Financial advisors in Pasadena, CA

890 match · page 2 of 30

George Hasbun
Financial advisor at Clifford Swan Investment Counselors
Clifford Swan Investment Counselors · $4.48B AUM
CFP®VerifiedFinancial planning
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Han Lin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hollyn Sekiguchi
Financial advisor at Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC · $1.62B AUM
CFP®VerifiedFinancial planning
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Hong Tran
Financial advisor at Logic Wealth Management, LLC
Logic Wealth Management, LLC · $184.7M AUM
CFP®VerifiedFinancial planning
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Howard Lu
Financial advisor at First Wilshire Securities Management, Inc.
First Wilshire Securities Management, Inc. · $415.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ik Choi
Financial advisor at Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC · $1.62B AUM
CFP®VerifiedFinancial planning
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James Giordano
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Javier Solis
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Jeffrey Felix
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jessica Lu-Buetow
Financial advisor at Quantum Financial Advisors, LLC
Quantum Financial Advisors, LLC · $1.48B AUM
CFP®VerifiedFinancial planning
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John Schnieders
Financial advisor at Schnieders Capital Management, LLC.
Schnieders Capital Management, LLC. · $1.06B AUM
CFP®VerifiedFinancial planning
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Jonathan Lising
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joseph Aulisi
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
CFP®VerifiedFinancial planning
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Joseph Godsey
Financial advisor at Sovran Advisors, LLC
Sovran Advisors, LLC · $1.87B AUM
CFP®VerifiedFinancial planning
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Joseph Peralta
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Justine Munoz
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Kathleen Gilmore
Financial advisor at Clifford Swan Investment Counselors
Clifford Swan Investment Counselors · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Lum
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
CFP®VerifiedFinancial planning
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Kody Brown
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Komal Motwani
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
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Kyle Nakano
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Linda Neuenburg
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Linda Polwrek
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Maria Klahejian
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Matthew Munro
Financial advisor at Bakeravenue
Bakeravenue · $5.09B AUM
CFP®VerifiedFinancial planning
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Michael Anderson
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Bernard
Financial advisor at Bernard & Johnson Family Wealth Management
Bernard & Johnson Family Wealth Management · $113.1M AUM
CFP®VerifiedFinancial planning
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Michael Hatch
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Lee
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Medina
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B 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 Pasadena, 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 Pasadena, CA.

How this list works

Before you hire an advisor in Pasadena, CA