Financial advisors in Woodland Hills, CA

46 match · page 1 of 2

Alison Roth
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amir Rad
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andre Coulombe
Financial advisor at Coulombe and Sons Wealth Management
Coulombe and Sons Wealth Management · $5.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Kyber
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Velarde
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aram Amiryan
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Cicinelli
Financial advisor at Confluence Capital Advisors, LLC
Confluence Capital Advisors, LLC · $42.3M AUM
CFP®VerifiedFinancial planning
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Brian Raat
Financial advisor at Wedbush Securities Inc.
Wedbush Securities Inc. · $6.75B AUM
CFP®VerifiedFinancial planning
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Bryan McDermott
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
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Carol Casebolt
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Polyakov
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Lecours
Financial advisor at Tamar Securities, LLC
Tamar Securities, LLC · $1.52B AUM
CFP®VerifiedFinancial planning
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Evan Shorten
Financial advisor at Paragon Financial Partners
Paragon Financial Partners · $329.6M AUM
CFP®VerifiedFinancial planning
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Gary Hersch
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Grant Gochin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jake Rosen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Hemann
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Brecht
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Goodrich
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffrey Harwood
Financial advisor at Ventura Advisors
Ventura Advisors · $80.6M AUM
CFP®VerifiedFinancial planning
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Jeffrey Skogsbergh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Despain
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Forbis
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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John Sperger
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lamar Hudson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Harwood
Financial advisor at Ventura Advisors
Ventura Advisors · $80.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lorenzo Riley
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Hetrick
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Johns
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mitchell Hesen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Woodland Hills, 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 Woodland Hills, CA.

How this list works

Before you hire an advisor in Woodland Hills, CA