A complete list of active advisors currently associated with Bright Legacy LLC

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

Bright Legacy provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages roughly $9.6 million for about 40 client relationships and generally delivers portfolio management alongside financial planning in fee-based engagements. The firm’s investment approach is primarily long-term and value-oriented, employing fundamental and technical analysis to construct portfolios of individual stocks, ETFs, and mutual funds; positions are typically held for more than a year but may be traded shorter-term for rebalancing or client-driven needs. Engagements commonly begin with a financial planning review to set objectives and risk tolerance, after which Bright Legacy implements and monitors discretionary strategies through its custodian relationship. Noteworthy aspects include that certain advisory personnel are licensed insurance professionals who may receive separate commissions for insurance sales, a practice the firm discloses and treats as outside the advisory engagement and a potential conflict of interest for clients to consider. In addition, a principal operates a separate mortgage origination business (spending significant time on that activity), and the firm combines individual wealth management with ERISA retirement-plan advisory services, which may result in more integrated plan-level consulting for some clients.

To learn more about the advisors currently working at Bright Legacy 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
Cristopher Cuevas	Chino Hills, CA	7

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support