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

Sam Y

Series 65, Series 63

Redlands, CA

Integrity Alliance, LLC

Sam Young is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at Brokers International Financial Services, Nylife Securities, LLC, and New York Life Insurance Co. He serves as Head Elder at the Loma Linda Chinese Seventh Day Adventist Church and is president and CEO of Sam Young Financial Services, where he sells fixed insurance and annuities. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers diversified investment approaches, including advisor-managed discretionary accounts and third-party sub-advisers, supported by multiple operational and service features unique to a large advisory enterprise.

Annuities ESG / Sustainable 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”)