Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas P
Series 63, Series 65
Palm Desert, CA
RBC Capital Markets
Thomas Prentice is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he actively maintains a ranch in Thermal, California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and implements portfolios through both in-house and third-party investment managers, providing tailored strategies based on each client’s risk profile.
Patricia P
Series 66
Palm Desert, CA
RBC Capital Markets
Patricia Prentice is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of her advisory role, she serves on the boards of Dogs for the Brave, which trains and provides service dogs for disabled veterans, and Mama's House Ministries, a charitable organization supporting women in crisis pregnancies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs designed to tailor investment strategies to clients' risk profiles using both in-house and third-party managers.
Stephanie B
Series 63
Palm Desert, CA
RBC Capital Markets
Stephanie Barsness is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds a Series 63 designation and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a wide range of portfolio management, financial planning, custody, and brokerage services.
Daniel L
Series 63
Palm Desert, CA
RBC Capital Markets
Daniel Legan is a financial advisor at RBC Capital Markets with 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.
Young C
Series 63, Series 65, Series 66
Palm Desert, CA
RBC Capital Markets
Young Chung is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. He has worked at both City National Bank and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters