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Alisa Guetzkow

Advisor at Fidelity Institutional Wealth Adviser LLC

Updated today
Fidelity Institutional Wealth Adviser LLC logo

Firm

Fidelity Institutional Wealth Adviser LLC

Location

Rllng Hills Estates, CA

Credentials

Series 63, Series 66

Industry experience

19 years

Client services

Based on Fidelity Institutional Wealth Adviser LLC

Portfolio management Selection of other advisers Educational seminars or workshops
Overlay portfolio management; non-discretionary investment advice

Location

Rllng Hills Estates, CA

Most active in

California · Rhode Island

Work history

FIDELITY INVESTMENTs

2024 - Present (2 years)

Principal Funds Distributor, Inc

2021 - 2024 (3 years)

Allianz Life Insurance Company of North America

2020 - 2021 (1 year)

Allianz Life Financial Services LLC

2020 - 2021 (1 year)

Prudential Investment Management Services LLC

2017 - 2020 (3 years)

Prudential Insurance Company Of America

2017 - 2020 (3 years)

Pacific Select Distributors LLC

2016 - 2017 (1 year)

Pacific Life Insurance Company

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

Options & derivatives strategies Tax-loss harvesting Wealth management

John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)
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Gary H

Series 63, Series 66

Hermosa Beach, CA

Hughes Wealth Management Incorporated

Private / alternative investments
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John N

Series 63, Series 65

Hermosa Beach, CA

John Nuckel LLC

Annuities
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