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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in California involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in California?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in California to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best California financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in California

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Brian Malkinson

HBW Advisory Services

3017 Douglas Blvd Ste 100

Roseville, CA 95661

916-509-3231

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Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

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Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805-600-1600

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David Bobrowsky

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

909-667-0587

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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584

951-679-2065

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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Mark Pietrofesa

Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650-357-9410

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Mike Mess

Veracity Capital, LLC

3200 Park Center Dr.
14th Floor

Costa Mesa, CA 92626

949-345-1954

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Paul Taghibagi

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

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R. J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858-569-0633

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Rick Martinez

RDM Financial

1425 W Foothill Blvd.
Suite 125

Upland, CA 91786

909-261-2749

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Ryan Gunn

Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Dave Hutchison, CFA

Triad Investment Management, LLC

1301 Dove Street
Suite 1080

Newport Beach, CA 92660

949-381-7614

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

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Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-812-7547

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

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Andrew Chabot

Rancho Wealth Management

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730

909-935-5555

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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-962-5823

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Zach Lindemann

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

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The AdvisoryOne Group

The AdvisoryOne Group

Pismo Beach

Pismo Beach, CA 93449

312-819-2408

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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

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David Kim

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

List of Additional Financial Advisors in California*

* Additional advisor listing is provided in partnership with Yext

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2E Wealth Management

140 South Chaparral Court
Suite 130

Anaheim, CA 92808
714-998-8200

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Paul Dyliacco - Morgan Stanley Financial Advisor

555 California St, 35th
Floor

San Francisco, CA 94104
415-984-6634

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Austin Ballard - Morgan Stanley

1333 N California Blvd
Suite 133

Walnut Creek, CA 94596
925-746-2912

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Edward Jones - Financial Advisor: Ross B Hansen, CFP®

11440 W Bernardo Ct
Suite 262

San Diego, CA 92127
760-839-8217

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Robin Lennon Williams - Morgan Stanley

101 W Broadway
Ste 1800

San Diego, CA 92101
619-238-6223

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401K Engineers

1227 Pleasant Grove Boulevard
Suite 200

Roseville, CA 95678
916-297-6394

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James Hennis - Morgan Stanley

555 Main Street
Suite 100

Chico, CA 95928
530-879-3270

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Morgan Stanley Financial Advisors

456 W Foothill Blvd

Claremont, CA 91711
909-625-0781

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American Wealth Management

765 Baywood Dr.
Ste. 225

Peteluma, CA 94954
707-763-1330

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Hashmat Anwarzada

5075 Hopyard Rd

Pleasanton, CA 94588
510-828-4889

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Marion Douglas Financial & Insurance Services

151 N. Kraemer Blvd
Ste 206

Placentia, CA 92870
714-696-7300

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Chris Debord

830 E Cypress Ave

Redding, CA 96002
530-646-6021

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Arash Baiat

3200 El Camino Real
Suite 260

Irvine, CA 92602
949-422-9668

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Bangerter Financial Services, Inc.

7777 Greenback Lane
Suite 206

Citrus Heights, CA 95610
916-965-1879

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Matthew Lopes

1130 Iron Point Rd
Ste 238

Folsom, CA 95630
916-294-3228

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Sanh Vuong - Morgan Stanley Financial Advisor

216 Lorton Avenue
Suite 200

Burlingame, CA 94010
650-340-6552

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Irwin Persaud - Morgan Stanley

9665 Wilshire Blvd
Ste 600

Beverly Hills, CA 90212
310-285-4883

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Donn Untiet

3300 Irvine Ave
Suite 111a

Newport Beach, CA 92660
800-653-1364

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Joyce Wong - Ameriprise Financial Services, Inc.

1 Kaiser Plz
Ste 455

Oakland, CA 94612
510-891-7050

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Huoy-Jiun Wang

9121 Haven Ave
Suite 170

Rancho Cucamonga, CA 91730
909-937-2097

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Peninsula Financial Group - UBS Financial Services Inc.

