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

Joanne C

Series 66

Woodland Hills, CA

Equitable Advisors

Joanne Crowley is a Series 66-licensed financial advisor with Equitable Advisors, where she has worked for 15 years. Her industry experience also includes nine years at Axa Advisors, LLC. She serves as a trustee for an immediate family member’s trust and holds conditional approval as a task force member with the Simi Valley YMCA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a client-focused approach that matches investment models or discretionary managers to clients’ risk profiles and offers a range of third-party and proprietary advisory programs.

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
user avatar
firm logo

Tejas R

Series 66

Woodland Hills, CA

Equitable Advisors

Tejas Rao is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He also has experience working at Calamigos Guest Ranch and Beach Club and has an educational background from the University of California, Riverside. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs. The firm uses a variety of advisory models implemented through third parties and provides ERISA fiduciary services without sponsoring its own wrap fee program.

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
user avatar
firm logo

Andrew Z

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Andrew Ziskin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. His activities include serving as co-trustee and successor trustee on several family insurance and trust arrangements, and participation in life settlements through an approved vendor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to implement client investment strategies.

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
user avatar
firm logo

Mia C

Series 66

Woodland Hills, CA

Equitable Advisors

Mia Coomes is a financial advisor with Equitable Advisors in Woodland Hills, CA. She holds a Series 66 designation and has one year of experience in the industry. Outside of her advisory role, she has been involved with City Volleyball Club for two years and has a diverse work history spanning several organizations and community activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party advisory models and providing ERISA fiduciary services to qualified plans.

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
user avatar
firm logo

Anthony B

Series 66

Woodland Hills, CA

Equitable Advisors

Anthony Benedicto is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, with prior experience at Axa Advisors, LLC. Outside of advising, he served as a contingent power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers advice through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs to implement client 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
user avatar
firm logo

Robert S

Series 66

Woodland Hills, CA

Equitable Advisors

Robert Stenzel is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with Axa Advisors, LLC. His other business activities include serving as co-trustee of a family trust and as an estate administrator. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through various advisory models and third-party managers.

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
user avatar
firm logo

Lucy V

Series 63, Series 66

Woodland Hills, CA

Equitable Advisors

Lucy Viado is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Copper Financial, Edward Jones, Viado Insurance & Financial Services, and AllState Insurance Company. Outside of her advisory role, she serves as CEO and President of the LVFS Education Foundation, a nonprofit focused on promoting financial literacy, and volunteers with Junior Achievement to provide financial education to nonprofit organizations. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and employs a range of third-party advisory models and asset management 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
user avatar
firm logo

Derek G

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Derek Giacomazzi is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with AXA Advisors. Outside of his advisory role, he serves as a board member of CallOnJesus.com and is part of the Eternity Sports Advisory Team. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

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
user avatar
firm logo

Armin J

Series 66

Woodland Hills, CA

Equitable Advisors

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors in 2025, Janani has worked in various roles including in real estate sales with Royas Realty, car rental management as a Turo Vehicle Host, and customer service in the restaurant industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers and programs to deliver its services.

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
user avatar
firm logo

Robert S

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Robert Sall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved as a fixed life settlement broker with Ashar Group LLC and serves as a trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party advisory programs tailored to client risk tolerance and investment goals.

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
user avatar
firm logo

Yvonne R

Series 63

Woodland Hills, CA

Equitable Advisors

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing both proprietary and third-party advisory models.

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
user avatar
firm logo

Allan F

Series 66

Woodland Hills, CA

Equitable Advisors

Allan Farhit is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, he operates a business focused on medical and dental insurance and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a range of third-party advisory programs and implements investment strategies using mutual funds, ETFs, separately managed accounts, and select alternative investments.

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
user avatar
firm logo

Gary H

CFP®, Series 66

Woodland Hills, CA

Equitable Advisors

Gary Hersch is a CFP® with 20 years of industry experience, currently affiliated with Equitable Advisors. His prior experience includes roles at Valic Financial Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Chefworx Instruments, where he builds guitars and other stringed instruments by hand. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party managers to deliver tailored 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
user avatar
firm logo

Evan P

Series 66

Woodland Hills, CA

Equitable Advisors

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a volunteer tennis coach and holds leadership positions on the Chatsworth High School Site Council and PTSA, as well as serving on the board of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

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
user avatar
firm logo

Emil B

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Emil Babayans is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following his work with Axa Advisors. He is involved in an outside fixed business under the DBA Emil Babayans and Associates. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of in-house and third-party programs.

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
user avatar
firm logo

Steve F

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Steve Felsen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he teaches financial literacy to students through local recreation and park districts and a nonprofit organization. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across various product types.

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
user avatar
firm logo

Joseph B

Series 66

Woodland Hills, CA

Equitable Advisors

Joseph Blanchette is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools.

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
user avatar
firm logo

Robert H

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Robert Hunter Jr. is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Equitable Advisors since 2003 and previously was with Ernst & Young Investment Advisers LLP from 2001 to 2003. Hunter is also an adjunct professor at California Lutheran University and an online faculty member for the College for Financial Planning. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models, predominantly implemented through third-party sponsors and emphasizes a fiduciary approach for qualified plans.

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
user avatar
firm logo

Soane S

Series 66, Series 63

Woodland Hills, CA

Equitable Advisors

Soane Sevelo is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011, including prior tenure with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives to deliver both proprietary and third-party advisory solutions, emphasizing tailored portfolio models and fiduciary services.

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
user avatar
firm logo

Matthew M

Series 66

Woodland Hills, CA

Equitable Advisors

Matthew Miner is a Series 66-licensed advisor with Equitable Advisors in Woodland Hills, CA, where he has worked since 2025. He has one year of industry experience and concurrently owns and operates Enabler PR, a public relations business he founded in 2015. Prior to his advisory role, he worked at LA Weekly from 2015 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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 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”)