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Financial Advisors in Whittier, CA

How to choose a financial advisor in Whittier

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.

Roy Seto

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Whittier, CA

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Rafael Robles

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Whittier, CA

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Rick Murga

Financial Advisor

J.P. MORGAN SECURITIES LLC

Whittier, CA

ProfileNo contact yet

Maria Galli

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Whittier, CA

ProfileNo contact yet

Rhonda Cano

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Whittier, CA

ProfileNo contact yet
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