Financial Advisors in Corona, California (Riverside County)

John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and other clients through his own fee-only firm since 1996. Although the majority of our clients are from the medical field, we serve clients from all walks of life, including retirees. Our Clients' accounts range in size from our minimum of $100,000 to over $2 million.... See More

Our Laguna Beach CPA firm represents privately owned businesses and individuals in the areas of financial statement preparation, accounting system support, tax planning and preparation. We work closely with you and your staff to insure efficiencies in your financial reporting and bookkeeping activities. We have devoted over 20 years working with entrepreneurial individuals and closely held businesses in the areas of accounting and taxation. Our accounting firm focuses on solving our clients' problems by looking for the causes behind their accounting results. We have worked with companies in many industries including but not limited to retail, wholesale/distributors, legal, medical, and real estate, manufacturing and service industries. Our deep expertise and commitment towards excellence makes us trusted partners who know their business and respect yours.... See More

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpenter, CFA®, CFP®. Carl has over twenty-five years of investment, financial planning, tax, and accounting experience. BFP specializes in retirement planning.
What makes BFP unique?
1) FEE-ONLY - Because we are an independent, fee-only firm, we give objective financial advice. You never have to worry if we are recommending an action that isn't in your best interest simply because we are looking for a fast sales commission.
2) PERSONAL ATTENTION - We give you the individualized personal attention you deserve. With some firms, you may meet the principal for the initial meeting, but after that your accounts are generically outsourced and/or handled by junior staffers. That never happens at BFP!
3) OUR TOTAL SATISFACTION GUARANTEE - We are confident that you will be totally satisfied with our services. If you aren't completely satisfied within the first three months of your asset management start date for any reason, we will gladly refund all fees received.
Call us today to schedule your no-cost, no-obligation initial consultation. Evening and week-end appointments available.... See More

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, MI, NV, OH, and OR... See More

Delia Fernandez, CFP, MBA

Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative solutions that are suited to your unique situation.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
CA License Number 0E51490.... See More

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and small business owners that seek a long-term relationship with their financial advisor. Please visit our webpage at www.wpduff.com for more information.... See More

Scott Colton, CPA/PFS, MST
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I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, or never married, women need to know how to generate an income stream that will last throughout their lifetime so that they feel more secure about their financial future. My objective is to help women clients preserve their wealth, manage their risk, and free up their time so that they can do the things that are truly enjoyable in life.... See More

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standing relationships with them. We learn about what’s important to them, whether it be material wealth, taking care of their family, or contributing to society. We then devise a plan that optimizes their chances for success. Our full wealth plan includes an analysis of your investments, cash flow, retirement goals, tax planning strategies, and insurance and estate planning. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, small-business owners, and other individuals who’ve simply worked hard for their entire lives to create a nest egg for themselves. We offer a complimentary consultation; please contact us to schedule a time. ... See More

Noa Hoffman, CFP, CFP

Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heartedly on the principle of equality, we're an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here. What sets us apart OUR IDENTITY
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding. FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It's also our fiduciary duty to do what's best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it's unfortunately not the standard. IMPARTIAL
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. TECHNOLOGY
Like our office? You're in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location.... See More

Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you.
Investment Management
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Schedule a Virtual Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com... See More

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalty is to you. We provide customized financial planning, investment advice, and portfolio management services tailored to meet your individual needs.... See More

Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
Your Best Interest - Your investments, tolerance for risk, retirement planning, education planning, insurance and risk management needs, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals.
Client-Centered Approach - We listen to you. Once we know what is most important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life.
Our commitment is to provide professional unbiased, financial, tax and life planning advice and to serve as a trusted advisor on whom you can rely for planning and counsel. We look forward to providing you with the rewards of our planning efforts.... See More