A complete list of active advisors currently associated with Atlas Financial LLC

Warmer can help you find a great advisor at Atlas Financial LLC or one who fits your needs even better.

Atlas Financial LLC serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities with ongoing portfolio management, financial planning, and pension consulting. The firm also offers educational seminars and workshops to the general public in addition to its advisory services, and provides both discretionary and non‑discretionary management with an individualized Investment Policy Statement for each client. The firm’s investment approach combines fundamental analysis with modern portfolio theory and emphasizes long‑term trading and diversified allocations across mutual funds, ETFs (including precious‑metal sector ETFs), fixed income, real‑estate funds (REITs), commodities, and insurance products such as annuities. For retirement accounts AFL acknowledges fiduciary duties in writing, documents client risk tolerances and objectives, and reviews managed accounts at least quarterly. Distinctive features include disclosed affiliations with other investment advisers and the firm’s supervised persons’ activities as licensed insurance agents, which the brochure identifies as potential conflicts of interest that are documented and disclosed to clients. Atlas’s routine offering of fee and free public seminars and workshops is uncommon among peers and complements its advisory and pension consulting services.

To learn more about the advisors currently working at Atlas Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alfredo Banuelos	Dublin, CA	17

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