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
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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
Platt Wealth Management
Platt Wealth Management is a San Diego-based, fee-only fiduciary financial advisory firm that provides comprehensive wealth management, combining personalized financial planning with disciplined investment management. We help clients clarify priorities and goals, design risk-aware portfolios aligned...Read More