Business List: Wealth Managers in Fresno

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Frank C. Vargas Jr. - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx7 rbc*********@r**.com 14811 16000
McCann Asset Management 5380 N Fresno St #103, Fresno, CA 93710
55922xxxx6 and***@m*******.com 5 1 64 13 67
Utopia Property Management | Fresno, CA 8050 N Palm Ave STE 300, Fresno, CA 93711
55981xxxx3 aar**@u***************.com 5 27 6531 104 6500
Glenn A Ota - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx4
Asset Wealth Advisors | Raymond Lopez 465 E Fir Ave Ste 105, Fresno, CA 93720
55932xxxx5 ray**********@l**.com
The Victus Group, Inc 2377 W Shaw Ave #201b, Fresno, CA 93711
55942xxxx0 abe**@t*************.com 3 2
LPL Financial & Warner Wealth Strategies 7447 N First St # 203, Fresno, CA 93720
55943xxxx7 inf*@w***********.com
Coffeehouse Capital LLC | Financial Planning and Wealth Management 8050 N Palm Ave Suite 300, Fresno, CA 93711
55950xxxx7 hel**@c*****************.com 3 7
Dodd Wealth Management 7050 N Fresno St, Fresno, CA 93720
55932xxxx5 tam**********@l**.com 54 56
Pathways Advisory Group Inc 684 W Cromwell Ave, Fresno, CA 93711 55943xxxx0
John P Higginbotham - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx6 acc**********@m************.com
D.A. Davidson 7110 N Fresno St #450, Fresno, CA 93720
55937xxxx0 a.a@d*********.com 5 1 920 1200
Maria Brouwer - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx0 acm***********@m************.com
Merrill Lynch Financial Advisor Dustin J Topoozian 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx3 ale*********@m*.com
The Trippel Group of Wells Fargo Advisors 6781 N Palm Ave Suite 201, Fresno, CA 93704 55943xxxx2 5 1
Olivia Wealth Management
20934xxxx5 9e2*************************************@w*****************.com 5 4
KC Capital Advisors 2595 E Perrin Ave #116, Fresno, CA 93720
55932xxxx3 c2b*************************************@w*****************.com
Financial Network 986 W Alluvial Ave #101, Fresno, CA 93711
55943xxxx0 ada***@f***************.com 1959 109 2200
Jennifer McDougal - Raymond James 7550 N Palm Ave, Fresno, CA 93650
David S Scalzo - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx7 acc**********@m************.com
Victory Wealth Management LLC 1592 11th St # A, Reedley, CA 93654
55963xxxx0 mai*@v***************.com 5 3
Jack Stonhaus - UBS Financial Services Inc. Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704
55924xxxx4 abc*******@u**.com
Merrill Lynch Financial Advisor Ryan C Estes 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx5 ale*********@m*.com
Charles Schwab 265 E River Park Cir #170, Fresno, CA 93720
55944xxxx0 eri************@s*****.com 3 12
Panoramic Financial
55990xxxx3 amc******@p*****************.com 5 64
BOLT Wealth Management
55949xxxx6 bri**@b*****.com 298 301
Bridgewealth Advisory Group, LLC 986 W Alluvial Ave #101, Fresno, CA 93711
55943xxxx0 *nn*@b***********.com 3 2
LPL Financial 7555 N Palm Ave Ste 209, Fresno, CA 93711 55944xxxx0
Merrill Lynch Financial Advisor Phillip Brown 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx0 ale*********@m*.com
Paul Mosqueda - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx8 wms**********@r**.com 14811 16000
Carl Hinds - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx7 rbc*********@r**.com 14811 16000
Adrienne Guerra - Financial Advisor, Ameriprise Financial Services, LLC 7111 N Fresno St # 260, Fresno, CA 93720
55943xxxx0 adr************@a***.com
Merrill Lynch Financial Advisor Russell Takeuchi 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor Peter D Baumstark 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx2 ale*********@m*.com
