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Financial Advisors in Brentwood, CA

How to choose a financial advisor in Brentwood

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Hector Medina

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Brentwood, CA

ProfileNo contact yet

Nicholas Ng

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Brentwood, CA

ProfileNo contact yet

Victor Chu

Financial Advisor

Voya Financial Partners, Llc

Brentwood, CA

ProfileNo contact yet

John Pepera

Financial Advisor

Voya Financial Partners, Llc

Brentwood, CA

ProfileNo contact yet
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