Lake Forest, 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
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.
Alexander G Montano is a financial advisor with Paladin Capital Partners, Inc. Alexander Montano operates out of Irvine, CA.
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
Bryan Hopkins is a financial advisor with Independent Financial Group, LLC primarily works with Individuals, High Net Worth Individuals. Bryan Hopkins operates out of Anaheim Hills, CA.
Clark Moffat is a financial advisor with Planmember Securities Corporation primarily works with Individuals, High Net Worth Individuals. Clark Moffat operates out of Vista, CA.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
