Top general retirement planning financial advisors working with high-net-worth individuals in San Ramon, CA

James Smith is a financial advisor with J.P. Morgan Securities in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. 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, distribution, and investment management capabilities.

Kevin Hummel is the sole advisor at Run Free Capital LLC, a state-registered investment adviser based in San Ramon, CA. He holds a Series 65 designation and has been involved in financial services since 2025. His background includes work as an options trader and financial engineer, an MBA, and a brief period in clinical nursing. Outside of advising, he operates a sole proprietorship managing real estate rental properties. Run Free Capital LLC provides financial planning and discretionary investment management services to individual clients. The firm employs a long-term, research-based investment approach combined with fundamental, technical, and cyclical analysis, and offers portfolio management across various asset classes including mutual funds, ETFs, equities, bonds, and REITs.

Sarah Huang is a CFP® professional with 31 years of experience in the financial services industry. She is the owner and sole advisor at New Spring Financial Planning, LLC, an independent firm she has operated since 2012. Prior to founding New Spring, she worked at Purshe Kaplan Sterling Investments for 11 years. New Spring Financial Planning provides financial planning, investment management, and consulting services to individual investors, high net worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes customized, non-discretionary portfolio management with a disciplined, conservative, long-term approach based on client objectives and risk tolerance.

Thomas Manetta is a financial advisor with Manetta Wealth Management, Inc. in Danville, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding Manetta Wealth Management in 2023, he worked at Perigon Wealth Management, Anthem Wealth Partners, and several other firms. Manetta Wealth Management is an independent advisory firm focusing on discretionary portfolio management and ongoing investment advice for individuals and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative and technical analysis, and modern portfolio theory to guide long-term trading strategies.

Omar Chyou is a Wealth Management Advisor with extensive experience providing comprehensive wealth management services that address both sides of his clients’ balance sheets. He works closely with clients to understand their goals and beliefs, helping them pursue their near- and long-term financial objectives. Omar is committed to delivering a high level of service and advice, enabling clients to focus on what matters most to them, including hobbies, family, career, and philanthropy. Omar began his financial services career in 1996, advising high-net-worth individuals and families. He has held positions at several prominent firms such as Wells Fargo Private Bank, Goldman Sachs, and Citi Private Bank. Additionally, he served as Market President for First Western Trust in Denver, Colorado, where he led a team of advisors offering comprehensive advice across investments, lending, banking, financial and estate planning, and insurance. His professional designations include Certified Trust and Fiduciary Advisor (CTFA), Certified Investment Management Analyst® (CIMA®), and Accredited Wealth Management Advisor™ (AWMA™). He is FINRA registered, holds California life insurance licenses, and maintains his NMLS certification. Omar earned a Bachelor’s degree in Economics from Stanford University and completed his MBA at IE Business School in Madrid, Spain. Born and raised in Berkeley to immigrant parents from China and Mexico, he is a Spanish speaker who supports organizations focused on the Latin community and engages in community participation consistent with Merrill’s traditions. Outside of work, Omar spends time with his wife and three children enjoying outdoor activities such as hiking, fly fishing, snowboarding, karting, and target shooting, and pursues his interest as a car enthusiast.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.