400 South El Camino Real
Suite 900

San Mateo, CA 94402
408-282-8418

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David Lin

3350 E Birch St
Ste 208-A

Brea, CA 92821
714-924-3750

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Clifton Santikul - Morgan Stanley

20400 Stevens Creek Blvd
Ste 350

Cupertino, CA 95014
408-861-2113

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Alan L Klein - Morgan Stanley

15260 Ventura Blvd
Ste 1900

Sherman Oaks, CA 91403
818-382-5794

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Brookside Wealth Management

6027 Fenwood Avenue

Woodland Hills, CA 91367
925-788-2661

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Ardith Anabo

818-546-8890

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The Waisbein-Herrick Group - Morgan Stanley

2882 Sand Hill Rd
Ste 200

Menlo Park, CA 94025
650-234-5118

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Mortgage Solutions Financial Riverside

5225 Canyon Crest Dr
Ste 256

Riverside, CA 92507
951-656-9335

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PCH Group - Morgan Stanley

4350 La Jolla Village Dr
Ste 1000

San Diego, CA 92122
858-597-7744

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Christopher C Cheung - Morgan Stanley

Ten Pointe Dr
Suite 400

Brea, CA 92821
714-990-5261

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Allstate Personal Financial Representative: Steven Smith

8046 Soquel Dr

Aptos, CA 95003
415-385-8535

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Advanced Portfolio Strategies

2790 Skypark Drive
Suite 108

Torrance, CA 90505
310-776-6549

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Christopher Bevans - Morgan Stanley

2677 North Main Street 10th
Fl

Santa Ana, CA 92705
714-648-3454

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John W Pulley - Morgan Stanley

1999 Harrison St
Suite 2200

Oakland, CA 94612
510-891-5251

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Principal Financial Group

1478 Stone Point Dr
Ste 390

Roseville, CA 95661
916-773-3343

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Hillis Haygood - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-954-6840

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Edward Jones - Financial Advisor: Graham Grisoli

29122 Rancho Viejo Rd
Ste 113

San Juan Capistrano, CA 92675
949-347-0049

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Athena Financial Group

800 North Irwin Street

Hanford, CA 93230
559-583-1617

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First Command Financial Advisor - Joe Brock

1431 West Rosamond Blvd
Ste 16

Rosamond, CA 93560
661-256-2070

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San Diego, CA Branch Office - UBS Financial Services Inc.

600 West Broadway
Suite 2100

San Diego, CA 92101
619-557-4788

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Carmel, CA Branch Office - UBS Financial Services Inc.

200 Clock Tower Place
Suite C-100

Carmel, CA 93923
831-622-0222

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Ann Poloko, LLC

1432 Edinger Avenue
Suite 140

Tustin, CA 92780
714-508-4818

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Robert Magallanes, Jr. - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5109

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The Benell Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
310-788-2268

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The Greco Group - Morgan Stanley

300 E. Esplanade Dr, 10th
Floor

Oxnard, CA 93036
805-278-3683

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Lilani Wealth Management

1624 Santa Clara Drive
Suite 235

Roseville, CA 95661
888-521-6752

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Henry A. Hernandez - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5128

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Roseville, CA Branch Office - UBS Financial Services Inc.

3001 Douglas Blvd
Suite 160

Roseville, CA 95661
916-774-7400

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Heidi Parkhill - Morgan Stanley

300 E. Esplanade Dr, 10th
10th Floor

Oxnard, CA 93036
805-278-3668

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Stephen Hagy - Morgan Stanley

100 N Westlake Blvd
Ste 200

Westlake Village, CA 91362
805-494-0298

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The Tidik-Friedman Wealth Management Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
818-531-0021

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Beckman Investments

2839 F Street

Eureka, CA 95501
707-442-6440

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Banner Investment Services

2485 Notre Dame Blvd.
Building 775

Chico, CA 95928
530-527-8585

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Alan Freeman - UBS Financial Services Inc.

888 San Clemente Drive
Suite 300

Newport Beach, CA 92660
949-467-6017

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Edward Jones - Financial Advisor: Richard LaFerriere

340 S Farrell Dr
Suite A102

Palm Springs, CA 92262
760-699-7953

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Denegri & Associates

800 College Avenue

Santa Rosa, CA 95404
707-546-1484

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The Coastal Front Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
310-443-0526

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First Command Financial Advisor - Raquel Salas Bramasco

1300 Oliver Rd.
Suite 270

Fairfield, CA 94534
707-447-8772

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Scott Hollaender - UBS Financial Services Inc.

