A complete list of active advisors currently associated with Keymark Financial
Warmer can help you find a great advisor at Keymark Financial or one who fits your needs even better.
Keymark Financial serves individual and high-net-worth clients as well as corporate clients, providing discretionary portfolio management alongside financial planning services. The firm offers both one-time and ongoing planning engagements, including a comprehensive quarterly-retainer option that provides continuous access to a planner and periodic plan reviews. The firm typically constructs portfolios using a passive, asset-class approach—building allocations from index mutual funds and ETFs to manage correlation, risk and cost—while also applying fundamental and technical analysis when performing investment analysis for clients. Account supervision is discretionary, guided by individualized investment policy statements that document objectives, risk tolerance and any client-imposed restrictions, with regular reviews and trade confirmations delivered through the custodian. Compared with many supported peers that report substantially larger AUM, this single-advisor firm manages roughly $40 million across about 117 client relationships, and disproportionately emphasizes an ongoing, subscription-style planning service. The firm’s principal is a CFP certificant, the firm restricts personal trading around client trades and reports no third‑party compensation or related-party affiliations, and it uses an institutional Schwab platform for custody and operational support.
To learn more about the advisors currently working at Keymark Financial, 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 |
|---|---|---|
Rolling Hills Estates, CA
| 14
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")