A complete list of active advisors currently associated with Momentum Financial and Insurance Services LLC
Warmer can help you find a great advisor at Momentum Financial and Insurance Services LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning mainly for individuals and families, while also working with high‑net‑worth clients, foundations and business entities. In addition to investment advice, the firm offers insurance products and periodic public seminars and workshops intended for education rather than individualized tax or investment advice. Investment programs are tailored to client goals and risk profiles and typically use a mix of fundamental and technical analysis, charting, and Monte Carlo planning, with quarterly reviews and rebalancing as needed. The firm frequently uses third‑party managers and separately managed account platforms to implement portfolios, including access to strategies that can involve derivative exposure or buy‑write ETF approaches rather than direct, in‑house option writing. Compared with many solo independent advisers, the firm combines fee‑based asset management with an affiliated insurance brokerage practice (the principal devotes substantial time to insurance activities) and accepts corporate/business clients, all of which are noted conflicts disclosed in the brochure. The firm states it seeks to mitigate those conflicts through disclosures and its fiduciary obligations, and its use of TPMs and public workshops further distinguishes its service mix from most peers.
To learn more about the advisors currently working at Momentum Financial and Insurance Services LLC, 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 |
|---|---|---|
Valley Center, CA
| 7
|
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