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

Kristin S

CFP®, Series 63, Series 66

Walnut Creek, CA

RBC Securities, Inc

Kristin Stansbury Flaiani is a CFP® professional with 22 years of industry experience. She has been with City National Bank since 2011 and is currently affiliated with RBC Securities, Inc. in Walnut Creek, CA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group that includes banking, trust, municipal advisory, and trading businesses.

Wealth management
user avatar
firm logo

Roy M

Series 66

Montecito, CA

RBC Securities, Inc

Roy Martinez is a financial advisor with RBC Securities, Inc. in Montecito, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at City National Bank since 2014. Martinez serves as a committee member for the Santa Barbara Public Library Foundation, overseeing its budget and financial statements. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor, RBC Rochdale, offering discretionary portfolio management with a range of investment options and is affiliated with a broad financial services group including banking and trust services.

Wealth management
user avatar
firm logo

Narek M

Series 63, Series 66

Los Angeles, CA

RBC Securities, Inc

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at City National Securities since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Wealth management
user avatar
firm logo

Armando F

Series 63, Series 65

Irvine, CA

RBC Securities, Inc

Armando Feighl is a financial advisor with RBC Securities, Inc. based in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at City National Bank and UnionBanc Investment Services, with a long history at Union Bank of California. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, leveraging an affiliated sub-advisor to manage portfolios using a range of investment vehicles. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is integrated within a broader financial services group including banking, trust, and municipal advisory services.

Wealth management
user avatar
firm logo

Marisha F

Series 66, Series 63, Series 65

Irvine, CA

RBC Securities, Inc

Marisha Fusco is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding Series 66, Series 63, and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at City National Securities, Merrill, PNC, and BBVA-related firms. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a bank parent and offers integrated financial services including portfolio management via an affiliated sub-advisor, RBC Rochdale.

Wealth management
user avatar
firm logo

Cesar G

Series 66

Pasadena, CA

RBC Securities, Inc

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

Wealth management
user avatar
firm logo

Anthony V

Series 66

New York, NY

RBC Securities, Inc

Anthony Viducic is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and having 13 years of industry experience. His prior work includes roles at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor, RBC Rochdale, and is part of a broad financial services group affiliated with a bank and related entities offering a range of financial and trading services.

Wealth management
user avatar
firm logo

Zheng Nan X

CFP®, CFA®, Series 65, Series 63

Los Angeles, CA

RBC Securities, Inc

Zheng Nan Xu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding CFP® and CFA® designations along with Series 65 and Series 63 licenses. He has eight years of industry experience, previously working at firms including Cetera, East West Bank, and HSBC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale, and is part of a broader financial services group affiliated with a bank and related entities.

Wealth management
user avatar
firm logo

Konstantin P

Series 63, Series 65

Great Neck, NY

RBC Securities, Inc

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

Wealth management
user avatar
firm logo

Danyelle P

Series 66

Beverly Hills, CA

RBC Securities, Inc

Danyelle Proano is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 2016. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that constructs asset allocation strategies and manages portfolios using a range of securities.

Wealth management
user avatar
firm logo

Erik L

Series 63, Series 65

Los Angeles, CA

RBC Securities, Inc

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Wealth management
user avatar
firm logo

Bryan S

Series 63, Series 66

Los Angeles, CA

RBC Securities, Inc

Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at City National Securities, Morgan Stanley, JPMorgan Chase Bank, and First Republic Investment Management. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Wealth management
user avatar
firm logo

Susan R

Series 63, Series 66

Washington, DC

RBC Securities, Inc

Susan Rogers is a financial advisor with RBC Securities, Inc. based in Washington, DC. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior roles include positions at City National Bank and Wells Fargo Clearing. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting.

Wealth management
user avatar
firm logo

Nicholas A

CFA®, Series 66

New York, NY

RBC Securities, Inc

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Wealth management
user avatar
firm logo

Basil C

CFP®, Series 63, Series 65, Series 66

New York, NY

RBC Securities, Inc

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Wealth management
user avatar
firm logo

Guillermo G

Series 66

Los Angeles, CA

RBC Securities, Inc

Guillermo Guzman is a financial advisor with RBC Securities, Inc. in Los Angeles, California, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, Fidelity Investments, Morgan Stanley Smith Barney, and Wells Fargo Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is affiliated with a broad financial services group, including banking, trust, and municipal advisory services.

Wealth management
user avatar
firm logo

Sumner R

Series 66

Santa Barbara, CA

RBC Securities, Inc

Sumner Rogers is a financial advisor with RBC Securities, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at City National Securities, Inc., Grant Thornton LLP, and PricewaterhouseCoopers LLP. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified portfolios on a discretionary basis.

Wealth management
user avatar
firm logo

Talin S

Series 66

Los Angeles, CA

RBC Securities, Inc

Talin Shadmany is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at several notable firms, including Merrill, Wells Fargo, and Morgan Stanley Smith Barney. Outside of his advisory role, he provides in-home supportive services for his mother. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap‑fee investment advisory program. The firm utilizes affiliated sub-advisors for portfolio management and operates within a broad financial services group affiliated with a bank and related entities.

Wealth management
user avatar
firm logo

Valerie Z

Series 66

New York, NY

RBC Securities, Inc

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

Wealth management
user avatar
firm logo

Wayne R

Series 63, Series 65

Los Angeles, CA

RBC Securities, Inc

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.

Wealth management
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 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”)