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

Georgia N

Series 65

Eureka, CA

Premier Financial Group Inc

Georgia Nordquist is a financial advisor at Premier Financial Group Inc with a Series 65 designation and one year of industry experience. She has previously worked at Coast Central Credit Union, the Watershed Stewards Program, and Mistwood Educational Center. Premier Financial Group serves individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a long-term, evidence-based investment approach focused on low-cost mutual funds and ETFs within an asset-allocation framework.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Kyla O

Series 65

Eureka, CA

Premier Financial Group Inc

Kyla Orr is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA, where she has worked since 2018. She has three years of industry experience, including prior roles at Mazzotti's and Applebee's. Premier Financial Group provides investment advisory and portfolio management services to a range of clients, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm emphasizes asset allocation and long-term strategies using low-cost institutional funds and ETFs, alongside client education and transparent fee practices.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Carla S

Series 65

Eureka, CA

Premier Financial Group Inc

Carla Simpson is a financial advisor at Premier Financial Group Inc with 19 years of industry experience. She holds the Series 65 designation and has been with Premier Financial Group since 2003. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Mary M

Series 65

Eureka, CA

Premier Financial Group Inc

Mary Mizera is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding a Series 65 designation and two years of industry experience. Prior to joining Premier Financial Group in 2021, she worked at Lost Coast Light & Sound, North Coast Dance, Coast Central Credit Union, and Umpqua Bank. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

John G

Series 63

Eureka, CA

Premier Financial Group Inc

John Gloor is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Cantella & Co., Inc. since 2002 while being with Premier Financial Group since 1987. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education, pension consulting, and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Wayne C

Series 63

Eureka, CA

Premier Financial Group Inc

Wayne Caldwell is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has been with Cantella & Co., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Francoise C

Series 63, Series 65

Eureka, CA

Premier Financial Group Inc

Francoise Crandell is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Premier Financial Group since 2015 and has been involved in a joint business with her husband since 1991. Outside of advisory work, she co-manages a residential investment property with her husband. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers educational support and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Phoenix A

Series 65

Eureka, CA

Premier Financial Group Inc

Phoenix Arnold is a Series 65-licensed advisor with Premier Financial Group Inc and has two years of industry experience. Prior to joining Premier Financial Group, Phoenix worked at 1 For The Books and Eureka Natural Foods and has been involved with Northcoast Preparatory Academy since 2019. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, and various institutional entities. The firm emphasizes asset allocation and longer-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers client education and financial planning without additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Ginger W

Series 63, Series 65

Eureka, CA

Premier Financial Group Inc

Ginger Weber is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Premier Financial Group since 2000 and at Cantella & CO., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to a range of clients including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using low-cost institutional mutual funds and ETFs, and offers client education through workshops and seminars.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Teresa S

Series 65

Eureka, CA

Premier Financial Group Inc

Teresa Sollom is a Series 65-licensed financial advisor at Premier Financial Group Inc with five years of industry experience. She previously worked at NorthPoint Consulting Group, Inc., HMB Media, and Ideal Positions. Premier Financial Group serves individuals, families, high-net-worth clients, and various institutional entities by providing fee-based portfolio management, financial planning, and pension consulting services. The firm’s investment approach focuses on evidence-based, low-cost institutional mutual funds and ETFs within an asset-allocation framework designed for long-term growth, income, and capital preservation.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Teresa C

Series 65

Eureka, CA

Premier Financial Group Inc

Teresa Conley is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding a Series 65 designation and 19 years of industry experience. She has been with Premier Financial Group since 2002. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education, pension consulting, and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar
firm logo

Jeremy S

Series 65

Eureka, CA

Premier Financial Group Inc

Jeremy Sorci is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA. He has 13 years of industry experience and has worked at Premier Financial Group since 2012, as well as with Bank of Stockton Trust & Investment Group since 2005. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and pension consulting services.

Wealth management General retirement planning Passive / index investing Retired
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")