Top debt management financial advisors in Santa Cruz, CA

Jeffrey Martin is a financial advisor with Wells Fargo Advisors in Santa Cruz, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Wells Fargo entities since 2011. He is a 40% owner of Martin Financial Group, an investment management business based in Brentwood, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research, integrating advisory services with other financial products and referral channels.

Scott Mc Donald is a CFP® professional associated with SLP Wealth, holding a Series 65 license and having three years of industry experience. His prior roles include positions at the Santa Clara Valley Water District and the California Department of Fish and Wildlife. Outside of finance, he operates a commercial photography business, Scotty McDonald Photography, serving editorial and commercial clients. SLP Wealth is an SEC-registered advisory firm that provides discretionary investment management and financial planning to individual clients and small-business owners, including both non-high-net-worth and high-net-worth individuals. The firm uses diversified, risk-based portfolios primarily consisting of no-load mutual funds and ETFs and offers additional services such as tax preparation and 401(k) plan advisory.

John Anzaldua is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2015. Anzaldua is involved with wealth management operations under the names Big Trees Wealth Management and Strategic Wealth Advisors Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Elizabeth Flores is a financial advisor with Legacy Wealth Advisors, LLC in Santa Cruz, CA, holding a Series 65 license and 22 years of industry experience. Prior to joining Legacy Wealth Advisors in 2020, she worked at Sterling Advisory Services, LLC and operated her own CPA practice for 18 years. She is also a 50% owner of a tax preparation business, Oversight Group, LLC, where she is involved in preparing and processing tax returns. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm combines macroeconomic analysis with client-specific risk assessments to build customized portfolios, offering discretionary and non-discretionary investment management alongside integrated tax and real estate advisory services.

Jane Mckenzie is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 26 years of experience in the industry and has been with Cambridge since 2016. Outside of her advisory role, she serves as a volunteer director for the Santa Cruz Surfing Preservation Society. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.