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 financial advisor with Equitable Advisors in Simi Valley, CA, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee for an immediate family member's trust and is conditionally approved as a task force member with the Simi Valley YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Tejas R

Series 66

Woodland Hills, CA

Equitable Advisors

Tejas Rao is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked in education, including at Oak Park High School and Medea Creek Middle School. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily involves LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Andrew Z

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Andrew Ziskin is a financial advisor with Equitable Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Ziskin serves as co-trustee and successor trustee for several family trusts. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Anthony B

Series 66

Woodland Hills, CA

Equitable Advisors

Anthony Benedicto is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory role, he has been involved with DJ BlindsSide and serves as a contingent power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Robert S

Series 66

Woodland Hills, CA

Equitable Advisors

Robert Stenzel is a financial advisor with Equitable Advisors in Redondo Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as co-trustee of a family trust and acts as an administrator for an estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Lucy V

Series 63, Series 66

Woodland Hills, CA

Equitable Advisors

Lucy Viado is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, including roles at Copper Financial, Edward Jones, and AllState Insurance Company. Outside of her advisory work, she serves as CEO and President of the LVFS Education Foundation, which promotes financial literacy and volunteers with Junior Achievement to provide financial education to nonprofits. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, often working through LPL-sponsored solutions and third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Derek G

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Derek Giacomazzi is a financial advisor with Equitable Advisors in Northridge, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as a board member of Call On Jesus.com and is part of the Eternity Sports Advisory Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Armin J

Series 66

Woodland Hills, CA

Equitable Advisors

Armin Janani is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, Armin has been involved in various roles including real estate sales at Royas Realty, vehicle rental management as a Turo Vehicle Host, and service work in the restaurant industry. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Robert S

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Robert Sall is a financial advisor with Equitable Advisors in Toluca Lake, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee of a personal family trust and acts as a fixed life settlement broker with Ashar Group LLC. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to tailor investment strategies to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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 previously worked at LPL Financial for 27 years and Kinecta Financial & Insurance Services for 34 years. Redmond also operates as an independent agent specializing in fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Allan F

Series 66

Woodland Hills, CA

Equitable Advisors

Allan Farhit is a Series 66-licensed financial advisor with Equitable Advisors in Thousand Oaks, CA, where he has worked since 2001. He has 24 years of industry experience, including time at Axa Advisors. Outside of his advisory role, he operates West Coast Benefit Advisors, focusing on medical and dental insurance, and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Gary H

CFP®, Series 66

Woodland Hills, CA

Equitable Advisors

Gary Hersch is a CFP® professional with 20 years of industry experience, currently affiliated with Equitable Advisors. He previously worked at Valic Financial Advisors for 10 years and has served as an arbitrator with FINRA dispute resolution services. Outside of finance, he is the owner of Chefworx Instruments, a business focused on handcrafting guitars and other stringed instruments. Equitable Advisors provides financial planning, retirement-plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL programs to tailor services based on clients' goals, risk tolerance, and time horizons.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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 over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as vice chair of the Chatsworth High School Site Council, coaches youth tennis, and is a board member of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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 credentials and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. He also operates a separate business under the name Emil Babayans and Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Steve F

Series 63, Series 65

Woodland Hills, CA

Equitable Advisors

Steve Felsen is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he teaches financial literacy to students through local recreation districts and a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerances.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Joseph B

Series 66

Woodland Hills, CA

Equitable Advisors

Joseph Blanchette is a financial advisor with Equitable Advisors in Sun Valley, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC for 17 years. Hunter also serves as an adjunct professor at California Lutheran University and as online faculty for the College for Financial Planning. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Soane S

Series 66, Series 63

Woodland Hills, CA

Equitable Advisors

Soane Sevelo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC for nine years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working primarily through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Matthew M

Series 66

Woodland Hills, CA

Equitable Advisors

Matthew Miner is a financial advisor with Equitable Advisors in Woodland Hills, CA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Outside of finance, he owns and operates Enabler PR, a public relations business he has managed since 2015. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers a range of advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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")