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Find Best Financial Advisors in Local

Advisor Match

A densely populated state like Local has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Local and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Local

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.

List of Qualified Financial Advisors in Local
Financial Advisor Office Location Phone Number
Jay Miars
CFP®
AZCA Financial Group, LLC
2888 Loker Avenue East,
Carlsbad, CA 92010
760-603-1212
John Borger
CFP", CFP®
Royal American Financial Advisors, LLC
27192 Newport Rd., Suite 4,
Menifee, CA 92584
951-679-2065
Benjamin Bowen
CFP®
Edelman Financial Engines, LLC
3570 Carmel Mountain Road,
San Diego, CA 92130
858-345-4254
Michael Bernier
AIF®, CFP®
Canter Wealth
7825 Fay Ave #140,
La Jolla, CA 92037
858-212-7550
Aleksandar Raskovic
Edward Jones
4731 Clairemont Dr Suite 102,
San Diego, CA 92117
619-354-0609
Simon Reeves
RIA
TideRock Financial
9900 Research Drive,
Irvine, CA 92618
877-433-3665
James Peters
ChFC®
Centaurus Financial
18662 Macarthur Blvd,
Irvine, CA 92612
949-631-3840
Dave Magee
Copley Financial Group
Serving Nationwide,
San Diego, CA 92108
619-294-6008
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
Richard Boyd
APMA®
Reilly Financial Advisors
7777 Alvarado Road,
La Mesa, CA 91942
619-698-0794
Michael Harris
CERTIFIED FINANCIAL PLANNER" Certificant
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225,
San Diego, CA 92101
619-286-3930
Lance Blount
CFP®
Edelman Financial Engines, LLC
600 Anton Blvd,
Costa Mesa, CA 92626
657-212-3060
Corey Fast
CFP®
Edelman Financial Engines, LLC
2400 E. Katella Ave.,
Anaheim, CA 92806
714-841-0982
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

Information on Qualified Financial Advisors in Local

Qualifications CRD# 1909437
FirmCRD# 8032
Series 7, 66

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


Office Location 2888 Loker Avenue East,
Suite 204,
Carlsbad,
CA
92010
Phone Number 760-603-1212

Certified Financial Planner with 30 years experience in financial planning, investment advice, risk managment and estate planning.

About AZCA Financial Group, LLC

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time. Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.


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 951-679-2065

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.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5847634
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3570 Carmel Mountain Road,
Suite 450,
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# 4804721
FirmCRD# 167828

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


Office Location 7825 Fay Ave #140,
La Jolla,
CA
92037
Phone Number 858-212-7550

With over fifteen years of experience in the wealth management industry, Mike Bernier presently serves as a Senior Financial Advisor for Canter Wealth, where he helps clients achieve their goals using prudent financial planning. Prior to joining Canter Wealth, Mike was a Senior Advisor at one of the fastest-growing financial planning firms in the country, managing over $200 million in client assets.* His experience in personal finance enables him to develop strategic approaches in the areas of tax strategy, investment management, retirement, and estate planning. Mike graduated Summa Cum Laude from San Diego State University s College of Business Administration with a major in Financial Services. Based on his achievement in the program, Mike was recognized by Beta Gamma Sigma, The International Honor Society for Business Excellence. Following his lifelong passion for knowledge, Mike chose to pursue and complete all the requirements necessary to become a CERTIFIED FINANCIAL PLANNER practitioner. Mike teaches retirement adult education courses at colleges across San Diego. He has been featured on CBS, KFMB, KRLA and was previously a co-host on a local financial radio show for many years. During his free time, Mike is an active member of the Aztec Athletic Foundation and enjoys spending time with his wife, Nicole, and three children, Grant, Wesley, and Charlotte. *RIA Survey & Ranking 2018, Financial Advisor Magazine, July 2018

About Canter Wealth

Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals. Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldnt all the aspects of someones financial health be integrated? The outcome of our approach is clear  integrated efficiencies can lead to lower investment costs, reduced tax burdens, and increased peace of mind.

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


Qualifications CRD# 6995589
FirmCRD# 250
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 4731 Clairemont Dr Suite 102,
San Diego,
CA
92117
Phone Number 619-354-0609

It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me. Even during the pandemic, my clients and I stay in touch face-to-face via video conferencing. These are crucial conversations, as you are able to get most up-to-date information, make timely adjustments accordingly and confirm that our long-term strategy is keeping your goals on track. As your financial advisor, I want to ensure you feel understood, informed, in control and secure. My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends. - Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association. - Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 20 years of experience in finance. We provide individuals, families, and businesses with investment strategies, retirement saving strategies, debt management, life insurance and long-term care, estate & legacy, and guidance to prepare for life's unexpected events. I would like to become your partner in creating a strategy for a successful financial future for you and your family. Please contact me at (619) 354-0609 for a no cost, no obligation and 100% confidential consultation to discuss your situation and options. Kindly yours, Aleksandar

About Edward Jones

When you work with Edward Jones, you have an entire team behind you who cares as much about why you're investing as what you invest in. Down the street or just across town, Edward Jones offices are in your neighborhood, ready to serve you and the community. It's a personalized approach to investing, and it's what sets us apart. You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals and provide the personal service only human beings can deliver. You deserve more than a phone number when it comes to the future you hope to build.

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, Insurance Products & Annuities


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# 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# 1259742
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based


Office Location Serving Nationwide,
San Diego,
CA
92108
Phone Number 619-294-6008

David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between.

Prior to joining Copley Financial Group, Inc., Dave provided pension investment strategies for blue chip institutional investors, including several S&P 500 companies, international investment managers and state and local pension systems. He has significant experience in portfolio management, investment banking, venture capital and commercial banking. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.

He gives back by teaching Financial Markets and Investment Strategies at UCSD. CLICK HERE to SCHEDULE A FREE INITIAL CONSULTATON WITH DAVE

About Copley Financial Group

We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities


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# 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.


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# 4625718
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 Anton Blvd,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number 657-212-3060

With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I'm constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.

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# 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


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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.

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?