Carmel, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,335,873,533
ClientsTotal clients
6,550
AdvisorsAdvisors at this office
2
Of 99 advisors across 30 offices
Location
26515 Carmel Rancho Blvd., Suite 100
Carmel CA 93923
Advisors at this office
2
Advisors at this office
Scott B
CFA®
Carmel, CA
CliftonLarsonAllen Wealth Advisors, LLC
Scott Brubaker is a CFA® charterholder with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2022 and previously worked at Hayashi & Wayland Investment Services, LLC for nine years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.
David F
Series 65
Carmel, CA
CliftonLarsonAllen Wealth Advisors, LLC
David Freil is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience spanning educational institutions and nonprofit organizations. CliftonLarsonAllen Wealth Advisors, LLC offers wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.
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