Top Professionals
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Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC
Ameriprise Advisors (the Ameriprise advisor network) connects consumers with licensed Ameriprise financial advisors who provide personalized financial planning, investment and wealth management, and retirement-planning services; the company emphasizes a tech-enabled, client-focused approach with sea...Read More
Chandler Capital Advisors
Chandler Asset Management is an independent, employee-owned investment management firm that specializes in tailored fixed income portfolios designed to help institutions navigate market volatility and economic fluctuations with confidence. The company emphasizes a risk-conscious approach, active por...Read More
Copley Financial Group, Inc.
Copley Financial Group, Inc. is a fiduciary, independent, fee-based financial advisory firm providing wealth management, retirement planning, and investment management with a mission to deliver innovative strategies that help clients achieve financial security in retirement. With over 30 years of ex...Read More
Daniel Shahmoradian, CFP - Financial Planner
Contact Email: email address not found Company Summary: Daniel Shahmoradian is a Northwestern Mutual wealth management advisor offering comprehensive financial planning that integrates insurance and investment solutions to help clients achieve long-term goals. We provide personalized plans covering...Read More
Darrin A. Santos, CFP®-FSI Wealth
Darrin A. Santos, CFP is a San Diego-based financial advisor providing comprehensive wealth management and financial planning tailored to each client’s goals. We deliver personalized strategies from planning through execution and follow-up, addressing retirement planning, investment management, tax ...Read More
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Edward Jones - Financial Advisor: Ashley Gonzalez, CFP®|CEPA®
Edward Jones is a financial services firm dedicated to helping individual investors achieve their financial goals through personalized advice and guidance. The company offers a range of investment products and services, connecting clients with financial advisors who provide tailored strategies to en...Read More
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Edward Jones - Financial Advisor: Cesar Padilla, CFP®
Edward Jones is a financial services firm dedicated to helping individual investors achieve their financial goals through personalized advice and guidance. The company offers a range of investment products and services, connecting clients with financial advisors who provide tailored strategies to en...Read More
Gold Path Investment Group, LLC
Gold Path Investment Group, LLC, founded in 2023 by Kunal Gupta, is a financial advisory firm focused on helping individuals and high net-worth clients develop and implement sound financial strategies. The company serves a diverse clientele including business owners, corporate professionals, immigra...Read More
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Homeowners Financial Group
Homeowners Financial Group USA, LLC is a mortgage lender that helps customers buy, refinance, and manage home loans by providing a full range of mortgage products—including conventional, government, jumbo, and refinance loans—along with online mortgage services, payment and loan servicing support, a...Read More
One Degree Advisors
One Degree Advisors is a San Diego-based, fee-only wealth management firm that helps clients maximize their return on life through personalized, fiduciary financial planning and evidence-based investing. We use our Compass System to understand each client’s “why,” craft a comprehensive plan, and pro...Read More