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Financial Advisors in Costa Mesa, CA

How to choose a financial advisor in Costa Mesa

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.

Ryan Glatt

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Costa Mesa, CA

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Riley Hayes

Financial Advisor

FORTIS CAPITAL ADVISORS, LLC

Costa Mesa, CA

ProfileNo contact yet

Greg Cancino

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Costa Mesa, CA

ProfileNo contact yet

Eleanor Mar

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Costa Mesa, CA

ProfileNo contact yet

Edgar Molina

Financial Advisor

Farmers Financial Solutions, Llc

Costa Mesa, CA

ProfileNo contact yet

Kayleigh Horn

Financial Advisor

Schultz Financial Group Incorporated

Costa Mesa, CA

ProfileNo contact yet
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