Fee based wealth management in California

Saybrook Fund Advisors is a premier finance institution located at 501 Santa Monica Boulevard in Santa Monica, California. With a focus on providing expert financial advice and investment management services, Saybrook Fund Advisors is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Saybrook Fund Advisors is here to help you every step of the way. Trust us to be your partner in financial success.

als and families from all walks of life to help them achieve their financial goals and secure their futures. At Endeavor Advisors, LLC, located in Torrance, California, we believe in providing personalized financial planning services to help our clients build a secure and prosperous future. Led by Ajay Vadukul and his team of experienced financial advisors, we are dedicated to helping you make informed decisions about your finances and investments.

Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.

Raymond James Financial Services is a renowned finance institution located at 3435 Wilshire Boulevard in Los Angeles, California, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to its clients. Whether you are looking for retirement planning, investment advice, or asset management, Raymond James Financial Services has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Raymond James to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ is a reputable financial institution located at 101 Main Street in Seal Beach, California, United States. As a certified Accredited Asset Management Specialist (AAMS™), Felicia Y Gonzalez provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families build and preserve wealth for the future. Whether you are planning for retirement, saving for college, or investing for the long term, Felicia Y Gonzalez and Edward Jones are here to provide trusted guidance and support every step of the way.

Edward Jones - Financial Advisor: Sarah L Biddle, AAMS™ is a reputable financial institution located at 15200 Sunset Boulevard in Los Angeles, California. Sarah L Biddle, AAMS™, is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to providing sound financial advice, Sarah and her team at Edward Jones are trusted partners in helping clients plan for their future and make informed financial decisions. Whether you are looking to invest for retirement, save for college, or build wealth, Edward Jones - Financial Advisor: Sarah L Biddle, AAMS™ can help guide you towards a secure financial future.

First Allied Securities Inc is a finance institution located at 17890 Castleton Street in City of Industry, California, United States. As a part of Cetera Advisors, the institution offers a wide range of financial services including retirement planning, insurance, and investment advisory services. Clients can learn more about their financial professional and Cetera Advisors by visiting FINRA's BrokerCheck. The institution also provides resources such as ADV 2A Form CRS, Customer Relationship Summary, and Business Continuity Plan Summary for clients' reference. With a focus on consumer privacy and transparency, First Allied Securities Inc strives to provide comprehensive financial solutions to meet the needs of their clients.

Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. Specializing in financial planning, wealth management, and retirement planning, Natalie Brownfield Barron and her team provide personalized services to help clients achieve their financial goals. With a focus on comprehensive financial solutions, they strive to build long-lasting relationships with their clients based on trust and expertise. Reach out to Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc. for professional financial guidance and support.

Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ is a trusted financial institution located at 2121 East Coast Highway in Newport Beach, California. Specializing in finance, Mary B Molnar, CRPC™ provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Mary B Molnar, CRPC™ offers a wide range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Mary B Molnar, CRPC™ is dedicated to helping you secure a strong financial future.

Centerpointe Financial is a premier financial institution located in Fullerton, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we have the expertise to help you reach your financial goals. Visit us at 400 Morningside Circle to learn more about how Centerpointe Financial can help secure your financial future.

Golden Hill Investment Advisors is a leading finance institution located at 1400 North Harbor Boulevard in Fullerton, California, United States. Our team of experienced advisors offers personalized investment solutions to help clients achieve their financial goals. With a focus on transparency and integrity, we strive to provide top-notch service and guidance to our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Golden Hill Investment Advisors is here to help you every step of the way.

Nathaniel Phillip Nesbitt, CFP - UBS Financial Services Inc. is a reputable finance institution located at 135 South State College Boulevard in Brea, California, United States. Specializing in financial planning and wealth management, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, they strive to provide comprehensive solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, Nathaniel Phillip Nesbitt, CFP - UBS Financial Services Inc. is committed to guiding you towards financial success.

Edward Jones - Financial Advisor Taylor Payton, AAMS™|CRPS™ is a reputable financial institution located at 31351 Rancho Viejo Road in San Juan Capistrano, California. Specializing in finance, Taylor Payton offers personalized financial planning services to help clients achieve their financial goals. With a focus on asset management and retirement planning, Taylor Payton is dedicated to providing expert advice and guidance to help clients secure their financial future. Contact Edward Jones - Financial Advisor Taylor Payton, AAMS™|CRPS™ today to schedule a consultation and take the first step towards financial success.

Crown Capital Securities is a reputable finance institution located at 725 Town and Country Road in Orange, California, United States. With a strong commitment to providing exceptional financial services, Crown Capital Securities offers a wide range of investment options and financial solutions to help individuals and businesses achieve their financial goals. The experienced team at Crown Capital Securities is dedicated to providing personalized service and expert guidance to help clients navigate the complexities of the financial market. Whether you are looking to invest in stocks, bonds, or other financial products, Crown Capital Securities is your trusted partner in building and protecting your wealth.

