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Financial Advisors in Sant Rosa, CA

How to choose a financial advisor in Sant Rosa

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.

Clarence Souza

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Santa Rosa, CA

ProfileNo contact yet

Calvin Metcalf

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Santa Rosa, CA

ProfileNo contact yet

Jack Brkich

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Santa Ana, CA

ProfileNo contact yet

David Williams

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Santa Rosa, CA

ProfileNo contact yet

Jose Leal

Financial Advisor

Pfs Investments Inc.

Santa Ana, CA

ProfileNo contact yet
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