CFP®-certified financial advisors in Yuba City, CA

Jose Raya is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a two-year tenure at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Sean Mccabe is a financial advisor with Osaic Wealth, Inc. in Yuba City, California, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. McCabe is also the owner of JM Wealth Management Group, where he oversees staff assisting other Osaic advisors and provides insurance-related services. Additionally, he serves as managing partner of Prospero Wealth Advisors, focusing on life, annuity, and long-term care insurance quotes. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes a range of asset-allocation tools and third-party platforms to deliver customized portfolio management, serving clients with discretionary or non-discretionary accounts.

Benjamin Geyer is a financial advisor at Edward Jones in Yuba City, California, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Shadow Creek Golf Course and has a decade of experience as a professional golfer. He is also self-employed in the golf industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

David Behr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Cetera and affiliated entities since 1998 and owns a CPA practice where he handles IRS and tax matters. Behr also operates Behr And Associates, a financial advisory business based in Yuba City, CA. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Johnny Ceballos is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Golden State Wealth Management, LLC since 2016. He holds a Series 66 license and has been affiliated with LPL Financial, LLC during the same period. Outside of his advisory role, Ceballos is an assistant varsity softball coach at Gridley High School. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and constructs tailored portfolios using various analytic approaches, including fundamental and technical analysis, while also deploying third-party managers and model portfolios.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.