92008
(760) 431-3040
Nadine Lord
Nadine Lord Tax and Investment Management
30021 Tomas Street #300,
Margarita, CA  92688
(949) 766-7808

Information on Additional Financial Advisors in or around Temecula, California

Karen Locklin

The Planners Network Inc.

Tel: (866) 6766288
43418 Business Park Drive,
Temecula,
CA 
92590


William R. Locklin

Locklin Financial

Qualifications CRD# 29604
Series 7, 24, 63

Tel: (951) 6762010
43418 Business Park Drive,
Temecula,
CA 
92590


Gloria Foote

Financial Focus

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA 
92008


Jerrie Carli

The Planners Network Inc

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA 
92008


Nadine Lord

Nadine Lord Tax and Investment Management

Tel: (949) 7667808
30021 Tomas Street #300,
Rancho Santa,
Margarita,
CA 
92688


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FREQUENTLY ASKED QUESTIONS

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?