![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial advisor certification in California
349 results found
Search for local businesses, places and services near you
Southern California Institute Wealth Strategies Education & Advisor Resources
Southern California Institute Wealth Strategies Education & Advisor Resources is a premier institution located in San Diego, California. We provide top-notch education and resources for individuals seeking to enhance their knowledge and skills in wealth management and financial planning. Our experienced advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Join us at 10251 Vista Sorrento Parkway and let us guide you towards financial success.
Merrill Lynch Financial Advisor Clarence Souza
Merrill Lynch Financial Advisor Clarence Souza is a trusted finance institution located at 90 South E Street, Santa Rosa, California, United States. Clarence Souza has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2013. He focuses on developing and implementing personalized financial strategies to help clients meet their unique goals. With a background in Economics and Financial and Tax Planning, Clarence holds the CERTIFIED FINANCIAL PLANNER™ certification and is a qualified Portfolio Manager. He works closely with clients, their attorneys, accountants, and other advisors to coordinate their financial and legacy approach. Clarence believes in building strong client relationships based on trust and personalized service, and utilizes the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. By understanding clients' aspirations and financial situations, Clarence helps them pursue their financial goals while managing investment risk. With access to the resources of Merrill and Bank of America, he can help address clients' financial needs and adapt their approach as their life and goals change. Whether planning for retirement, education, or wealth transfer, Clarence is dedicated to helping clients achieve their financial goals.
Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
Danian Peo is a financial advisor at Ameriprise Financial Services, LLC located at 4314 Redwood Highway in San Rafael, California, United States. Danian Peo holds various certifications 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®, CFP®, 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 demonstrate Danian Peo's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Danian Peo is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
RHS Financial
RHS Financial is a finance institution located at 4171 24th Street, San Francisco, California, United States. Our mission is to help tech professionals maximize equity, minimize taxes, and optimize wealth. We use three pillars to bridge the gap between the wealth our clients have and the wealth they deserve. Our operating system focuses on mastering equity compensation, providing transparency in investment management, and understanding the unique needs of each client.
Merrill Lynch Financial Advisor Claudia Denton
Merrill Lynch Financial Advisor Claudia Denton, located at 555 California Street in San Francisco, California, is a premier finance institution offering personalized wealth management services. With over 15 years of experience in the financial industry, Claudia specializes in developing strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families. She is fluent in Spanish and has worked on projects in over 10 foreign countries. At Merrill Lynch Wealth Management, Claudia and her team focus on building strong client relationships based on trust and personalized service. They start by having a conversation with clients to identify and prioritize their financial goals, helping them create a personalized plan centered on their goals and focused on what they want to achieve. The team offers a breadth of potential solutions, premier customer service, and financial tools based on each client's unique circumstances.
Merrill Lynch Financial Advisor Thomas N Rickey
Merrill Lynch Financial Advisor Thomas N Rickey is located at 2 Belvedere Place, Mill Valley, California, United States. As a First Vice President, Wealth Management Advisor, and CERTIFIED FINANCIAL PLANNER™ certificant, Thomas Rickey brings over 15 years of experience in the financial services industry to his role. With a background in corporate financial management, including serving as a Chief Financial Officer, Tom is dedicated to providing individual investors and small businesses with personalized wealth management strategies. He holds certifications in financial planning and investment analysis, and leverages his expertise to simplify the lives of his clients by offering tailored solutions based on their financial goals and risk tolerance. At Merrill Lynch Wealth Management, the team led by Thomas Rickey is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation, risk tolerance, and priorities, the team at Merrill Lynch helps clients pursue their most meaningful objectives.
Russell Page - Financial Advisor, Ameriprise Financial Services, LLC
Russell Page, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2233 Olympic Boulevard in Walnut Creek, California, offers a wide range of financial services and expertise. With certifications such as AAMS™, APMA™, AWMA℠, and more, Russell Page is well-equipped to assist individuals with their asset management needs, investment strategies, estate planning, retirement planning, and insurance products. Additionally, Russell Page is trained in specialized areas such as domestic partnership planning, estate planning, fiduciary practices, and portfolio management. With a commitment to ethical practices and ongoing education, Russell Page is dedicated to helping clients make informed financial decisions.
