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in California

Scot Shier

Financial Advisor

Quintessential Financial Corp.

I'm a "Certified Financial Planner" with over 26 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineering Degree from the U.S. Air Force Academy, and my Masters Degree in Systems Management from USC. As an Adjunct Professor, I have taught Retirement Planning at University of Redlands and also taught at UC-Irvine. I occasionally serve the military as a "Personal Financial Counsellor." I'm very active in my community, serving in the Newport Beach Chamber of Commerce. I'm past President of the Mission Viejo Chamber, and serve on the board of the Financial Planning Association in Orange County. I was also Chairman of the Investment Advisory Commission for the City of Mission Viejo. My company is Quintessential Financial... a name chosen because I have Quintuplets (Five 24 years old... all graduated from college and working in their chosen careers). So I know something about college planning, too. I provide investment and insurance strategies for families and businesses. This includes devising income generating strategies for financial freedom (some call it "retirement"), and minimizing the dreaded tax bill. I'll put my engineering analysis to work for you. All securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp. Investments products and services available only to residents of California, Arizona, Oregon, Pennsylvania, South Carolina, and Washington.

Michael Agorastos, CFPA®

Financial Advisor

Insight Wealth Strategies, LLC

Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jessica K. Martini

Director and Advisor

Northwestern Mutual

Women live longer, earn less, and become caretakers of their family. I'm a single mother of two, and believe that women should have their own financial plan! In my spare time I enjoy running, international travel, audiobooks, and comedy podcasts. Most of my clients are female entrepreneurs/have a side hustle, or those in the LGBTQIA+ community.

Dean Erickson, CFA

CEO

Bionic Capital LLC

Bionic Capital LLC is a registered investment advisor and fiduciary dedicated to your success. We create customized wealth and investment management solutions utilizing the benefits of the latest investing technology, investment research, and human experience. Go Bionic.

Luke A. Jacobson, CFA

Financial Advisor

Zealand Wealth Management

Leading Zealand Wealth Management with a client-first philosophy, Luke Jacobson prioritizes transparency, efficiency, and strong partnerships. His approach is deeply rooted in education and a nuanced understanding of finance, reflecting his commitment to client success. Starting his career in 2001 at Thomas Wiesel Partners, Luke followed this Investment Banking and Research experience with the achievement of the CFA Charter, which marked a significant milestone to solidify his skill in investment analysis and portfolio management. Luke was a Partner at an Institutional RIA in San Diego, Wall Street Associates. Here he focused on growth strategies and the practical application of financial theories, sharpened his skill in navigating investment complexities and emphasized the value of team portfoio construction and risk management. With this investment professional background and education comes a unique wealth management style. Luke specializes in addressing the intricate needs of affluent families, corporate leaders, and entrepreneurs with tailored strategies that cover tax optimization, long term planning, and risk management, aiming to align financial plans with clients' long-term ambitions. Luke's personal journey as a father and entrepreneur infuses his work with empathy and foresight, promoting trust and proactive engagement in the wealth management process. This empowers clients with stability and confidence, guiding them towards decisions that align with their aspirations. California Insurance License #4159361.

Blaine Thiederman

Financial Advisor

Pure Financial Advisors

Blaine Thiederman, a dedicated and seasoned financial advisor at Pure Financial Advisors, brings over a decade of rich experience in the finance industry, having been a CERTIFIED FINANCIAL PLANNER® professional since 2018. With an MBA emphasizing finance from Grand Canyon University and a bachelor’s in finance from the W.P. Carey School of Business, Blaine has honed his expertise in helping clients navigate the complexities of financial planning. Before joining Pure Financial Advisors, Blaine owned and operated his independent RIA, serving a select group of high-net-worth individuals and business owners. His diverse background includes foundational roles at Fisher Investments’ Financial Planning group, Edelman Financial Engines, Scottrade, and USAA, where he developed a deep understanding of retirement planning, tax planning, cash flow management, behavior change, and estate planning. Blaine’s approach to financial planning is deeply personal. He begins by understanding his clients’ hopes, dreams, and concerns, ensuring the financial plan is as unique as they are. Specializing in retirement planning, tax planning, and investment management, Blaine is passionate about making these critical areas of finance accessible and understandable. His goal is to simplify the path toward retirement, aligning investments with clients’ goals, values, aspirations, and needs while managing taxes and reducing risks. His personal mission in the financial planning industry was shaped by witnessing his grandfather’s financial struggles due to poor investment advice. This experience instilled in Blaine a commitment to providing expert guidance to help clients avoid life-altering financial mistakes. Blaine is recognized for his contributions to the financial community, having been featured in Forbes, CBC, Yahoo Finance, The Wall Street Post, and more. He is also a volunteer for “Advisors Give Back,” demonstrating his commitment to giving back to the community. Outside of his professional life, Blaine is an outdoor enthusiast who enjoys exploring the Colorado mountains, mountain biking in Golden, and visiting local breweries with his Golden Doodle, Lucy. He is also a cooking aficionado, constantly experimenting with new recipes.

Karl Leonard Hicks

Financial Planner

The Leonard Financial Group, LLC

I work with individuals and families to create, implement and manage financial plans designed to achieve financial goals that require money and planning. It’s the achievement of these goals that is evidence of financial success and which, I believe, is the ‘Fulfillment of the Promise of Financial Planning’.

Anna Sergunina

President & CEO

MainStreet Financial Planning, Inc

Anna Sergunina is a Certified Financial Planner and the President & CEO at MainStreet Financial Planning Inc., the nation’s largest fee-only, hourly project-based financial planning business. She and her team are on a mission to help both private and institutional clients make “Smart Financial Decisions” through one-on-one work and financial planning as an employee benefit. Anna has been involved in the financial services industry since 2003. She’s both a CFP®, and holds her ChFBC designation. Her long-term goal is to grow MainStreet into a household brand for financial planning. Anna was named “A Virtual Force” by Morningstar, and recognized by Financial Advisor Magazine as a Top 10 Young Advisor To Watch in 2017. Anna is an advocate for financial education, writing about financial education topics for publications in Business Insider, Forbes, USA Today, Nasdaq, and WSJ. She also teaches her flagship personal finance management course: Money Flow System and engages with followers on her Money Boss Podcast.

Michael Derouin

Independent Broker

Independent Broker

I am a veteran owned business, Helping Veterans, Families, Small Businesses with wealth strategies, specializing in retirement, life insurance and Debt Solutions. Talks about #finalexpense, #entrepreneurs, #financialfreedom, #financialanalysis, and #lifeinsurancesales

Keren Lopez

Financial Advisor

Bullen, Ruch & Neller

I am currently working as a full-time tax professional at a small firm. I started as an intern in 2019 when I was still a student. I received my EA License January 2020.

Ryan Hughes

Founder & Portfolio Manager

Bull Oak Capital

I am the Founder of Bull Oak Capital, an investment advisory firm in San Diego, CA. I started the firm in 2014 after graduating from the UCLA Anderson School of Business. While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.In addition to my current role, I also have equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab.I am also a proud U.S. Navy veteran, where I completed two deployments to the Persian Gulf as a VBSS team-member.I completed my undergraduate degree from the University of Southern California (USC). Yes, I went to both USC and UCLA. I support both schools, despite their rivalry. However, when it comes to football, I support the Trojans. Fight On!

Tristan Bolton

Financial Advisor

Ideal Financial Advisors

Tristan Bolton recognizes that for many investors, the process of financial planning can be shrouded in uncertainty. His primary mission is to alleviate that confusion with a comprehensive, and transparent approach that’s uniquely tailored to each client’s specific needs. This approach was developed over more than a decade of working hand-in-hand with thousands of Financial Advisors and their clients — consulting on their most complex retirement, investment, and tax and planning issues. Tristan believes communication and trust are paramount — and this is a responsibility he does not take lightly. He focuses on delivering constructive, unbiased advice rooted in his years of experience. His goal is to create a path for his clients that provides both clarity and peace of mind which helps them achieve their financial goals. When he’s not developing clear, effective solutions for his clients, you can find him either riding his Ducati or experimenting in the kitchen, where he enjoys cooking for his wife and two young children. (Whether they share his enthusiasm is up for debate.)

