Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew B
Series 66
Seal Beach, CA
RBC Capital Markets
Andrew Bailey is a financial advisor with RBC Capital Markets holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Cynthia M
Series 66, Series 63, Series 65
Seal Beach, CA
RBC Capital Markets
Cynthia Moreno is a financial advisor with RBC Capital Markets, holding Series 66, 63, and 65 licenses and bringing 17 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, and Morgan Stanley. Outside of her advisory work, she is an independent Mary Kay beauty consultant and serves on committees at two Christian fellowship organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services implemented through both in-house and third-party managers.
Brett B
Series 66
Seal Beach, CA
RBC Capital Markets
Brett Bell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Bell and Lowell, Beach Social LLC, and AutoNation. 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 variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ individual risk profiles.
Douglas B
Series 63, Series 65
Seal Beach, CA
RBC Capital Markets
Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.
Mark E
Series 63, Series 65
Seal Beach, CA
RBC Capital Markets
Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Dennis F
Series 63, Series 65
Seal Beach, CA
RBC Capital Markets
Dennis Fitzgerald is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following previous roles at Wells Fargo Clearing and Citigroup Global Markets. He serves as trustee for charitable and QTIP trusts, including oversight of a deceased client’s estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies, integrating in-house and third-party managers, and provides services including financial planning, custody, and brokerage.
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