Top college savings (529s, UTMA, etc.) financial advisors in Arcata, CA

Georgia Nordquist is a financial advisor at Premier Financial Group Inc with a Series 65 designation and one year of industry experience. She has previously worked at Coast Central Credit Union, the Watershed Stewards Program, and Mistwood Educational Center. Premier Financial Group serves individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a long-term, evidence-based investment approach focused on low-cost mutual funds and ETFs within an asset-allocation framework.

Kenneth Houldsworth III is a CFP®-designated financial advisor with LPL Financial, based in Arcata, CA, and has 39 years of industry experience. He has been with LPL Financial and its predecessor firms since 1994 and operated his own firm, Ken Houldsworth, Inc., from 2000 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 operational tools and oversight of more than $819 billion in discretionary assets.

Bryan Plumley is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Arcata, CA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally operates a VRBO rental of his residence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products, supported by a nationwide network of over 23,000 financial advisors.

John Hudson is a financial advisor at Redwood Coast Financial Partners in Eureka, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of his advisory role, Hudson is an editor and player of the Geckos and Grottos DND podcast. Redwood Coast Financial Partners provides ongoing portfolio management to individuals, pension and profit-sharing plans, and corporations, using an investment approach based on modern portfolio theory and long-term trading. The firm manages portfolios primarily consisting of mutual funds, ETFs, equities, fixed income, and options, and sponsors a wrap-fee program while conducting regular account reviews.

Daniel Dixon is a financial advisor at Kingsview Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. Outside of his advisory role, Dixon serves on the Humboldt County Workforce Development Board, including as an executive committee member. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers comprehensive financial planning and asset management through a mix of in-house strategies, third-party managers, and alternative investments.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.