600 West Broadway
Suite 2100

San Diego, CA 92101
619-557-4788

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Steven DeMatteo - UBS Financial Services Inc.

12220 El Camino Real
Suite 400

San Diego, CA 92130
858-947-7094

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Stanford Smith - UBS Financial Services Inc.

300 East State Street
Suite 400

Redlands, CA 92373
909-335-2143

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Chris Blanchfield - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7714

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Meileh Burns

3350 E Birch St
Ste 208-A

Brea, CA 92821
714-924-3750

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Patrick Flood - UBS Financial Services Inc.

222 East Carrillo Street
Suite 106

Santa Barbara, CA 93101
805-730-3418

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Daniel Towers-Carbajal

867 American Street
Suite 200

San Carlos, CA 94070
650-558-8916

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BayBridge Capital Group

6602 Owens Drive
Suite 200

Pleasanton, CA 94588
888-440-2224

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Missy Garapedian - Morgan Stanley

100 N Westlake Blvd
Ste 200

Westlake Village, CA 91362
805-494-0289

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The Wynne Group - UBS Financial Services Inc.

515 South Flower Street
Suite 5000

Los Angeles, CA 90071
213-972-1426

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Alissa Faiers - Morgan Stanley

4350 La Jolla Village Dr
Ste 1000

San Diego, CA 92122
760-602-3546

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Richard W. Kite - UBS Financial Services Inc.

75-280 Highway 111

Indian Wells, CA 92210
760-636-7222

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BNJA Insurance and Financial Services

183 Contractors Street

Livermore, CA 94551
925-800-1007

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Michael Leonard - UBS Financial Services Inc.

131 South Rodeo Drive
Suite 300

Beverly Hills, CA 90212
310-859-5672

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Bespoke Wealth Advisors

1 Letterman Drive
Suite C3-027

San Francisco, CA 94129
888-472-5553

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Kathy L. Frazier - UBS Financial Services Inc.

75 280 Highway 111
Suite 100

Indian Wells, CA 92210
760-636-7219

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Bristlecone Financial

119 MacIver Street
Suite C

Bishop, CA 93514
760-227-7700

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B. Riley Wealth Management: J.J. Feldman

11100 Santa Monica Blvd.,
Suite 800

Los Angeles, CA 90025
310-750-9575

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AXA Advisors, Andy Duff, CFP

1910 Market Street
Suite A

Redding, CA 96001
530-246-4333

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The Demko Group - UBS Financial Services Inc.

2000 Avenue of the Stars
7th. Floor North

Los Angeles, CA 90067
310-734-2389

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James Chafin - Ameriprise Financial Services, LLC

8910 University Center Ln
Ste 200

San Diego, CA 92122
858-535-1331

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Howell Wealth Consulting Group - UBS Financial Services Inc.

3030 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740
562-343-9181

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Justin Demko, CPM - UBS Financial Services Inc.

2000 Avenue of the Stars
7th. Floor North

Los Angeles, CA 90067
310-734-2389

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Tony De La Rosa - UBS Financial Services Inc.

1999 Avenue of the Stars
36th Floor

Los Angeles, CA 90067
310-772-8090

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Benjamin Nussbaum, CFP - UBS Financial Services Inc.

12220 El Camino Real
Suite 400

San Diego, CA 92130
858-947-7992

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Jake Cooper, CFP, CIMA - UBS Financial Services Inc.

1999 Avenue of the Stars
36th Floor

Los Angeles, CA 90067
310-772-7065

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Kane Investment Management, Inc

15466 Los Gatos Blvd
Ste 213

Los Gatos, CA 95032
408-358-5263

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Chris W McCann - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4646

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Blueprint Financial

2360 Professional Drive
Suite 200

Roseville, CA 95661
916-788-1812

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Karen Dhuyvetter - UBS Financial Services Inc.

12220 El Camino Real
Suite 400

San Diego, CA 92130
858-947-7987

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Daniel Lasker - Morgan Stanley

6700 E Pacific Coast Hwy
Ste 110

Long Beach, CA 90803
562-901-4314

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James Rawson - Morgan Stanley

1333 N California Blvd
Suite 133

Walnut Creek, CA 94596
925-930-3886

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RG Wealth Partners - UBS Financial Services Inc.

