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Sarah B

Series 66

Culver City, CA

Raymond James Financial

Sarah Branstetter is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include working at Crux Wealth Advisors and her ongoing tenure at Raymond James Financial Services, Inc. She also supports transitions for new advisors through an independent contractor role with Noble Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, providing tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeremy W

Series 63, Series 65

Culver City, CA

Raymond James Financial

Jeremy Wiss is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Noble Wealth Partners and Lumen Wealth Group. Wiss also provides services related to whole life, term life, and disability insurance through Mass Mutual. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and also offers municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Yuliya W

Series 63, Series 66

Culver City, CA

Raymond James Financial

Yuliya Wiss is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Crux Wealth Advisors and Waddell & Reed, Inc. Outside of her advisory work, she serves as a team manager for her son's soccer team with the Juventus Soccer Club of Los Angeles. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning with analytical tools to support client goals and maintains a notable municipal advisor affiliation supporting public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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