Bakersfield, CA Financial Advisor Office

Bakersfield

Find a financial advisor in our Bakersfield office.

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Showing 11 advisor(s) and rep(s)

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Ethan AparicioI am a devoted husband and father. I have 23+ years experience in the Financial Service industry. I am committed to helping you in every step of the way in your overall financial planning and to add value and always be relevant to your economic life. I have helped many business owners, teachers and families to plan for their future. I would love to meet with you!Visit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Succession Planning, Retirement Planning, Special Needs Planning, Business Risk Management, Business Continuation Planning

Languages: English, Spanish

Location: Bakersfield CA, 93311

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Matthias Bellamy Visit my website

Languages: English

Location: Bakersfield CA, 93311

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Jason Boyd Visit my website

Languages: English

Location: Bakersfield CA, 93311

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Brooks DouglassI plan for my clients the same way I plan for myself and my family. My goal is to alleviate any financial anxiety that may exist and come up with a step-by-step game plan to accomplish your goals one step at a time. I specialize in working with people at all different life stages. Family is what is most important to me, and being able be the asset for them and many others is my "why".Visit my website

Expertise: Financial Planning, Retirement Planning, Special Needs Planning, Employee and Executive Benefits Planning, Business Continuation Planning, Business Risk Management, Education Funding, Disability Income Planning, Life Insurance Planning, Estate Planning

Languages: English

Location: Bakersfield CA, 93311

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Jose Gonzalez Visit my website

Languages: English

Location: Bakersfield CA, 93311

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James HefleyJames was born and raised in Bakersfield, California and received his Bachelor’s degree from Cal State University, Bakersfield. James’s earned his degree in Business Administration with a concentration in Finance. While attending CSUB, James was involved in the Kappa Sigma Fraternity. James currently resides in Bakersfield and is a College Unit Director.Visit my website

Expertise: Financial Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Life Insurance Planning, Special Needs Planning

Languages: English

Location: Bakersfield CA, 93311

MBA

Expertise: Business Risk Management, Disability Income Planning, Financial Planning, Life Insurance Planning, Retirement Planning, Investment Strategies, Employee and Executive Benefits Planning, Wealth Management, Retirement Income Planning, Qualified Plan Employee Education, Qualified Plan Fiduciary Education

Languages: English, Spanish

Location: Bakersfield CA, 93311

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Jacob Oliver Visit my website

Languages: English

Location: Bakersfield CA, 93311

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Maui Ramos Visit my website

Expertise: Financial Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Special Needs Planning, Business Continuation Planning, Employee and Executive Benefits Planning, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Planning, Wealth Management, Business Succession Planning, Estate Planning

Languages: English, Spanish

Location: Bakersfield CA, 93311

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