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Top 30 financial advisors of 145 near 95632
Out of 400,000+ nationwide
Jeremy L
Series 66
Lodi, CA
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Retirement income strategy
General retirement planning
Active portfolio management
Matthew L
CFP®, Series 66
Lodi, CA
Edward Jones
College savings (529s, UTMA, etc.)
Divorce financial planning
Retirement income strategy
Wealth management
Erin L
CFP®, ChFC®, Series 66
Lodi, CA
Edward Jones
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
Inheritance planning
Charitable giving & philanthropy
Women Professionals
Widow/Widower
Jack W
Series 66
Lodi, CA
Edward Jones
Business ownership considerations
Business succession planning
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Professional Athlete
Entertainment Industry
Founder/Business Owner
Sean O
CFP®, Series 66
Galt, CA
Edward Jones
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
General estate planning guidance
Katie G
Series 66
Elk Grove, CA
Edward Jones
Retirement income strategy
Wealth management
General estate planning guidance
Michael B
Series 66
Elk Grove, CA
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
Business ownership considerations
General estate planning guidance
Oil & Gas
Hispanic/Latino/Latinx
Kyle H
Series 63, Series 66
Elk Grove, CA
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Business ownership considerations
General estate planning guidance
General retirement planning
Founder/Business Owner
Hillary R
Series 66
Elk Grove, CA
Edward Jones
Retirement income strategy
Wealth management
Charitable giving & philanthropy
Founder/Business Owner
Intergenerational Families
Kelly S
Series 66
Elk Grove, CA
Edward Jones
General estate planning guidance
Inheritance planning
Charitable giving & philanthropy
General retirement planning
ESG / Sustainable investing
LGBTQIA
Religious/faith focused
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Top 30 financial advisors of 145 near 95632
Out of 400,000+ nationwide