1200 Prospect Street
Suite 100

La Jolla, CA 92037
858-729-5246

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The Beach Cities Group - Morgan Stanley

2141 Rosecrans Ave
Ste 3100

El Segundo, CA 90245
310-297-3765

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Frank Auyeung - Morgan Stanley

20400 Stevens Creek Blvd
Ste 350

Cupertino, CA 95014
408-861-2098

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Robbins Wealth Management - UBS Financial Services Inc.

2 Belvedere Place
Suite 220

Mill Valley, CA 94941
415-360-9477

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Gloria Kim - Morgan Stanley

21650 Oxnard St
Ste 1800

Woodland Hills, CA 91367
818-713-4720

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Crown Point Wealth Management - UBS Financial Services Inc.

One Pointe Drive
Suite 140

Brea, CA 92821
714-256-5477

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Intelligence Driven Advisers

6128 Innovation Way

Carlsbad, CA 92009
888-766-0091

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Javier Zuniga

21680 Gateway Center Drive
2nd Floor

Diamond Bar, CA 91765
626-260-7379

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Jennifer Murray - Morgan Stanley

2005 So. Broadway

Santa Maria, CA 93454
805-347-4545

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ABP Financial Services

6404 Wilshire Blvd.
Suite 1215

Los Angeles, CA 90048
323-658-7733

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Sean Bevan

6160 Stoneridge Mall Rd.
STE 230

Pleasanton, CA 94588
440-840-1420

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Alexander Kennedy - Morgan Stanley

1400 Page Mill Road

Palo Alto, CA 94304
650-496-3929

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Chris Coble - Morgan Stanley

555 California St, 35th
Floor

San Francisco, CA 94104
415-984-6602

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Lu Ling Li

1629 S. Main St

Milpitas, CA 95035
866-929-8889

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Nicholas Nino - Ameriprise Financial Services, LLC

3027 Townsgate Rd
Ste 200

Westlake Village, CA 91361
805-277-5159

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Kit Mac Nee, CFP® CRPC® - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
310-443-0534

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Derek Seo - Ameriprise Financial Services, LLC

4600 Duckhorn Dr

Sacramento, CA 95834
916-554-7650

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Ametrine Financial & Insurance Services

171 South Anita Drive
Suite 107

Orange, CA 92868
714-515-5678

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Gene Redding - Ameriprise Financial Services, LLC

1215 W Center St
Ste 202

Manteca, CA 95337
209-239-0048

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Duc Tran - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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Bianca Valdovinos

559-230-1987

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The Phillips Hayes Group - UBS Financial Services Inc.

2000 Avenue of the Stars
7th. Floor North

Los Angeles, CA 90067
310-734-2381

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Chad Mehle - Morgan Stanley

9665 Wilshire Blvd
Suite 600

Beverly Hills, CA 90212
310-285-2690

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Maher-Walker and Zeigler - UBS Financial Services Inc.

12220 El Camino Real
Suite 400

San Diego, CA 92130
858-947-7033

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Joseph Ortega - Morgan Stanley

5464 Grossmont Cntr Dr
Ste 200

La Mesa, CA 91942
619-668-4330

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Gregory Baker - Ameriprise Financial Services, LLC

500 Cypress St
Ste 12

Pismo Beach, CA 93449
805-773-9468

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Arrowhead Wealth Advisors

70 South Lake Avenue
Suite 700

Pasadena, CA 91101
626-529-2362

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The Baldwin Group - UBS Financial Services Inc.

1200 Prospect Street
Suite 100

La Jolla, CA 92037
858-729-5254

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Patrick Galligan - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-963-5294

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White & Kramer Group - UBS Financial Services Inc.

