Certified financial planner services in El Segundo, CA
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Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
205 E El Segundo Blvd, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor JOY MILAN
● ClosedMerrill Lynch Financial Advisor JOY MILAN is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Specializing in finance, JOY MILAN helps clients manage their wealth by creating personalized strategies tailored to their specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to wealth management. JOY MILAN believes in building strong client relationships based on trust and personalized service, and is dedicated to helping clients pursue their financial goals through thoughtful planning and implementation. As a Certified Financial Planner, JOY MILAN is committed to providing clients with the guidance and support they need to navigate the complexities of the financial landscape. With a focus on understanding clients' priorities and aspirations, JOY MILAN works to develop customized investment approaches that can help turn goals into reality. By staying in touch with clients and regularly reviewing their financial strategies, JOY MILAN aims to help clients stay on track towards achieving their financial objectives. With a team of experienced advisors and access to a wide range of financial services, clients can rely on JOY MILAN to provide the personalized support and guidance needed to pursue their financial goals.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Phillip Vertin, CFP - Prudential Financial Planning Services
● ClosedPhillip Vertin, CFP - Prudential Financial Planning Services is a reputable finance institution located at 222 North Pacific Coast Highway in El Segundo, California. With a focus on providing expert financial planning services, Phillip Vertin, a Certified Financial Planner, leads a team dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the professionals at Prudential Financial Planning Services are here to provide personalized guidance and support. Trust in their expertise and commitment to helping you secure a stable financial future.
222 N Pacific Coast Hwy Suite 1750, El Segundo, CA 90245, United States -
Prudential Advisors | Jeffrey P. Newitt, CFP , ChFC , CLU
● ClosedWelcome to Prudential Advisors | Jeffrey P. Newitt, CFP®, ChFC®, CLU® – your trusted partner in financial planning and wealth management, conveniently located at 222 North Pacific Coast Highway, El Segundo, California. As a dedicated Certified Financial Planner™ and Chartered Financial Consultant®, Jeffrey P. Newitt brings a wealth of expertise and personalized service to help you achieve your financial goals. Our comprehensive range of financial services is designed to address your unique needs, whether you are planning for retirement, managing investments, or protecting your family's future. With a commitment to integrity and excellence, we provide tailored strategies and insightful guidance to help you navigate the complexities of financial planning with confidence.
222 North Pacific Coast Highway, El Segundo, California 90245, United States
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