Wealth Management Madera CA

Local resource for wealth management in Madera. Includes detailed information on local businesses that provide access to wealth management, financiers, and accountants, as well as advice and content on companies that offer tips on how to make your money multiply.

Mr. Daniel Ray, CFP®
(559) 438-2640
1312 W Herndon Ave Ste 101
Fresno, CA
Firm
Regency Investment Advisors

Data Provided by:
Mr. Mark P Alcorn Jr., CFP®
(559) 440-9388
7815 N Palm Ave Ste 440
Fresno, CA
Firm
Waddell & Reed, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Mrs. Portia L White, CFP®
(559) 228-8002
735 W. Alluvial Ave. Suite 101
Fresno, CA
Firm
Whelan Financial
Areas of Specialization
Asset Allocation, Budget Development, General Financial Planning, Investment Management, Life Transitions, Planning for Couples, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael J. Leffler, CFP®
(559) 432-8400
7571 N. Remington Ave., Ste. 105
Fresno, CA
Firm
Portfolio Advisors, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Life Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Ms. Tina Mistry, CFP®
(559) 432-8400
7571 N. Remington Ave., Ste. 105
Fresno, CA
Firm
Portfolio Advisors, Inc.

Data Provided by:
Mr. Christopher Louis Comstock, CFP®
(559) 438-2640
1312 W Herndon Ave Ste 101
Fresno, CA
Firm
Regency investment Advisors

Data Provided by:
Mr. Dustin Joseph Smith, CFP®
(559) 431-4700
684 W. Cromwell
Fresno, CA
Firm
Pathways Advisory Group
Areas of Specialization
General Financial Planning, Investment Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Herbert R. Knowlton Jr., CFP®
(559) 449-7220
2778 W San Madele Ave
Fresno, CA

Data Provided by:
Mr. Kevin C. Hook, CFP®
(559) 431-0060
986 W Alluvial Ave Ste 101
Fresno, CA
Firm
Diamond Capital Management
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Investment Planning, Retirement Planning

Data Provided by:
Mr. Neil Walden, CFP®
(559) 229-0675
1100 W Shaw Ave Ste 136
Fresno, CA
Firm
Walden Financial & Tax Plng
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

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