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. 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:
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:
Ms. Sheila M. Cary, CFP®
(559) 225-9700
1616 W Shaw Ave Ste B5
Fresno, CA
Firm
Commonwealth Financial Network
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Jeffrey S. Karst, CFP®
(559) 431-4700
684 W Cromwell Ave Ste 103
Fresno, CA
Firm
Pathways Advisory Group, Inc
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mr. Lance A. Dunn, CFP®
(559) 436-3788
7020 N Marks Ave
Fresno, CA
Firm
Tri Counties Bank/Raymond James

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. Bruce H. Traub, CFP®
(559) 696-2455
4477 W Menlo Ave
Fresno, CA
Firm
G A Repple and Company
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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. 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:
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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