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Financial Advisors in Cerritos, CA

How to choose a financial advisor in Cerritos

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.

Dean Choi

Financial Advisor

J.P. MORGAN SECURITIES LLC

Cerritos, CA

ProfileNo contact yet

Yuri Yi

Financial Advisor

W&s Brokerage Services, Inc.

Cerritos, CA

ProfileNo contact yet

Evan Kress

Financial Advisor

PRINCIPAL SECURITIES, INC.

Cerritos, CA

ProfileNo contact yet
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