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TOP 30 Financial services for seniors in California
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Merrill Lynch Private Wealth Advisor Joshua Fiedler
Merrill Lynch Private Wealth Advisor Joshua Fiedler is a finance institution located at 555 California Street in San Francisco, California, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With a team of multigenerational family members, they understand the complexities of managing significant wealth for individuals and families across generations. The private wealth advisors at Merrill Private Wealth Management are trained to meet specialized needs with personalized service based on trust. John Shuhda, a co-founder and leader of The Shuhda Group within Merrill Private Wealth Management, works with ultra-affluent individuals, families, and institutions to develop integrated strategies for long-term goals. With experience in equity, fixed income, and foreign exchange markets, John focuses on portfolio strategy and has been recognized as one of the Top 100 Financial Advisors in America by Barron's. Raquel Austin, Senior Private Wealth Associate, provides practice management support and business analytics for the team.
Merrill Lynch Private Wealth Advisor John Shuhda
The Merrill Lynch Private Wealth Advisor John Shuhda, located at 555 California Street in San Francisco, California, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. With a focus on personalized attention and boutique-like service, the team at Merrill Private Wealth Management understands the complexities of managing wealth that spans generations. John Shuhda, a co-founder and leader of The Shuhda Group, brings extensive experience in investment management to his work with ultra-affluent individuals, families, and institutions. Recognized as one of the Top 100 Financial Advisors in America by Barron's, John and his team are dedicated to developing integrated strategies to advance long-term financial goals.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
Bank of America Private Client Advisor Tiffany Lynne Barbara
Bank of America Private Client Advisor Tiffany Lynne Barbara is a Senior Vice President and Private Client Advisor located at 2301 Rosecrans Avenue in El Segundo, California. With over three decades of experience in financial services, Tiffany is dedicated to serving the sophisticated wealth management needs of high-net-worth families, businesses, and family offices. Backed by a team of specialists and resources at Bank of America, Tiffany provides strategic guidance to help clients grow their businesses, manage risk, and plan for the future. She has a strong background in finance, holding an M.B.A from UCLA and the Certified Trust and Fiduciary Advisor designation. Tiffany is actively involved in various civic and charitable organizations in Southern California and is committed to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank takes the time to listen and learn about each client's unique needs and goals before creating customized wealth management strategies. With a focus on innovation and a personalized approach, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth and achieve their financial objectives. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
Bank of America Private Client Advisor John J Hahn
Bank of America Private Client Advisor John J Hahn is located at 333 South Hope Street in Los Angeles, California. John Hahn, a Senior Vice President, is dedicated to building and enhancing relationships with high-net-worth individuals, families, and business owners. He takes a personalized approach to understand their goals and aspirations before formulating specific wealth management strategies. With a team of specialists, he offers integrated services in investment management, trust and estate planning, banking, lending, and philanthropy. John's experience as an entrepreneur allows him to assist business owners in navigating important decisions for their enterprises. He joined Bank of America in 2000 and has held various roles within the institution. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to meet financial objectives. They prioritize the goals of individuals, families, businesses, and institutions, offering disciplined financial strategies and a focus on innovation. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck. Bank of America does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.
Bank of America Private Client Advisor Dennard David Jackson
Bank of America Private Client Advisor Dennard David Jackson is located at 333 South Hope Street in Los Angeles, California. As a Senior Vice President, Dennard brings a wealth of experience in personal banking, wealth management, and business banking to assist clients with a wide range of wealth management opportunities. Working closely with successful business owners and their families, Dennard helps simplify their financial lives and structure their financial legacies. He leads a team of specialists to provide clients with strategies including investment advice, asset management, business succession planning, lending solutions, and more. Dennard takes a thoughtful, forward-thinking approach to design wealth management strategies tailored to each client's priorities. With a background in finance from California State University, Northridge, Dennard has held various roles within the financial services industry before joining Bank of America Private Bank. The institution has a long history of helping clients manage significant wealth and achieve their financial objectives. They prioritize creating personalized strategies that aim to meet each client's needs, goals, and best interests now and in the future. Bank of America Private Bank values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank's website may redirect you to FINRA'S BrokerCheck for additional information.
Bank of America Private Client Advisor Jing Jin
Bank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
Bank of America Private Client Advisor Zahira (Zyda) Martinez
Bank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
Dan The Reverse Mortgage Man
Dan The Reverse Mortgage Man is a finance institution located at 13217 South Street, Cerritos, California, United States. Specializing in reverse mortgages for seniors aged 55 and older, the institution helps individuals tap into the equity in their homes to create a steady stream of income. With a team of Certified Reverse Mortgage Planners, Dan The Reverse Mortgage Man offers expert guidance and support throughout the loan process. The institution's strict proprietary certification program ensures that every loan officer is well-equipped to provide the best service to clients. As a licensed mortgage broker, Dan The Reverse Mortgage Man is dedicated to helping seniors maintain their standard of living and secure their financial future. Contact them today to learn more about their services.
