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Brenton D

ChFC®, Series 65, Series 66

Escondido, CA

DeVore Financial Advisors LLC

Brenton Devore is a financial advisor with DeVore Financial Advisors LLC in Escondido, CA, holding the ChFC® designation and Series 65 and 66 licenses. He has 20 years of industry experience, including prior roles at Index Fund Advisors, Check Capital Management, and Charles Schwab. In addition to his financial advisory work, he has served as a full-time police officer and sergeant with the City of San Diego since 2009. DeVore Financial Advisors LLC serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and financial planning. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and Fama-French research, utilizing Dimensional Fund Advisors’ models combined with proprietary quantitative algorithms for portfolio implementation.

Tax-loss harvesting Factor investing / smart beta
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Laura D

Series 63, Series 66

Escondido, CA

DeVore Financial Advisors LLC

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Tax-loss harvesting Factor investing / smart beta
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