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California
Dana Point

Find Financial Advisors in Dana Point, CA

Alex Wanerman
Brandon Clark
Brian Hale
Chad Milling
Chase Heiden
Daniel Cota
Elizabeth Nardini
Eric Cedergreen
Erica Schickerling
Gregory Weise
Isaiah Real
James Summers
John Labriola
Larry Newell
Lauren Barrett
Marc Spiegel
Marcus Griffin
Matthew Johnson
Michael Drabkin
Mina Abdelkdous
Norman Mains
Pamela Zedick
Paul Fiocca
Randal Bressette
Raymond Clark
Ronald Harpootlian
Veronica Aaron

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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