Financial advisors in Aptos, CA

20 advisors

Brandyn Cavin
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Kelley
Financial advisor at Jane C. Kelley
Jane C. Kelley
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Yonston
Financial advisor at Impact Investors
Impact Investors · $318.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chandler Sanguinetti
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel McCourt
Financial advisor at Financial Planning Associates
Financial Planning Associates
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Rodden
Financial advisor at Disciplined Growth Capital, LLC
Disciplined Growth Capital, LLC · $56.8M AUM
Verified
View page Check on SEC IAPD ↗
Eric Costello
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Forrest Macierez
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Nagamine
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Ifshin
Financial advisor at Impact Investors
Impact Investors · $318.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Lopez
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie Tauriainen
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julius Freeman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristina Kuprina
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Manuel Baca
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Bellizzi
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Ozog
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Bloom
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Toni Sutherland
Financial advisor at Emerson Equity LLC
Emerson Equity LLC · $321.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Barsi
Financial advisor at Koda Capital Management LLC
Koda Capital Management LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Aptos, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Aptos, CA.

How this list works

Before you hire an advisor in Aptos, CA