TOP 10 Financial planner reviews in California

Brian Turner - Prudential Financial is a reputable finance and insurance agency located at 2010 Crow Canyon Place in San Ramon, California, United States. With a strong focus on providing personalized financial solutions and insurance products to individuals and businesses, Brian Turner - Prudential Financial is committed to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers expert guidance and tailored recommendations to ensure clients are well-protected and financially prepared for any situation. Trust Brian Turner - Prudential Financial for all your financial and insurance needs.

Denis Samodarov: Primerica - Financial Services is a reputable finance and insurance agency located at 1200 Melody Lane in Roseville, California, United States. With a focus on providing comprehensive financial services to individuals and families, Denis Samodarov and his team offer expert guidance on investments, retirement planning, insurance solutions, and more. Clients can expect personalized attention and tailored financial strategies to help them achieve their long-term goals. Visit Denis Samodarov: Primerica - Financial Services today to secure your financial future.

Northgate Financial & Insurance Services, Inc. is a reputable insurance agency located at 3101 Sunset Boulevard in Rocklin, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we offer a wide range of products to meet your specific needs. Contact us today to discuss your insurance requirements and let us help you secure peace of mind for you and your loved ones.

Laura Beas: Primerica - Financial Services is a reputable finance and insurance agency located at 6736 Greenleaf Avenue in Whittier, California. With a team of experienced professionals, they provide a wide range of financial services to help individuals and families achieve their financial goals. Whether you're looking for investment advice, insurance options, or retirement planning, Laura Beas: Primerica - Financial Services is dedicated to providing personalized solutions to meet your needs. Visit them today to start securing your financial future.

Prudential | William Suvoy | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1 Pointe Drive in Brea, California, United States. With a focus on providing top-notch life insurance and financial services, the institution is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or need assistance with financial planning, the knowledgeable professionals at Prudential | William Suvoy are here to help. Trust in their expertise and experience to guide you towards achieving your financial goals.

Merrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.

Merrill Lynch Financial Advisor Amar D Singh is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. With over 25 years of experience in the financial industry, Amar works closely with individuals, families, and business owners to understand their financial goals and needs. He provides personalized service, combining Merrill's investment insights with Bank of America's banking convenience to create a holistic wealth and liability management strategy. Amar holds a MBA from the University of Colorado at Denver and is a CERTIFIED FINANCIAL PLANNER, CFP. In his free time, he enjoys golfing, swimming, and spending time outdoors with his family. As a Merrill Lynch Wealth Management Advisor, Amar focuses on helping clients achieve their financial goals by tailoring personalized investment strategies and providing comprehensive financial solutions. He believes in building long-lasting relationships with clients and regularly reviews and adjusts their financial approach to help them stay on track. By understanding each client's unique needs and priorities, Amar creates a customized plan to help them pursue their aspirations and manage investment risk. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions. Amar is registered to do business in multiple states and is committed to providing exceptional service to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.

Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Brandon Martinez-Larragoiti is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. They offer personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities to help you achieve what matters most to you. Their approach begins with a conversation to understand your aspirations and concerns, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, they tailor their financial strategies to your individual preferences and goals.

Merrill Lynch Financial Advisor Mason McKown is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Mason works with clients to create personalized financial plans to achieve their goals and instill confidence in their family's financial future. With a focus on professionalism and ethics, Mason builds trust and loyalty with his clients by understanding their unique needs and looking out for their best interests. As a Certified Financial Planner, Mason helps clients navigate changes in employment, family, or lifestyle to manage and grow their assets. By leveraging the resources of Merrill Lynch Wealth Management, clients can enjoy more time with their families and pursue their passions, while Mason guides them towards financial success. The institution offers personalized financial planning services centered on clients' goals and priorities, helping them achieve what matters most to them. With a focus on understanding clients' aspirations and providing tailored solutions, Mason helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Mason ensures clients stay on track to achieve their goals despite changes in their lives or the financial markets. As a Merrill Lynch Wealth Management Advisor, Mason is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Edward J Hogan is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Edward Hogan can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and banking solutions from Bank of America. He is dedicated to helping you achieve your goals through personalized wealth management strategies. Edward Hogan follows the Merrill tradition of community involvement, volunteering with local organizations. With Merrill Personal Wealth Analysis™, he can build a personalized plan focused on your goals. Your financial advisor at Merrill Lynch Wealth Management prioritizes what matters most to you, whether it's family, goals, or priorities that evolve over time.

