Top financial advisors working with self-employed clients in Redlands, CA

Jennifer Turner is a financial advisor with Retirement Wealth Group, Inc. in Redlands, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Retirement Wealth Group and LPL Financial Corp since 2009. Her business activities include providing fixed annuities and group health and long-term care insurance. Retirement Wealth Group, Inc. offers financial planning and consulting services to individuals, including trusts, estates, and retirement accounts. The firm uses both fundamental and technical analysis and employs Modern Portfolio Theory in portfolio construction, providing planning and implementation on hourly or fixed-fee bases rather than charging based on assets under management.

Edgar Gonzalez is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. His prior experience includes roles at Maupin Financial Advisors and XPO Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Brandon Estrada is a CFP® and ChFC® affiliated with J.P. Morgan Securities, with 14 years of industry experience. He has worked at various divisions of JPMorgan Chase since 2011, including J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ensen Mason is the principal of Mason Financial Services in Redlands, CA, with 18 years of industry experience. He holds the CFA® designation and securities licenses Series 63 and Series 65. In addition to his role as a financial advisor, Mr. Mason has served as the Auditor-Controller/Treasurer/Tax Collector for San Bernardino County since 2019, overseeing financial operations and managing a $12 billion investment pool, and he serves as a trustee on the San Bernardino County Employees' Retirement Association Board. Mason Financial Services provides discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and benefits from Mr. Mason’s dual expertise as an active CPA and public-sector fiduciary.

Maria Galvez is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and serves clients from Redlands, CA. Outside of her advisory role, Maria is a board member of a local community center in Mentone, CA, where she participates in organizing volunteer efforts and annual fundraisers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.