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Financial Advisors in Rowland Heights, CA

How to choose a financial advisor in Rowland Heights

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.

Jiajia Shen

Financial Advisor

CHARLES SCHWAB & CO., INC.

Rowland Heights, CA

ProfileNo contact yet

Fu Lin

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Rowland Heights, CA

ProfileNo contact yet

Michael Hui

Financial Advisor

CHARLES SCHWAB & CO., INC.

Rowland Heights, CA

ProfileNo contact yet

Doris Lau

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Rowland Heights, CA

ProfileNo contact yet

Hsien Lu

Financial Advisor

EQUITABLE ADVISORS, LLC

Rowland Heights, CA

ProfileNo contact yet

Jiaqi Peng

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Rowland Heights, CA

ProfileNo contact yet

Melody Chow

Financial Advisor

Charles Schwab & Co., Inc.

Rowland Heights, CA

ProfileNo contact yet

Jimmy Hua

Financial Advisor

CHARLES SCHWAB & CO., INC.

Rowland Heights, CA

ProfileNo contact yet

Zhifeng Lin

Financial Advisor

Citigroup Global Markets Inc.

Rowland Heights, CA

ProfileNo contact yet

Kai-Yuan Hu

Financial Advisor

CHARLES SCHWAB & CO., INC.

Rowland Heights, CA

ProfileNo contact yet

Peggy Tong

Financial Advisor

CHARLES SCHWAB & CO., INC.

Rowland Heights, CA

ProfileNo contact yet

Hanjun Kim

Financial Advisor

Allstate Financial Services, Llc

Rowland Heights, CA

ProfileNo contact yet
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