Find an Advisor in Los Angeles

Los Angeles Advisors

Bernard Dillard II
Los Angeles, CA
82%
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Firm
Morgan Stanley
Biography

Bernard Dillard II is a Financial Advisor at Morgan Stanley in Los Angeles, CA. As a Financial Advisor, he focuses on Investment and Retirement Planning for families and Individuals. He enjoys nothing more than to utilize all the resources and services Morgan Stanley has to offer to give every client top of the line advice and service. He believes that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. He follows a disciplined process that enables him to work with his clients to craft a solution that helps to meet their individual financial needs. Through Morgan Stanley, Bernard's clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families.

Bernard first started in the Wealth Management Business as an intern for Morgan Stanley for 3 consecutive summers. After graduating from the University of Arizona with a B.S. in Business with a major in Finance, Bernard worked for a mutual fund company in their high net worth division. While working for the mutual fund company, Bernard specialized in retirement and estate planning.

A Los Angeles Native, Bernard enjoys weight lifting, volunteering in the community, trying new restaurants and watching sports. His favorite teams are USC football, University of Arizona basketball, The Lakers and the San Diego Chargers.

82%
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Freeman Welch 1
Long Beach, CA
82%
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Firm
Wells Fargo Advisors, LLC
Biography

As a Financial Advisor with Wells Fargo Advisors, Freeman Welch can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources, including research analysts and economic and market experts, Freeman can help you make informed investment decisions based on your specific needs.

 After over 34 years as a Financial Advisor and almost 27 years as a Certified Financial Planner professional, Freeman is proud to serve over 400 households and manage over $190,000,000 of client assets. His clients are the best part about his practice and he counts them as friends first. Freeman is lucky to have dozens of multi-generational relationships with his clients and their parents, grandparents, children, grandchildren and other relatives.

82%
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Susan Honig
CFP®, EA, CTC™
Burbank, CA
81%
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Firm
Veritana Financial Planning, Inc.
Fee Structure
Fee-Only
Biography

Susan Honig is a Comprehensive Fee-Only Financial Planner at Veritana Financial Planning, Inc. in Burbank, CA. After three decades of employment in a variety of financial capacities including budget analyst, employee benefits, personal financial analyst as well as life, health and property and casualty insurance, Susan Honig feels uniquely qualified to bring these skills to Veritana Financial Planning, Inc..

At Veritana, Susan offers comprehensive, fee-only financial advice. Together Susan evaluates all aspects of her clients' finances and designs a strategy where each part works in harmony with the others. Utilizing this holistic approach, Susan pays a lot of attention to areas often overlooked or ignored by other "financial planners".

As a Certified Financial Planner™, Registered Investment Advisor and Certified Tax Coach™ Susan works hard to make sure her clients pay only what they are legally required to pay in taxes and free up money for other financial goals.

Susan believes that in a well constructed portfolio, each investment fulfills a specific function and is appropriate for every unique situation. With objective, unbiased investment recommendation that are based on her clients' personal needs, Susan can help clients make the best investment decisions.

81%
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Wanda Delgado
Santa Ana, CA
81%
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Firm
Insight Financial Advisors
Biography

Wanda Delgado, CFP® has been practicing financial planning in Orange County, California since 1980. She earned the certification of Certified Financial Planner(TM) professional in 1982. She is founder and owner of Insight Financial Advisors, previously known as Hershberger Financial Services, a Registered Investment Advisor with the State of California. She maintains a life insurance license in California. Wanda is a Registered Representative and Registered Principal with Cambridge Investment Research, Inc., a Registered Broker-Dealer, Member FINRA/SIPC.

A native of Redlands, California, Wanda graduated from California State University, San Bernardino with a Bachelor's degree in both Business Administration and French. She attended the University of Aix-en-Provence, France through the California Universities' International Program. She lives in the city of Laguna Beach, in southern California with her husband Al Delgado.

