Top financial advisors working with widows and widowers in Encinitas, CA

Daniel Anderle is a financial advisor with Raymond James Financial in Encinitas, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James and affiliated entities since 2017, with prior experience at Union Bank MUFG. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rasaan Moshesh is a Series 66-licensed financial advisor with Edward Jones, based in Encinitas, CA, and has five years of industry experience. Prior to joining Edward Jones in 2022, he worked at MyVest and Clear Capital, Inc. He also owned and managed a rental property in Truckee, CA, from 2019 to 2022. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of more than 23,700 advisors.

Veronica Rodriguez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Minjoo Jeong is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and First Command Financial Planning, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carla Campbell is a CFP® professional at Cetera with 27 years of industry experience. She has held various roles including at Avantax entities for over two decades and currently serves as Chief Operations Officer of Clarion Wealth Management and President of Clarion Tax & Wealth Strategies. Outside of advising, she acts as trustee for a family trust and co-executor of a relative’s estate. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through an extensive nationwide network of independent advisors.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Catherine Curtis is a CFP® professional with 13 years of experience in financial planning. She is the sole advisor at Curtis Financial Planning, an independent firm she has led since 2013 in Oakland, CA. Curtis Financial Planning provides fee-only financial planning and investment management to individuals, families, and small-business owners, with a focus on the financial planning needs of women. The firm employs a strategic asset allocation process using diversified portfolios and operates as a fiduciary, offering educational seminars and maintaining a business continuity agreement with another fee-only advisory firm.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

William Binder is a financial advisor with BKB Financial Advisors, LLC in Menlo Park, CA, holding a Series 65 designation and 20 years of industry experience. He has operated as a self-employed advisor since 2001. Outside of financial advising, he owns a consulting engineering sole proprietorship that provides product development, business development, engineering, and project management services, though he is currently not active in this business. BKB Financial Advisors provides customized financial planning and consulting to individuals and families across life stages, focusing on retirement planning, seniors, and clients facing major life events such as loss or divorce. The firm emphasizes client education and participation, offers hourly fee-based advice without managing or custodying assets, and provides specialized services including divorce financial planning and estate-document support.