Independent financial advisors in Delano, CA

Jaime Torres is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing goals-based wealth management strategies tailored to clients' unique financial situations. Jaime works with a team leveraging Merrill Lynch's resources and technology to offer services that include retirement income planning and philanthropic services. His practice emphasizes building long-term relationships by listening and prioritizing the needs of clients and their families. Jaime's areas of expertise include college education planning, family wealth management strategies, equity compensation services, socially responsible investing, and tax minimization, among others. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credentials. Jaime earned a Bachelor's Degree from the University of California System. He is bilingual, speaking both Spanish and English. Committed to community involvement, Jaime volunteers with organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. In his personal life, he enjoys cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.

Richard Ramos is a CFP® professional affiliated with LPL Financial, based in Delano, CA, with 16 years of industry experience. He has worked with Valley Strong Credit Union since 2016 and concurrently with LPL Financial over the same period. Ramos offers investment products and services through Valley Strong Retirement & Wealth Management Group under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology tools.

Joseph Ramirez is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Patrick Nanamura is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rural Ag Insurance Services, LLC. Outside of his advisory role, he serves as a varsity baseball coach for the Porterville Unified School District and works as a sports official during the fall and winter months. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and other services. Its investment approach combines passive and active strategies tailored to client objectives.

Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. Outside of advisory work, he serves as president of Friends of Silverlake, LLC, a non-investment-related board position. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey platforms, and firm-managed model portfolios supported by major strategists and technologies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.