A complete list of active advisors currently associated with Right Brain Money
Warmer can help you find a great advisor at Right Brain Money or one who fits your needs even better.
Right Brain Money serves individual and high‑net‑worth clients as well as small business owners, providing comprehensive financial planning and discretionary portfolio management. The firm also coordinates with and selects third‑party investment managers and turnkey asset management platforms to implement client strategies. The firm’s approach emphasizes integrated planning—reviewing assets, liabilities, insurance, and taxes—to develop individualized investment policies and periodic reviews, with clients typically meeting once or twice a year and able to contact the adviser between reviews. Investment analysis can include fundamental, technical, and cyclical methods, and implementation often uses outside managers and SMA/UMA strategies to access tactical and institutional approaches. What is distinctive is the firm’s material involvement in insurance activities: the principal is a licensed life and health insurance agent and operates an insurance agency, and the firm both recommends and can implement annuity and insurance‑based strategies while disclosing related conflicts of interest and evaluating non‑commissionable insurance options first. The advisory practice is small and advisor‑centric, and it supplements in‑house capabilities through solicitor relationships and TAMPs to expand available investment solutions.
To learn more about the advisors currently working at Right Brain Money, 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 |
|---|---|---|
San Luis Obispo, CA
| 15
|
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)