Advisor Search | Sovran Advisors

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Akhilesh Sinha
Alfonso Valdez | Envisage Wealth
Andrew Baker | Financial Haus
Andrew Evans | Parliament Wealth
Anthony Krickl | Direct Path
Ashten Barber | Eclipse
Bernd Steinebrunner | Parliament Wealth
Bill Frankenstein
Brad Guttentag
Brian Brennan | Parliament Wealth
Brian Young | Direct Path
Christopher Kilrain | Pearcy Financial
CJ Jackson
Claudia Lin, CFP®, CEPA®
Dan Heidelberger, CFP®
Daniel Dodgen | Direct Path
Danilo Kim, CFP®
Dave Coen, RICP | College Planning America
Donald Van Dyke
Edgar Jimenez Mora | Financial Haus
Edmundo Alvarado
Elizabeth Espinoza
Eric G.v.R. Finke, MBA
Erica Cordova | Financial Haus
Heather Hunt | Direct Path
Jacqueline Goodreau | Direct Path
Jaye Newe
Jaye Ferguson | Empire Private Wealth
Jeremy Martinson, MBA, CFP®
Jim Loken, ChFC
Joel Almquist | Integrative Wealth
Joseph Brocato
Julie Foong
Kaleigh Hollander
Kathy Flores
Katy Chai | Direct Path
Kirk Snyder
Lawrence Hudson | Wealth Advisory
Leilani Llacuna, MBA, PMP
Margery NeisCFP®, CPA (Inactive), MBA
Mark Pearcy | Pearcy Financial
Matthew Barnhart | Concierge Wealth
Michael Cadis | Integrative Wealth
Mitchell Roth, CFP®
Pamela Yaroma
Paul Barnum
Paul Justin, CFP®
Perry Johnson III, CFP®, AIF®
Phillip DiRocco | Wealth 365
Richard Glass
Richard Reith | PLR Wealth Management
Robert Livingston
Robert Smith | Omega Wealth
Robert Wheatley | Envisage
Royceton Pinder | Pinder & Neimeyer
Samantha Jackson
Shannon Neimeyer | Pinder & Neimeyer
Spencer Jones
Timothy Voytko | Integrative Wealth
Tony Raygoza
Trenton Adams | Parliament Wealth
Zareh Shahinian | Oliria Financial

