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Financial Advisors in Rancho Santa Fe, CA

How to choose a financial advisor in Rancho Santa Fe

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.

Mark Myers

Financial Advisor

AMERICAN MONEY MANAGEMENT, LLC

Rancho Santa Fe, CA

ProfileNo contact yet

Kristina Klamer

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Santa Fe, CA

ProfileNo contact yet

Marnie Baird

Financial Advisor

AMERICAN MONEY MANAGEMENT, LLC

Rancho Santa Fe, CA

ProfileNo contact yet

Erica Vasquez

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Cucamonga, CA

ProfileNo contact yet

Tracy Schechter

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rancho Santa Fe, CA

ProfileNo contact yet

David Jensen

Financial Advisor

JENSEN CAPITAL ASSET MANAGEMENT

Rancho Santa Fe, CA

ProfileNo contact yet

Kristin Dornbusch

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Santa Fe, CA

ProfileNo contact yet

Perla LeRoy

Financial Advisor

J.P. Morgan Securities Llc

Rancho Cucamonga, CA

ProfileNo contact yet

Laura Khorshid

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Santa Fe, CA

ProfileNo contact yet

Annterese Toth

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Santa Fe, CA

ProfileNo contact yet

Randy Reyes

Financial Advisor

Strategic Advisers Llc

Rancho Cucamonga, CA

ProfileNo contact yet

Joshua Rayburn

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rancho Santa Fe, CA

ProfileNo contact yet

Sonia Ho

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rancho Santa Fe, CA

ProfileNo contact yet

Joe Martinez

Financial Advisor

Transamerica Financial Advisors, Llc

Rancho Cucamonga, CA

ProfileNo contact yet
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