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Financial Advisors in San Bernardino, California (San Bernardino County)

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Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient o... See More

Highlights: Passive Investment Strategies, Registered Investment Advisor, Advisory And Investment Management, ETFs, Wealth Management, Investment Management, Asset Protection, Financial Planning Advice And Services, Independent Investment Advisor, Fee Only, Retirement Planning, Investment Consulting, Professional Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Retirement Distribution Plan, Fiduciary, Mutual Funds, Stocks
Karl Leonard Hicks
8 miles from San Bernardino, CA
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Our role for our clients is to ensure they are getting the most out of their one and only life by Fulfill the Promise of Financial Planning.

Highlights: Mutual Funds, Portfolio Management, Financial Planning Advice And Services, Young Investors, Fiduciary Advisor, Fee-Only, Investment Advice, Retirement Scenario Planning, Roth IRA, Comprehensive Financial Planning, Middle Income, Retirement Solutions & Planning, 403B Plans, Financial Planning For Women, Investment Consulting, High Net Worth Planning, Goal Setting, Financial Planning Association Member, 401K Consulting, Certified Financial Planner
Barnett Financial Planning
8 miles from San Bernardino, CA
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David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, o... See More

Karl Leonard Hicks
8 miles from San Bernardino, CA

At the Leonard Financial Group we focus on Your Goals. Our services have been especially developed to create, implement, monitor and manage a comprehensive financial plan for you, which is designed to give you the highest probability of achieving you... See More

Highlights: Retirement Income Planning, College Planning, Financial Planning For Physicians, Investment Policy Statements, Retirement Planning, Rollovers, Mutual Funds, High Net Worth Planning, Investments, Comprehensive Financial Planning, CPA, Portfolio Management, Young Investors, Sustainability, Financial Planning Association Member, Investment Advisory, Fee-Only, Financial Planning, Retirement Planning., Financial Advisor
Compass Financial Planning
17 miles from San Bernardino, CA
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James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Souther... See More

Paul Ireton
17 miles from San Bernardino, CA

Long-term financial planning requires two very important things – a solid plan and the right guidance towards that plan. Paul and Miriam Ireton provide the best assistance in California when it comes to both these things, and guarantee that the... See More

Highlights: Financial Planning, Comprehensive Financial Planning, Investment Management, Certified Financial Planner, 401K Consulting, Rollover Of 401k Or IRA, Debt Management, Family Financial Planning, Retirement Planning, Annuities & Life Insurance, College Planning, Investment Services
Brandon M. Wren, MS, CFP®, EA
32 miles from San Bernardino, CA
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Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, pru... See More

MILE Wealth Management
35 miles from San Bernardino, CA
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Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtua... See More

marrick wealth
35 miles from San Bernardino, CA
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Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vis... See More

Index Fund Advisors
35 miles from San Bernardino, CA

Daniel Chong
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded i... See More

TABR Capital Management, LLC
38 miles from San Bernardino, CA
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Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf... See More

Patricia Heaton Parker, CFP®
38 miles from San Bernardino, CA
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Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh... See More

South County Financial Planning, LLC
39 miles from San Bernardino, CA
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Angela Grillo, AIF, CFP
Our mission is to assist people from all walks of life to coordinate their finances with their life goals. We are unique in that we provide our services in two different ways: 1) on an HOURLY, AS-NEEDED basis for those who ma... See More

Duff Financial Advisory Services
39 miles from San Bernardino, CA

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... See More

Schultz Financial Management Corp.
40 miles from San Bernardino, CA

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe... See More

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