Top SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) financial advisors in Camarillo, CA

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, NYLIFE Securities, Comerica Securities, and LPL Financial. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary portfolio models and ongoing oversight from Morningstar Investment Management.

Gerardo Melgar is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Target. Melgar is based in Camarillo, California. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Coyne is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 license and bringing 32 years of industry experience. He has worked with LPL Financial since 2002 and also operates Coyne Wealth Management and Householder Group Estate & Retirement Specialists, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 network of investment adviser representatives.

Daniel Bodemeijer is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Manuel Ceja is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch and AutoZone. J.P. Morgan Securities LLC provides institutional consulting services to 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.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

David Cereghino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1996 and has over 30 years of experience in private client wealth management. David earned his B.S. in Finance from the University of San Francisco and early in his career built a practice in San Francisco advising Silicon Valley executives on strategies for managing concentrated equity positions. Since 2009, he has been based in Merrill's Walnut Creek office, serving high-net-worth families and business owners. David specializes in developing customized wealth strategies aligned with client goals, emphasizing cash flow planning, risk mitigation, and tax reduction. He leverages the resources of Merrill and Bank of America to provide integrated solutions across investment management, banking, lending, insurance, and estate planning. His client focus areas include family wealth management, legacy planning, socially responsible investing, and tax minimization. David holds the Professional Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his wife, Shannon, reside in Moraga, California. David previously coached his children's sports teams and now enjoys traveling and attending family sporting events, including supporting his son who plays Division I football at UCLA. He is also interested in basketball, boating, football, hiking, music, and surfing.

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Sarah Fitzgerald is a CFP® and Series 65-registered advisor with Northfork Advisors in Bozeman, MT, bringing four years of industry experience. She joined NorthFork Financial LLC in 2019, became a Partner and Advisor in 2022, and also has experience with 45North Partners LLC and Mofi. In addition to her advisory role, she oversees the day-to-day operations at NorthFork Financial. NorthFork Advisors provides investment management and comprehensive financial planning for individuals, families, foundations, trusts, nonprofits, and businesses. The firm focuses on long-term asset allocation and diversification, integrating ESG criteria and active shareholder engagement, and operates as a Certified B Corporation with a fee-only fiduciary structure.

Phillip Hohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Hohn Group, which provides customized, objective guidance to clients with a focus on creating personalized wealth management strategies that prioritize risk-averse investment portfolios and streamlined financing options. The group serves technology executives, high-net-worth individuals, and small business owners across 16 states. Phillip offers expertise in areas such as portfolio management, retirement planning, education and estate planning, concentrated stock exit strategies, and corporate retirement plan asset management. With over four decades of industry experience, Phillip and his team emphasize a holistic and individualized approach to wealth management, tailoring strategies to each client's unique goals, time horizon, and risk tolerance. The group extensively supports clients with stock option and Employee Stock Plan Services, particularly assisting Silicon Valley technology executives since 1998. Phillip holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Phillip earned his High School Diploma/GED from Chabot College. He is bilingual in Persian and English. Outside of his professional focus, Phillip engages in community volunteer work and enjoys personal interests such as biking, boating, camping, fishing, hiking, reading, woodworking, traveling, spending time with family, and watching movies.