Qiumei Sun - Financial Advisor, Ameriprise Financial Services, LLC
Qiumei Sun is a Financial Advisor at Ameriprise Financial Services, LLC located at 255 Shoreline Drive, Redwood City, California, United States. Qiumei Sun holds multiple certifications 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®. Qiumei Sun specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Qiumei Sun is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and professionalism.
Connie Can - Financial Advisor, Ameriprise Financial Services, LLC
Connie Can is a financial advisor at Ameriprise Financial Services, LLC, located at 1901 South Bascom Avenue, Campbell, California, United States. Connie holds various certifications, 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 demonstrate Connie's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Connie Can can provide comprehensive financial advice and planning tailored to your unique needs.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
My Truong - Financial Advisor, Ameriprise Financial Services, LLC
My Truong - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1700 South Winchester Boulevard in Campbell, California, United States. They offer a variety of certifications and designations to their advisors, 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 range of topics including asset management, retirement planning, estate planning, investment strategies, and more. The advisors at My Truong are dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients.
Merrill Lynch Financial Advisor Nihn Huang
Merrill Lynch Financial Advisor Nihn Huang is located at 1331 North California Boulevard, Walnut Creek, California, United States. As a part of Merrill Lynch Wealth Management, Nihn is dedicated to simplifying the complexity of his clients' financial lives through education, planning, and investments. With a background in finance and a passion for building enduring relationships, Nihn is committed to creating tailored investment strategies for individuals, families, and businesses. Nihn has received recognition from Forbes for his exceptional client service, and he holds the CERTIFIED FINANCIAL PLANNER™ CFP® certification. He believes in starting every client relationship with a conversation to identify and prioritize their goals, whether it's planning for retirement, buying a home, or funding a child's education.
Merrill Lynch Financial Advisor Louis Cano
Merrill Lynch Financial Advisor Louis Cano is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Louis Cano can help create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Louis Cano is dedicated to helping you pursue your financial goals. Louis Cano follows the Merrill tradition of community involvement, volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created and documented. By understanding your aspirations and priorities, Louis Cano can help you navigate changes in your life and financial goals.
Merrill Lynch Financial Advisor Lyle J Smith
Merrill Lynch Financial Advisor Lyle J Smith is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. Lyle J. Smith follows a disciplined wealth management strategy for Merrill Clients, focusing on understanding each client's individual needs and priorities. With over 30 years of experience at Merrill, Lyle is a qualified Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a strong educational background in economics and agricultural economics. Lyle believes in building strong relationships with clients by listening to their goals and priorities, and providing personalized financial advice. He offers the Merrill Personal Wealth Analysis™ to help clients create a customized plan centered on their objectives. By utilizing the Investment Personality Assessment, Lyle can tailor his financial approach to align with each client's investing preferences.
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC
Derek Seo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States. Derek Seo holds several certifications 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Derek Seo is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Edmund Pan - Financial Advisor, Ameriprise Financial Services, LLC
Edmund Pan - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2033 North Main Street, Walnut Creek, California, United States. The institution offers a range of certifications and designations such as 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 and demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. The institution aims to provide clients with comprehensive and specialized financial advice tailored to their individual needs.
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2033 North Main Street, Walnut Creek, 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 wide array of financial planning topics and are designed to ensure that advisors have the knowledge and expertise to help their clients make informed decisions. Additionally, Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC specializes in serving veterans, active duty, Reserve, National Guard, and small business owners.
Merrill Lynch Financial Advisor C Shawn Warthen
Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
Merrill Lynch Financial Advisor Paul J Lukas
Merrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.
Merrill Lynch Financial Advisor Michelle L Massey
Merrill Lynch Financial Advisor Michelle L Massey, located at 4900 Hopyard Road in Pleasanton, California, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Michelle and her team provide wealth management services to corporate executives and their families, specializing in corporate benefit programs. Michelle is dedicated to serving her community through volunteering and is committed to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Michelle can help clients create personalized financial plans centered on their goals. By understanding each client's unique situation and priorities, Michelle can provide tailored advice and guidance to help clients pursue their most important goals. Whether planning for retirement, buying a home, or funding a child's education, Michelle works with clients to address changes in their lives and the financial markets to help them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Michelle is committed to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. Michelle Massey is registered to do business in several states and holds certifications as an Accredited Asset Management Specialist™ and Certified Financial Planner™. Investing involves risk, but with the right advisor like Michelle Massey, clients can access personalized investment strategies and comprehensive financial solutions to live their best financial lives.
Merrill Lynch Financial Advisor Sukhvinder Thiara
Merrill Lynch Financial Advisor Sukhvinder Thiara is a finance institution located at 3255 West March Lane in Stockton, California, United States. Sukh Thiara, CFP®, is a Vice President-Wealth Management Advisor with a focus on developing strategies for high-net worth individuals and their families to help them achieve their financial goals. Sukh's approach is consultative, objective, and committed to excellence, with a personalized plan centered around the client's goals and priorities. He holds FINRA Series 7 and Series 66 registrations and is a graduate of UC Davis and California State Hayward. Sukhvinder Thiara works with a team of talented individuals at Merrill Lynch Wealth Management, offering personalized service and building strong client relationships based on trust. The institution provides a personalized financial approach to help clients manage, grow, and preserve their wealth, with access to investment insights and banking solutions from Merrill and Bank of America. Sukhvinder Thiara is registered to do business in several states and holds the CFP® certification. The institution helps clients navigate the complexities of their financial lives, offering investment strategies and comprehensive financial solutions. With a focus on understanding the client's needs and priorities, Sukhvinder Thiara and his team work to design an approach that reflects the unique financial situation of each individual. Investing involves risk, and the institution aims to help clients stay on track regardless of market fluctuations.
Radia Hunter - Financial Advisor, Ameriprise Financial Services, LLC
Radia Hunter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 659 Abrego Street in Monterey, California, offers a wide range of financial services and expertise. Radia holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ certification, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. These certifications showcase Radia's commitment to providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Radia Hunter is well-equipped to help you navigate the complex world of finance. Contact Radia today to schedule a consultation and take control of your financial future.
Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC
Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard, Bakersfield, California, United States. The institution offers a range of certifications 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of wealth management, estate planning, retirement planning, investment strategies, and more, ensuring that advisors at Hendra Tanuwijaya - Private Wealth Advisor are well-equipped to provide comprehensive financial advice to their clients.
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ryan 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.
Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS™
Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 1230 Rosecrans Avenue in Manhattan Beach, California, United States. With a team of experienced professionals led by Audrey A Stansbury, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), the institution offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones is dedicated to providing expert guidance and support every step of the way.
Lucianna Molinari - Financial Advisor, Ameriprise Financial Services, LLC
Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."
Merrill Lynch Financial Advisor Andrew Hur
Merrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.
Merrill Lynch Financial Advisor James S. Morner
Merrill Lynch Financial Advisor James S. Morner is located at 3010 Old Ranch Parkway in Seal Beach, California. James Morner is a Wealth Management Advisor with certifications including CFP, CRPC, and CPFA. He helps affluent families and business owners with their financial needs by creating customized strategies based on their goals and priorities. With 14 years of experience in the financial industry, James joined Merrill Lynch Wealth Management in 2007. His team is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, James can create personalized plans focused on achieving your goals. The institution offers investment insights, tips, and strategies to help you reach your financial goals. James believes in a consultative and objective approach to wealth management, focusing on the client's needs and priorities. With access to the resources of Merrill and Bank of America, James can help you manage, grow, and preserve your wealth while considering your long-term financial needs. Whether you are planning for retirement, education, or transferring wealth to future generations, James can help you create a financial approach that reflects your unique personality and goals. Contact Merrill Lynch Financial Advisor James S. Morner to start working towards your financial goals today.
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With years of experience in the financial services industry, Jay is dedicated to helping individuals, families, and businesses achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Plans Specialist, CRPS designation. Jay's personalized approach focuses on understanding your goals and priorities, and he works with you to create a financial plan that reflects your unique needs. By staying informed and regularly reviewing your financial approach, Jay helps you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or preparing to pass your wealth to future generations, Jay is committed to helping you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Jay can provide comprehensive financial solutions tailored to your needs. Contact Jay Hwang to start working towards your financial goals today.
