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

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.

Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her financial career, she is involved with in-home supportive services, providing care for elderly parents. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles and arrangements.

Louis Sclafani is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 24 years of industry experience and has been with Cetera and its affiliates since 2001. In addition to his advisory work, he is a co-owner and CPA at Coldwell, Sclafani & Company LLP, a public accounting and tax practice, and serves as trustee and co-trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad array of program structures and third-party managers.

Michael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.

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.

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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.