Financial advisors in Ladera Ranch, CA

25 match

Austin Lee
Financial advisor at Lee Financial Group
Lee Financial Group · $1.2M AUM
CFP®VerifiedFinancial planning
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Kara Marquez
Financial advisor at Nautilus Advisors LLC
Nautilus Advisors LLC · $304.3M AUM
CFP®VerifiedFinancial planning
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Steven Buck
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Bors
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Dane May
Financial advisor at Depaolo & May Strategic Wealth LLC
Depaolo & May Strategic Wealth LLC · $55.2M AUM
VerifiedFinancial planning
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Daniel Callan
Financial advisor at Nautilus Advisors LLC
Nautilus Advisors LLC · $304.3M AUM
VerifiedFinancial planning
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Donald Doungpanya
Financial advisor at Salt Capital Wealth Management, LLC
Salt Capital Wealth Management, LLC · $3.1M AUM
VerifiedFinancial planning
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Donald Oliver
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Fanning Oakley
Financial advisor at Oakley Capital Group
Oakley Capital Group · $5.8M AUM
Verified
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Justin Neiman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Karim Darwesh
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kenneth Miller
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Kyle De Paolo
Financial advisor at Depaolo & May Strategic Wealth LLC
Depaolo & May Strategic Wealth LLC · $55.2M AUM
VerifiedFinancial planning
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Leonard Rogers
Financial advisor at Alpha Strategies Investment Consulting
Alpha Strategies Investment Consulting
VerifiedFinancial planning
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Michael Kelly
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Niloufar Fatehi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Omar Kariuki
Financial advisor at Crosslight Global Investment Partners, LLC
Crosslight Global Investment Partners, LLC
VerifiedFinancial planning
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Orlando Espino
Financial advisor at Salt Capital Wealth Management, LLC
Salt Capital Wealth Management, LLC · $3.1M AUM
VerifiedFinancial planning
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Robert Chamberlin
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Robert Householder
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Ryan Flynn
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Samuel Djannie
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Sandipa Pardeshi
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
VerifiedFinancial planning
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Scott Ziegelmeier
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Surong Lin
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 Ladera Ranch, 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 Ladera Ranch, CA.

How this list works

Before you hire an advisor in Ladera Ranch, CA