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Top Rated Financial Advisors in San-Dimas, 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 San-Dimas, 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 San-Dimas, 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 San-Dimas, 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.

Jarret Rodriguez-Conklin

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

Additional Information:

Years of Experience:
16 Years

    Fee Structure

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

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Rick Martinez

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

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee

    Asset Requirement: $100,000

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Corey Fast

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

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Sasha Shteyn

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

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Personal Capital

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

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Chris Mickel

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

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

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

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Simon Reeves

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

Additional Information:

Years of Experience:
25 Years

    Fee Structure

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

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Estate Planning & Trusts
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael Jensen

Falcon Wealth Planning, Inc.
CFP®
Michael Jensen, a financial fiduciary, provides financial services to clients in the Irvine, California area. Michael holds a CFP® certification. Michael has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Lance Blount

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

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

James Peters

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

Additional Information:

Years of Experience:
21 Years

    Fee Structure

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

    Asset Requirement: 25,000

    Name(s) of Custodian(s):
    Pershing

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jeff Halbert

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

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $2,000,000

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paul Taghibagi

Signature Estate & Investment Advisors, LLC
CFP®
Paul Taghibagi, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Paul holds a CFP® certification. Paul has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500,000

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael Cannone

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

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Andrew Selu

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

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Dash Investments

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

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only

    Financial Services Provided:

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

BASIC INFORMATION NEEDED FOR THE INQUIRY