Legacy Retirement Planning
Legacy Retirement Planning is a leading finance institution located at 535 Magnolia Avenue in Long Beach, California. Our dedicated team of financial experts is committed to helping individuals plan for their retirement by providing personalized and comprehensive financial strategies. Whether you are looking to build wealth, protect your assets, or ensure a comfortable retirement, Legacy Retirement Planning is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Bank of America Private Client Advisor Nazanin Saidi
Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
Bank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata
Bank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata is a Senior Vice President at Bank of America Private Bank in Los Angeles, California. Jon provides tailored financial advice to high- and ultra-net-worth families, entrepreneurs, and non-profit institutions, covering wealth planning, investment management, trust and estate planning, philanthropic strategies, and credit and lending solutions. With a team of specialists, Jon crafts thoughtful financial strategies to meet each client's unique needs and priorities. He helps business owners navigate complex situations, offers philanthropic services, and assists families in creating long-lasting legacies. Jon's expertise and guidance help families make informed decisions about their future and achieve their financial goals. As a mentor and leader within the bank, Jon continuously strives to improve client relationships and provide innovative solutions. With a background in finance and a commitment to community development, Jon is dedicated to making a positive impact both professionally and personally. Visit Bank of America Private Bank in Los Angeles for comprehensive wealth management services and personalized financial strategies to help you achieve your goals.
Lonnie Colson
Lonnie Colson is a finance institution located at 0960 Wilshire Boulevard in Los Angeles, California, United States. Lonnie has over 32 years of experience in the financial services industry, specializing in annuities, life insurance, disability, and long-term care. He is licensed to sell insurance products in multiple states and holds various professional designations. Lonnie is a retired senior manager from the U.S. Airforce and is proud to be a member of the Million Dollar Round Table. He is a registered representative of MML Investors Services, LLC, offering securities to clients. For more information, visit Lonnie Colson at his office on Wilshire Boulevard or contact (213) 632-2200.
Bank of America Private Client Advisor Ryan C. Olson
Bank of America Private Client Advisor Ryan C. Olson is located at 555 California Street, San Francisco, California, United States. Ryan is a Senior Vice President who specializes in helping high net worth and ultra-high net worth families, executives, entrepreneurs, and individuals manage their financial lives. With nearly 20 years of experience, Ryan works closely with multiple generations of families to develop integrated wealth strategies tailored to their specific needs and goals. He leads a team of specialists who provide a range of financial services, including investment management, credit and banking, trust and estate planning, and wealth transfer. Ryan is passionate about philanthropy and advises clients on impactful giving strategies. He is dedicated to financial education, empowerment, and next-generation stewardship, and volunteers with non-profits focused on promoting financial awareness. Ryan holds a B.A. from Doane University and an M.B.A. from Saint Mary’s College of California. He resides in Moraga with his wife and children and enjoys traveling, golfing, and reading in his spare time.
Merrill Lynch Private Wealth Advisor John B Myers
Merrill Lynch Private Wealth Advisor John B Myers is located at 555 California Street in San Francisco, California, United States. This finance institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The team at Merrill Lynch is committed to providing exceptional service and support to clients with complex wealth management needs. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service and trust-based relationships. Clients have access to services typically reserved for large institutions, with a focus on goals-based wealth management strategies tailored to individual needs.
Alpesh Patel
Alpesh Patel is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. Our team is dedicated to meeting the unique and evolving needs of each client, providing tailored solutions and a high level of service. From empowering decision making to seamless financial management, we offer a comprehensive suite of services for individuals and institutions. Our bespoke investment strategies, curated experiences, and holistic financial planning approach are designed to help you achieve your goals for generations to come. With a focus on stability, growth, and legacy, Alpesh Patel is committed to helping you navigate every step of your wealth journey. Our team includes experienced professionals such as a Senior Client Associate, Associate Vice President, Chief Investment Officer, and Head of Insu. & Annuities, ensuring that you receive expert guidance and support every step of the way. Trust Alpesh Patel to be your partner in financial success and security.
Rockefeller Capital Management
Rockefeller Capital Management, located at 23 Corporate Plaza in Newport Beach, California, is a renowned finance institution with a rich history dating back over seven generations of serving the Rockefeller family. Offering individualized service for families, individuals, institutional investors, and corporations, we strive to provide innovative financial solutions tailored to each client's unique needs and objectives. With a commitment to integrity and a focus on generating insights and outcomes that set us apart in the investment community, Rockefeller Capital Management seeks to pioneer the future of financial services. Our team of experienced senior investment bankers provides independent, strategic business advice to private and public companies, delivering a level of service that goes beyond traditional offerings.
H&R Block
H&R Block is a trusted accounting and finance institution located at 10710 Trinity Parkway in Stockton, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to see how we can help you achieve your financial goals.
Alan Mehdiani, CPA, Tax Accountant
Alan Mehdiani, CPA, Tax Accountant is a premier tax and accounting firm located in Beverly Hills, California. Our team of dedicated CPAs, EAs, and tax professionals offer a full range of services to clients in all 50 states. Whether you need help with tax planning, income tax return preparation, or resolving income tax problems with the IRS, we are here to assist you. Our services also include business formation, financial planning, investments, and real estate transactions. With a focus on helping small businesses grow and succeed, our lead Senior Accountant, Herber Palacios, manages every aspect of our clients' needs. Contact us today for a free tax evaluation and let us become a part of your financial team.
