Financial advisors in Brentwood, CA

31 match · page 1 of 2

Devin Blodgett
Financial advisor at Blodgett Wealth Advisors, LLC
Blodgett Wealth Advisors, LLC · $250.9M AUM
CFP®VerifiedFinancial planning
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Gregory Eissner
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Rudy Martinez
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Ryan Koopmans
Financial advisor at Beacon Veterinary Wealth
Beacon Veterinary Wealth
CFP®VerifiedFinancial planning
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Austin Hunt
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Banani Satpathy
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Charles Shreve
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Clayton Sowder
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Daniel Quesada
Financial advisor at Oak Tree Securities, Inc.
Oak Tree Securities, Inc. · $3.7M AUM
VerifiedFinancial planning
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Daniel Torres
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Dave Malhotra
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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David Roche
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Dennis Blodgett
Financial advisor at Blodgett Wealth Advisors, LLC
Blodgett Wealth Advisors, LLC · $250.9M AUM
VerifiedFinancial planning
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Jack Holland
Financial advisor at Bolt Wealth Management LLC
Bolt Wealth Management LLC · $53.4M AUM
VerifiedFinancial planning
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Jacquelyn Wright
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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James Benke
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jason Martin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Jeffrey Martin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Jennifer Hamilton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Ubaldi
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Lance Quesada
Financial advisor at Oak Tree Securities, Inc.
Oak Tree Securities, Inc. · $3.7M AUM
VerifiedFinancial planning
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Lisa Ferrante
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Marco Carrasco
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Michael Ching
Financial advisor at Nardene Wealth Management Inc
Nardene Wealth Management Inc · $80M AUM
VerifiedFinancial planning
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Michael Elias
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Pauline Millar
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Raul Aguilar
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Renee Parrett
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Ronald Wagner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Tiffany Diaz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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 Brentwood, 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 Brentwood, CA.

How this list works

Before you hire an advisor in Brentwood, CA