Top financial advisors working with dentists in Berkeley, CA

Shawn Huynh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018, and previously held roles at Citigroup and UnionBanc Investment Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Yahweh Khao Sok is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at New York Life Insurance Company and NYLife Securities LLC. He serves as Treasurer and a board member for the nonprofit Futures Explored, which supports individuals with intellectual and developmental disabilities through advocacy and fundraising. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tammy Plotkin Oren is a financial advisor with Eagle Strategies (New York Life) based in Berkeley, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been affiliated with New York Life and its related entities since 2005 and has operated TPO Financial and Insurance Services since 2009. Outside of her advisory work, she serves as Treasurer and Board Member for UC Berkeley Hillel and is a board member for the Delaware Street HOA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with consultant-derived capital market assumptions and a range of investment options, including alternatives and options-based overlay strategies.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.