Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jinfeng S
CFP®, Series 65
Los Angeles, CA
McIntosh Capital Advisors, Inc.
Jinfeng Su is a CFP® with nine years of industry experience, currently serving as an advisor at McIntosh Capital Advisors, Inc. in Los Angeles, CA. Prior to joining McIntosh Capital Advisors in 2017, Su worked at Sterling Bank & Trust and American Income Life Insurance Company. In addition to advisory services, Su holds an Enrolled Agent credential and provides tax preparation services. McIntosh Capital Advisors is a small, supported registered investment adviser serving individual clients, including high-net-worth households, as well as corporations and small businesses. The firm employs a disciplined asset allocation approach combining primarily passive investments with targeted active strategies and manages portfolios through a wrap fee program.
Alfred M
CFP®, Series 63
Los Angeles, CA
McIntosh Capital Advisors, Inc.
Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.
Richard P
Series 65
Los Angeles, CA
McIntosh Capital Advisors, Inc.
Richard Peristere is a Series 65-licensed advisor at McIntosh Capital Advisors, Inc. in Los Angeles, CA, with one year of industry experience. Prior to joining McIntosh Capital Advisors, he worked at Zoic, Inc. and Hyperloop One. McIntosh Capital Advisors is a small registered investment adviser serving individual clients, high-net-worth households, corporations, and small businesses. The firm focuses on disciplined asset allocation using primarily passive strategies coupled with targeted active approaches, managing portfolios exclusively through a wrap fee program.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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