Financial advisors in La Jolla, CA

69 match · page 1 of 3

Aiden Cox
Financial advisor at Canter Wealth
Canter Wealth · $386.5M AUM
CFP®VerifiedFinancial planning
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Andre Freed
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Hoffarth
Financial advisor at Financial Alternatives, Inc.
Financial Alternatives, Inc. · $614.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Babak Gahvari
Financial advisor at Canter Wealth
Canter Wealth · $386.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Braydon Hamilton
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Carter McClung
Financial advisor at Blue Rock Financial Group
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Casey Rader
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Hammann
Financial advisor at Carter Financial, LLC
Carter Financial, LLC · $282.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Jaccard
Financial advisor at Financial Alternatives, Inc.
Financial Alternatives, Inc. · $614.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Kozo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Christopher Owens
Financial advisor at Blue Rock Financial Group
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Corey Gragg
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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Curran Robertson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Damon Robertson
Financial advisor at Financial Alternatives, Inc.
Financial Alternatives, Inc. · $614.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Damon Snell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Dane Brockman
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Rice
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darrel Madison
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Curiel
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Willsey
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Wilson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dennis Bell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dirk Harris
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elise Weinstein
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francis Pedace
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Shallan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Syrios
Financial advisor at Syrios Wealth Management Group
Syrios Wealth Management Group · $424.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Quintero
Financial advisor at Carter Financial, LLC
Carter Financial, LLC · $282.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Soinski
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Freeman
Financial advisor at Financial Alternatives, Inc.
Financial Alternatives, Inc. · $614.8M 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 La Jolla, 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 La Jolla, CA.

How this list works

Before you hire an advisor in La Jolla, CA