Merrill Lynch Financial Advisor Amy Shin
Merrill Lynch Financial Advisor Amy Shin is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, District of Columbia, and US territories, the institution helps clients achieve their desired financial goals. The institution emphasizes the importance of understanding the risks involved in investing and offers a broad range of brokerage, investment advisory, and other financial services. Merrill Lynch does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making any financial decisions. The institution is affiliated with Bank of America Corporation and provides insurance, annuity products, trust, and fiduciary services. The institution also offers a variety of certifications and services to enhance the client's financial knowledge and experience. Additionally, Merrill Lynch strives to provide clients with information on products and services that may be of interest to them. Please note that Bank of America Merrill Lynch is the global banking and global markets business of Bank of America Corporation, and clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.
- Financial advisor certification in Agoura Hills
- Financial advisor certification in Arcata
- Financial advisor certification in Auburn
- Financial advisor certification in Bakersfield
- Financial advisor certification in Bellflower
- Financial advisor certification in Bishop
- Financial advisor certification in Brea
- Financial advisor certification in Calabasas
- Financial advisor certification in Camarillo
- Financial advisor certification in Campbell
- Financial advisor certification in Carlsbad
- Financial advisor certification in Cerritos
- Financial advisor certification in Chula Vista
- Financial advisor certification in Claremont
- Financial advisor certification in Concord
- Financial advisor certification in Cypress
- Financial advisor certification in Davis
- Financial advisor certification in El Cajon
- Financial advisor certification in El Segundo
- Financial advisor certification in Elk Grove
- Financial advisor certification in Escondido
- Financial advisor certification in Eureka
- Financial advisor certification in Fair Oaks
- Financial advisor certification in Fairfield
- Financial advisor certification in Fallbrook
- Financial advisor certification in Folsom
- Financial advisor certification in Fullerton
- Financial advisor certification in Glendale
- Financial advisor certification in Gold River
- Financial advisor certification in Granite Bay
- Financial advisor certification in Imperial Beach
- Financial advisor certification in Irvine
- Financial advisor certification in La Mesa
- Financial advisor certification in Laguna Niguel
- Financial advisor certification in Lake Elsinore
- Financial advisor certification in Lake Forest
- Financial advisor certification in Long Beach
- Financial advisor certification in Los Altos
- Financial advisor certification in Los Angeles
- Financial advisor certification in Manhattan Beach
- Financial advisor certification in McKinleyville
- Financial advisor certification in Menifee
- Financial advisor certification in Menlo Park
- Financial advisor certification in Mill Valley
- Financial advisor certification in Monterey
- Financial advisor certification in Murrieta
- Financial advisor certification in Napa
- Financial advisor certification in National City
- Financial advisor certification in Newport Beach
- Financial advisor certification in Norco
- Financial advisor certification in Novato
- Financial advisor certification in Oakland
- Financial advisor certification in Ontario
- Financial advisor certification in Orange
- Financial advisor certification in Orinda
- Financial advisor certification in Palo Alto
- Financial advisor certification in Pasadena
- Financial advisor certification in Petaluma
- Financial advisor certification in Pleasanton
- Financial advisor certification in Rancho Palos Verdes
- Financial advisor certification in Rancho Santa Fe
- Financial advisor certification in Red Bluff
- Financial advisor certification in Redwood City
- Financial advisor certification in Riverside
- Financial advisor certification in Roseville
- Financial advisor certification in Sacramento
- Financial advisor certification in San Diego
- Financial advisor certification in San Francisco
- Financial advisor certification in San Jose
- Financial advisor certification in San Luis Obispo
- Financial advisor certification in San Rafael
- Financial advisor certification in Santa Ana
- Financial advisor certification in Santa Barbara
- Financial advisor certification in Santa Clara
- Financial advisor certification in Santa Clarita
- Financial advisor certification in Santa Monica
- Financial advisor certification in Santa Rosa
- Financial advisor certification in Seal Beach
- Financial advisor certification in Simi Valley
- Financial advisor certification in Sonoma
- Financial advisor certification in Stockton
- Financial advisor certification in Tahoe City
- Financial advisor certification in Temecula
- Financial advisor certification in Thousand Oaks
- Financial advisor certification in Torrance
- Financial advisor certification in Tustin
- Financial advisor certification in Vallejo
- Financial advisor certification in Walnut Creek
- Financial advisor certification in Westlake Village
- Financial advisor certification in Windsor
- Financial advisor certification in Woodland
- Financial advisor certification in Yucaipa
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos