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Top 24 financial advisors of 24 near 93631
Out of 400,000+ nationwide
Jaime T
Series 66
Selma, CA
Merrill
Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.
Todd S
CFA®, Series 63
Reedley, CA
Victory Wealth Management, LLC
James A
Series 66
Reedley, CA
Caitlin John, llc
Robert B
Series 63, Series 65
Hanford, CA
Concorde Asset Management, LLC
Randal A
Series 63, Series 65
Kingsburg, CA
Madison Avenue Securities, LLC
Gregory E
Series 63, Series 65
Kingsburg, CA
NWF Advisory Services Inc
Susan T
Series 63, Series 65
Hanford, CA
Concorde Asset Management, LLC
Roxanna H
Series 63, Series 66
Cutler, CA
Empower Advisory Group
Sandra E
Series 66
Reedley, CA
LPL Financial
Darlin R
Series 66
Visalia, CA
Wells Fargo Advisors
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Finding advisors...
Top 24 financial advisors of 24 near 93631
Out of 400,000+ nationwide