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.

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

Data Provided by:
Mr. John S. Longstaff, CFP®
(559) 320-8200
215 W. Fallbrook Ave
Fresno, CA
Firm
Beechwood Wealth Advisors, LLC
Areas of Specialization
Investment Management
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. 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:
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. David L. Williamson, CFP®
(559) 431-4700
684 West Cromwell Avenue
Fresno, CA
Firm
Pathways Advisory Group, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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:
Mr. Frank O. Eller, CFP®
(559) 285-3583
3108 W Wellington Ln
Fresno, CA
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

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:
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