Financial advisors in El Cerrito, CA

17 advisors

Christopher Sheehy
Financial advisor at Harborlight Investments, LLC
Harborlight Investments, LLC · $105.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daryoosh Khalilollahi
Financial advisor at Dabk Financial Planning Services
Dabk Financial Planning Services · $1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Huimin Jiang
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Draut
Financial advisor at Harborlight Investments, LLC
Harborlight Investments, LLC · $105.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Sifling
Financial advisor at Simple Life Financial
Simple Life Financial · $35.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Di Wu
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Varn
Financial advisor at Varn Financial Planning
Varn Financial Planning
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Bradford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Russell
Financial advisor at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC · $3.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Collet
Financial advisor at Simple Life Financial
Simple Life Financial · $35.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Patrick
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sakae Wada
Financial advisor at Wada Capital Management, LLC
Wada Capital Management, LLC · $44.7M AUM
Verified
View page Check on SEC IAPD ↗
Scott Poland
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Cook
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Vivian Tsai
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wenjing He
Financial advisor at Wen Capital Advisory Group, Inc.
Wen Capital Advisory Group, Inc. · $26.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Yingyu Situ
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 El Cerrito, 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 El Cerrito, CA.

How this list works

Before you hire an advisor in El Cerrito, CA