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Top 10 financial advisors of 10 near 92284
Out of 400,000+ nationwide
Cristian G
Series 66
Desert Hot Springs, CA
Edward Jones
Neimia P
Series 66
Yucca Valley, CA
Merrill
Neimia Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with clients and their families to develop personalized wealth management plans that align with their unique ambitions and priorities. Her approach emphasizes transparency and simplicity in navigating the complexities of investing, with a focus on supporting clients through key financial milestones including education funding, retirement planning, and long-term wealth preservation. With expertise spanning college education planning, corporate and employee benefits, institutional investment consulting, and divorce transition planning, Neimia serves a diverse clientele including business owners, corporate executives, professionals, families, and institutional plan sponsors. She holds multiple professional designations including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Neimia earned her Bachelor's degree from Florida International University and is fluent in both Spanish and English. Neimia is actively involved in several professional and community organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, United Way, and Big Brother Big Sister. Outside of her professional work, she enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with her family.
Brandon R
Series 65
Desert Hot Springs, CA
FLC Capital Advisors
Misty P
CFP®, Series 63, Series 65
Yucca Valley, CA
Ascentis Independent Advisors, LLC
Matthew P
Series 66
Yucca Valley, CA
OSAIC
Richard R
Series 63, Series 66
Yucca Valley, CA
OSAIC
Nicholas L
Series 63, Series 66
Desert Hot Springs, CA
Wells Fargo Clearing
Ernesto A
Series 63, Series 65
Desert Hot Springs, CA
Primerica Advisors
Robert R
Series 63, Series 65
Desert Hot Springs, CA
Truist Advisory Services
Benjamin H
Series 66
Desert Hot Springs, CA
J.P. Morgan Securities
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Top 10 financial advisors of 10 near 92284
Out of 400,000+ nationwide