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Eric Alexander Cardenas

Advisor at Kingswood Wealth Advisors, LLC — Redondo Beach, CA

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Redondo Beach, CA

Kingswood Wealth Advisors, LLC logo

Kingswood Wealth Advisors, LLC

Multi-team

Total advisors

122

Across 65 offices

Clients per advisor

92 High

Avg AUM per client

$326,893 Low

HNW client ratio

20% Typical

About

Eric Cardenas is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers tailored investment advice through an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Client services

Based on Kingswood Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Kingswood Wealth Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Occupation focus

Based on Kingswood Wealth Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees ranging from $100 to $3,000 for financial consultation services; flat fee arrangements for administrative services

Percentage

$0+: Up to 2.5% annually (negotiable; fees differ per client; can be tiered or blended) $0+: Up to 1.50% annually for ERISA Plan advisory fees (negotiable and may be tiered or flat) $0+: 1% to 2.5% annually for third-party managers (negotiable) $0+: Up to 2.5% annually max total fees including sub-advisors

Project-based

Up to $300 per hour for financial consulting services

Other

Account minimum: $100,000 Fee-only: Flat fees ranging from $100 to $3,000 for financial consultation services; hourly fees up to $300/hour; fixed fees quoted based on scope

Location

See office

Redondo Beach, CA

Redondo Beach CA

Advisors at this office

1

Most active in

Arizona · California · Georgia · Montana · Nevada · South Carolina · Texas

Work history

33 years of industry experience

Kingswood Wealth Advisors

2024 - Present • 2 years

Redondo Beach, CA

Kingswood Capital Partners

2024 - Present • 2 years

Redondo Beach, CA

Wells Fargo Clearing

2016 - 2024 • 8 years

El Segundo, CA

UBS Financial Services

2008 - 2015 • 7 years

Los Angeles, CA

Citigroup Global Markets

1997 - 2008 • 11 years

Glendale, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth ESG / Sustainable investing Inheritance planning Multi-generational wealth transfer Retired Artists or Creative Public Service Employee Caretaker Intergenerational Families Gen X (Born 1965-1980)

Jeffrey M

Series 66, Series 65

Downey, CA

Kodiak Capital Advisors LLC

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Kodiak Capital Advisors since 2015 and previously at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on fundamental analysis and offers investment strategies including stocks, bonds, ETFs, and options, with an emphasis on small- and medium-cap securities.

Active portfolio management Self-Employed Retired Founder/Business Owner Government Employee Christian Faith Based Approaching retirement Retired Established Professionals Mid-Career Professionals
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Cash flow / budgeting
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