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Advisors near 95816

Out of 400,000+ nationwide

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Mark D

Series 63, Series 65

Sacramento, CA

Mechfi

Retirement income strategy Income planning Tax-loss harvesting Real estate investing
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Kwadwo O

CFA®

Sacramento, CA

Atwima Wealth Management LLC

Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed
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Richard L

Series 65

Sacramento, CA

Onesta Wealth Management, LLC

General retirement planning Income planning Cash flow / budgeting Retired
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James S

Series 63, Series 65

Roseville, CA

Covered Edge Asset Management, LLC

Options & derivatives strategies Active portfolio management
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David H

Series 63, Series 66

Sacramento, CA

Cypress Point Financial Advisors

Active portfolio management Passive / index investing Concentrated stock management
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Samer D

Series 65

Sacramento, CA

Quest Investment Firm

Active portfolio management Wealth management Professional Athlete Entertainment Industry
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Yee Ki W

Series 63, Series 66

Sacramento, CA

KW Wealth Management LLC

Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Matthew C

Series 65

Gold River, CA

Alpha Retirement Wealth, LLC

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
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Ramy H

Series 65

Elk Grove, CA

Finmentum LLC

General retirement planning General tax planning Cash flow / budgeting Tax-loss harvesting Wealth management
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Jonathan D

CFP®, CFA®, Series 66

Sacramento, CA

Deeringer Wealth Management, LLC

ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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