Financial advisors in Coronado, CA

32 advisors · page 1 of 2

Brandon Mather
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Daniel White
Financial advisor at Sestante Family Office
Sestante Family Office · $433.9M AUM
CFP®VerifiedFinancial planning
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Hayley Beard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jane Braun
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Jefferson Rotherham
Financial advisor at Orion Capital Management LLC
Orion Capital Management LLC · $370.9M AUM
CFP®VerifiedFinancial planning
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Justin Mayo
Financial advisor at Orion Capital Management LLC
Orion Capital Management LLC · $370.9M AUM
CFP®VerifiedFinancial planning
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Kelly Braun
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Kevin Hansen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Mark Andrews
Financial advisor at Andrews Capital Management Inc
Andrews Capital Management Inc · $71.4M AUM
CFP®VerifiedFinancial planning
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Travis Harrington
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Benjamin White
Financial advisor at Sestante Family Office
Sestante Family Office · $433.9M AUM
VerifiedFinancial planning
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Claudia Mata
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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George Mullen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Hector Penalosa
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Joe Woods
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jordi Teixidoteixido
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Joshua Perri
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Julia Doyle
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lee Fox
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Michael Bradshaw
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Nathaniel Ihm
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Peter Thoms
Financial advisor at Orion Capital Management LLC
Orion Capital Management LLC · $370.9M AUM
VerifiedFinancial planning
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Rainier Trinidad
Financial advisor at Parabolic Asset Management LLC
Parabolic Asset Management LLC · $23.7M AUM
VerifiedFinancial planning
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Samantha Delgado
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Sean Connors
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sergio Godinez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Shannon Clancy
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheila Braun
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Faley
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
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Todd Hoyt
Financial advisor at Rabbitplans
Rabbitplans
VerifiedFinancial planning
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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 Coronado, 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 Coronado, CA.

How this list works

Before you hire an advisor in Coronado, CA