Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ryan D
CFP®, ChFC®, Series 63, Series 65
Richmond, VA
Commonwealth Retirement Investments LLC
Ryan Drake is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 16 years before joining Commonwealth Retirement Investments and Purshe Kaplan Sterling Investments in 2017. Drake serves as co-trustee of a family irrevocable trust. Commonwealth Retirement Advisors serves individual clients and families, particularly those approaching or in retirement, offering personalized financial planning and portfolio management on a primarily discretionary basis. The firm employs a structured process starting with comprehensive retirement planning and implements customized investment strategies using dividend-growth equities, diversified fixed income, tactical equity ETFs, and selective annuities.
Marcelo A
CFP®, Series 65
Richmond, VA
Commonwealth Retirement Investments LLC
Marcelo Ampie Zelaya is a CFP® with four years of industry experience currently serving at Commonwealth Retirement Investments LLC. He has been with Commonwealth Retirement Advisors since 2021. Commonwealth Retirement Investments advises individuals and families, primarily those in or near retirement, providing personalized financial planning and discretionary portfolio management tailored to retirement goals. The firm manages approximately $377 million for around 337 households and employs strategies including dividend-growth equities, fixed income, tactical equity ETFs, annuities, and cash-management allocations.
Christopher L
CFP®, Series 66
Richmond, VA
Commonwealth Retirement Investments LLC
Christopher Lee is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Commonwealth Retirement Investments LLC since 2017 and previously worked at Lincoln Financial Advisors Corporation from 2014 to 2017. Commonwealth Retirement Advisors serves individual clients and families, primarily those nearing retirement, offering personalized financial planning and discretionary portfolio management. The firm manages approximately $306 million in assets across about 314 households and employs a process that includes comprehensive retirement planning, customized asset allocation, and tailored investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters