Menu

40 Top Rated
Financial Advisors in California

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).

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.
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).

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.
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).

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.
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).

Michael Amash

Westmount Asset Management
Michael Amash, a financial fiduciary has been a Paladin Registry member since 2006. He is the partner in Westmount Asset Management. Michael provides financial services to clients in the Los Angeles, California area.
Badge7_firm

Paladin Certified

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

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

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

Gary Klein

Regal Wealth Group
Regal Wealth Group, a financial fiduciary has been a Paladin Registry member since 2006. He is the partner in Regal Wealth Group, Inc.. William provides financial services to clients in the Seal Beach, California area.
Badge1

Paladin Registry 5 Stars

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

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

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

Richard Holbrook

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

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.
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).

Jane Scarbrough

Scarbrough Financial Group, LLC
CFP®
Jane Scarbrough, a financial fiduciary has been a Paladin Registry member since 2006. He 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.
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).

William Callahan CFA, CFP®

Callahan Financial Planning
CFA® CFP®
William Callahan CFA, CFP®, a financial fiduciary has been a Paladin Registry member since 2010. He 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.
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).

Simon Reeves

TideRock Financial LLC
Simon Reeves, a financial fiduciary has been a Paladin Registry member since 2011. Simon provides financial services to clients in the Aliso Viejo, California area.
Badge1_firm

Paladin Registry 5 Stars

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

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

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

Ted Athans

WealthSpring
WealthSpring, a financial fiduciary has been a Paladin Registry member since 2012. Ted provides financial services to clients in the Long Beach, California area.
Badge7_firm

Paladin Certified

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

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

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

Greg Patterson

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

Paladin Certified

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

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

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

Jim Dowd

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

Paladin Certified

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

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

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

Richard Schultz

Pacific Investment Research
CFP®
Richard Schultz, a financial fiduciary has been a Paladin Registry member since 2009. He is the owner of Pacific Investment Research. Richard holds the Certified Financial Planner certifications and has over 24 years of experience. Richard provides financial services to clients in the Orange, California area.
Badge1_firm

Paladin Registry 5 Stars

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

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

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

Jack Zboralske

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

Paladin Registry 5 Stars

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

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

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

Partner Leads

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

Paladin Registry Member

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

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

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

Grant Bledsoe

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

Paladin Registry 5 Stars

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

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

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

James Liotta

Prominence Capital
CFP® NSSA AIF® CPWA®
James Liotta, a financial fiduciary has been a Paladin Registry member since 2015. He 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.
Badge7

Paladin Certified

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

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

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

William Beeler

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

Paladin Certified

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

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

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

Gary Klein

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

Paladin Registry 5 Stars

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

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

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

Jay Douglas

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

Paladin Registry 5 Stars

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

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

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

Zain Griffith

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

Paladin Registry 5 Stars

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

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

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

Zain Griffith

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

Paladin Registry Member

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

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

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

Dirk Gilliard

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

Paladin Registry Member

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

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

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

Greg Patterson

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

Paladin Registry Member

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

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

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

Margaret Hiller

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

Paladin Registry Member

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

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

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

Jay Hurford

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

Paladin Registry Member

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

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

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

Lisette Smith

The Advisory Group
CFP®
Lisette Smith, a financial fiduciary has been a Paladin Registry member since 2017. Lisette holds the Certified Financial Planner certifications and has over 20 years of experience. Lisette provides financial services to clients in the San Francisco, California area.
Badge7

Paladin Certified

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

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

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

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.
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).

Aaron Rubin

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

Paladin Registry 5 Stars

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

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

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

Scott McClatchey

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

Paladin Registry Member

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

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

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

Hans Reese

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

Paladin Certified

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

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

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

Robert Chapman

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

Paladin Registry Member

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

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

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

John Simonson

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

Hutch Ashoo

Pillar Wealth management, LLC.
Hutch Ashoo, a financial fiduciary has been a Paladin Registry member since 2018. He is the owner of Pillar Wealth management, LLC.. Hutch 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).

David Chazin

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

Paladin Registry Member

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

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

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

Brian Stormont

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

Paladin Registry Member

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

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

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

Alex Izmailov

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

Paladin Registry Member

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

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

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

Derek Hebert

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

Paladin Registry Member

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

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

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

Mike Duffy

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

Email Advisor

Currently seeking a top quality financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.

Get Started!

Top Vetted Financial Advisors In California

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.