Financial advisors in Monrovia, CA

49 match · page 1 of 2

Bowen Guan
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
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Francis Choy
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Hass
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
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Jihruey Wang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jing Liu
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Garcia
Financial advisor at Veritas Financial Consulting LLC
Veritas Financial Consulting LLC · $86.2M AUM
CFP®VerifiedFinancial planning
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Kevin Cifuentes
Financial advisor at Veritas Financial Consulting LLC
Veritas Financial Consulting LLC · $86.2M AUM
CFP®VerifiedFinancial planning
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Lu Yu
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Harris
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pay-Min Chang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Hu
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pingzhi Wang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shiou-Ing Liou
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
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Stacey Kim
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Yong Wang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Annelise Li
Financial advisor at Fintent
Fintent · $3.1M AUM
VerifiedFinancial planning
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Arthur Lin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Benjamin Blum
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Bill Liau
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
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Chongfen Zhang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher De Lorimier
Financial advisor at O'connor Wealth Management, Inc.
O'connor Wealth Management, Inc. · $179.1M AUM
VerifiedFinancial planning
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Enrico Cacciapuoti
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
VerifiedFinancial planning
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Frank Nyerges
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Giovanni Alvarez-Mena
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Jaime Gomez Hernandez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jerry Candia
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John O'connor
Financial advisor at O'connor Wealth Management, Inc.
O'connor Wealth Management, Inc. · $179.1M AUM
VerifiedFinancial planning
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Joseph Lee
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julian Aguallo-Cruz
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kenneth Donckels
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B 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 Monrovia, 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 Monrovia, CA.

How this list works

Before you hire an advisor in Monrovia, CA