Wanda has served on the Board of the Orange County Society of the Institute of Certified Financial Planners, and is a member of the parent national organization, recently renamed the “Financial Planning Association”. She is the recent past-president of the civic service group Soroptimist International of Brea – La Habra, California. She currently serves as board member at large for Friends of the Children’s Museum at La Habra and Help For Brain Injured Children (HBIC) of La Habra, California. A past cohost of the PBS series The Financial Advisors, Wanda has published articles and participated in various radio and television programs focusing on public education in financial planning issues.

81%
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Steve Kiernan
Brea, CA
80%
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Firm
Anchor Financial Group
Biography

Steve Kiernan helps clients with connecting the "dots" between their money and their life.  Maybe you want to know when you can retire, or how much you can spend on your child's college education.  Or you want to know what impact a career change or a move will have on your future.  These are just some of the many problems  Steve has helped people solve.  Seeing the results, and seeing their relief, is why he enjoys what he does.     

Steve has over 30 years of financial advisory experience. He is a Certified Financial Planner® practitioner, and has a life and health insurance license with the State of California. Steve is a member of the Financial Planning Association (FPA), and has served on the Orange County FPA board of directors.  Steve manages the financial planning and insurance divisions of AFG.

80%
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Madeline Valente
CFP®
Pleastanton, CA
79%
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Firm
BlueSky Wealth Advisors
Fee Structure
Fee-Only, Fixed
Biography

Madeline Valente, Wealth Advisor with BlueSky, is a firm believer in fee-only advising and its ability to deliver objective and prudent advice specific to each client’s unique situation. She is especially passionate about the need for a holistic approach to financial planning as well as elevating women to equal standing in this process.

Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families all over the world. This success is fueled by the commitment they have to helping clients improve their lives through the application of financial planning and investment strategies while addressing the unique circumstances and goals of each individual and family.

Madeline holds a BA degree from U.C. Davis. Prior to joining BlueSky Wealth Advisors in 2003, she worked for the Department of the Treasury and PeopleSoft. Madeline is proud to be associated with NAPFA, the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. In her free time, she is active at her children’s school and enjoys reading, cooking, photography, and yoga.

79%
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Ivan M. Illán
Los Angeles, CA
79%
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Firm
Aligne Wealth Preservation, LLC
Biography

Since buying his first stock at age 11, Ivan Illán has pursued his enthusiasm and vision for innovative strategies for investing. An early interest in economics was inspired by his grandfather, Jose M. Illán, the former Undersecretary of the Treasury of the Castro Revolutionary Government.  Ivan started professionally in asset management and investment banking with Nuveen Investments in Chicago. Working directly with clients like Merrill Lynch, UBS, and Morgan Stanley, he pioneered relationship reporting systems. Nuveen moved Ivan to Southern California, where his capital raising efforts were highlighted by a record-breaking Closed-End Fund NYSE IPO. Ivan left Nuveen to found (Ming)Consulting Inc., an investment distribution consultancy, working with clients firms: Sentry Select Capital Corp. (Toronto-Vancouver), StockJungle.com Investment Advisers (Los Angeles), and NCE Resources Group (Calgary).

In 2005, he decided to use his asset management expertise to benefit closely-held businesses and their families; establishing a retail financial advisory practice and forming, Aligne Wealth Preservation, LLC. Today, Aligne Wealth Preservation, LLC. is the largest asset and liability advisory firm, as measured by assets under management, with The MassMutual Trust Company, FSB. He was also the founding recipient of both the Crystal Club Award and Trust Excellence Award from The MassMutual Trust Company, FSB. Ivan contributes regularly to publications, including The Wall Street Journal, Forbes and The Financial Times, as well as, a web-series on The Wealth Channel with The American College. He is a frequent guest speaker on financial advisory professional standards, and is an Elite Contributor at Equities.com, writing on capital markets and economics. Ivan is an Official Member of the Forbes Finance Council, and listed in The Financial Times' 2016 Top Financial Advisers - FT 401 Ranking. His book "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making" (iUniverse ©2015) has been critically acclaimed and featured in The Washington Post.

