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

Damian L

Series 63, Series 65

Redlands, CA

Primerica Advisors

Damian Lozano is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles in education at various San Bernardino school districts and colleges, alongside operating a family-owned tax preparation business, Computer Tax Service. Lozano also engages in the sale of home security and automation product referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm delivers advisory services primarily through model-driven strategies provided by third-party asset managers and supports trade execution and custody through established financial institutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bryanna S

Series 63, Series 65

Redlands, CA

Primerica Advisors

Bryanna Shirley Lozano is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience, with prior roles including positions at PFS Investments Inc. and CHE Services. Outside of advisory work, she is involved in the sale of loan products and home security services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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")