Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Erin L

CFP®, Series 65

Walnut Creek, CA

Lafayette Square Financial Advisors, Inc.

Erin Little is a CFP®-designated financial professional with four years of industry experience. She is currently with Lafayette Square Financial Advisors, Inc., where she has worked since 2020. Prior to this, she held roles at Cetera and b8ta. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporations. The firm focuses on pension and retirement-plan consulting, including accepting ERISA fiduciary roles and utilizing manager models and third-party money manager strategies for portfolio implementation.

user avatar
firm logo

Gregory P

Series 63

Walnut Creek, CA

Lafayette Square Financial Advisors, Inc.

Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions with Cetera and Cetera Wealth Services, LLC. He also works with the Business Enterprise Institute, assisting business owners with exit planning strategies focused on tax and financial efficiency. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, estates, trusts, retirement plans, and corporations. The firm utilizes manager models and third-party money managers across various asset classes and offers pension and retirement-plan consulting, including ERISA fiduciary services.

Warmer team member

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.

Find your advisor

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")