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

Shawn Carvalho is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2000, including its bank division since 2005, and briefly worked at TD Ameritrade in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and advisory services with multi-asset model portfolios and alternative investment access.

Alan Jacobson is a financial advisor at Edward Jones in Temecula, CA, holding ChFC® and Series 66 designations with seven years of industry experience. He previously worked at Bank of America for 15 years and had brief roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, Jacobson serves as Vice President of the TEAM Referral Network and as President of BNI Temecula Business Uncorked, where he organizes meetings and provides training guidance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor network and affiliated services including trust and securities-based lending options.

Daniele Bonafede is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers customized retirement planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jennifer Ralston is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 license and five years of industry experience. She has worked at Financial Gravity since 2022 and previously at Forta Financial Group, Inc. She is also the president and tax preparer at Intelligent Tax Solutions, Inc., a non-investment related company. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of investment strategies and frequently works with third-party sub-advisors while maintaining client oversight.

John Ayala Sr. is a Series 66 licensed financial advisor with LPL Financial, based in Temecula, CA, and has 16 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he is co-owner and COO of Ignite Human Capital, a staffing-related business. 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 financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

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.