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41 Top Rated
Financial Advisors in California

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kipley Lytel

Montecito Capital Management
CFA®
Kipley Lytel, a financial fiduciary has been a Paladin Registry member since 2004. Kipley holds the Chartered Financial Analyst certifications and has over 20 years of experience. Kipley provides financial services to clients in the Santa Barbara, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Chris Mickel

Valeo Financial Advisors, LLC
CFP®
Chris Mickel, a financial fiduciary has been a Paladin Registry member since 2004. Chris holds the Certified Financial Planner certifications and has over 14 years of experience. Chris provides financial services to clients in the Tustin, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Chad Reed

Valeo Financial Advisors, LLC
CFP® CPA
Chad Reed, a financial fiduciary has been a Paladin Registry member since 2005. Chad holds the Certified Financial Planner , Certified Public Accountant certifications and has over 12 years of experience. Chad provides financial services to clients in the Los Angeles, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Amash

Westmount Asset Management
Michael Amash, a financial fiduciary has been a Paladin Registry member since 2006. Michael is the partner in Westmount Asset Management. Michael provides financial services to clients in the Los Angeles, California area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gary Klein

Regal Wealth Group
Regal Wealth Group, a financial fiduciary has been a Paladin Registry member since 2006. William is the partner in Regal Wealth Group, Inc.. William provides financial services to clients in the Seal Beach, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Holbrook

Holbrook Global Strategies
Richard Holbrook, a financial fiduciary has been a Paladin Registry member since 2006. Richard provides financial services to clients in the Palo Alto, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jack Dugan

Pure Financial Advisors
AIF® CFP®
Jack Dugan, a financial fiduciary has been a Paladin Registry member since 2008. Jack holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 12 years of experience. Jack provides financial services to clients in the San Diego, California area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jane Scarbrough

Scarbrough Financial Group, LLC
CFP®
Jane Scarbrough, a financial fiduciary has been a Paladin Registry member since 2006. Jane is the owner of Scarbrough Financial Group, LLC. Jane holds the Certified Financial Planner certifications and has over 30 years of experience. Jane provides financial services to clients in the Santa Rosa, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Callahan CFA, CFP®

Callahan Financial Planning
CFA® CFP®
William Callahan CFA, CFP®, a financial fiduciary has been a Paladin Registry member since 2010. William is the owner of Callahan Financial Planning. William holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 14 years of experience. William provides financial services to clients in the San Rafael, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Simon Reeves

TideRock Financial LLC
Simon Reeves, a financial fiduciary has been a Paladin Registry member since 2011. Simon provides financial services to clients in the Aliso Viejo, California area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Greg Patterson

The Advisory Group
The Advisory Group, a financial fiduciary has been a Paladin Registry member since 2004. Roger is the owner of The Advisory Group. Roger provides financial services to clients in the San Francisco, California area.
Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jim Dowd

North Capital
CFA® CPA
Jim Dowd, a financial fiduciary has been a Paladin Registry member since 2009. Jim is the owner of North Capital. Jim holds the Chartered Financial Analyst , Certified Public Accountant certifications and has over 34 years of experience. Jim provides financial services to clients in the SALT LAKE CITY, Utah area.
Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Schultz

Pacific Investment Research
CFP®
Richard Schultz, a financial fiduciary has been a Paladin Registry member since 2009. Richard is the owner of Pacific Investment Research. Richard holds the Certified Financial Planner certifications and has over 24 years of experience. Richard provides financial services to clients in the Orange, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jack Zboralske

Pinnacle Asset Management, Inc
Pinnacle Asset Management, Inc, a financial fiduciary has been a Paladin Registry member since 2014. Kenyon is the owner of Pinnacle Asset Management, Inc.. Kenyon provides financial services to clients in the Roseville, California area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Grant Bledsoe

Three Oaks Capital Management
CFA® AIF® CFP®
Grant Bledsoe, a financial fiduciary has been a Paladin Registry member since 2014. Grant is the owner of Three Oaks Capital Management. Grant holds the Chartered Financial Analyst , Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 10 years of experience. Grant provides financial services to clients in the Gold River, California area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Liotta

Prominence Capital
CFP® NSSA AIF® CPWA®
James Liotta, a financial fiduciary has been a Paladin Registry member since 2015. James is the owner of Prominence Capital. James holds the Certified Financial Planner , National Social Security Advisor , Accredited Investment Fiduciary , Certified Private Wealth Advisor certifications and has over 15 years of experience. James provides financial services to clients in the Beverly Hills, California area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Beeler

Regal Wealth Group
William Beeler, a financial fiduciary has been a Paladin Registry member since 2015. William provides financial services to clients in the Redlands, California area.
Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gary Klein

Regal Wealth Group
ChFC®
Gary Klein, a financial fiduciary has been a Paladin Registry member since 2015. Gary holds the Chartered Financial Consultant certifications and has over 34 years of experience. Gary provides financial services to clients in the Seal Beach, California area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jay Douglas

WealthSpring
AIF® CFP® ChFC®
Jay Douglas, a financial fiduciary has been a Paladin Registry member since 2016. Jay holds the Accredited Investment Fiduciary , Certified Financial Planner , Chartered Financial Consultant certifications and has over 17 years of experience. Jay provides financial services to clients in the San Luis Obispo, California area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Zain Griffith