Patrick McNally

Founder, CEO

Retirement Lifestyles Advisory Group

Hi there, my name is Patrick McNally and I’m the founder of Retirement Lifestyles Advisors, an independent registered investment advisory firm located in Northern California.First of all, thank you for taking some time to visit this website, and expressing some interest in working with a financial advisor. Now, whether or not that advisor is me, thank you for reading this short bio.I’ve personally been in financial services for over 22 years now and we serve clients all over the country. Most of our local clients have found me by listening to my live radio show Retirement Lifestyles that I’ve hosted every Saturday morning for over 11 years on on News Talk 105.7fm KQMS. Others around the country found my podcast Retirement Lifestyles on iTunes or on any of the other podcast apps. Or they ordered a copy of my book Retirement Planning 101.My specialty is retirement income planning. In fact, the average age of our clientele is 67. Many of them come to us when they’re less than 5 years away from retiring and they can see that light at the end of the tunnel. They’ve been working at a company that provided a 401k or other similar retirement plan, and after 20, 30 or even 40 years of service, sacrifice and saving, it’s time to retire, rollover that 401k and have some fun! Others have been retired for any number of years, and are concerned about volatile markets, inflation, higher taxes and rising healthcare costs. I’m often told that their current advisor doesn’t address many of those things, so they’re looking for a different path.Our number one goal is to help our clients achieve Clarity and Peace of Mind in retirement with a little help from smarter investment portfolios. We use investments that are designed first and foremost for income, followed by long term growth. Most of our clients are no longer receiving paychecks from a job, so we show them how to create a paycheck from their investments that’s predictable, safe and increases every year no matter what the market does, in order to keep up with inflation.Unfortunately, most financial advisors today do not use this same type of investing philosophy for their retired clients. Instead, they advise you to sell a percentage of your investments each year through a process known as the 4% rule. Keep in mind that when you sell portions of your portfolio, you have to make that money back year after year. How is that accomplished? By relying on something no one can control, market growth. What happens when the market doesn’t cooperate and instead goes down? Now you’re forced to sell on top of market losses, compounding the problem and making it even more difficult to get back to even.So, as you do your research and review different advisors on this site, ask yourself the following questions, “Am I comfortable relying on a volatile unpredictable stock market to provide me with the income I need throughout retirement?” And “Am I comfortable working with someone who manages my life savings that way?”I’ll have you consider this, if you’re not comfortable with that scenario and want to learn more about we help our clients generate the income they need without selling their principal, I invite you to click that green button over there that says schedule an introduction.Fill out a little bit of information and let’s find a time to chat on the phone and see if there’s a potential fit. There is no fee for the call, and I promise, that by the end of it you’ll know exactly where you currently stand, and you’ll be armed with some amazing tips and strategies on how to make your planning stronger, which will give you the confidence you need moving forward. So go ahead, take that first bold step and click that green button over there and let’s get started!

Scott Harmon, CPA

Financial Advisor

HWI Corporation

Spending three years in marketing following graduation from California Polytechnic University, Pomona with a B.S. in Business Administration, I then returned to school to complete my major in accounting. Beginning in 1987 I began working for PricewaterhouseCoopers (Coopers & Lybrand legacy) where I began working in the tax practice. At the end of my five years with PricewaterhouseCoopers I was exclusively working on transactional tax planning for corporate clients. I left there to begin a career in corporate American as a Controller at a division of a publicly traded health care manufacturing company. After two years, I formed a partnership with a fellow PWC colleague to create HWI Corporation. HWI provides tax and accounting services to both entrepreneurial businesses as well individuals in need of personal tax compliance, audit representation, and tax planning.

