Top advisors focused on minorities in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor experienced with minorities if you face unique cultural, economic, or social factors that affect your financial decisions. Without this understanding, advisors may overlook important nuances that impact your goals and strategies.
- Cultural competence. Look for advisors who recognize how cultural values influence saving, investing, and spending habits.
- Tailored risk assessment. Confirm they consider community-specific risks and opportunities, not just generic market factors.
- Access to relevant resources. Ask if they connect you with financial products or programs designed to support minority clients.
- Experience with systemic challenges. Ensure they understand barriers like credit disparities or wealth gaps that may affect your financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Abel S
CFP®, CPA, PFS™
Waianae, HI
Hui Malama Financial Advisors LLC
Abel Soares III is equipped to support minorities in the US by combining his CFP®, CPA, and PFS™ credentials with a focus on financial coaching and therapy, addressing both financial and psychological aspects. His firm offers flat-fee engagements and emphasizes personalized guidance, distinguishing him through a holistic approach that integrates life coaching with financial planning, ideal for clients seeking comprehensive support beyond traditional advising.
Experience: 6 years
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Iran Z
Series 66
Santa Maria, CA
Merrill
Iran Zaranda Velazquez specializes in serving minorities in the US, offering expertise in wealth management, retirement income strategy, and college savings plans. Based in Santa Maria, CA, he works within Merrill, a large firm, and charges a 1.10% fee for managed strategies under $2 million. His experience with diverse clients, including business owners and medical professionals, and his multilingual abilities distinguish him from other advisors in this group.
Experience: 7 years
Avg account: $860,085
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Michael B
Series 65
Arlington, VA
Braswell Capital, LLC
Michael Braswell specializes in serving minority clients, offering expertise in college savings plans, cash flow management, and debt counseling, which are crucial for addressing unique financial challenges faced by minorities. Operating independently from Arlington, VA, he provides affordable hourly financial planning without asset-based fees, focusing on individuals and small businesses in disadvantaged communities, distinguishing him from advisors who may charge higher fees or lack this targeted community experience.
Experience: 3 years
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Jose S
CFP®, RICP®
Albuquerque, NM
Origin Investment Advisory LLC
Jose Sanchez is well-suited to assist minorities in the US with financial planning, drawing on his 16 years of experience and CFP® and RICP® certifications. His background includes a disciplined military service and a focus on elder care planning, which complements his understanding of unique cultural and economic factors. Offering flat-fee engagements and independent advice from Albuquerque, NM, he provides a structured yet personalized approach that may differ from other advisors in the region.
Experience: 16 years
Avg account: $4,566
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Jonathan W
CFP®, CRPC®
Brea, CA
Layari Financial
Jonathan Wong is well-suited for minorities seeking financial advice, particularly those from AAPI and underserved communities, as he specializes in minority clients and understands cultural nuances affecting financial decisions. With 11 years of experience, CFP® and CRPC® certifications, and a flat-fee structure starting at $6,000 per engagement, he offers a high-touch, concierge service focused on uncovering clients' money stories and values, differentiating him from advisors with more generic approaches.
Experience: 11 years
Avg account: $197,999
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