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72 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. certifications and has over 20 years of experience. Michael 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).

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
Simon Reeves, a financial fiduciary has been a Paladin Registry member since 2011. Simon is the owner of TideRock Financial. certifications and has over 25 years of experience. 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).

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.
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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).

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 27 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.. certifications and has over 21 years of experience. Kenyon provides financial services to clients in the Roseville, 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).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. certifications and has over 25 years of experience. Chris provides financial services to clients in the Overland Park, Kansas 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).

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.
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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).

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 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.
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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).

Zain Griffith

Dash Investments
Dash Investments, a financial fiduciary has been a Paladin Registry member since 2016. certifications and has over 20 years of experience. 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. certifications and has over 12 years of experience. Zain provides financial services to clients in the San Francisco, 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).

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. certifications and has over 28 years of experience. Dirk provides financial services to clients in the Palo Alto, 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).

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.
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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).

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.
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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).

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.
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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).

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.
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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).

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.
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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).

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.
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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).

John Simonson

First Financial Equity Corporation
John Simonson, a financial fiduciary has been a Paladin Registry member since 2018. certifications and has over 27 years of experience. John provides financial services to clients in the Tucson, Arizona 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).

David Chazin

Insight Wealth Strategies
David Chazin, a financial fiduciary has been a Paladin Registry member since 2018. certifications and has over 17 years of experience. David provides financial services to clients in the San Ramon, 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).

Brian Stormont

Insight Wealth Strategies
Brian Stormont, a financial fiduciary has been a Paladin Registry member since 2018. certifications and has over 18 years of experience. Brian provides financial services to clients in the San Ramon, 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).

Alex Izmailov

Insight Wealth Strategies
Alex Izmailov, a financial fiduciary has been a Paladin Registry member since 2018. certifications and has over 11 years of experience. 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. certifications and has over 12 years of experience. 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. certifications and has over 27 years of experience. Mike provides financial services to clients in the San Carlos, 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).

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.
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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).

Alano Massi

Palm Capital Management
CFP® MBA
Alano Massi, a financial fiduciary has been a Paladin Registry member since 2020. Alano is the partner in Palm Capital Management. Alano holds the Certified Financial Planner , Master Business Administration certifications and has over 15 years of experience. Alano provides financial services to clients in the Westlake Village, 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).

Kushal Shah, CRPC ®

Kushal Shah, CRPC ®
Kushal Shah, CRPC ®, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 14 years of experience. Kushal provides financial services to clients in the Newbury Park, 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).

Aaron Buczek

Aaron Buczek
Aaron Buczek, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 7 years of experience with firm. Aaron 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).

Ajay Gupta

Creative Planning
CIMA® CPWA® CRPC®
Ajay Gupta, a financial fiduciary has been a Paladin Registry member since 2020. Ajay holds the Certified Investment Management Analyst , Certified Private Wealth Advisor , Chartered Retirement Planning Counselor certifications. He has over 4 years of experience with Creative Planning firm. Ajay 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).

Andrew Fuller

Andrew Fuller
CFP® MSF
Andrew Fuller, a financial fiduciary has been a Paladin Registry member since 2020. Andrew holds the Certified Financial Planner , Master of Science in Finance certifications. He has over 7 years of experience with firm. Andrew provides financial services to clients in the Irvine, 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).

Andy Medina

Creative Planning
CFP® MS
Andy Medina, a financial fiduciary has been a Paladin Registry member since 2020. Andy holds the Certified Financial Planner , Master of Science certifications. He has over 5 years of experience with Creative Planning firm. Andy provides financial services to clients in the West Hollywood, 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).

Branden Frazier

Creative Planning
CFP® MBA
Branden Frazier, a financial fiduciary has been a Paladin Registry member since 2020. Branden holds the Certified Financial Planner , Master Business Administration certifications. He has over 8 years of experience with Creative Planning firm. Branden provides financial services to clients in the San Diego, 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 Chang

Creative Planning
CFP® CFA®
Brian Chang, a financial fiduciary has been a Paladin Registry member since 2020. Brian holds the Certified Financial Planner , Chartered Financial Analyst certifications. He has over 2 years of experience with Creative Planning firm. Brian provides financial services to clients in the Irvine, 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 Krause

Creative Planning
CFP®
Brian Krause, a financial fiduciary has been a Paladin Registry member since 2020. Brian holds the Certified Financial Planner certifications. He has over 4 years of experience with Creative Planning firm. Brian provides financial services to clients in the San Diego, 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).

Charles Webb

Creative Planning
CFP® MSBA
Charles Webb, a financial fiduciary has been a Paladin Registry member since 2020. Charles holds the Certified Financial Planner , Master of Science in Business Analytics certifications. He has over 7 years of experience with Creative Planning firm. Charles provides financial services to clients in the San Diego, 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).

Chris Muniz

Creative Planning
CFP®
Chris Muniz, a financial fiduciary has been a Paladin Registry member since 2020. Chris holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Chris provides financial services to clients in the San Diego, 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).

Cindy Sforza

Creative Planning
CFP® CRPC®
Cindy Sforza, a financial fiduciary has been a Paladin Registry member since 2020. Cindy holds the Certified Financial Planner , Chartered Retirement Planning Counselor certifications. He has over 3 years of experience with Creative Planning firm. Cindy provides financial services to clients in the Irvine, 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).

Darren Kalb

Creative Planning
CFP® MBA
Darren Kalb, a financial fiduciary has been a Paladin Registry member since 2020. Darren holds the Certified Financial Planner , Master Business Administration certifications. He has over 2 years of experience with Creative Planning firm. Darren provides financial services to clients in the El Dorado Hills, 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).

