Seasoned, business Financial Management financial advisors in Los Angeles, CA

Pamela Linderman is a financial advisor at Financial Coaching Partners LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Sagepoint Financial, INC. Pamela also owns an insurance agency and provides estate planning services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates as a fee-only adviser, focusing on Modern Portfolio Theory and efficient market principles while avoiding direct portfolio management.

Sarah Branstetter is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include working at Crux Wealth Advisors and her ongoing tenure at Raymond James Financial Services, Inc. She also supports transitions for new advisors through an independent contractor role with Noble Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, providing tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Imad Sharan is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. His approach includes helping clients plan for key milestones such as funding education, planning for retirement, managing healthcare costs, and addressing unexpected financial needs. Imad holds a Bachelor's Degree from the University of California system and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in both Spanish and English, he emphasizes a client-centered process that brings simplicity and transparency to wealth management. Imad is also involved in community initiatives such as Better Money Habits.

Itziar Ramos is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. Her prior work includes over two decades at Gold Coast Securities, Inc., followed by brief tenures at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Ramos also works as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines traditional portfolio management and fiduciary services with a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.

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.