Directory for financial advisors and representatives

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Showing 41 advisor(s) and rep(s)

Andrew AtakpoAs a financial Advisor, my passion is helping my clients mitigate and eliminate income taxes. My team and I work best with Doctors, small to medium sized business owners, as well as Tech professionals. We assist in helping bring Financial clarity in an uncertain world.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Investment Strategies, Business Continuation Planning, Employee and Executive Benefits Planning, Wealth Management, Special Needs Planning

Languages: English

Location: Long Beach CA, 90802

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Fred AxelrodVisit my website

Languages: English

Location: Manhattan Bch CA, 90266

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Paul Baboolal

CLU®, ChFC®

Financial planning is a life-long process that assists you and your family in taking control of your financial future. Paul Baboolal helps his clients build and implement their financial security game plan so they can feel safe in a complex world. He often partners with South Bay families, attorneys, and real estate professionals to help them realize their financial goals.Visit my website

Expertise: Financial Planning, Retirement Income Planning, Business Risk Management, Estate Planning, Trust Services, Investment Strategies, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Education Funding

Languages: English

Location: Manhattan Bch CA, 90266

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Alexandra BergerAlexandra Berger is a Financial Rep. at NM, helping clients achieve financial security through personalized strategies. She grew up in Austria and now resides in Santa Monica. Fluent in German, Alexandra brings a global perspective to her work. Before joining NM, she built a strong background in real estate investments and management. Outside of work, she enjoys yoga, long walks, and traveling.Visit my website

Expertise: Business Risk Management, Disability Income Planning, Life Insurance Planning

Languages: English, German, Hebrew, Spanish

Location: Manhattan Bch CA, 90266

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Paloma BowmanVisit my website

Languages: English

Location: Manhattan Bch CA, 90266

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Michael CesarVisit my website

Languages: English

Location: Manhattan Bch CA, 90266

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Alex Chavez

RICP®

Alex Chavez is a dedicated financial advisor passionate about promoting financial literacy. Having grown up the son of two immigrants, Alex experienced firsthand the challenges of financial instability and embarked on a personal journey to overcome these challenges for his own family and community. As a trusted advisor Alex works with people in healthcare, public sector, and small business owners.Visit my website

Expertise: Wealth Management, Financial Planning, Retirement Planning, Disability Income Planning, Investment Strategies

Languages: English, Spanish

Location: Manhattan Bch CA, 90266

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Heather Courtney Quinn

ChFC®, CFP®

The financial services I offer are unique because you are unique. I aim to serve as your strategic partner in creating a plan that fits your life, your timeline, and your vision. As an expert in tax efficiency, risk management and optimized wealth accumulation, I will serve as a guide and an educator when helping to establish the plan that works best for you.Visit my website

Expertise: Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Business Risk Management, Long Term Care Planning, Life Insurance Planning

Languages: English

Location: Manhattan Bch CA, 90266

FINRA BrokerCheck

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