Top financial advisors working with Hispanic, Latino, and Latinx clients in Arcadia, CA

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis alongside third-party manager due diligence.

Hungkwang Wu is the sole advisor at Bright Light Capital Advisor, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. The firm, founded in 2011 and based in Arcadia, CA, provides discretionary portfolio management and investment supervisory services. Bright Light Capital Advisor primarily manages pooled or institutional assets using a methodology that combines charting, fundamental, technical, and cyclical analysis. The firm employs both long- and short-term trading techniques, including short sales, margin, and options strategies.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Steve Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior firms include Western International Securities, UBS Financial Services, Merrill, Morgan Stanley, and Ameriprise. He also acts as an agent in accident and health, life, and variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Deyka Charneco is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2026, she worked at Edward Jones for three years and was involved with Biome Soaps, LLC from 2015 to 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Martha Fohlbrook is a Financial Advisor with Merrill Lynch Wealth Management who joined the financial services industry in 2022. She partners with clients to address their unique financial ambitions, providing guidance on college and education planning, family wealth management, legacy planning, liquidity management, and retirement income strategies. Working collaboratively with Vice President Senior Financial Advisor Gregory DeVoursney, Martha emphasizes investment management, retirement counseling, estate and family legacy planning to deliver comprehensive wealth management solutions. Martha holds a Bachelor of Science degree from Aquinas College in Grand Rapids, Michigan. She maintains Series 7 and Series 66 FINRA registrations and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, she serves as a resource for the local Hispanic community. Since joining Merrill, she has helped over 100 households achieve their financial goals through tailored banking and investment advice. Active in professional and community organizations, Martha is a member of the Greater Muskegon Woman's Club, Hispanic/Latino Organization for Leadership & Advancement (HOLA), Muskegon Rotary Club, and West Michigan Hispanic Chamber of Commerce (WMHCC). She is involved with several community initiatives, including Feeding America West Michigan, Grand Rapids Community College, Life Remodeled, and St. Jude Children's Hospital. In her personal time, Martha enjoys golfing, photography, reading, running, traveling, and spending time with her husband Bobby and daughter Bella.

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with eight years of industry experience. She holds a Series 66 designation and has worked previously at Bay Street Capital Holdings and TD Ameritrade. Pacific Canyon Investments serves individual, family, and institutional clients, offering financial planning, portfolio management, and discretionary advisory services. The firm employs a tech-forward, innovation-focused investment approach combined with value-based fundamental analysis and provides customized portfolio solutions and educational seminars.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.