Ivan has a B.S., Finance and a B.A., Philosophy from Boston College in Chestnut Hill, MA. He is a Certified Fund Specialist (CFS), and is a 2017 Level II Candidate in the CFA Program. He is a member of the CFA Institute, the CFA Society of Los Angeles, and the New York Society of Security Analysts. Ivan is a Partner at the Museum of Contemporary Art (MOCA), Los Angeles, and Board Chair Emeritus at Step Up On Second, Inc., providing permanent supportive housing to U.S. veterans and others suffering from mental illness.

79%
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Jeff Martinez
Los Angeles, CA
79%
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Firm
Treveri Capital LLC
Biography

With almost 20 years in the financial industry, Jeff Martinez's roots are from the Los Angeles Pacific Stock Exchange (PCX) as an electronic floor broker executing billions of shares a day.  An unknown fact, he did so many executions the LA PCX one day shut down early because he brought in too much order flow.  Jeff's specialties include micro-market structure, equities, options, private equity, executive liquidity, crypto ledgers,  asset management, hedging, fintech, and portfolio risk optimization. 

Jeff got his start in finance at a broker dealer called Order Execution Services (OES) a division of Herzog, Heine, Geduld on the Los Angeles Pacific Stock Exchange. OES specialized in US equity executions for BD’s, dark pools, and various types of professional traders. Herzog, Heine, Geduld was one of the largest market makers in the world for over the counter stocks. He led the development of a division catering to off exchange listed executions and later going global. OES then did several BD buyouts and then got acquired by Merrill Lynch. Moving from the institutional market place to the retail side, Jeff worked at AXA Advisors and TD Ameritrade as an investment advisor.  Having a background from the exchanges, building out customized portfolios, and managing risk was a natural fit for Jeff. Jeff continues to use his market structure knowledge to help clients optimize their portfolios.

Being a Los Angeles native, he has a degree from California State University Long Beach in Business Administration with a concentration in Finance.  He holds a Series 7, 63, 66, and life license.

Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.

79%
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Urban Adams
Newport Beach, CA
78%
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Firm
Dynamic Wealth Advisors
Fee Structure
Fee-Only
Biography

Urban Adams is an Investment Advisor Representative of Dynamic Wealth Advisors. Urban earned a Bachelor of Science degree in Business Administration, and has held numerous securities licenses during his career. Urban possesses over 15 years’ experience in the financial services industry.Urban began his career with a prominent mutual fund company, and worked with individual investors. Later, Urban joined a major discount brokerage firm, where he worked nearly 10 years.Prior to joining Dynamic Wealth Advisors, Urban worked as Director of Operations, and Investment Advisor Representative for a large advisory firm in Orange County, California.

As an independent, fee-only advisor with Dynamic Wealth Advisors, Urban works with a wide range of clients from small business owners to employees of large corporations, from clients who are still accumulating their wealth to those nearing (or in) retirement. Urban focuses on his clients’ long term goals for retirement, college savings, legacy, and more, and works with clients to design a plan to reach their goals.In addition to individual wealth management, and financial planning, Urban also serves as advisor to retirement plans for businesses.

When Urban is not working with his advisory clients, he is involved in his local community. Previously, Urban has volunteered with Boys and Girls Clubs delivering financial literacy classes to teens. Urban also volunteered with Big Brothers Big Sisters of Central Arizona. Since relocating to Orange County, Urban has served as a volunteer coach, and Board Member of Irvine Girls Softball Association, and President of Woodbridge High School Boosters. Most recently, Urban joined the softball coaching staff for Woodbridge High School as  Junior Varsity coach.

78%
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Jason Kirsch
CFP®
Santa Monica, CA
77%
Helpful
Firm
Grow, LLC
Fee Structure
1.25%
Biography

Jason Kirsch is a CERTIFIED FINANCIAL PLANNER™ and founder of Grow on a mission to empower his generation to take control of their future.  