David Chazin

Financial Advisor

Insight Wealth Strategies, LLC

David Chazin is a fee-only financial planner and the CEO of Insight Wealth Strategies. His practice focuses on helping provide his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth.This typically ranges from assisting clients with their investments by applying proper asset allocation, risk tolerance assessment, and modern portfolio theory techniques, to developing a customized, fully comprehensive financial plan identifying issues that need to be addressed and outlining steps that need to be taken.David’s expertise encompasses retirement planning, investment planning/management, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. He works closely with his clients’ attorneys, CPA’s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies to guide them toward their financial goals, giving them a great deal of personal attention and adapting their plan to fit their ever-changing lives.Prior to founding Insight Wealth Strategies, David gained twenty-plus years of financial experience as the founder and CEO of two successful companies: in 1989, he started Lasertek, a pioneer in the field of remanufacturing print toner cartridges, and in 1994, he started BooksNow, one of the first internet bookstores. He studied Business at San Diego State University.

Ron Guay

Financial Planner

Falcon Wealth Planning

Ron Guay began his finance career on the corporate side at General Electric before finding his true calling in personal financial planning more than eight years ago. He is a Managing Director at Falcon Wealth Planning, where he works directly with clients and leads the team in the San Jose office. Ron helps clients align their use of capital with their goals and values to live life on their terms. As a CFP®, he is passionate about promoting financial literacy in the community and aims to educate and coach his clients to make informed financial decisions. As an IRS Enrolled Agent, he brings a high level of tax expertise to all planning engagements, specializing in serving clients with equity compensation to help them manage the complex tax and investment dynamics of their income. Before joining Falcon Wealth Planning, Ron was registered as a Financial Planner for Prosperity Capital Advisors and began his advisory career at Garrett Investment Advisors after completing his Executive Certificate in Financial Planning from Santa Clara University. He holds a Bachelor’s degree in Business Administration from the University of Dayton. Outside of work, Ron is an avid sports fan who enjoys hiking and skiing, traveling internationally with his family at least once a year, and coaching his boys’ youth soccer teams. He lives in the Bay Area (San Jose) with his wife, Deepti, and their three sons: Sanjeev (13), Viraj (11), and Aarush (7).

Derek Hebert

President & Private Wealth Advisor

Prosperity Financial Group, Inc.

Derek serves as President and Private Wealth Advisor. He has been working in the investment and financial services industries for almost 20 years. Having come from a long line of small business owners, he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. As co-owner and Private Wealth Advisor, his primary areas of expertise include: Customized, in-depth retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing) Tax planning (tax reduction strategies and real estate analysis) Investment management & planning Estate planning strategies Having worked through the Great Recession, Derek witnessed firsthand the risks associated with investing and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation and has found that through in-depth financial planning, there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future. Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business Administration, with a Finance concentration. He later earned an Executive Certificate in Financial Planning from Santa Clara University. He has previously passed his Series 7, 63, and 65 registrations. Derek was a three-sport athlete in college – competing in soccer, golf, and track & field. He was fortunate to be honored as a three-time All-American — once as an NCAA track & field athlete, and twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and their three children. He enjoys all types of fitness, including watching and participating in most sports, particularly golf. He has competed in triathlons and plans to continue them in the future. He also loves traveling, movies, music, playing chess, and spending time with family and friends. Derek is an active member in his church and the Knights of Columbus, a charitable group with a global reach. He remains involved with his kids’ school and sports, coaching various teams. He continues to give charitably to his community and, for many years, has been sponsoring impoverished children and orphans around the world.

Chad W. Schiel

Comprehensive Wealth Manager

Schiel Wealth Management

I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. My personal story includes beating lung cancer, fighting terrorism in Iraq, starting a small business, and earning my MBA, all before the age of 30. These life experiences, my education and leadership skills bring a confident approach and warmhearted understanding to personal client advising not commonly found in other financial advisors.