Large-firm, inheritance planning financial advisors 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.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has spent over thirty years focusing on the financial needs of disabled, special-needs, and elder-abuse victims and their families. Scott and his team specialize in wealth planning and investment management for Special Needs Trusts, court-supervised trusts, and probate investing for Conservatorships and Guardianships. They work closely with attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals to address the short- and long-term financial needs of their clients. Scott applies in-depth knowledge of the Uniform Prudent Investment Act, various state Probate Codes and Rules of Courts, and National Guardianship Standards. Scott holds a Bachelor's Degree from the California State University system. He is a Personal Investment Advisor (PIA) and a Senior Portfolio Manager who manages discretionary personalized and defined investment strategies. He has been recognized by Forbes as one of the Best-in-State Wealth Advisors for six consecutive years from 2020 through 2025. Scott is also a member of the Rotary Club of Tahoe Incline and is involved with the Society for disAbilities and the Tahoe Fire Helicopter Project. Outside of his professional work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family. He lives in Incline Village, Nevada, with his wife Meredith and their four children.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocation.

Maris Galins is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Mg Financial, Inc. Based in Seattle, WA, Galins has led the firm since 2008. Mg Financial, Inc. provides personalized financial planning and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on non-discretionary asset allocation and utilizes SEI model portfolios and third-party money managers, emphasizing planning and adviser selection rather than direct portfolio management.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.