A complete list of active advisors currently associated with Magnum Financial

Warmer can help you find a great advisor at Magnum Financial or one who fits your needs even better.

Magnum Financial is a California-registered independent investment adviser that serves individuals as well as a range of organizational and retirement-plan clients, including trusts, estates, nonprofits, small businesses, 401(k) plans, pension funds, family offices, and hedge funds. The firm provides discretionary portfolio management and a spectrum of financial planning services delivered as comprehensive projects, a la carte modules, hourly consultations, and ongoing retainer arrangements. The firm’s investment approach emphasizes asset allocation and diversification to pursue capital growth while managing downside risk, using vehicles such as mutual funds, ETFs, stocks, certificates of deposit, variable insurance products, and interests in partnerships. Magnum Financial tailors portfolios to clients’ written objectives and risk tolerances, encourages participation in written financial plans that set target returns and income needs, and may incorporate technical and cyclical analysis in its oversight. Noteworthy aspects disclosed in the brochure include the principal’s status as a licensed insurance representative who may receive commissions for life insurance, annuities, and related products, a potential conflict the firm discloses and seeks to mitigate. The firm also offers subscription-style/retainer planning services and discrete planning modules (for example, portfolio reviews and a retirement planning module), accepts institutional-type relationships such as pension and 401(k) plans, and maintains an institutional custodian relationship that provides technology and operational support to the firm.

To learn more about the advisors currently working at Magnum 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
Stephen Bossio	Sonoma, CA	20

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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