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Advisors near 99350
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Jesse H
Series 66
Sunnyside, WA
Hernandez Financial
Jesse Hernandez is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has operated Hernandez Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 1999. Hernandez also maintains an active insurance brokerage role, selling non-variable insurance products. Hernandez Financial serves primarily individual clients, including middle-income households, high-net-worth individuals, and business clients, offering financial planning and discretionary portfolio management. The firm builds customized portfolios using a mix of general securities, mutual funds, ETFs, and government securities, employing tools such as Riskalyze and Morningstar for risk and fund analysis.
Thomas W
CFP®, PFS™
Sunnyside, WA
White & Company Financial Planning, Inc.
Thomas White is a CERTIFIED FINANCIAL PLANNERâ„¢ and Personal Financial Specialistâ„¢ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.
Misti W
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.
James P
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.
Gregory V
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.
Maloree K
CFP®, Series 66
Prosser, WA
Edward Jones
Christina V
Series 66
Prosser, WA
Edward Jones
Landra M
Series 66
Prosser, WA
Ameriprise
Landra Macy is a financial advisor with Ameriprise in Prosser, WA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. She serves on the Board of Directors for the Princess Theatre in Prosser. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Brian B
Series 63, Series 65, Series 66
Sunnyside, WA
Edward Jones
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Advisors near 99350
Out of 400,000+ nationwide