Wealth Management Merced CA

Local resource for wealth management in Merced. 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. Ron B Ewing, CFP®
(209) 723-3911
860 W Olive Ave
Merced, CA
Firm
UBS Financial
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Steve H. Teranishi, CFP®
(209) 383-6577
3337 G St Ste D
Merced, CA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Service Professionals

Data Provided by:
Mr. Robert J. Tyler, CFP®
(209) 723-3361
360 E Yosemite Ave Ste 100D
Merced, CA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Estate Planning, General Financial Planning, Investment Management, Investment Planning, Women's Finances

Data Provided by:
Scott Dauenhauer
Meridian Wealth Management
(949) 916-6238
25283 Cabot Road, Suite 207
Laguna Hills, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MSFP

Jenna Hung
LifeStream Financial, Inc.
(408) 657-6880
5201 Great America Parkway, Suite 320
Santa Clara, CA
Expertises
Ongoing Investment Management, Tax Planning, Real Estate Investments, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CMA, CPA, CPA/PFS, MBA

Mr. Donald H Angel, CFP®
(415) 847-1327
3537 N State Highway 59
Merced, CA
Firm
Lincoln Financial Securities
Areas of Specialization
Investment Planning, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Ted R. Dietz, CFP®
(209) 383-4837
3144 G St Ste 125
Merced, CA
Firm
LPL
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Michael Lynch
Lynch Financial Advisors
(916) 772-3103
1700 Eureka Rd, Suite 155
Roseville, CA
Expertises
Tax Planning, College/Education Planning, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Advising Entrepreneurs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, MBA, Other

Alfred McIntosh
McIntosh Capital Advisors,Inc.
(310) 470-4056
10801 National Blvd., Suite 610
Los Angeles, CA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

Jean Sinclair
Avenue Advisors, LLC
(858) 581-3824
12707 High Bluff Dr., Suite 200
San Diego, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Investment Advice without Ongoing Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA, MS

Data Provided by: