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Top Rated Financial Advisors in California

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

Find top advisors in California with Paladin Registry

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

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

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 is a financial fiduciary at Montecito Capital Management. Kipley Lytel has been a Paladin Registry member since 2004 and serves clinets in Santa Barbara, California.
Kipley holds Chartered Financial Analyst and has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
20 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab Institutional (low fees, safe custody, transparency, dedicated service team)

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 is a financial fiduciary at Valeo Financial Advisors, LLC. Chris Mickel has been a Paladin Registry member since 2004 and serves clinets in Tustin, California.
Chris holds Certified Financial Planner and has over 14 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Fidelity
  • Schwab

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 is a financial fiduciary at Valeo Financial Advisors, LLC. Chad Reed has been a Paladin Registry member since 2005 and serves clinets in Los Angeles, California.

Chad holds Certified Financial Planner , Certified Public Accountant certifications and has over 12 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
12 Years

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Schwab

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 is a financial fiduciary at Westmount Asset Management. Michael Amash has been a Paladin Registry member since 2006 and serves clinets in Los Angeles, California.
Michael Amash has 25 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $5,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab Inc.
  • Fidelity Investments

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 is a financial fiduciary at Pure Financial Advisors. Jack Dugan has been a Paladin Registry member since 2008 and serves clinets in San Diego, California.

Jack holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

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 is a financial fiduciary at Scarbrough Financial Group, LLC. Jane Scarbrough has been a Paladin Registry member since 2006 and serves clinets in Santa Rosa, California.
Jane holds Certified Financial Planner and has over 30 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Texas
  • Investment Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • District of Columbia
    • Idaho
    • Kansas
    • Kentucky
    • Maine
    • Maryland
    • Massachusetts
    • Missouri
    • Nevada
    • New Mexico
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Texas
    • Washington
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • LPL Financial
  • AssetMark
  • Pershing

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® is a financial fiduciary at Callahan Financial Planning. William Callahan CFA, CFP® has been a Paladin Registry member since 2010 and serves clinets in San Rafael, California.

William holds Chartered Financial Analyst , Certified Financial Planner certifications and has over 14 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Colorado
    • Iowa
    • Nebraska
    • Texas
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Charles Schwab
  • TIAA-CREF

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
CEPA
Simon Reeves is a financial fiduciary at TideRock Financial. Simon Reeves has been a Paladin Registry member since 2011 and serves clinets in Irvine, California.
Simon holds Certified Exit Planning Advisor and has over 25 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab

Paladin Registry 5 Stars

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 is a financial fiduciary at Pacific Investment Research. Richard Schultz has been a Paladin Registry member since 2009 and serves clinets in Orange, California.
Richard holds Certified Financial Planner and has over 27 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Folio Institutional

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 advisory firm, has been a Paladin Registry member since 21. Pinnacle Asset Management, Inc provides financial services to clients in the Roseville, California.
  • State Licences:
  • Financial Advice, Services for Fees: California
  • Investment Products for Commission: State List
    • California
    • Texas
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • New Mexico

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

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 Wealth
CFA® AIF® CFP®
Grant Bledsoe is a financial fiduciary at Three Oaks Wealth. Grant Bledsoe has been a Paladin Registry member since 2014 and serves clinets in Gold River, California.

Grant holds Chartered Financial Analyst , Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 15 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Oregon
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab

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 is a financial fiduciary at Prominence Capital. James Liotta has been a Paladin Registry member since 2015 and serves clinets in Beverly Hills, California.

James holds Certified Financial Planner , National Social Security Advisor , Accredited Investment Fiduciary , Certified Private Wealth Advisor certifications and has over 15 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: California
  • Investment Products for Commission: California

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

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 advisory firm, has been a Paladin Registry member since 20. Dash Investments provides financial services to clients in the Woodland Hills, California.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab Institutional

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 is a financial fiduciary at Dash Investments. Zain Griffith has been a Paladin Registry member since 2016 and serves clinets in San Francisco, California.
Zain Griffith has 12 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab Institutional

Paladin Registry 5 Stars

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 is a financial fiduciary at Buckingham Strategic Wealth. Dirk Gilliard has been a Paladin Registry member since 2017 and serves clinets in Palo Alto, California.
Dirk Gilliard has 28 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co. Inc.
  • Fidelity Investments
  • TD Ameritrade

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 is a financial fiduciary at Werba Rubin Papier Wealth Management, LLC. Aaron Rubin has been a Paladin Registry member since 2017 and serves clinets in San Jose, California.

Aaron holds Certified Financial Planner , Certified Public Accountant certifications and has over 10 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Nevada
    • Texas
    • Washington
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

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).

Dave Hutchison CFA

Triad Investment Management, LLC
Dave Hutchison CFA is a financial fiduciary at Triad Investment Management, LLC . Dave Hutchison CFA has been a Paladin Registry member since 2017 and serves clinets in Newport Beach, California.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

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 is a financial fiduciary at WWM Financial. Scott McClatchey has been a Paladin Registry member since 2017 and serves clinets in Carlsbad, California.

Scott holds Certified Financial Planner , Master Business Administration certifications and has over 12 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Florida
    • Illinois
    • Kentucky
    • Maryland
    • North Carolina
    • Texas
  • Insurance Products for Commission: State List
    • California
    • Illinois

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab & Co.

Paladin Registry 5 Stars

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 is a financial fiduciary at New Stage Investment Group®. Hans Reese has been a Paladin Registry member since 2018 and serves clinets in San Mateo, California.

Hans holds Accredited Asset Management Specialist , Certified Financial Planner , Chartered Retirement Planning Counselor certifications and has over 20 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Hawaii
  • Investment Products for Commission: State List
    • California
    • Florida
    • Hawaii
  • Insurance Products for Commission: State List
    • California
    • Florida

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • LPL Financial

Paladin Registry 5 Stars

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 is a financial fiduciary at Pacific Crest Global Wealth Management. Robert Chapman has been a Paladin Registry member since 2018 and serves clinets in Carlsbad, California.
Robert holds Accredited Investment Fiduciary and has over 23 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Colorado
    • Hawaii
    • Utah
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Hawaii
    • Utah
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC

Paladin Registry 5 Stars

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 is a financial fiduciary at Happiness Wealth Management. Mike Duffy has been a Paladin Registry member since 2019 and serves clinets in San Carlos, California.
Mike Duffy has 27 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Massachusetts
    • Oregon
    • Tennessee
  • Investment Products for Commission: State List
    • California
    • Massachusetts
    • Oregon
    • Tennessee
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL
  • Schwab

Paladin Registry 5 Stars

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 is a financial fiduciary at Lynch Financial Advisors. Michael Lynch has been a Paladin Registry member since 2019 and serves clinets in Roseville, California.
Michael holds Master Business Administration and has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fixed Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Community National Bank

Paladin Registry 5 Stars

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® is a financial fiduciary at Blossom Wealth Management. George Salter II, JD, MBA, CFP® has been a Paladin Registry member since 2019 and serves clinets in Alamo, California.
George holds Certified Financial Planner and has over 18 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Idaho
    • Kansas
    • Michigan
    • Montana
    • Nevada
    • North Carolina
    • Oregon
    • Texas
    • Utah
    • Washington
  • Investment Products for Commission: California
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • American Funds
  • Equity Institutional

Paladin Registry 5 Stars

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 is a financial fiduciary at Palm Capital Management. Alano Massi has been a Paladin Registry member since 2020 and serves clinets in Calabasas, California.

Alano holds Certified Financial Planner , Master Business Administration certifications and has over 15 years of experience.

  • State Licences:
  • Insurance Products for Commission: State List
    • California
    • Nevada

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity

Paladin Registry 5 Stars

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 is a financial fiduciary at Kushal Shah CRPC . Kushal Shah CRPC has been a Paladin Registry member since 2020 and serves clinets in Newbury Park, California.
Kushal Shah CRPC has 14 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Asset-Based Fee

Paladin Registry 5 Stars

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).

Value Monitoring Inc

Value Monitoring Inc
Value Monitoring Inc is a financial fiduciary at Value Monitoring Inc . Value Monitoring Inc has been a Paladin Registry member since 2021 and serves clinets in Menlo Park, California.
Value Monitoring Inc has 17 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
17 Years

Paladin Registry 5 Stars

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).

Blue Hall Capital LLC

Blue Hall Capital LLC
Blue Hall Capital LLC is a financial fiduciary at Blue Hall Capital LLC . Blue Hall Capital LLC has been a Paladin Registry member since 2021 and serves clinets in San Francisco, California.
Blue Hall Capital LLC has 20 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee
  • Hourly Fee
  • Fixed Fee

Paladin Registry 5 Stars

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).

Troy Robertson

Troy Robertson
Troy Robertson is a financial fiduciary at Troy Robertson . Troy Robertson has been a Paladin Registry member since 2021 and serves clinets in San Diego, California.
Troy Robertson has 21 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
21 Years

Paladin Registry 5 Stars

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).

Richard Boyd

Reilly Financial Advisors
Richard Boyd is a financial fiduciary at Reilly Financial Advisors. Richard Boyd has been a Paladin Registry member since 2021 and serves clinets in La Mesa, California.
Richard Boyd has 22 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

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

Paladin Registry 5 Stars

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).

Capstone Financial Group

Capstone Financial Group
Capstone Financial Group is a financial fiduciary at Capstone Financial Group . Capstone Financial Group has been a Paladin Registry member since 2021 and serves clinets in Folsom, California.

Additional Information:

Paladin Registry 5 Stars

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).

Janet Wan

Janet Wan
CFP®
Janet Wan is a financial fiduciary at Janet Wan . Janet Wan has been a Paladin Registry member since 2021 and serves clinets in Pleasanton, California.
Janet holds Certified Financial Planner

Additional Information:

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Paladin Registry 5 Stars

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).

Pure Financial Advisors Inc

Pure Financial Advisors Inc
AIF® CFP®
Pure Financial Advisors Inc is a financial fiduciary at Pure Financial Advisors Inc . Pure Financial Advisors Inc has been a Paladin Registry member since 2021 and serves clinets in San Diego, California.

Pure holds Accredited Investment Fiduciary , Certified Financial Planner

Additional Information:

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Paladin Registry 5 Stars

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 Geitner

Michael Geitner
CFP®
Michael Geitner is a financial fiduciary at Michael Geitner . Michael Geitner has been a Paladin Registry member since 2021 and serves clinets in Napa, California.
Michael holds Certified Financial Planner and has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

Paladin Registry 5 Stars

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).

Bryan Foronjy

Bryan Foronjy
CFP®
Bryan Foronjy is a financial fiduciary at Bryan Foronjy . Bryan Foronjy has been a Paladin Registry member since 2021 and serves clinets in Santa Barbara, California.
Bryan holds Certified Financial Planner and has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

Paladin Registry 5 Stars

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).

Jarret RodriguezConklin

Jarret RodriguezConklin
CIMA® ChFC®
Jarret RodriguezConklin is a financial fiduciary at Jarret RodriguezConklin . Jarret RodriguezConklin has been a Paladin Registry member since 2021 and serves clinets in San Dimas, California.

Jarret holds Certified Investment Management Analyst , Chartered Financial Consultant certifications and has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Asset-Based Fee
  • Fixed Fee
  • Hourly Fee

Paladin Registry 5 Stars

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 Baum

Chris Baum
Chris Baum is a financial fiduciary at Chris Baum . Chris Baum has been a Paladin Registry member since 2021 and serves clinets in Irvine, California.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Texas

Additional Information:

    Financial Services Provided:

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

Paladin Registry 5 Stars

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 E Meinert

John E Meinert
John E Meinert is a financial fiduciary at John E Meinert . John E Meinert has been a Paladin Registry member since 2021 and serves clinets in Long Beach, California.

Additional Information:

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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Frequently Asked Questions

What does a financial advisor do?

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

When should I hire a financial advisor?

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

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

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

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

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

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

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

What questions should you ask a financial advisor?

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

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

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

Fee-only

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

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

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

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