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
Kathleen Stapleton	Brea, CA	40

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