Marcia L. Campbell, CPA
Marcia L. Campbell, CPA is a trusted institution located at 1313 Chicago Avenue, Riverside, California, United States. Specializing in accounting and finance, the institution is dedicated to supporting seniors' financial success and continued independence. With a focus on caring for personal and financial well-being, Marcia L. Campbell, CPA is known for her genuine interest, well-established expertise, and respectful partnership with clients. Testimonials praise her knowledge, care for clients, and expertise in probate and trust matters. The institution offers services such as helping seniors make the best choices for their lives, providing accounting and reporting to Trustors and beneficiaries, and managing business and financial dealings as a fiduciary. Marcia L. Campbell, CPA is a reliable resource for seniors and their families, ensuring that their financial needs are met with professionalism and care.
Frank Akef & Co.
Frank Akef & Co. is a renowned accounting and finance institution located at 8350 Wilshire Boulevard in Beverly Hills, California, United States. We are currently looking to expand our team and are seeking qualified individuals for a Junior/Senior Accountant/Bookkeeper position. Our services include annual financial statements, quarterly/monthly reconciliations and reports, bookkeeping, insurance, pension plans, taxes, payroll, individual and business tax returns, family trusts, partnerships, and more. With over 40 years of experience, our philosophy revolves around treating every client as a unique individual with specific needs and desires. We are known as the "Family Wealth Preservation Company" because we go above and beyond to provide tailored services to meet your requirements. Our team consists of experts in tax, accounting, technology, and customer service, ensuring that we offer a comprehensive approach to fulfilling the financial needs of our clients. We are committed to professionalism, courtesy, and excellence, and our clients value us as much as we value them. Contact Frank Akef & Co. today to learn more about our services and how we can help you achieve your financial goals.
SmartCPA - Chino Hills
SmartCPA - Chino Hills is a reputable accounting and finance institution located at 5843 Pine Avenue in Chino Hills, California, United States. We understand the challenges small business owners face, especially during these difficult times, and we are here to provide you with the support and expertise you need to thrive. Our team of experienced professionals, including Attorneys, Certified Public Accountants, and Senior Accountants, are dedicated to offering personalized services tailored to your business needs. When you become a client of SmartCPA, you become part of our team. We prioritize building strong relationships with our clients and providing them with high-quality accounting, tax, and business consulting services. With over 50 years of collective experience among our senior employees, we have established a solid reputation in the industry and have helped numerous small and midsize businesses achieve their financial goals.
ACT Business Group, Inc
ACT Business Group, Inc, located at 301 North Vine Street in Fallbrook, California, is a trusted institution specializing in accounting and finance. With a wealth of experience working with Corporations, Trusts, Nonprofits, and Family & Individual Tax planning, the professionals at A.C.T. are dedicated to providing top-notch services to their clients. Blayne Chenowith, CPA, leads the team with her expertise and warm personality, earning her the nickname "accountant with a personality". In addition to her financial acumen, Blayne also operates a Senior Dog Rescue, welcoming furry friends to the office. When you choose A.C.T., you can rest assured that you are working with highly qualified consultants who have the credentials, experience, and enthusiastic customer referrals to back up their expertise. A.C.T. Bookkeeping Services will diligently keep track of all your finances, manage bills and invoices, and ensure your earnings and expenses are balanced. A.C.T. Payroll Services takes care of processing payroll, calculating and filing payroll taxes, and generating payroll tax statements.
Executive Resources
Executive Resources Financial Services, Inc. is a reliable accounting and finance institution located at 251 Auburn Ravine Road in Auburn, California, United States. Specializing in tax return preparation, bookkeeping, payroll services, and business management, we aim to save businesses time and money by providing accurate financial information for sound decision-making. Our experienced team offers a full range of bookkeeping services, including business setup, data entry, reconciliation of accounts, and financial reports for all types of business structures. We also provide tax planning and preparation services for corporations, partnerships, individuals, and various types of income.
HICAP of Inyo and Mono Counties
HICAP of Inyo and Mono Counties, located at 119 Mac Iver Street in Bishop, California, is a health and insurance agency dedicated to helping seniors remain healthy, connected, and protected. They offer a wide range of services including information on healthcare, caregiving, finance/legal, housing, and more. The institution provides companionship and social support to isolated, frail older and disabled adults, advocates for their rights, and assists in managing emotional health and overall well-being. They also offer programs such as PEARLS, a late-life depression care management program, educational seminars on avoiding financial predators, and community support events like providing holiday gifts to residents in long-term care facilities. Additionally, they provide information on Medicare Advantage Plan options, have appointed a new Chief Operating Officer, and offer services through Concierge Care Navigators to improve health and quality of life. The institution is committed to advancing equity, supporting safety, economic security, and well-being for all individuals. To get in touch with HICAP, call (909) 256-8369 or (800) 434-0222, and for RS LTCOP, call (909) 581-6649 or (833) 772-6624.
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