Financial advisors in Encino, CA

196 advisors · page 1 of 7

Alan Goodstein
Financial advisor at Goodstein Wealth Management LLC
Goodstein Wealth Management LLC · $114.2M AUM
CFP®VerifiedFinancial planning
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Amitha Harichandran
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Ana Teper
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Barry Boscoe
Financial advisor at Brighton Advisory Group
Brighton Advisory Group
CFP®VerifiedFinancial planning
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Edward Kulow
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Edward Rusowicz
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Eric Jacoby
Financial advisor at Afc Wealth Management
Afc Wealth Management · $3.1M AUM
CFP®VerifiedFinancial planning
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Eric Sheffron
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Ethan Stein
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Gerald Newman
Financial advisor at Hamilton Wealth, LLC
Hamilton Wealth, LLC · $697.8M AUM
CFP®VerifiedFinancial planning
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Horacio Lopez
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Joanna Sheffron
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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John Bauer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kirk Lombard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Matthew Davis
Financial advisor at Financial Planning for Generations, Inc.
Financial Planning for Generations, Inc.
CFP®VerifiedFinancial planning
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Michele Lott
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
CFP®VerifiedFinancial planning
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Paul Devore
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Robert Pessell
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Scott Gaynor
Financial advisor at Navalign, LLC
Navalign, LLC · $731.9M AUM
CFP®VerifiedFinancial planning
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Stephen Rischall
Financial advisor at Navalign, LLC
Navalign, LLC · $731.9M AUM
CFP®VerifiedFinancial planning
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Steven Bristol
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Valerie Campadonia
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Adam Klein
Financial advisor at Abk Management LLC
Abk Management LLC · $35.4M AUM
Verified
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Adrian Sondhi
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Alexander Anderson
Financial advisor at Heyman Wealth Management, LLC
Heyman Wealth Management, LLC · $115.4M AUM
VerifiedFinancial planning
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Alexander Tuckman
Financial advisor at Wealth Management Partners of Los Angeles
Wealth Management Partners of Los Angeles · $25.1M AUM
VerifiedFinancial planning
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Aline Padberg-Rosen
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Alon Haim
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Amy Marshall
Financial advisor at S&F Investment Advisors
S&F Investment Advisors · $106.4M AUM
Verified
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Anahid Kyupelyan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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 Encino, 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 Encino, CA.

How this list works

Before you hire an advisor in Encino, CA