A complete list of active advisors currently associated with CHOICE Financial & Insurance Services, Inc.
Warmer can help you find a great advisor at CHOICE Financial & Insurance Services, Inc. or one who fits your needs even better.
CHOICE Financial & Insurance Services, Inc. is a small independent registered investment adviser serving individuals and high‑net‑worth individuals with discretionary portfolio management, financial planning, and consulting services. The sole advisor manages roughly $7.2 million for about 38 client relationships and may implement strategies using third‑party platforms such as American Funds Service Company and Orion Portfolio Solutions. The firm develops individualized investment programs based on clients’ goals, time horizons and risk tolerances, typically with discretionary trading authority, and uses fundamental and technical analysis with at least annual account reviews. Financial planning and consulting engagements are delivered after client consultation, with referrals to accountants or attorneys provided where appropriate and written plans generally completed within stated timelines. Two features that distinguish the firm from many peers are its licensed insurance activities and its offering of public seminars and workshops, both of which are relatively uncommon among solo independent advisers; the seminars are described as educational and no specific investment or tax advice is given. The advisor also conducts other outside businesses (tax preparation, energy/healing and coaching practices) that occupy a portion of time and may generate separate compensation—most notably commissions on insurance sales—a conflict the firm discloses and says it manages through procedures and fiduciary obligations.
To learn more about the advisors currently working at CHOICE Financial & Insurance Services, Inc., 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 |
|---|---|---|
Brea, CA
| 39
|
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