Financial advisors in El Dorado Hills, CA

24 match

Ashley Hamman
Financial advisor at Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. · $122.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Nicholson
Financial advisor at Van Hulzen Financial Advisors
Van Hulzen Financial Advisors · $2.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Olmstead
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cottrell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Torchiana
Financial advisor at Continuum Financial Partners, LLC
Continuum Financial Partners, LLC · $24.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Vetter
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Waldrop
Financial advisor at Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. · $122.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emilie Andres
Financial advisor at Statheros Financial Solutions, Inc.
Statheros Financial Solutions, Inc. · $926.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gay Bone
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Parsons
Financial advisor at Statheros Financial Solutions, Inc.
Statheros Financial Solutions, Inc. · $926.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Parenti
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Impey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Barnes
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Zezini
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Myer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karin Le
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kayle Larsen
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Cimino
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Haskins
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Mammen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Draper
Financial advisor at Thrive Financial Planning
Thrive Financial Planning · $44.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Erickson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamara Radisic Harms
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Henley
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®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 Dorado Hills, 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 Dorado Hills, CA.

How this list works

Before you hire an advisor in El Dorado Hills, CA