Jason has been featured in top financial publications such as Investor’s Business Daily, CBS News, Investopedia and Financial Advisor Magazine, and recently published an investment book called The Millennial Advantage: How Millennials Can (And Must) Be the Next Great Generation of Investors. 

Jason launched Grow to educate his generation on today's economic realities and provide them with actionable solutions to improve their life. Jason and his team believe their client's life and finances are intertwined, so they take a more holistic approach, helping them work on all of the their investments, even the one in themselves.

After a number of years in the financial services industry, Jason began to realize that his younger clients required a different type of financial advice. Not just a tweak of the service he was providing for older clients, but something new altogether. The Financial Crisis of 2008 was a game changer. Millennials especially will feel its ripple effects for years. And the financial markets themselves have changed.

Jason saw that Millennials faced a unique set of challenges. But he also saw that they brought a unique skill-set to those challenges: they are smart with money, distrust financial institutions, and think like entrepreneurs. In other words, he saw that in crisis there is opportunity. To make up for bad economic timing, Millennials were going to have to be great, savvy investors—and they were more than up to the task.

Grow, then, is a holistic service designed to give it's clients the tools to create value and wealth—and not just the kind of value and wealth that shows up in a bank account. Your twenties and thirties are a time to build financial capital and human capital. At Grow, Jason and his team believe those two processes should go hand-in-hand. They'll help you design a powerful, diversified financial portfolio, as well as a powerful, diversified life portfolio. Jason and his team like to think of themselves as the missing link between financial security and fulfillment.

77%
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Dave Hutchison
CFA
Newport Beach, CA
76%
Helpful
Firm
Triad Investment Management, LLC
Fee Structure
Fees only based on assets under management
Biography

Serving as a Partner and Portfolio Manager at Triad Investment Management, LLC, Dave Hutchison has experience helping high net worth families, entrepreneurs, and institutional investors develop sound investment plans for their future. Triad focuses on delivering professional investment management services to a select group of clients.

Prior to joining Triad, Dave served as Investment Strategist for Chamberlain Group, directing investment manager research. Dave led the firm's quarterly Investment Committee review of asset class valuation and investment manager review. Prior to that, Dave founded and managed Hutchison Capital, a registered investment adviser and a value-driven boutique investment management firm. There, he served as the portfolio manager for all of the firm's accounts, and also presented the firm's investment philosophy and process to clients and prospects.

Dave greatly enjoys collaborating with individuals and families to create investment plans that fit their particular situations, desires, and needs. Dave holds a Bachelor’s degree in Political Science from Macalester College and a Master of Business Administration from the University of Southern California’s Marshall School of Business. Dave is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

76%
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Scott Anderson
Newport Beach, CA
76%
Helpful
Firm
Scott Anderson Financial
Biography

Scott Anderson has spent over 35 years in corporate accounting and finance after earning his MBA from Stanford University in 1975. Scott has worked in his own businesses, in venture capital start ups, and in corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies.

Starting in 1999 following an unplanned business transition, Scott earned his CPA, CFP® and EA certifications and began an active practice in tax, financial and investment planning for individuals and small business owners.

For over 30 years, Scott has been teaching the beginning accounting courses in undergraduate and graduate programs at several local colleges and universities in Southern California. Currently he serves as Adjunct Professor in Accounting at Chapman University. Scott taught accounting in the Pepperdine University MBA and undergraduate business programs prior to that. .

Scott is an active member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care.

Scott earned an undergraduate degree in Chemical Engineering from the University of Pennsylvania on a Naval ROTC scholarship and a Masters in Chemical Oceanography from the Scripps Institution of Oceanography at the University of California, San Diego prior to going on active duty. Scott served in Vietnam where he received several decorations and was an Navy admiral’s aide in Washington, D.C. during the summer of Watergate before leaving the Navy to pursue his MBA studies.

Scott and his wife live in Newport Beach, California. They have three married daughters.