2000 Avenue of the Stars
7th. Floor North

Los Angeles, CA 90067
310-734-2406

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Elena Nistor

1995 El Camino Real
FLOOR 2, STE 200

SANTA CLARA, CA 95050
650-532-4754

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Ronald William Thomas - Morgan Stanley

6041 La Flecha

Rancho Santa Fe, CA 92067
858-613-7107

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WellCents

120 Vantis
Ste 400

Aliso Viejo, CA 92656
866-240-8591

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Kathleen M Valentine - Morgan Stanley

74199 El Paseo
Suite 201

Palm Desert, CA 92260
760-779-8410

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Nicole Nabatian - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1398

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Bill Barry - Ameriprise Financial Services, LLC

5855 Topanga Canyon Blvd
Ste 500

Woodland Hills, CA 91367
818-227-9642

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Jay Family Partners - UBS Financial Services Inc.

1255 Treat Blvd
Suite 1000

Walnut Creek, CA 94597
925-746-0251

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Signature Legacy Wealth Advisors - UBS Financial Services Inc.

888 San Clemente Drive
Suite 300

Newport Beach, CA 92660
949-717-5686

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Andrea M Casaw - Morgan Stanley

800 Newport Center Dr.
Ste 500

Newport Beach, CA 92660
949-940-6175

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Pierre Biscaichipy - Morgan Stanley

10 Pointe Dr
Suite 400

Brea, CA 92821
714-990-5277

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Stephanie E Green - Morgan Stanley

1999 Harrison St
Suite 2200

Oakland, CA 94612
510-891-5209

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The Nile Credit Leaders LLC

5609 Yolanda Ave.

Tarzana, CA 91356
833-311-3211

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Myca Greer - Morgan Stanley

5250 N Palm Ave
Suite 321

Fresno, CA 93704
559-438-2565

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Al Perrine - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9346

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John M Hoisch - Morgan Stanley

21650 Oxnard St
Ste 1800

Woodland Hills, CA 91367
818-713-4096

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David Reppas, CFP - UBS Financial Services Inc.

1255 Treat Blvd
Suite 1000

Walnut Creek, CA 94597
925-746-6331

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AZCA Financial Group

2173 Salk Avenue
Suite 250

Carlsbad, CA 92008
760-603-1212

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Daniel A. Short - UBS Financial Services Inc.

3011 Townsgate Road
Suite 300, 3rd Floor

Westlake Village, CA 91361
805-367-3653

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Alan Tores, CFP - UBS Financial Services Inc.

3011 Townsgate Road
Suite 300, 3rd Floor

Westlake Village, CA 91361
805-367-3632

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Shauket Sherali - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
213-486-7157

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Fortem Financial

44801 Village Court
Suite 201

Palm Desert, CA 92260
760-206-8500

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HoyleCohen

2120 Colorado Avenue

Santa Monica, CA 90404
310-586-1828

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Benedetti Financial

2151 South College Drive
Suite 101

Santa Maria, CA 93455
805-922-4881

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Thomas Gaspich - UBS Financial Services Inc.

200 Clock Tower Place
Suite C-100

Carmel, CA 93923
831-626-2357

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David Rutberg - UBS Financial Services Inc.

200 Clock Tower Place
Suite C-100

Carmel, CA 93923
831-626-2308

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The Garcia Wealth Management Group - UBS Financial Services Inc.

515 South Flower Street
Suite 5000

Los Angeles, CA 90071
213-972-1451

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Peter T. Bergquist - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
650-358-1824

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Jannah Devine - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5123

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Antoine Souma - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
310-788-1775

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Taylor Thompson - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5122

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Michael Wasserman - UBS Financial Services Inc.

222 E Carrillo St Ste 111

Santa Barbara, CA 93101
805-730-3546

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Tammy Haygood, CDFA - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-954-6725

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Atara Wealth Management

3807 Wilshire Boulevard
Suite 1040

Los Angeles, CA 90010
213-385-6237

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Andrew Rayner - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
310-443-0522

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Lynne L. Sebastian - UBS Financial Services Inc.

