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

Mark G

CFP®, Series 66

Irvine, CA

ValMark Advisers, Inc.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar
firm logo

Benjamin J

Series 66

Irvine, CA

ValMark Advisers, Inc.

Benjamin Julianel is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers, ValMark Securities, Tax And Financial, Securian Financial Services, and Minnesota Life Insurance Co. Since 2023, he has also been the founder and CEO of Navigators Advisory Group, an investment and financial planning firm in Irvine, CA. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and performance monitoring.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar
firm logo

Brent H

Series 66, Series 63

Irvine, CA

ValMark Advisers, Inc.

Brent Hill is a financial advisor at ValMark Advisers, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Pacific Life Insurance Company and Pacific Select Distributors, Inc. from 2014 to 2023 before joining ValMark in 2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach is focused on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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")