Financial Advisor Recommendations
Hi all,
My family is looking for an financial advisor that better aligns with our values. A few key needs:
- investment advice and help with making a longterm financial plan (the trust is for my disabled father, and we'd like to work with someone who can help us plan for financial security as he ages)
- Social impact investing-- we would like to work with someone who can actively help ensure his money aligns with our family values, including environmental and social considerations
- Customer service- the bank/investment folks we work with now have been really lackluster in customer service, and have dropped the ball on several important things. We need to work with a company that can really be responsive and trustworthy.
If you have any suggestions, we'd love to hear!!
Thanks!
Parent Replies
I’ve posted on here on the past but my financial advisor, also has her tax license so she has a great understanding of tax implications for investments. I feel like this is a BIG piece missing with most advisors. Nini Yang 408-464-7563. Great one on one experience and hands on support.
My financial advisor is unlike any other and she exceeds all that you are looking for in a financial advisor. Her name is Nicole Badovinac and is employed by Cetera Investment Services located in Walnut Creek. Her personal contact number is (760) 920-8251.
My financial advisor Breanna Stott with Finwell Benefits is excellent. Her advising strategy is very tailored to the unique needs of the planner. I highly recommend her. She does appointments remotely for the most part I believe.
breanna.stott [at] finwellbenefits.com
www.finwellbenefits.com
I can highly recommend my Financial Advisor, David X Miller, a local in Walnut Creek, as he helped me with two very challenging scenarios that I could not manage without professional help. As a 44 year old who is in it for the long haul, David will be there as your father ages and won’t be retiring any time soon. David has personal experience and understanding of the unique challenges involved, as his disabled father became a quadriplegic when David was 21. As for social impact investing, he has several ESG investing options with Northwestern Mutual.He helped me to ensure my money was growing in the way I wanted. https://www.northwesternmutual.com/life-and-money/what-is-esg-investing/
David Miller | Financial Advisor | License #4075768 www.DavidxMiller.nm.com Office Hours: 9:00 am – 5:00 pm
2121 N. California Blvd. Suite 620 Walnut Creek, CA 94596 Office: (925) 296-5414 Email: david.x.miller [at] nm.com (david[dot]x[dot]miller[at]nm[dot]com)