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
Jeffrey Peterson is a financial advisor based out of San Francisco, California, who has been in the industry for 34 years. Peterson is an advisor for Northwestern Mutual Investment Services,... show more
Specialties: Comprehensive Financial Planning
600 Montgomery St Ste 1600, San Francisco, CA 94111
James L Beyersdorf is a financial advisor with Charles Schwab & Co., Inc., which primarily works with Individuals and High Net Worth Individuals. James Beyersdorf operates out of Walnut Creek,... show more
1231 S. California Blvd Walnut Creek, Walnut Creek, CA 94596
Comparing financial advisors can be tough. But you've got the knowledgeable WalletHub community on your side. Other consumers have a wealth of knowledge to share, and we encourage everyone to do so while respecting our content guidelines. Please keep in mind that editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
Ad Disclosure: Certain professionals and companies that appear on this site are paying advertisers, and this will be noted on their profile page using the designation "Sponsored", where applicable. Advertising may impact how and where listings appear on this site (including, for example, the order in which they appear). At WalletHub we try to present a wide array of options, but our listings do not represent all companies or products.
Regardless of advertiser status, none of the information displayed on WalletHub constitutes a referral or endorsement by WalletHub of the respective company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by any third party company. In addition, it is not any company's responsibility to ensure all posts and/or questions are answered.
Your web browser (Internet Explorer) is out of date and no longer supported.
Please download one of these up-to-date, free and excellent browsers: