Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jeffrey G
CFP®, Series 63
Irvine, CA
Raymond James Financial
Jeffrey Garell is a CFP® with 39 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. He previously spent 14 years with Geneos Wealth Management, Inc. Garell is involved in nonprofit organizations, including serving as chair of the investment committee for KidWorks and as treasurer for the Los Angeles Alpha Tau Omega Building Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes non-discretionary planning and uses analytical tools like risk profiling and probability modeling to tailor solutions to client goals.
Michael C
CFP®, Series 66
Irvine, CA
Raymond James Financial
Michael Campbell is a CFP® with 14 years of experience in the financial services industry. He currently works with Raymond James Financial Services Advisors, Inc., where he has been since 2020. Prior to that, he worked at Geneos Wealth Management and Edward Jones. He is also affiliated with Silversage Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and investment consulting, utilizing various analytical tools to support client decision-making.
Matthew M
CFP®, Series 66
Irvine, CA
Raymond James Financial
Matthew Mendoza is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and seven years of industry experience. He has been associated with Silversage Advisors and Raymond James since 2016. Mendoza is also involved with Silversage Advisors in a non-owner capacity, providing financial planning and guidance. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes detailed risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs.
Christopher D
Series 66
Irvine, CA
Raymond James Financial
Christopher Deo is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Geneos Wealth Management and Ameriprise Financial. Deo is also involved with Silversage Advisors as a registered sales assistant. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters