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

Giovanni A

Series 66, Series 63

Monrovia, CA

Equitable Advisors

Giovanni Alvarez Mena is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years. Outside of his advisory role, he is a registered team member of The Group WOWM, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party models and advisory platforms to tailor investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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")