Top income planning financial advisors in Ontario, CA

Saad El Hajjaoui is a financial advisor with Xel Wealth Management, Inc. in Ontario, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Falcon Wealth and JPMorgan Chase Bank N.A. Outside of advising, he is a partner at Olve Branch Medical Corp, a medical billing and practice consulting firm where he assists with financial matters and relationship management. Xel Wealth Management is an independent, single-advisor firm managing approximately $8.5 million for around 34 clients, including individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning services, employing a diversified investment approach that integrates fundamental, quantitative, technical analysis, and modern portfolio theory, along with a wrap fee program and tax planning services.

Kimberly Neal is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is employed by Mission Partnership Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written 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 recommendations through a centralized consulting team.

Patricia Garcia is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Primerica Advisors, she worked at Corkys and Mifflin Dunder Inc. She also has experience with Primerica Financial Services and in the real estate sector. Outside of financial advising, she works as an independent food and grocery delivery driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering discretionary portfolio management primarily for individual investors.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.

Omar Nasir is a financial advisor at Pierpont Investment Group, LLC in Ontario, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Pierpont Investment Group since 2011. Pierpont Investment Group serves individual and high-net-worth clients by offering discretionary investment portfolio management as well as financial planning and consulting. The firm uses a customized, long-term approach to portfolio construction, employing ETFs, individual equities, fixed income securities, and, when appropriate, mutual funds, stocks, bonds, and covered call options.

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.

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.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.