Top disability insurance financial advisors in Chino, CA

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Cristopher Cuevas is a financial advisor at Bright Legacy LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator at Golden Springs View d/b/a True Prime Mortgage and consults on business cloud solutions through Cloud Partners. Bright Legacy LLC is a small advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management and integrated financial planning with a customized, long-term, value-oriented approach, incorporating fundamental and technical analysis.

Victoria Renne is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Frank R. Carey, EA, from 1992 to 2021. In addition to her advisory role, she owns a tax preparation and accounting business focused on income tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party resources.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Matthew Kimberley is a financial advisor with Des Moines Investments, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Des Moines Wealth Management LLC and Royal Alliance Associates, INC. Kimberley also operates Kimberley Tax Preparation, providing tax preparation services. Outside of finance, he coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, business owners, and trusts. The firm offers portfolio management and financial planning services, creating tailored investment profiles and utilizing a range of securities such as ETFs, stocks, bonds, mutual funds, and REITs.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.