888 San Clemente Drive
Suite 300

Newport Beach, CA 92660
949-467-6150

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Carrie Cooper

1333 N California Blvd
Ste 133

Walnut Creek, CA 94596
925-746-2937

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Marynor Bautista

818-956-2220

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Barnett and Associates

2601 Airport Drive
Suite 100

Torrance, CA 90505
310-539-8466

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Allegiance Financial

3333 Vaca Valley Pkwy
Suite 500

Vacaville, CA 95688
707-673-7615

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Oliver Choy - Ameriprise Financial Services, LLC

44 Montgomery St
Ste 3100

San Francisco, CA 94104
415-403-3642

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Lawrence Edwards

310-730-3975

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Randy Sicairos

408-271-9500

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Kevin A Shimmel, MBA - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9461

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Payam Homapour

11040 Santa Monica Blvd
Suite 207

Los Angeles, CA 90025
424-226-7776

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Sean Johnson

408-271-9500

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Allstate Personal Financial Representative: Julie Larsen

930 W Washington St
Ste 10

San Diego, CA 92103
619-804-8754

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Serria Rego

21800 Oxnard Street
Suite 305

Woodland Hills, CA 91367
310-542-6762

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Chinghui Lin

925-462-6098

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Michelle Herrera

650-343-1668

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Anthony McGowan

909-861-8779

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Hakop Akopikyan

425 W Broadway
Ste 111

Glendale, CA 91204
818-956-2220

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Melvin Muela

209-825-2208

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Emily Sang

800-684-7741

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YogaSix

3450 E. Ontario Ranch Rd.
Suite 1

Ontario, CA 91761
951-356-4400

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Christopher Schloeman

909-203-4430

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Greg James Lockard - Morgan Stanley

9100 Ming Avenue
Suite 205

Bakersfield, CA 93311
661-663-4637

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Kevin Lee

408-586-8155

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Alexander Chang

714-778-6695

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Angelica Chang

650-265-0728

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Chiale Tsai

650-558-8916

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The Crestview Group - Morgan Stanley

Ten Pointe Dr
Suite 400

Brea, CA 92821
714-674-4100

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AGC Wealth Advisors Inc.

12655 W. Jefferson Blvd
Suite 400

Los Angeles, CA 90066
424-360-1133

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Ronald Masino - Morgan Stanley

21650 Oxnard St
Ste 1800

Woodland Hills, CA 91367
818-713-4782

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Elaine Yu - Morgan Stanley Financial Advisor

216 Lorton Avenue
Suite 200

Burlingame, CA 94010
650-340-6551

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The Gale Group - Morgan Stanley

1333 N California Blvd
Suite 133

Walnut Creek, CA 94596
925-746-2924

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Atlas Wealth Management Group, LLC

2372 Morse Ave

Irvine, CA 92614
888-475-7535

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Irakli Tabidze - CA Insurance Lic# 0D52206

2633 Camino Ramon
Suite 525

San Ramon, CA 94583
510-703-8759

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Michael Campopiano - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3405

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John Zimmerman - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4408

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Kingdom Wealth Stewards

294 Ambroise

Newport Coast, CA 92657
949-284-4000

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Bay Area Wealth

2410 Camino Ramon
Suite 139

San Ramon, CA 94583
925-804-6784

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Cetera Investors - Debra Anderson

9275 Sky Park Court
Suite 425

San Diego, CA 92123
858-650-6830

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James Lugannani - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-954-5956

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Gillian Giorgio

800-684-7741

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Christopher Symank - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3810

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Jerold Terhune - Morgan Stanley

750 Lindaro St
Suite 300

San Rafael, CA 94901
707-824-0303

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Jon Schrank

631 E Chapman Avenue

Orange, CA 92866
714-289-1818

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David L Odom - Ameriprise Financial Services, LLC

470 Nevada St
Ste 200

Auburn, CA 95603
530-823-0710

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The Brozki Group - Morgan Stanley

15260 Ventura Blvd
Ste 1900

Sherman Oaks, CA 91403
818-788-2800

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David Pearl - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2406

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Chris Santi - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

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Advanced Financial Solutions

122 Civic Center Dr.
Suite 103

Vista, CA 92084
760-639-0160

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Brian Wilverding - Ameriprise Financial Services, LLC

8910 University Center Ln
Ste 200

San Diego, CA 92122
858-535-1331

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Allison Wealth Management

1375 Exposition Boulevard
Suite 201

Sacramento, CA 95815
916-437-4263

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SC Capital Advisors

41-750 Rancho Las Palmas Drive
Suite N-3

Rancho Mirage, CA 92270
760-776-1488

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Crystal Springs Wealth Management Group - UBS Financial Services Inc.

