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

Michael S

Series 63, Series 65

Sacramento, CA

Reliance Investing, Inc.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Investment Only Annuities, LLC, Steele Asset Management, Signator Financial Services, Raymond James Financial, and Morgan Stanley. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting primarily to individuals, plan sponsors, and trusts. The firm focuses on diversified, systematic portfolios with active monitoring and serves mostly non-high-net-worth clients without a firm minimum account size.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar
firm logo

Robert C

Series 63, Series 65

San Diego, CA

Reliance Investing, Inc.

Robert Cenko is a financial advisor at Reliance Investing, Inc. with 21 years of industry experience. He has worked at Reliance Investing since 2018 and previously spent time at Sterling Global Strategies and Northwestern Wealth Management. Mr. Cenko is also an insurance agent involved in insurance activities approximately 20% of the time. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, trusts, and similar clients. The firm emphasizes diversified, systematic portfolios with ongoing monitoring and serves primarily non-high-net-worth individuals without a firm minimum account size.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar
firm logo

Joseph N

Series 63, Series 65, Series 66

Sandy, UT

Reliance Investing, Inc.

Joseph Ney is an investment advisor with Reliance Investing, Inc. in Sandy, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at several firms, including NEY Wealth Management and VSR Financial Services, and is in the process of transitioning his business to Ney Wealth Management, Inc. Reliance Investing, Inc. offers discretionary, fee-based portfolio management, retirement planning, and pension consulting mainly to individuals, plan sponsors, and trusts, utilizing diversified, systematic portfolios across global equities and fixed income with active monitoring and periodic rebalancing.

Active portfolio management Options & derivatives strategies Real estate investing
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”)