Financial advisors in Pasadena, CA

970 match · page 2 of 33

Eric Ma
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Feliks Zlochistyy
Financial advisor at First Wilshire Securities Management, Inc.
First Wilshire Securities Management, Inc. · $415.5M AUM
CFP®VerifiedFinancial planning
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Francisco Sanchez
Financial advisor at Awm Capital, LLC
Awm Capital, LLC · $1.49B AUM
CFP®VerifiedFinancial planning
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Gabriel Garcia
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Garo Barbarian
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Geoffrey Palenik
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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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
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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
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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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James Valmonte
Financial advisor at Captrust
Captrust · $1.24T 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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Jing Lin
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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
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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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Leon Chen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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