Advisors at this firm
Blake P
CFP®, Series 63, Series 65
Carlsbad, CA
Anchor Bay Capital, Inc.
Blake Pinyan is a CFP® professional with five years of industry experience, currently serving at Anchor Bay Capital, Inc. He has worked at several related entities including Anchor Bay Private Wealth, LLC and Anchor Bay Tax & Consulting LLC. Pinyan is also the president of the National Financial Planning Association NexGen, where he participates in financial planning discussions with other planners. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm uses fundamental analysis and independent research to create diversified portfolios tailored to client risk profiles and investment policies.
Robert N
Series 65
Tustin, CA
Anchor Bay Capital, Inc.
Robert Nathan is a Series 65-licensed financial advisor with Anchor Bay Private Wealth LLC in Tustin, CA, and has two years of industry experience. He has been associated with Anchor Bay Capital, Inc. since 2023 and is also the owner of printOne, a printing brokerage business he started in 1997. Anchor Bay Private Wealth LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, and pension/profit-sharing plans. The firm employs model-based allocations and fundamental security analysis, serving a client base that includes high-net-worth individuals and institutional clients with ERISA-focused services.
Stacey B
Series 63, Series 66
Carlsbad, CA
Anchor Bay Capital, Inc.
Stacey Buchholtz is a financial advisor at Anchor Bay Capital, Inc. with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Prudential Insurance Company of America and James Morrison Insurance Services. Outside of her advisory role, she has operated a health insurance business, QCE Insurance Solutions, focusing on employee benefits and plan enrollment. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, businesses, and pension/profit-sharing plans. The firm manages approximately $216 million in discretionary assets and employs fundamental analysis and independent research to create diversified portfolios tailored to client risk profiles.
Tanner W
Series 63, Series 66
Carlsbad, CA
Anchor Bay Capital, Inc.
Tanner Wrisley is a financial advisor with Anchor Bay Private Wealth LLC in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include work with the Harvard University Athletic Department and ownership of Anchor Bay Tax & Consulting LLC, which provides tax preparation and estate consulting services. Anchor Bay Private Wealth LLC serves individuals, business entities, and pension/profit-sharing plans by offering investment management, financial planning, and retirement-plan advisory services. The firm uses model-based allocations and fundamental analysis for security selection, providing both discretionary and consulting services for institutional clients.
James A
CFP®, Series 63
Carlsbad, CA
Anchor Bay Capital, Inc.
James Allen is a CFP® with 28 years of industry experience, currently serving at Anchor Bay Capital, Inc. He has held leadership roles across several related entities within the Anchor Bay group since 2019. Allen is the board chair of the Financial Planning Association of Orange County. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm uses fundamental analysis and independent research to construct diversified portfolios tailored to client risk profiles, managing approximately $216.2 million in discretionary assets.
Cory L
Series 65
Carlsbad, CA
Anchor Bay Capital, Inc.
Cory Large is a financial advisor at Anchor Bay Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked with the NAU Investment Club, Coastal Media Management, and Coast VBC. Anchor Bay Capital, Inc. provides investment management, financial planning, and retirement-plan services to individuals, business entities, and pension/profit-sharing plans. The firm manages approximately $216.2 million in discretionary assets and constructs diversified portfolios using fundamental analysis and independent research, tailored to client risk profiles and investment policy statements.