Akhilesh Sinha

CERTIFIED FINANCIAL PLANNER™ professional

310-689-3361

ASinha@greaterpacificsolutions.com

Dan Heidelberger, CFP®

Financial Advisor

949.471.5810

daniel.heidelberger@sovranpartners.com

Danilo Kim, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

949.471.5810

danilo.kim@sovranpartners.com

Eric G.v.R. Finke, MBA

Financial Planner, Wealth Management Advisor

310.689.3300

eric.finke@sovranpartners.com

Jim Loken, ChFC

Senior Wealth Manager, Financial Planner

626.755.2140

jim.loken@sovranpartners.com

Kathy Flores

Financial Advisor

949-471-5867

kflores@directpathfinancial.com

Tony Raygoza

Senior Financial Advisor

(626) 755-2151

(626) 810-2771

tony.raygoza@sovranadvisors.com

Alfonso Valdez | Envisage Wealth

Financial Advisor

310-776-0991

Alfonso.Valdez@envisagewm.com

Andrew Baker | Financial Haus

Financial Advisor

619-995-4900

andrew@thefinancialhaus.com

Andrew Evans | Parliament Wealth

Financial Advisor

949-471-5877

andrew@parliamentwealth.com

Anthony Krickl | Direct Path

Financial Advisor

949-471-5821

akrickl@directpathfinancial.com

Ashten Barber | Eclipse

Financial Advisor

949-491-2187

ashten@eclipsefa.com

Bernd Steinebrunner | Parliament Wealth

Wealth Management Advisor

949-471-5827

Bernd@parliamentwealth.com

Brian Brennan | Parliament Wealth

Wealth Management Advisor

949-471-5880

brian@parliamentwealth.com

Brian Young | Direct Path

Financial Advisor

949-851-9123

brian.young@sovranpartners.com

CJ Jackson

Financial Planner

619-641-3621

CJJackson@greaterpacificsolutions.com

Christopher Kilrain | Pearcy Financial

Financial Planner

619-683-6214

CKilrain@greaterpacificsolutions.com

Daniel Dodgen | Direct Path

Financial Advisor

949-471-5815

ddodgen@directpathfinancial.com

Donald Van Dyke

Financial Advisor

619-641-3617

don@cwmsd.com

Edgar Jimenez Mora | Financial Haus

Financial Planner

619-485-9123

edgar@thefinancialhaus.com

Edmundo Alvarado

Financial Planner

626-806-7600

Edmundo.Alvarado@sovranpartners.com

Erica Cordova | Financial Haus

Financial Advisor

619-339-0882

erica@thefinancialhaus.com

Heather Hunt | Direct Path

Administrative Partner

(949) 471-5879

hhunt@directpathfinancial.com

Jacqueline Goodreau | Direct Path

Financial Advisor

949-471-5862

jgoodreau@directpathfinancial.com

Joel Almquist | Integrative Wealth

Financial Advisor

626-755-2202

jalmquist@integrativewp.com

Katy Chai | Direct Path

Financial Advisor

949-471-5860

kchai@directpathfinancial.com

Lawrence Hudson | Wealth Advisory

Financial Advisor

949-471-5830

lawrence@wealthadvisorysolutions.net

Mark Pearcy | Pearcy Financial

Financial Planner

619-641-3655

MPearcy@greaterpacificsolutions.com

Matthew Barnhart | Concierge Wealth

Financial Planner

619-641-3625

matt@cwmsd.com

Michael Cadis | Integrative Wealth

Wealth Management Advisor

626-755-2146

mcadis@integrativewp.com

Pamela Yaroma

Wealth Management Advisor

626-755-2162

pcastanon@integrativewp.com

Paul Barnum

Wealth Management Advisor

949-471-5840

paul.barnum@sovranadvisors.com

Phillip DiRocco | Wealth 365

Wealth Management Advisor

949-471-5873

pdirocco@wealth365advisors.com

Richard Glass

Investment Advisor Representative

619-281-9890

richard.glass@sovranpartners.com

Robert Smith | Omega Wealth

Wealth Manager

949-471-5876

robert.smith@omegawealthstrategies.com

Robert Wheatley | Envisage

Senior Wealth Advisor

818-264-0314

Robert.Wheatley@envisagewm.com

Royceton Pinder | Pinder & Neimeyer

Investment Advisor Representative

626-755-2192

RPinder@greaterpacificsolutions.com

Shannon Neimeyer | Pinder & Neimeyer

Financial Planner

626-755-2145

spinder@greaterpacificsolutions.com

Spencer Jones

Financial Planner

310-689-3386

SpencerJones@greaterpacificsolutions.com

Timothy Voytko | Integrative Wealth

Wealth Management Advisor

626-755-2150

tvoytko@integrativewp.com

Trenton Adams | Parliament Wealth

Financial Advisor

949-471-5866

trent@parliamentwealth.com

Zareh Shahinian | Oliria Financial

Financial Advisor

626-755-2144

zareh@oliriafinancial.com

Kirk Snyder

Financial Advisor

(310) 689-3317

kirk.snyder@sovranadvisors.com

Claudia Lin, CFP®, CEPA®

Senior Wealth Manager

626-755-2188

claudia.lin@sovranpartners.com

Julie Foong

Senior Wealth Manager

626-755-2155

julie.foong@sovranpartners.com

Perry Johnson III, CFP®, AIF®

Senior Wealth Manager

626-755-2172

perry.johnson@sovranpartners.com

Margery NeisCFP®, CPA (Inactive), MBA

Senior Wealth Manager

(415) 701-4968

margery.neis@sovranadvisors.com

Richard Reith | PLR Wealth Management

Financial Advisor

360-360-2752

Richard.Reith@sovranadvisors.com

Dave Coen, RICP | College Planning America

Senior Wealth Manager

(949) 471-5825

dave.coen@sovranadvisors.com

Jaye Ferguson | Empire Private Wealth

Financial Advisor

909-321-5170

jaye.ferguson@empirepw.com

Mitchell Roth, CFP®

Financial Advisor

(704) 215-4746

mitchell.roth@aimpointwm.com

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