Merrill Lynch Financial Advisor Mitchell S Behm, located at 100 Spectrum Center Drive in Irvine, California, is a finance institution with over 30 years of experience in assisting sophisticated institutions with cash management, investing, and financing needs. As a Global Institutional Consultant at Merrill Lynch Wealth Management, Mitchell Behm offers unparalleled advice and guidance to institutional clients, specializing in areas such as Endowments/Foundations/Not-for-Profits, Defined Benefit, and Defined Contribution Investment Consulting. With a focus on industries like resort, lodging, hospitality, and construction, Behm provides consulting services including investment policy creation, asset allocation modeling, manager selection, and performance evaluation. Additionally, as a Senior Portfolio Manager, Behm manages personalized strategies to help clients achieve their objectives, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Committed to ethical practices and customer service excellence, Behm also offers access to Global Commercial Bankers from Bank of America for integrated banking services. With a Bachelor's degree in Biology and the Certified Investment Management Analyst® (CIMA®) designation, Behm is dedicated to enhancing his clients' financial lives through investment analysis. Outside of work, he enjoys spending time with his family and cultivating exotic fruit.

Edward Jones - Financial Advisor: Gabriel Choo, AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 3111 North Tustin Street in Orange, California, United States. With a focus on providing personalized financial advice and services, Gabriel Choo holds several prestigious certifications including AAMS™, CRPC™, and CRPS™. Clients can trust in his expertise and dedication to help them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Gabriel Choo and Edward Jones are here to provide you with the guidance and support you need.

Cara Paynter - Morgan Stanley is a leading financial institution located at 28202 Cabot Road in Laguna Niguel, California. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Cara Paynter - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.

Gregory Maniaci - Morgan Stanley is a finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. With a strong reputation in the financial industry, Gregory Maniaci - Morgan Stanley offers a wide range of financial services and expertise to help clients achieve their investment goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Gregory Maniaci - Morgan Stanley are dedicated to providing personalized solutions to meet your financial needs.

Matsushita International Corporation is a finance institution located at 1141 Via Callejon in San Clemente, California, United States. With a focus on providing comprehensive financial services, Matsushita International Corporation offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and personalized advice. Whether you are looking to grow your assets, plan for retirement, or navigate complex financial decisions, Matsushita International Corporation is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Debbie McClure is a reputable finance institution located at 29737 New Hub Drive in Menifee, California, United States. With a focus on providing personalized financial services, Debbie McClure and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Debbie McClure offers expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

At Edward Jones - Financial Advisor: Fernando Mendez in Oceanside, California, you can expect personalized financial services tailored to your individual goals and needs. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Fernando Mendez and his team are dedicated to helping you achieve financial success. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to clients in the Oceanside area. Visit us at 4750 Oceanside Boulevard to start planning for a secure financial future today.

Edward Jones - Financial Advisor: Nate Hockstra is a renowned finance institution located at 4731 Clairemont Drive in San Diego, California, United States. As a trusted financial advisor, Nate Hockstra provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in Nate Hockstra's expertise and dedication to guiding them towards financial success. Visit the institution today to start planning for a secure financial future.

Wells Fargo Advisors LLC: Shallan Gregg is a financial institution located at 888 Prospect Street in San Diego, California, United States. Specializing in providing financial services, this institution offers a range of services including ATM access for convenient banking transactions. Whether you are looking to manage your investments or handle your day-to-day banking needs, Wells Fargo Advisors LLC: Shallan Gregg is here to help you achieve your financial goals.

Robert Briones - Thrivent is a finance institution located at 450 South Melrose Drive, Vista, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, HI, ID, MN, MT, NV, OR, TN, TX, UT, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.

La Jolla Gateway Team, located at 445 Marine View Avenue in Del Mar, California, is a finance institution dedicated to helping individuals manage their wealth, achieve lifelong goals, and create a legacy. They specialize in assisting clients in thriving during retirement, offering advice and guidance through their Financial Planning Framework. Licensing information can be found on the State Insurance Department's website, and not all team members may provide all products, programs, and services in every state. Thrivent Financial for Lutherans is the marketing name for Thrivent, which offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Clients may choose to engage further with Dedicated Planning Services for written recommendations for a fee. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their own attorney or tax professional. For more information on the professional designations of their financial advisors and the requirements to earn them, visit their website or FINRA's Broker Check.

Anthony Camara - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. They are licensed in multiple states including CA, FL, MN, TN, TX, and UT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Jon Luskin, CFP® is a reputable finance institution located in San Diego, California, United States. With a focus on providing expert financial planning services, Jon Luskin, CFP® helps clients navigate their financial goals and secure their financial future. With a team of experienced professionals, they offer personalized financial advice and comprehensive solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Jon Luskin, CFP® is dedicated to helping you achieve your financial aspirations.

Dave Saviage - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution is licensed in the states of California (Insurance Lic. #0E91563), Florida, and Minnesota. They offer financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit their website at thrivent.com or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.

The Compass Pointe Group is a reputable finance institution located at 16870 West Bernardo Drive in San Diego, California, United States. With a focus on providing top-notch financial services, they offer expertise in investment management, financial planning, and wealth management. Their team of experienced professionals are dedicated to helping clients navigate their financial goals and achieve success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Compass Pointe Group is committed to providing personalized solutions tailored to your specific needs.

LPL Financial Joel L Rohn AAMS is a finance institution located at 4721 4th Street in La Mesa, California, United States. Specializing in financial services, the institution is led by Joel L Rohn, an Accredited Asset Management Specialist (AAMS). With a focus on providing expert financial advice and solutions, LPL Financial Joel L Rohn AAMS is dedicated to helping clients achieve their financial goals and secure their financial future.