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Top Rated Financial Advisors in California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Brian Malkinson

HBW Advisory Services
Brian Malkinson, a financial fiduciary, provides financial services to clients in the Roseville, California area. Brian has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Bryan Foronjy

Foronjy Financial
CFP®
Bryan Foronjy, a financial fiduciary, provides financial services to clients in the Santa Barbara, California area. Bryan holds a CFP® certification. Bryan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

David Bobrowsky

Gateway Financial Advisors, Inc.
CFP®, Chartered SRI Counselor, ChFC®
David Bobrowsky, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. David holds the CFP®, Chartered SRI Counselor, ChFC® certifications. David has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Ira Zito

Financial Peak
CFP®, ChFC®
Ira Zito, a financial fiduciary, provides financial services to clients in the Woodland Hills, California area. Ira holds the CFP®, ChFC® certifications. Ira has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing

Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp
CIMA®, ChFC®
Jarret Rodriguez-Conklin, a financial fiduciary, provides financial services to clients in the San Dimas, California area. Jarret holds the CIMA®, ChFC® certifications. Jarret has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Financial Advice & Consulting
    • Investment Advice & Management

Jerry Slusiewicz

Pacific Financial Planners
Jerry Slusiewicz, a financial fiduciary, provides financial services to clients in the Laguna Niguel, California area. Jerry has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Asset Requirement: $100000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More

John E. Meinert

Meinert Wealth Management LLC
AAMS®
John E. Meinert, a financial fiduciary, provides financial services to clients in the Long Beach, California area. John holds a AAMS® certification. John has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial LLC; PTC (Private Trust Company)

Mark Pietrofesa

Summit Financial Advisors, LLC
CFP®
Mark Pietrofesa, a financial fiduciary, provides financial services to clients in the San Mateo, California area. Mark holds a CFP® certification. Mark has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab, Fidelity

Michael Geitner

Vintage Wealth Advisors
CFP®
Michael Geitner, a financial fiduciary, provides financial services to clients in the Napa, California area. Michael holds a CFP® certification. Michael has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

Mike Mess

Veracity Capital, LLC
Mike Mess, a financial fiduciary, provides financial services to clients in the Newport Beach, California area. Mike has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity Investments

R.J. Kelly

Wealth Legacy Group, Inc.
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
R.J. Kelly, a financial fiduciary, provides financial services to clients in the San Diego, California area. R.J. holds the CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC® certifications. R.J. has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Rick Martinez

RDM Financial
CFP®
Rick Martinez, a financial fiduciary, provides financial services to clients in the Upland, California area. Rick holds a CFP® certification. Rick has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

Ryan Gunn

Gunn Financial Associates
CFP®
Ryan Gunn, a financial fiduciary, provides financial services to clients in the San Clemente, California area. Ryan holds a CFP® certification. Ryan has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Retirement Planning
  • 401K Rollovers
  • Education Funding and Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • Annuities
  • View More
    • Insurance Planning

    Name(s) of Custodian(s):
    Several choices

Alano Massi

Palm Capital Management
CFP®
Alano Massi, a financial fiduciary, provides financial services to clients in the Calabasas, California area. Alano holds a CFP® certification. Alano has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Advice & Consulting
  • View More

Andrew Eddy

Eddy Financial, LLC
CFP®, CLU®, AIF®, ChFC®
Andrew Eddy, a financial fiduciary, provides financial services to clients in the Santa Monica, California area. Andrew holds the CFP®, CLU®, AIF®, ChFC® certifications.

Janet Wan

Sierra Pacific Financial Advisors
CFP®, CPFA
Janet Wan, a financial fiduciary, provides financial services to clients in the Pleasanton, California area. Janet holds the CFP®, CPFA certifications.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Name(s) of Custodian(s):
    TD Ameritrade/Charles Schwab

Jeff Halbert

Westmount Asset Management
Jeff Halbert, a financial fiduciary, provides financial services to clients in the Newport Beach, California area. Jeff has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $2,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Portfolio Management
  • Retirement Planning
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

Canter Wealth

CFP®, AIF®
Michael Bernier, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the La Jolla, California area.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

Michael Cannone

Westmount Asset Management
Michael Cannone, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

Allegra Swan

Allworth Financial
CFP®
Allegra Swan, a financial fiduciary, provides financial services to clients in the Los Gatos, California area. Allegra holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Andrew Chabot

Rancho Wealth Management
MBA, CFP®
Andrew Chabot, a financial fiduciary, provides financial services to clients in the La Jolla, California area. Andrew holds the MBA, CFP® certifications. Andrew has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Name(s) of Custodian(s):
    Pershing, LLC

Andrew Kessler

Allworth Financial
CFP®
Andrew Kessler, a financial fiduciary, provides financial services to clients in the San Jose, California area. Andrew holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Benjamin Bowen

