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Advisors near 93535

Out of 400,000+ nationwide

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Mayank M

CFP®, PFS™

Palmdale, CA

Neya Capital

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Jazzmine T

Series 65

Palmdale, CA

Acrylic Financial, Inc.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Norine C

ChFC®, Series 63, Series 66

Palmdale, CA

Navy Federal Investment Services, LLC

ESG / Sustainable investing Wealth management Tax-loss harvesting Retired
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Maxwell S

Series 63, Series 66

Lancaster, CA

wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Vicki L

Series 63, Series 65

Lancaster, CA

Encompass More Asset Management LLC

Private / alternative investments
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Jacob C

Series 66

Waxhaw, NC

Inspire Advisors, LLC

ESG / Sustainable investing
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Robert D

Series 66

Palmdale, CA

Inspire Advisors, LLC

ESG / Sustainable investing
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Colin M

Series 63, Series 65

Lancaster, CA

wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Eriberto N

Series 66

Palmdale, CA

Merrill

Eriberto Nieto is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 17 years of experience in retirement, income, and corporate 401(k) planning. He adopts a comprehensive approach to wealth management, focusing on understanding each client's family, financial situation, and priorities. Eriberto develops customized strategies that remain flexible to accommodate clients' evolving needs and market conditions. His services integrate access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address a wide range of financial needs. Eriberto’s areas of expertise include college education planning, corporate benefits, divorce transition planning, executive compensation, legacy planning, managing new wealth, portfolio management, and retirement income. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree in Finance from San Jose State University. In addition to his professional work, Eriberto follows Merrill’s tradition of community involvement and dedicates time volunteering with local organizations. Outside of work, he enjoys boating, golfing, skiing, and spending time with his family.

Retirement income strategy Wealth management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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Kenneth G

Series 66

Lancaster, CA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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