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Financial Advisors in Dana Point, CA

How to choose a financial advisor in Dana Point

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.

Leslie Bloom

Financial Advisor

Raymond James & Associates, Inc.

Dana Point, CA

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Daniel Cota

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dana Point, CA

ProfileNo contact yet

Lauren Gay

Financial Advisor

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Dana Point, CA

ProfileNo contact yet

Chad Milling

Financial Advisor

Planmember Securities Corporation

Dana Point, CA

ProfileNo contact yet
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