76%
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Tony Chan
Orange, CA
74%
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Firm
Crossroads Planning
Biography

Tony T. Chan, CFP®, EA was born in Hong Kong, China. He immigrated to San Francisco,California with his family at the age of eight. Upon graduating from high school, he served six years in the Army Reserve as an Automatic Logistic Specialist. After receiving his acceptance letter from California State University of Fullerton’s ROTC program, Tony moved to Orange County to further his education. Attending school and working simultaneously four part-time jobs, he realized the importance of personal financial planning. He started attending the Financial Planning Association’s quarterly meetings and it was here that he discovered the CFP®designation.

Upon graduating from the California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science, and after receiving his commission from California State University of Fullerton Army ROTC, he decided to pursue his goal of becoming a Certified Financial Planner™ practitioner. Tony received his Registered Paraplanner (SM) through the College of Financial Planning prior to becoming a Certified Financial Planner™ practitioner. Today he is a Fee-Only Financial Planner & Investment Adviser and a 1st Lieutenant with the U.S. Army Reserve 326th Financial Management Center.

Tony has more than eight years of experience in financial planning and tax services. He has extensive knowledge in advising clients from various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt & risk management, and estate planning.

He is also a proud member of the Orange County Financial Planning Association, National and The National Association of Personal Financial Advisors. Tony have received multiple awards and is a nominee for 2016 classes of Investment News 40Under40.

74%
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Blake Street
Tustin, CA
73%
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Firm
Warren Street Wealth Advisors, LLC
Biography

Blake Street is a founding principal and Chief Investment Officer of Warren Street Wealth Advisors, Blake is a CERTIFIED FINANCIAL PLANNER™ practitioner and a 2016 Level III Candidate in the CFA Program. He graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance.

Blake began his career in Financial Services at La Pointe Wealth Management, LPL Financial, in 2008. For four years he operated in a multi-faceted role, developing expertise in comprehensive financial planning, investment management, as well as trading & research.

At Warren Street Wealth Advisors, Blake leverages his professional and academic experience to equip the firm’s clients and their advisors with the tools necessary to secure financial futures. Blake believes a written financial plan and disciplined investment approach is central to a successful outcome. He holds that with the right amount of preparation, time, and investment, every person can achieve financial security. Blake works tirelessly to deliver true advocacy in helping his clients reach their goals and objectives.

Away from the office, Blake is an avid video gamer, Lakers enthusiast, volunteer, and traveler. Most importantly, he is married to his best friend and high school sweetheart, Maelesa.

73%
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Dean Erickson
Los Angeles, CA
73%
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Firm
Bionic Capital LLC
Biography

Dean Erickson is the Founder, CEO and an Investment Advisor Representative working at Bionic Capital LLC in Los Angeles, CA. He has over 18 years of experience in the financial industry and has held the Chartered Financial Analyst designation since 1987.

Bionic Capital LLC is a leading edge, registered investment advisory firm created to serve the investment and wealth management needs of emerging affluent, affluent and high-net-worth individuals and families, endowments, pension funds, sovereign wealth funds and institutions around the world. Bionic Capital maintains a small, select group of clients in order to focus their resources on serving them.

After graduating from Brown University with a degree in mathematical economics in 1982, Dean began his investment career at Miller Tabak & Company in New York City as an options trader and arbitrageur. Later, he developed and managed a merger arbitrage portfolio for the same firm. He attained the Chartered Financial Analyst designation in 1987.

More recently, he was a financial advisor in the Beverly Hills office of UBS Financial Services. In 2009, he founded Bionic Capital LLC where he oversees all client investments.

Dean has offered his insights and expertise to the Wall Street Journal, Structured Products magazine and other publications. He has been profiled in REP. magazine and on WealthManagement.com. Sharing his life lessons and hoping to help others live happier, more successful lives, he has written two personal development books, Choose Your Story, Choose Your Life and Act. Adapt. Achieve. 

Dean and his wife, Lisa, live in West Los Angeles, CA.

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