400 South El Camino Real
Suite 900

San Mateo, CA 94402
650-696-1304

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Dimitar Kotov - Ameriprise Financial Services, Inc.

1901 S Bascom Ave
Ste 1530

Campbell, CA 95008
408-879-9057

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Ben Stewart - Ameriprise Financial Services, LLC

9240 Old Redwood Hwy
Ste 200-258

Windsor, CA 95492
707-206-7260

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Nautica Wealth Advisors

11440 W. Bernardo Court
Suite 290

San Diego, CA 92127
858-256-7020

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William McBride IV - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3580

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Pamela Frison, Ph.D | Agent, New York Life Insurance Agent

191 Sand Creek Road
Suite 200

Brentwood, CA 94513
707-297-1007

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J.P. Scanlon - Morgan Stanley

555 California St, 35th
Floor

San Francisco, CA 94104
415-984-6527

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Levin Wealth Advisors - UBS Financial Services Inc.

131 South Rodeo Drive
Suite 300

Beverly Hills, CA 90212
310-281-4646

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Ted Cribari Jr - Morgan Stanley

16000 Los Gatos Blvd

Los Gatos, CA 95032
408-358-0969

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Agewise Financial

41660 Ivy Street
Ste C

Murrieta, CA 92562
951-698-4455

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Stephen Jakosa - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-954-5961

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Anthony Kyber, CFP, ChFC - UBS Financial Services Inc.

15821 Ventura Boulevard
Suite 670

Encino, CA 91436
818-377-8827

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The Babayan Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8253

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Clive Pollard - Ameriprise Financial Services, Inc.

1 Almaden Blvd
Ste 810

San Jose, CA 95113
408-918-5300

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Chuck S Fels - Ameriprise Financial Services, LLC

1 Almaden Blvd
Ste 810

San Jose, CA 95113
408-918-5300

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David Fanucchi - UBS Financial Services Inc.

200 Clock Tower Place
Suite C-100

Carmel, CA 93923
831-626-2323

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Cindy Kelley - Ameriprise Financial Services, LLC

2605 S Miller St
Ste 104

Santa Maria, CA 93455
805-938-9724

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Debi Chen - UBS Financial Services Inc.

555 California Street
32nd/ 34th /46th Floor

San Francisco, CA 94104
415-955-9889

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Dean Meniktas, CIMA - UBS Financial Services Inc.

1255 Treat Blvd
Suite 1000

Walnut Creek, CA 94597
925-746-0285

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Vincent Truong

714-778-6695

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All Solutions Insurance Agency

22364 Alessandro Boulevard

Moreno Valley, CA 92553
951-247-2003

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Farm and Community Asset Advisors, LLC

24685 Soquel San Jose Road

Los Gatos, CA 95033
650-384-5624

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Pension Point Retirement Advisors, Inc.

121 Rue de Yoe
Suite B

Modesto, CA 95354
209-408-8646

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jLife Wealth Management

898 North Pacific Coast Highway
Suite 730

El Segundo, CA 90245
310-545-8500

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Bond Wealth Management

6615 E Pacific Coast Highway
Suite #215

Long Beach, CA 90803
562-285-0222

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Paul Idusogie

1580 Oakland Rd
Suite C109

San Jose, CA 95131
408-957-7626

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VAULT CHASING INVESTMENTS LLC

20 ORINDA WAY UNIT
1841

Orinda, CA 94563
510-257-2911

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Tu Niem

9355 E. Stockton Blvd
Suite 230-A

Elk Grove, CA 95624
916-312-8888

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Zhong Shi

2077 Gold Street
Ste. 108

Alviso, CA 95002
408-262-0998

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Lanh Bui, MBA

9280 West Stockton Blvd
Suite 200

Elk Grove, CA 95758
916-730-8644

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George Torok - Morgan Stanley Financial Advisor

9665 Wilshire Blvd
Ste 600

Beverly Hills, CA 90212
310-285-4869

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The Bel Air Group - Morgan Stanley

9665 Wilshire Blvd
Ste 600

Beverly Hills, CA 90212
310-285-4876

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Fogarty | Hernandez - UBS Financial Services Inc.

