Garden Grove, CA
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Updating Financial Advisors
Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
Guy’s experience in the business and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally... show more
Specialties: Asset Management‚ Life Insurance‚ Retirement Planning
Dan Sullivan is the writer behind the Chartist newsletter and websites. He manages the Chartist 'actual cash account' and makes recommendations to his readers on which stocks to purchase and... show more
Alexander G Montano is a financial advisor with Paladin Capital Partners, Inc. Alexander Montano operates out of Irvine, CA.
Nancy Michael is licensed as a financial advisor and is based out of Orange, CA. Michael works for Crown Capital Securities and has successfully completed Series 63,63,7 and SIE exams.
Bryan Welbaum is licensed as a financial advisor and is based out of Irvine, CA. Welbaum works for Morgan Stanley.
Specialties: Comprehensive Financial Planning
Dmitriy is the founder and president of Sense Financial Services LLC, boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and... show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
Daniel Hazard is licensed as a financial advisor and is based out of Huntington Beach, CA. Hazard works for Western International Securities.
Specialties: Retirement Planning
David Fabian is an owner of FMD Capital Management, a fee-only wealth management firm based in Irvine, CA. FMD specializes in active portfolio management using ETFs & closed-end funds. He... show more
Specialties: Asset Management‚ Life Insurance
Mark Prendergast has over 35 years of experience in tax, estate and financial planning. He started his career in 1979 at Ernst & Young, and then joined Price Waterhouse in... show more
Specialties: Estate Planning‚ Tax Planning