Edelman Financial Engines, LLC
CFP®, Certificate in Blockchain and Digital Assets
Benjamin Bowen, a financial fiduciary, provides financial services to clients in the San Diego, California area. Benjamin holds the CFP®, Certificate in Blockchain and Digital Assets certifications. Benjamin has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Corey Fast

Edelman Financial Engines, LLC
CFP®
Corey Fast, a financial fiduciary, provides financial services to clients in the Anaheim, California area. Corey holds a CFP® certification. Corey has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Cynthia Leal

Edelman Financial Engines, LLC
Certificate in Blockchain and Digital Assets, CRPC®
Cynthia Leal, a financial fiduciary, provides financial services to clients in the San Rafael, California area. Cynthia holds the Certificate in Blockchain and Digital Assets, CRPC® certifications. Cynthia has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

David Roggenkamp

Commonwealth Financial Network
ChFC®
David Roggenkamp, a financial fiduciary, provides financial services to clients in the Larkspur, California area. David holds a ChFC® certification. David has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

Eddie Lee

Edelman Financial Engines, LLC
Eddie Lee, a financial fiduciary, provides financial services to clients in the Santa Clara, California area. Eddie has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Ken Sakamoto

Edelman Financial Engines, LLC
CRPC®
Ken Sakamoto, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. Ken holds a CRPC® certification. Ken has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Kevin Duffy

Allworth Financial
CFP®, MSF
Kevin Duffy, a financial fiduciary, provides financial services to clients in the Sacramento, California area. Kevin holds the CFP®, MSF certifications.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Lance Blount

Edelman Financial Engines, LLC
CFP®
Lance Blount, a financial fiduciary, provides financial services to clients in the Costa Mesa, California area. Lance holds a CFP® certification. Lance has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Matthew Pixa

My Portfolio Guide
MBA
Matthew Pixa, a financial fiduciary, provides financial services to clients in the Seal Beach, California area. Matthew holds a MBA certification. Matthew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

Michael Harris

TriVant Custom Portfolio Group, LLC
CFP®, CFA®
Michael Harris, a financial fiduciary, provides financial services to clients in the San Diego, California area. Michael holds the CFP®, CFA® certifications.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $200,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts

Sasha Shteyn

Edelman Financial Engines, LLC
CFP®
Sasha Shteyn, a financial fiduciary, provides financial services to clients in the Pasadena, California area. Sasha holds a CFP® certification. Sasha has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Tad Doughty

Allworth Financial
ChFC®, CFS®
Tad Doughty, a financial fiduciary, provides financial services to clients in the Roseville, California area. Tad holds the ChFC®, CFS® certifications.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Ted Smalling

Allworth Financial
MBA, CFP®
Ted Smalling, a financial fiduciary, provides financial services to clients in the Sacramento, California area. Ted holds the MBA, CFP® certifications.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

James Peters

Centaurus Financial
ChFC®
James Peters, a financial fiduciary, provides financial services to clients in the Irvine, California area. James holds a ChFC® certification. James has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: 25,000

    Name(s) of Custodian(s):
    Pershing

Value Monitoring Inc.

Value Monitoring Inc., a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Menlo Park, California area.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: 100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Andrew Selu

Edelman Financial Engines, LLC
Andrew Selu, a financial fiduciary, provides financial services to clients in the Woodland Hills, California area. Andrew has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Simon Reeves

TideRock Financial LLC
Simon Reeves, a financial fiduciary, provides financial services to clients in the Irvine, California area. Simon has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade, Charles Schwab

Zach Lindemann

Edelman Financial Engines, LLC
CFP®
Zach Lindemann, a financial fiduciary, provides financial services to clients in the Roseville, California area. Zach holds a CFP® certification. Zach has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

The AdvisoryOne Group

The AdvisoryOne Group, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Pismo Beach, California area.

Additional Information:

Years of Experience:
6 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $10,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Dash Investments

CFP®, ChFC®
Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Pure Financial Advisors, LLC

CFP®, AIF®
Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity Investments, Charles Schwab

Chris Mickel

Valeo Financial Advisors, LLC
CFP®
Chris Mickel, a financial fiduciary, provides financial services to clients in the Tustin, California area. Chris holds a CFP® certification. Chris has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Legal Advice and Services
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    Fidelity, Schwab

Kipley Lytel

Montecito Capital Management
CFA®
Kipley Lytel, a financial fiduciary, provides financial services to clients in the Santa Barbara, California area. Kipley holds a CFA® certification. Kipley has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • View More

    Name(s) of Custodian(s):
    Charles Schwab Institutional (low fees, safe custody, transparency, dedicated service team)

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Los Angeles, California area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

Vision Capital Investment Management

Vision Capital Investment Management, a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the San Francisco, California area.

Additional Information:

    Asset Requirement: $250,000 approx

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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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