Top financial advisors working with parents in Napa, CA

Justin Gomez is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He is based in Napa, CA, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Joshua Ingram is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 14 years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2021, and previously was with Avantax Advisory Services and related firms from 2014 to 2021. Ingram also operates Napa Valley Financial, a registered investment advisor DBA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, consulting, and retirement plan services through a network of Investment Adviser Representatives. The firm employs AI-driven model portfolios combined with fundamental analysis and provides coordinated estate-planning document preparation through outside legal professionals.

William Hjerpe is a financial advisor with Ameriprise in Napa, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Napa Wealth Management, Inc. for 10 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools alongside human oversight.

Jesus Villalpando is an advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and having two years of industry experience. His background includes roles at Redwood Credit Union, Wells Fargo, JPMorgan Chase, and several credit unions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by proprietary research and a range of portfolio management options.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.