Merrill Lynch Financial Advisor Andrew A Fotu, located at 3075A Hansen Way, Palo Alto, California, United States, is dedicated to helping you manage your wealth by creating flexible strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Andrew Fotu can assist you in pursuing your financial aspirations through personalized wealth management strategies. Andrew Fotu follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities he serves. By utilizing Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and focused on achieving what you desire. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, priorities, and goals, adapting your financial approach as your life evolves.

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 Kawa R Najim, located at 4900 Hopyard Road, Pleasanton, California, United States, offers personalized financial planning services. With over 30 years of experience in engineering and finance, Kawa Najim understands the importance of a holistic approach to financial advising. He believes in taking the time to truly understand his clients' goals, priorities, and unique situations before developing a sound financial strategy. As a CERTIFIED FINANCIAL PLANNER™ professional, Kawa Najim is dedicated to helping his clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, Kawa Najim works with his clients to develop personalized investment approaches tailored to their needs. By regularly reviewing and adjusting their financial plans, he helps his clients stay on track to achieve their goals. Whether you're looking to build wealth, protect your assets, or plan for the future, Merrill Lynch Financial Advisor Kawa R Najim is committed to helping you navigate the complexities of your financial life and pursue your goals.

Edward Jones - Financial Advisor: Milda Esquivel, AAMS™ is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. Specializing in providing personalized financial advice and services, Milda Esquivel, a certified Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is a reliable partner in navigating the complexities of financial planning and investing. Visit us today to learn more about how we can help secure your financial future.

Merrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.

Hogin Financial and Insurance Services, Inc. is a reputable finance institution located at 120 South Center Street in Turlock, California, United States. With a focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and secure their futures. Whether you need assistance with investments, retirement planning, or insurance coverage, our experts are here to guide you every step of the way. Contact us today to learn more about how we can help you achieve financial success and peace of mind.

Merrill Lynch Financial Advisor ALLEN SHEALS, located at 300 East Esplanade Drive, Oxnard, California, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, ALLEN SHEALS can create a flexible strategy tailored to each client's unique financial picture. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work towards achieving their financial aspirations. At Merrill Lynch Wealth Management, the financial advisor, ALLEN SHEALS, prioritizes understanding the client's family, goals, and priorities. Through personalized conversations, ALLEN SHEALS helps clients identify and prioritize their most important financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, ALLEN SHEALS can create a customized financial approach designed to help clients pursue what matters most to them.

Merrill 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.

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.

RYKAT Financial is a comprehensive financial institution located in Long Beach, California. Specializing in accounting, finance, health, and insurance services, RYKAT Financial offers a wide range of solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, RYKAT Financial is committed to providing top-notch financial guidance and support to help clients achieve their goals. Visit us at 5520 2nd Street to learn more about how we can assist you with your financial needs.

E H Financial Group is a leading institution located at 305 North San Marino Avenue in San Gabriel, California, United States. Specializing in accounting, finance, and legal services, our team of professionals are dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or legal advice, E H Financial Group is here to help you navigate the complexities of the financial world. Trust us to provide you with personalized solutions tailored to your specific needs and goals. Contact us today to learn more about how we can assist you in achieving financial success.

