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Financial Advisors in El Cerrito, CA

How to choose a financial advisor in El Cerrito

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.

leiyi gao

Financial Advisor

J.P. Morgan Securities Llc

El Cerrito, CA

ProfileNo contact yet

Wenjing He

Financial Advisor

WEN CAPITAL ADVISORY GROUP, INC.

El Cerrito, CA

ProfileNo contact yet

Jason Draut

Financial Advisor

HARBORLIGHT INVESTMENTS, LLC

El Cerrito, CA

ProfileNo contact yet

Sakae Wada

Financial Advisor

WADA CAPITAL MANAGEMENT, LLC

El Cerrito, CA

ProfileNo contact yet

Di Wu

Financial Advisor

J.P. MORGAN SECURITIES LLC

El Cerrito, CA

ProfileNo contact yet

Yaochao Wei

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

El Cerrito, CA

ProfileNo contact yet

Eric Chan

Financial Advisor

J.P. MORGAN SECURITIES LLC

El Cerrito, CA

ProfileNo contact yet
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