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Showing 128 advisor(s) and rep(s)

John Alcantara

ChFC®

As your Wealth Management Advisor, John Alcantara will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future. He partners with successful executives, business owners, physicians, high net worth individuals, and affluent families to help achieve and secure their dreams for the future.Visit my website

Expertise: Business Continuation Planning, Estate Planning, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Employee and Executive Benefits Planning, Education Funding, Business Valuation Planning, Business Succession Planning, Trust Services, Wealth Management

Languages: English

Location: Las Vegas NV, 89169

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Matthew AlfanoVisit my website

Expertise: Financial Planning, Retirement Planning, Business Valuation Planning

Languages: English

Location: Los Angeles CA, 90025

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Grecia Alvarez

B.S.

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Expertise: Financial Planning, Retirement Planning, Investment Strategies

Languages: English, Spanish

Location: Las Vegas NV, 89169

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Daisa Alvarez

B.A.

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

Languages: English, Spanish

Location: Las Vegas NV, 89169

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Ian AlvarezVisit my website

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English, Spanish

Location: Los Angeles CA, 90025

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Garry ArguetaVisit my website

Languages: English, Spanish

Location: Ontario CA, 91764

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Tiffany BarnesVisit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning

Languages: English

Location: Los Angeles CA, 90025

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Casey BashVisit my website

Expertise: Financial Planning, Retirement Planning, Disability Income Planning, Long Term Care Planning, Life Insurance Planning, Business Risk Management, Estate Planning

Languages: English

Location: Los Angeles CA, 90025

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Chris Bell

MBA, CFP®

Plan Differently; call it our motto! My team and I are a group of innovative specialists, here to help you discover what’s financially possible and plan for the unexpected. We work hard to help ensure that our clients’ money outlasts them. We are setting the standard, pushing limits, and powering what’s next for your goals.Visit my website

Expertise: Financial Planning, Investment Strategies, Education Funding, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Wealth Management

Languages: English

Location: Los Angeles CA, 90025

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Brad Bertner

RICP®

I specialize in holistic financial planning for successful entertainment executives, attorneys, and corporate professionals. My ultimate goal is to understand and build a financial game plan based on what is most important to you. I provide counsel and education on retirement, investment strategies, tax efficiency and wealth preservation to alleviate stress so you can spend your life living.Visit my website

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

Languages: English

Location: Los Angeles CA, 90025

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