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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Luis Najar (CRD# 7685180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
Taylor Payton (CRD# 7228495) is an Investment Advisor Representative working at Edward Jones in San Juan Capistrano, CA and has over 3 years of experience in the finance industry.
Diana Peters (CRD# 5880098) is an Investment Advisor Representative working at Edward Jones in San Juan Capistrano, CA and has over 4 years of experience in the finance industry.
Grant Prescott (CRD# 7191376) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 4 years of experience in the finance industry.
Ashley Romiti (CRD# 7636987) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
William Knoke (CRD# 1963289) is an Investment Advisor Representative working at Lpl Financial LLC in San Juan Capistrano, CA and has over 34 years of experience in the finance industry. William Knoke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Stein (CRD# 6232434) is a fee-only financial advisor working at Bluepoint Wealth Advisors in Irvine, CA and has nearly a decade of experience in the finance industry.
Jason Stein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
For nearly a decade, Jason has been helping clients achieve their financial goals through transparent advice and client education.
Jason earned his degree in Economics and Accounting from UC Santa Barbara and began his career with The Vanguard Group in Scottsdale, AZ. Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.
“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”
Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.
Jason can be contacted directly at 949-239-2127.
Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 33 years of experience in the finance industry.
Talal Abdo (CRD# 4906915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 19 years of experience in the finance industry.