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.

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. John N. Banuelos, CFP®
(559) 252-1474
2350 W Shaw Ave Ste 101
Fresno, CA
Firm
Financial Alliance
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $100,001 - $250,000

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



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

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

Data Provided by:
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