Financial advisors in Valencia, CA

116 match · page 1 of 4

Barton Brewer
Financial advisor at Global Financial Advisory Services, Inc.
Global Financial Advisory Services, Inc. · $259.3M AUM
CFP®VerifiedFinancial planning
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Bret Schultz
Financial advisor at Martin & Company
Martin & Company · $336.2M AUM
CFP®VerifiedFinancial planning
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David Garelick
Financial advisor at Global Financial Advisory Services, Inc.
Global Financial Advisory Services, Inc. · $259.3M AUM
CFP®VerifiedFinancial planning
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David Weible
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Blazer
Financial advisor at Wealth Planning Group, Inc.
Wealth Planning Group, Inc. · $47.7M AUM
CFP®VerifiedFinancial planning
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James Schramm
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jeremy Leibowitz
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
CFP®VerifiedFinancial planning
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John McGrath
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
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Jordan Eagle
Financial advisor at Eagle Wealth Management Group Inc.
Eagle Wealth Management Group Inc. · $417.5M AUM
CFP®VerifiedFinancial planning
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Karen Malkoff-Hatton
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Leon Smith
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Peter Garelick
Financial advisor at Global Financial Advisory Services, Inc.
Global Financial Advisory Services, Inc. · $259.3M AUM
CFP®VerifiedFinancial planning
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Ronald Verbeck
Financial advisor at Wealth Planning Group, Inc.
Wealth Planning Group, Inc. · $47.7M AUM
CFP®VerifiedFinancial planning
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Ryan McKell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Alexander Moran
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Allen Solis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrew Munoz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Anthony Durham
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Antonio Defrank
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
VerifiedFinancial planning
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Arifa Forbes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Brent Eskoff
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Brian Jacobs
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Brian Martin
Financial advisor at Martin & Company
Martin & Company · $336.2M AUM
VerifiedFinancial planning
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Bruce Gendein
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Byron Alvarado
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
VerifiedFinancial planning
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Charles Curtin
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Charles Hahn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Ingram
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
VerifiedFinancial planning
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Christopher Kobe
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Christopher Munchhof
Financial advisor at Socal Planners, Inc
Socal Planners, Inc · $2.8M 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 Valencia, 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 Valencia, CA.

How this list works

Before you hire an advisor in Valencia, CA