Distance Metro area (25 miles)
- 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
Jeff Tilson (CRD# 4504995) is an Investment Advisor Representative working at JST Investment Consulting in Seal Beach, CA and has over 16 years of experience in the finance industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. Jeff is also a Certified Investment Management Analyst candidate through the Investment Management Consultants Association. (expected completion 2016). As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully...
Wendy Wei (CRD# 5072540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut, CA and has over 11 years of experience in the finance industry.
Hello. We’re Equalis Financial and we have the financial help you’re looking for.
Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.
Brandon Averill (CRD# 5781614) is an Investment Advisor Representative working AWM Capital a division of Penniall & Associates in Pasadena, CA and has over 5 years of experience in the finance industry.
Carol Somoano (CRD# 4972541) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 20 year of experience in the finance industry. Carol Somoano 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.