515 South Flower Street
Suite 5000

Los Angeles, CA 90071
213-972-1434

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Sam Mahshi, MBA --Sr. Mortgage Consultant

2600 Old Crow Canyon Road
# 201

San Ramon, CA 94583
925-348-1851

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Bertero/Sprouse Group - Morgan Stanley

3562 Round Barn Circle
1st Fl

Santa Rosa, CA 95403
707-524-0505

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The Liebowitz, Walker & Muniz Group - UBS Financial Services Inc.

4105 Blackhawk Circle Plaza

Danville, CA 94506
925-746-6309

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Eric R Cline - Morgan Stanley

1333 N California Blvd
Suite 133

Walnut Creek, CA 94596
925-930-3821

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Barrett Richter - Morgan Stanley

555 California Street
14th Fl

San Francisco, CA 94104
415-576-8984

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Lisa Amster - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
310-788-1751

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Ryan Mason - Ameriprise Financial Services, LLC

9240 Old Redwood Hwy
Ste 200-258

Windsor, CA 95492
707-385-8400

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The Bi-Coastal Group - Morgan Stanley

800 Newport Center Dr.
Ste 500

Newport Beach, CA 92660
201-251-6555

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Henry Chang - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9388

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The Bresnick Group - Morgan Stanley

5464 Grossmont Center Drive
Ste 200

La Mesa, CA 91942
619-668-4334

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Phil Bresnick - Morgan Stanley

5464 Grossmont Center Drive
Ste 200

La Mesa, CA 91942
619-668-4334

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David Farkouh - Ameriprise Financial Services, LLC

225 W Santa Clara St
Ste 1600

San Jose, CA 95113
408-963-2292

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Stefan Oglevee - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-467-6010

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Phillipp / Orr Group - UBS Financial Services Inc.

3030 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740
562-343-9240

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Jerrad Burford - Morgan Stanley

1111 Coast Village Rd

Montecito, CA 93108
805-695-7108

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Josefina Reynoso - Task Mortgage & Investments

8465 Old Redwood Highway
# 500

Windsor, CA 95492
707-206-1403

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Andy Lee

555 California Street, 14th
Fl

San Francisco, CA 94104
650-234-5938

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Solaria Perez-Stepanov - Morgan Stanley

2775 Sand Hill Road
Suite 120

Menlo Park, CA 94025
650-926-7683

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Raymond C Corney - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3505

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Applied Financial Management, LLC

5 Stoneridge

Coto de Caza, CA 92679
949-679-4267

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AWM Capital

123 S. Marengo Avenue
Suite 200

Pasadena, CA 91101
323-940-1339

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The Gebhardt Dare Group - Morgan Stanley

2882 Sand Hill Rd
Ste 200

Menlo Park, CA 94025
650-234-5100

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Lance J Varellas - Morgan Stanley

555 California St
35th Floor

San Francisco, CA 94104
415-984-6015

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Richard French - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4613

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Alex Oberle - Morgan Stanley

2775 Sand Hill Road
Suite 120

Menlo Park, CA 94025
650-926-7619

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Evan Tripoli - Morgan Stanley

9665 Wilshire Blvd
Ste 600

Beverly Hills, CA 90212
310-285-4829

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Matthew Lord - UBS Financial Services Inc.

12220 El Camino Real
Suite 400

San Diego, CA 92130
858-947-5742

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Rutledge/Johansson/Duffy Partners - UBS Financial Services Inc.

1255 Treat Blvd
Suite 1000

Walnut Creek, CA 94597
925-746-0229

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Lisa Wong

917 E Arques Ave
Suite 200h

Sunnyvale, CA 94085
650-265-0728

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Philip Ngo

6050 Santo Road
Suite 100-C

San Diego, CA 92124
858-503-1908

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SUMMIT WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

17180 Rancho Bernardo Center
Suite 100

San Diego, CA 92128
858-521-7036

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Lisa Murphy

3300 Irvine Ave
Suite 111a

Newport Beach, CA 92660
800-653-1364

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Sepehr Mansuri

423 W. Fallbrook Ave
Suite 108

Fresno, CA 93711
559-230-1987

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Armahd Ramirez

741 Glenvia Street
Suite 102

Glendale, CA 91206
800-684-7741