Liana Tomekyan Financial Services is a reputable finance institution located at 225 East Broadway in Glendale, California, United States. With a focus on providing expert financial advice and services, our team of professionals are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Liana Tomekyan Financial Services is committed to providing personalized solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

he Merrill Lynch Financial Advisor Cynthia W Wong is located at 145 South State College Boulevard in Brea, California. Cynthia Wong has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2023. With over 30 years of experience in financial services, Cynthia focuses on advising families, executives, professionals, and business owners to make informed decisions about their money and assets. Cynthia provides personalized financial strategies, portfolio development, retirement planning, and estate planning services. She holds various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63, & 65 FINRA registrations. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Alex J Baer, located at 800 East Colorado Boulevard in Pasadena, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Alex Baer can help you navigate the complexities of the financial markets and make informed decisions to achieve your objectives. As a dedicated Merrill Lynch Wealth Management Advisor, Alex Baer takes the time to understand your unique needs, priorities, and financial situation. By working together, you can create a customized investment approach that reflects your personality and life priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Alex Baer can help you reach your goals by providing thoughtful guidance and tailored financial solutions.

Merrill Lynch Financial Advisor Brandon J Baldwin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Brandon Baldwin joined Merrill Lynch Wealth Management in 2011 and is dedicated to helping clients achieve their financial goals. He holds an M.B.A. with a concentration in Finance from the University of La Verne and has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning CounselorSM designation. Brandon and his team believe in providing bespoke service tailored to each client's unique needs and objectives. They follow the Merrill Lynch Wealth Management Process to help clients establish clear objectives, define strategies, implement recommendations, and review progress. Brandon and his team focus on holistic financial planning and aim to become a trusted resource for each client. They prioritize understanding clients' goals and priorities, and work to develop personalized plans to help them achieve financial security. Brandon and his team are committed to building long-term relationships with clients and helping them navigate changes in their lives and in the financial markets. They provide personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Brandon Baldwin is registered to do business in multiple states and holds the necessary certifications to provide expert financial advice. Contact Merrill Lynch Financial Advisor Brandon J Baldwin for a personalized approach to achieving your financial goals.

Zuk Financial Group, located at 24422 Del Prado Avenue in Dana Point, California, is a finance institution dedicated to helping individuals achieve their retirement goals. Led by Pamela Zedick, a Certified Financial Planner with over 35 years of experience, Zuk Financial offers a range of financial services tailored to each client's unique needs. Whether you are a professional woman, educator, or nearing retirement, Zuk Financial can help you create a comprehensive financial plan that includes investment, retirement, and tax planning strategies. By working closely with clients to identify their goals and aspirations, Zuk Financial provides personalized recommendations to help build a strong financial foundation for the future.

Merrill Lynch Financial Advisor Kevin Mayer, located at 3 Better World Cir in Temecula, California, is a finance institution dedicated to providing exemplary client service. Kevin has received recognition for his expertise in wealth management, particularly for his work with physicians, business owners, and members of the LGBTQ community. As a CERTIFIED FINANCIAL PLANNER professional, Kevin offers personalized financial strategies that encompass risk-managed investing, retirement planning, tax minimization, and estate planning. He also provides access to Bank of America for lending solutions and works closely with clients' CPAs and attorneys to align tax and estate planning strategies. Kevin's goal is to help clients achieve their financial goals efficiently and tax-efficiently, focusing on long-term results and minimizing risk and emotion. Through a personalized approach centered on individual goals and priorities, Kevin aims to help clients pursue their aspirations and make informed investment decisions. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop tailored financial plans designed to address their specific needs. By regularly reviewing and adjusting financial approaches as life and market conditions change, Kevin helps clients stay on track to achieve their most important goals.

Andrew Marshall Financial, LLC is a finance institution located at 5857 Owens Avenue, Carlsbad, California, United States. Specializing in fiduciary financial planning and investment advice, AMF caters to individuals comfortable managing their own investment accounts. Services include retirement preparation, tax-efficient withdrawal strategies, and investment portfolio reviews. Whether in-person, virtual, via email, or phone calls, AMF offers flexible services to meet clients' needs. As a fiduciary financial advisor, AMF always prioritizes clients' interests, operating as a fee-only financial planner with transparent, disclosed fees. By avoiding product sales and commissions, conflicts of interest are eliminated, allowing for objective financial consulting. AMF offers hourly financial planning services at a rate of $300/hour, providing personalized recommendations to improve clients' financial situations. Accredited by the Better Business Bureau, Andrew Marshall Financial, LLC is a Registered Investment Advisor in California, offering services in various jurisdictions.