Independent financial advisors in Visalia, CA

Darlin Rivera is a Series 66-licensed financial advisor with Wells Fargo Advisors in Visalia, California, where she has worked for seven years. Prior to her current role, she was part of the Wells Fargo Advisors Private Client Group for four years. She is also a commissioned notary public in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and uses proprietary research and tools to develop customized recommendations for clients.

Brett Schroeder is a financial advisor at Stifel with 34 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2009. Schroeder serves as a board member of the Turnberry Home Owners Association and is president of the Tulare Sunrise Rotary, which provides scholarships to students in need. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.

Anees Akhund is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. His career includes 38 years at Principal Financial Services and Principal Life Insurance Company, followed by roles at ARTHA Wealth Advisors and Commonwealth Financial Network. Outside of finance, he is the owner and artist at New Artist Old Soul, an art studio offering classes and sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custodial services.

Brian Nunes is a financial advisor with LPL Financial in Visalia, CA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2006 and operates Nunes Wealth Management as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jeremy Commeret is a Series 66-registered financial advisor with Integrated Wealth Concepts LLC, based in Visalia, California, with 23 years of industry experience. He has worked at several firms including LPL Financial and Independent Financial Partners. Beyond his advisory role, he is involved in coaching youth soccer with the South Valley United Soccer Club. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach alongside strategic shorter-term trades.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.