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. 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:
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:
Debra Wetherby
Wetherby Asset Management
(415) 399-9159
417 Montgomery Street, 3rd Floor
San Francisco, CA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFA, CFP®, CPA, MBA

Abbas Heydari
Abbasali Heydari
(310) 792-2090
21535 Hawthorne Blvd. Suite 355
Torrance, CA
Expertises
Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

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. 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:
Patrick Giddens
Johnson Lyman Wealth Advisors
(650) 494-2733 Ext: 204
2600 El Camino Real, Suite 500
Palo Alto, CA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Janet Wan
Sierra Pacific Financial Advisors
(510) 438-6878
39899 Balentine Drive, Suite 200
Newark, CA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Walter Romatowski
Castellan Financial Advisors
(800) 385-1787
2225 E. Bayshore Rd., Suite 200
Palo Alto, CA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CMA, MBA

Data Provided by: