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Financial Advisors in Monrovia, CA

How to choose a financial advisor in Monrovia

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.

Bowen Guan

Financial Advisor

Globalink Securities, Inc.

Monrovia, CA

ProfileNo contact yet

Tania Herbert

Financial Advisor

Berthel, Fisher & Company Financial Services, Inc.

Monrovia, CA

ProfileNo contact yet

Yiping Liu

Financial Advisor

Globalink Securities, Inc.

Monrovia, CA

ProfileNo contact yet

Nghe Ngo

Financial Advisor

Globalink Securities, Inc.

Monrovia, CA

ProfileNo contact yet

junyuan wu

Financial Advisor

Globalink Securities, Inc.

Monrovia, CA

ProfileNo contact yet

Lin Hsieh

Financial Advisor

Globalink Securities, Inc.

Monrovia, CA

ProfileNo contact yet
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