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Financial Advisors in Morgan Hill, CA

How to choose a financial advisor in Morgan Hill

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.

Timmy Pham

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Morgan Hill, CA

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Lucas Sorich

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Morgan Hill, CA

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James Bergis

Financial Advisor

AUTHENTIKOS WEALTH ADVISORY LLC

Morgan Hill, CA

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Victor Gaxiola

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Morgan Hill, CA

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Hai Tran

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Morgan Hill, CA

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