Top financial advisors working with immigrants in Santa Ana, CA

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Wetzel is the principal of Greenworth Investment Advisors, LLC, an independent firm based in Santa Ana, CA. He holds Series 63 and Series 65 licenses and has 13 years of experience in the financial industry. Prior to founding Greenworth Investment Advisors in 2011, he was president and partner at Ticon General Contractors, a commercial construction company, where he worked from 1998 to 2021. Greenworth Investment Advisors serves individual clients through fee-based portfolio management and hourly consultations. The firm employs a long-term, rules-based investment approach focusing on value investing and passive strategies, managing client accounts directly without outsourcing.

Michael Morera is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Virtue Capital since 2015 and previously was with Regal Advisory Services, Inc. from 2007 to 2015. Outside of advisory work, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and operates a multi-team model of investment adviser representatives and independent partners.

Taylor Bell is a financial advisor with Aequitas Financial, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at firms including Blue Barn Wealth and Fidelity Brokerage Services and is also the owner of Aequitas Bookkeeping, a business providing bookkeeping and accounting services to small business owners. Additionally, Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Aequitas Financial is a single-advisor independent firm serving individual and high-net-worth clients with fee-only financial planning and discretionary investment management. The firm combines passive and active investments with socially responsible options and offers educational seminars alongside ongoing client engagements.

Sandip Sehmi is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2006 to 2009. Outside of his advisory role, he is a 20% member of an investment-related LLC, Caversham Resources, and serves as a successor trustee for his family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by technology tools and a broad suite of non-advisory financial services.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Mayela Orrantia is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at PNC Investments LLC, PNC Bank, and BBVA Wealth Solutions Inc. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional programs and a wrap-fee digital advisory platform, employing a range of model allocations and investment vehicles.

Alejandro Mateos Gonzalez is a financial advisor at Alterna Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Actinver in Mexico since 2005. He also engages in referral activities related to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Guy Max Delphin is a financial advisor at Delphin Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delphin Investments since 2008. Delphin Investments serves pooled investment vehicles and institutional clients through discretionary management of multiple strategies, including global tactical asset allocation, U.S. small-cap equity, and a Pan-Caribbean regional fund. The firm employs proprietary asset-allocation models, rule-based stock selection, and focused regional research, providing separate-account management and outsourced CIO services.

James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.