Advisor at Marathon Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marathon Financial Advisors
Location
Pacific Grove, CA 93950
Credentials
CFP®
Industry experience
6 years
Account minimum: No stated minimum; the firm has discretion to waive minimums and may waive minimum fees based on various criteria. Minimum fee: Firm may waive minimum fee and/or charge a lesser investment advisory fee at its discretion based on client criteria. Fee-only: Firm is strictly fee-only; does not accept commissions or fees of any kind other than investment advisory fees.
Marathon Financial Advisors
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Monterey, CA
Fidelity
Patricia Miranda is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been serving clients for over twenty-five years, focusing on helping them pursue their financial goals and dreams through personalized strategies that consider their unique needs at any life stage. Her professional experience includes roles as a Financial Consultant and Workplace Financial Consultant at Fidelity Investments, as well as positions at UBS Financial Services, Toronto Dominion Securities Inc., Marathon Brokerage, Merrill Lynch Canada Inc., and the Investment Dealers' Association in Toronto. Patricia holds a CA Insurance License. Outside of her professional work, Patricia enjoys art, cooking and baking, family activities, gardening, hiking, and traveling.
CFP®, Series 66
Carmel, CA
Edward Jones
Series 66
Salinas, CA
Edward Jones
Series 66
Salinas, CA
Fidelity
Christopher Grado is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop comprehensive financial plans that align with their short-term and long-term goals. He focuses on understanding clients' priorities and works to ensure they feel confident in their financial future. Prior to his current position, Christopher served as a Financial Advisor at Edward Jones from 2018 to 2021. He holds a California Insurance License, supporting his ability to provide insurance-related financial guidance. Outside of his professional work, Christopher engages in family activities, parenthood, photography, and traveling.
Series 66
Salinas, CA
Edward Jones
Series 66
Carmel, CA
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")