James Pak

Creative Planning
AWMA® CFP®
James Pak, a financial fiduciary has been a Paladin Registry member since 2020. James holds the Accredited Wealth Management Advisor , Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. James provides financial services to clients in the El Dorado Hills, 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).

Jason Guehl

Creative Planning
CFP® MBA
Jason Guehl, a financial fiduciary has been a Paladin Registry member since 2020. Jason holds the Certified Financial Planner , Master Business Administration certifications. He has over 8 years of experience with Creative Planning firm. Jason provides financial services to clients in the Walnut Creek, 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).

Jason Phan

Creative Planning
CFP®
Jason Phan, a financial fiduciary has been a Paladin Registry member since 2020. Jason holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Jason provides financial services to clients in the Monterey Park, 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).

Jeff Ellena

Creative Planning
CFP®
Jeff Ellena, a financial fiduciary has been a Paladin Registry member since 2020. Jeff holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Jeff provides financial services to clients in the San Diego, 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).

Jeff McCulloch

Creative Planning
AIF® CRPC®
Jeff McCulloch, a financial fiduciary has been a Paladin Registry member since 2020. Jeff holds the Accredited Investment Fiduciary , Chartered Retirement Planning Counselor certifications. He has over 4 years of experience with Creative Planning firm. Jeff provides financial services to clients in the San Diego, 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).

Jesse Espinoza

Creative Planning
CFP® MBA
Jesse Espinoza, a financial fiduciary has been a Paladin Registry member since 2020. Jesse holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Jesse provides financial services to clients in the Corona, 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).

Jessica Roks

Creative Planning
CFP®
Jessica Roks, a financial fiduciary has been a Paladin Registry member since 2020. Jessica holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Jessica provides financial services to clients in the Irvine, 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).

Kathleen Davis

Creative Planning
CFP®
Kathleen Davis, a financial fiduciary has been a Paladin Registry member since 2020. Kathleen holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Kathleen provides financial services to clients in the San Diego, 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).

Kerby Woo

Creative Planning
CFP®
Kerby Woo, a financial fiduciary has been a Paladin Registry member since 2020. Kerby holds the Certified Financial Planner certifications. He has over 7 years of experience with Creative Planning firm. Kerby provides financial services to clients in the Campbell, 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).

Luke Seiderman

Creative Planning
CFP®
Luke Seiderman, a financial fiduciary has been a Paladin Registry member since 2020. Luke holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Luke provides financial services to clients in the Walnut Creek, 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).

Mark Keyser

Creative Planning
CRPC®
Mark Keyser, a financial fiduciary has been a Paladin Registry member since 2020. Mark holds the Chartered Retirement Planning Counselor certifications. He has over 3 years of experience with Creative Planning firm. Mark provides financial services to clients in the Campbell, 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).

Matt Phillips

Creative Planning
Matt Phillips, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 3 years of experience with Creative Planning firm. Matt provides financial services to clients in the San Diego, 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 Batista

Creative Planning
CFP® CMFC®
Mike Batista, a financial fiduciary has been a Paladin Registry member since 2020. Mike holds the Certified Financial Planner , Chartered Mutual Fund Counselor certifications. He has over 5 years of experience with Creative Planning firm. Mike provides financial services to clients in the San Diego, 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 Nemzek

Creative Planning
CFP®
Mike Nemzek, a financial fiduciary has been a Paladin Registry member since 2020. Mike holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Mike provides financial services to clients in the Irvine, 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).

Peter Lauer

Creative Planning
Peter Lauer, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 6 years of experience with Creative Planning firm. Peter provides financial services to clients in the Sherman Oaks, 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).

Phillip Attebery

Creative Planning
AIF®
Phillip Attebery, a financial fiduciary has been a Paladin Registry member since 2020. Phillip holds the Accredited Investment Fiduciary certifications. He has over 4 years of experience with Creative Planning firm. Phillip provides financial services to clients in the San Diego, 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).

Phil Ricasata

Creative Planning
CFP®
Phil Ricasata, a financial fiduciary has been a Paladin Registry member since 2020. Phil holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Phil provides financial services to clients in the Ventura, 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).

Randy Morse

Creative Planning
CFP®
Randy Morse, a financial fiduciary has been a Paladin Registry member since 2020. Randy holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Randy provides financial services to clients in the Burlingame, 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).

Rollan Dizon

Creative Planning
CFP®
Rollan Dizon, a financial fiduciary has been a Paladin Registry member since 2020. Rollan holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Rollan provides financial services to clients in the Campbell, 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).

Ryan Hook

Creative Planning
CFP® MBA
Ryan Hook, a financial fiduciary has been a Paladin Registry member since 2020. Ryan holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Ryan provides financial services to clients in the Irvine, 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).

Ryan Maroney

Creative Planning
CFP®
Ryan Maroney, a financial fiduciary has been a Paladin Registry member since 2020. Ryan holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Ryan provides financial services to clients in the Irvine, 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).

Tamara Lowenberg

Creative Planning
CFP®
Tamara Lowenberg, a financial fiduciary has been a Paladin Registry member since 2020. Tamara holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Tamara provides financial services to clients in the El Dorado Hills, 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).

Tammy Trenta

Creative Planning
CFP® MBA
Tammy Trenta, a financial fiduciary has been a Paladin Registry member since 2020. Tammy holds the Certified Financial Planner , Master Business Administration certifications. He has over 4 years of experience with Creative Planning firm. Tammy provides financial services to clients in the Manhattan Beach, 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).

Jeff White

Creative Planning
CFP® CPA
Jeff White, a financial fiduciary has been a Paladin Registry member since 2020. Jeff holds the Certified Financial Planner , Certified Public Accountant certifications. He has over 0.5 years of experience with Creative Planning firm. Jeff provides financial services to clients in the Walnut Creek, 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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