Financial advisors in Dana Point, CA

33 match · page 1 of 2

Betsy Wilde
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Brandon Clark
Financial advisor at The Clark Group Asset Management
The Clark Group Asset Management · $343.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Milling
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
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Colten Franco
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Jiangyun Dale
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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John Labriola
Financial advisor at Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC · $161.2M AUM
CFP®VerifiedFinancial planning
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Marc Spiegel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pamela Zedick
Financial advisor at Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC · $1.45B AUM
CFP®VerifiedFinancial planning
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Randal Bressette
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Raymond Clark
Financial advisor at The Clark Group Asset Management
The Clark Group Asset Management · $343.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amir Arbabi
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Brian Hale
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Chase Heiden
Financial advisor at Chicago Capital Management Advisors, LLC
Chicago Capital Management Advisors, LLC · $135.2M AUM
VerifiedFinancial planning
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Claudia Bowers
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ellen Pickler Harris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Eric Cedergreen
Financial advisor at The Clark Group Asset Management
The Clark Group Asset Management · $343.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Edkins
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Gresell Wedel
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Isaiah Real
Financial advisor at Laguna Wealth Advisors, LLC
Laguna Wealth Advisors, LLC · $161.2M AUM
VerifiedFinancial planning
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James Spina
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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James Summers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Newell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luis Quiroga
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Marcus Brutoco
Financial advisor at Fortuna Investors LLC
Fortuna Investors LLC · $21.2M AUM
VerifiedFinancial planning
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Michael Drabkin
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Norman Mains
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
VerifiedFinancial planning
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Paul Fiocca
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Ronald Harpootlian
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rosa Schulte
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B 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 Dana Point, 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 Dana Point, CA.

How this list works

Before you hire an advisor in Dana Point, CA