Financial advisors in Granite Bay, CA

49 match · page 1 of 2

Adam Chervenak
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Conrad Aarseth
Financial advisor at Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC · $190.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Andersen
Financial advisor at Parkshore Wealth Management
Parkshore Wealth Management · $517.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hicks
Financial advisor at Abound Financial
Abound Financial · $428M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Laut
Financial advisor at Abound Financial
Abound Financial · $428M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Routh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Konner Christie
Financial advisor at Spectrum Wealth Advisory Group, LLC
Spectrum Wealth Advisory Group, LLC · $445.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcos Lira
Financial advisor at 360dividends
360dividends
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Blair
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Booth
Financial advisor at Delta Wealth Management
Delta Wealth Management · $522.5M AUM
CFP®VerifiedFinancial planning
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Rachael Burns
Financial advisor at True Worth Financial Planning LLC
True Worth Financial Planning LLC · $25M AUM
CFP®VerifiedFinancial planning
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Samuel Smith
Financial advisor at Abound Financial
Abound Financial · $428M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Taylor
Financial advisor at Parkshore Wealth Management
Parkshore Wealth Management · $517.9M AUM
CFP®VerifiedFinancial planning
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Trevor Stone
Financial advisor at Parkshore Wealth Management
Parkshore Wealth Management · $517.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Routh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bart Zitnitsky
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Bentley
Financial advisor at Talon LLC
Talon LLC · $1.06B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cary Allison
Financial advisor at Kera Capital Partners
Kera Capital Partners · $1.36B AUM
VerifiedFinancial planning
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Douglas Van Order
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Forrest Macneil
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Giuseppe Visconti
Financial advisor at Onesource Wealth Management
Onesource Wealth Management · $149.8M AUM
VerifiedFinancial planning
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Gregory Shea
Financial advisor at De Novo Capital LLC
De Novo Capital LLC · $2.8M AUM
Verified
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James Boyle
Financial advisor at Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC · $190.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeong Kim
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Newman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Palmer
Financial advisor at Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC · $190.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jim McElravy
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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John Scambray
Financial advisor at Onesource Wealth Management
Onesource Wealth Management · $149.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John-Thomas Lloyd
Financial advisor at Parkshore Wealth Management
Parkshore Wealth Management · $517.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Ostrander
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Granite Bay, 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 Granite Bay, CA.

How this list works

Before you hire an advisor in Granite Bay, CA