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Financial Advisors in West Hills, CA

How to choose a financial advisor in West Hills

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.

Eric Shum

Financial Advisor

Transamerica Financial Advisors, Llc

West Covina, CA

ProfileNo contact yet

Roy Quintero

Financial Advisor

Wells Fargo Clearing Services, Llc

West Covina, CA

ProfileNo contact yet

Toan Au

Financial Advisor

J.P. MORGAN SECURITIES LLC

West Covina, CA

ProfileNo contact yet

Tuyen Ly

Financial Advisor

Transamerica Financial Advisors, Llc

West Covina, CA

ProfileNo contact yet

Joanne Lee

Financial Advisor

Cetera Wealth Services, Llc

West Covina, CA

ProfileNo contact yet

Yi He

Financial Advisor

Transamerica Financial Advisors, Llc

West Covina, CA

ProfileNo contact yet

Grace Zhu

Financial Advisor

Transamerica Financial Advisors, Llc

West Covina, CA

ProfileNo contact yet

Mirna Nunez

Financial Advisor

J.P. Morgan Securities Llc

West Covina, CA

ProfileNo contact yet

Avneet Kaur

Financial Advisor

GLOBAL INVESTMENT CAPITAL LLC

West Hills, CA

ProfileNo contact yet

Fanny Kim

Financial Advisor

Cetera Wealth Services, Llc

West Covina, CA

ProfileNo contact yet
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