Whittier, CA
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Updating Financial Advisors
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
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.
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
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
Tasia Sevilla completed her bachelor’s degree in Business Administration with specialization in Finance through Capella University with Summa Cum Laude honors. Tasia also obtained a certificate in Personal Financial Planning... show more
Specialties: Annuities‚ College Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Michael Hatch is a financial advisor with Lpl Financial LLC primarily works with Individuals, High Net Worth Individuals. Michael Hatch operates out of Pasadena, CA.
Specialties: Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
George Mendoza is a financial advisor with Royal Alliance Associates, Inc. primarily works with Individuals, High Net Worth Individuals. George Mendoza operates out of Seal Beach, CA.
Joan Payden is licensed as a financial advisor and is based out of Los Angeles, CA. Payden works for Payden & Rygel Distributors and has successfully completed Series 1, 3,... show more
Christian Li is a financial advisor with The Advisory Group primarily works with Individuals, High Net Worth Individuals. Christian Li operates out of Diamond Bar, CA.
John Odell is a financial advisor with Capital Research Brokerage Services, LLC. John Odell operates out of Pasadena, CA.