Dash Investments
Dash Investments, a financial fiduciary has been a Paladin Registry member since 2016. Firm provides financial services to clients in the Woodland Hills, California area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Zain Griffith

Dash Investments
Zain Griffith, a financial fiduciary has been a Paladin Registry member since 2016. Zain provides financial services to clients in the San Francisco, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dirk Gilliard

Buckingham Strategic Wealth
Dirk Gilliard, a financial fiduciary has been a Paladin Registry member since 2017. Dirk is the partner in Buckingham Strategic Wealth. Dirk provides financial services to clients in the Palo Alto, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Greg Patterson

The Advisory Group
MBA
Greg Patterson, a financial fiduciary has been a Paladin Registry member since 2017. Greg holds the Master Business Administration certifications and has over 23 years of experience. Greg provides financial services to clients in the San Francisco, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Margaret Hiller

The Advisory Group
CFP® CPC
Margaret Hiller, a financial fiduciary has been a Paladin Registry member since 2017. Margaret holds the Certified Financial Planner , Certified Pension Consultant certifications and has over 25 years of experience. Margaret provides financial services to clients in the San Francisco, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jay Hurford

The Advisory Group
CFP® CIMA® ChFC®
Jay Hurford, a financial fiduciary has been a Paladin Registry member since 2017. Jay holds the Certified Financial Planner , Certified Investment Management Analyst , Chartered Financial Consultant certifications and has over 20 years of experience. Jay provides financial services to clients in the San Francisco, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Lisette Smith

The Advisory Group
CFP®
Lisette Smith, a financial fiduciary has been a Paladin Registry member since 2017. Lisette holds the Certified Financial Planner certifications and has over 20 years of experience. Lisette provides financial services to clients in the San Francisco, California area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Roger Patterson

The Advisory Group
ChFC®
Roger Patterson, a financial fiduciary has been a Paladin Registry member since 2017. Roger holds the Chartered Financial Consultant certifications and has over 30 years of experience. Roger provides financial services to clients in the San Francisco, California area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Aaron Rubin

Werba Rubin Papier Wealth Management, LLC
CFP® CPA
Aaron Rubin, a financial fiduciary has been a Paladin Registry member since 2017. Aaron is the partner in Werba Rubin Papier Wealth Management, LLC. Aaron holds the Certified Financial Planner , Certified Public Accountant certifications and has over 10 years of experience. Aaron provides financial services to clients in the San Jose, California area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott McClatchey

WWM Financial
CFP® MBA
Scott McClatchey, a financial fiduciary has been a Paladin Registry member since 2017. Scott holds the Certified Financial Planner , Master Business Administration certifications and has over 12 years of experience. Scott provides financial services to clients in the Carlsbad, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Hans Reese

New Stage Investment Group®
AAMS® CFP® CRPC®
Hans Reese, a financial fiduciary has been a Paladin Registry member since 2018. Hans holds the Accredited Asset Management Specialist , Certified Financial Planner , Chartered Retirement Planning Counselor certifications and has over 18 years of experience. Hans provides financial services to clients in the San Mateo, California area.
Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Chapman

Pacific Crest Global Wealth Management
AIF®
Robert Chapman, a financial fiduciary has been a Paladin Registry member since 2018. Robert holds the Accredited Investment Fiduciary certifications and has over 23 years of experience. Robert provides financial services to clients in the Carlsbad, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Simonson

First Financial Equity Corporation
John Simonson, a financial fiduciary has been a Paladin Registry member since 2018. John provides financial services to clients in the Tucson, Arizona area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Chazin

Insight Wealth Strategies
David Chazin, a financial fiduciary has been a Paladin Registry member since 2018. David provides financial services to clients in the San Ramon, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Stormont

Insight Wealth Strategies
Brian Stormont, a financial fiduciary has been a Paladin Registry member since 2018. Brian provides financial services to clients in the San Ramon, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Alex Izmailov

Insight Wealth Strategies
Alex Izmailov, a financial fiduciary has been a Paladin Registry member since 2018. Alex provides financial services to clients in the San Ramon, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Derek Hebert

Insight Wealth Strategies
Derek Hebert, a financial fiduciary has been a Paladin Registry member since 2018. Derek provides financial services to clients in the San Ramon, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Duffy

Happiness Wealth Management
Mike Duffy, a financial fiduciary has been a Paladin Registry member since 2019. Mike is the owner of Happiness Wealth Management. Mike provides financial services to clients in the San Carlos, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Lynch

Lynch Financial Advisors
MBA
Michael Lynch, a financial fiduciary has been a Paladin Registry member since 2019. Michael is the owner of Lynch Financial Advisors. Michael holds the Master Business Administration certifications and has over 20 years of experience. Michael provides financial services to clients in the Roseville, California area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

George Salter II, JD, MBA, CFP®

Blossom Wealth Management
CFP®
George Salter II, JD, MBA, CFP®, a financial fiduciary has been a Paladin Registry member since 2019. George is the owner of Blossom Wealth Management. George holds the Certified Financial Planner certifications and has over 18 years of experience. George provides financial services to clients in the Alamo, California area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Shane Terry

Terry Wealth Management
Shane Terry, a financial fiduciary has been a Paladin Registry member since 2019. Shane is the owner of Terry Wealth Management. Shane provides financial services to clients in the Carlsbad, California area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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