Fort Washington Financial Services 8525 N Cedar Ave # 107, Fresno, CA 93720
55943xxxx9 ale*@f**********************.com 4 1
Buckingham Strategic Wealth 516 W Shaw Ave #200, Fresno, CA 93704
80070xxxx5 adm**@b****************.com 564 8 661
Edelman Financial Engines 9423 N Fort Washington Rd #104, Fresno, CA 93730
83375xxxx3 aar*******@e**********************.com 3.5 2 18776 20 20000
Commonwealth Financial Network 1616 W Shaw Ave # B5, Fresno, CA 93711
55922xxxx0 aak*******@c***********.com
Tarlton Estate and Asset Management, Inc. 3562 S Elm Ave, Fresno, CA 93706
55922xxxx8 adm**********@t**********.com 3.9 7
Lisa Marsella Purtell - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx0 acm***********@m************.com 5 1
Dan Conniff - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx3 acm***********@m************.com
Pacific Advisors, LLC 8050 N Palm Ave STE 300, Fresno, CA 93711
55936xxxx8 aar******@p**************.com 239 282
The Foundation Wealth Management, LLC 7600 N Ingram Ave Suite 104, Fresno, CA 93711
55972xxxx0 tim@f***********.com
Kerr Wealth Management, Inc. 2507 W Shaw Ave, Fresno, CA 93711
55927xxxx2 ake**@k*********.com
Diversified Wealth Management Solutions 7948 N Maple Ave Ste 107, Fresno, CA 93720
55941xxxx2 abb*********@d*************.com 5 3 236 237
RBC Wealth Management Branch - Fresno 5250 N Palm Ave Ste 111, Fresno, CA 93704
55944xxxx0 rbc*********@r**.com 5 1
Valley Valuations 9 River Park Pl E Suite 450, Fresno, CA 93720
88848xxxx8 adm**@v***************.com 5 1
Merrill Lynch Financial Advisor Diana Kirkorian 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx5 ale*********@m*.com
Fresno Financial Advisors 5260 N Palm Ave Suite 320, Fresno, CA 93704
55989xxxx2 sma***@f**********************.com 5 11 51
Sierra Solutions 2936 N Fresno St, Fresno, CA 93703
55928xxxx4 inf*@s********.com 5 3
Ford Financial Group 5260 N Palm Ave # 221, Fresno, CA 93704
55944xxxx0 3 1
Bruce Kalajian - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx1 rbc*********@r**.com 14811 16000
Fresno, CA Private Wealth Management - UBS Financial Services Inc. 5200 Palm, Suite 101, Fig Garden Financial Center, Fresno, CA 93704
80042xxxx7 abc***@u**.com
FIG Garden Wealth Management 5200 N Palm Ave Ste 312, Fresno, CA 93704
55947xxxx7 a.c******@f********.com
The Stonhaus Folland Wealth Management Group - UBS Financial Services Inc. Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704
55924xxxx5 ber*******@u**.com
Linker Financial Group 2440 W Shaw Ave STE 101, Fresno, CA 93711
55965xxxx9 aly***@l**************.com 4.3 6
Beacon Associates 1483 W Shaw Ave, Fresno, CA 93711
55922xxxx7 bea********************@c*************.com 3.7 3
Litle Wealth Management - UBS Financial Services Inc. Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704
55924xxxx2 ber*******@u**.com
Hammer Wealth Group 155 E Shaw Ave STE 102, Fresno, CA 93710
bha****@h****************.com
Morgan Stanley Financial Advisors 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx0 acc**********@m************.com 3.7 3
Mark Shepherd - UBS Financial Services Inc. Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704
55924xxxx5 ben*******************@u**.com
Geoff L Grabe - Wealth Financial Advisor 2035 Fresno St, Fresno, CA 93721
83333xxxx7 aab****@b************.com 98494 1600 99000
Antonsen Financial and Insurance Services 205 E River Park Cir, Fresno, CA 93720
55944xxxx7 joh*@a****************.com
AGAPE PLANNING PARTNERS 6780 N West Ave Suite 101A, Fresno, CA 93711
55943xxxx6 dav**@a********.com 5 3 215 5 218
Adam Bay - Full Armor Investment Management - Financial Services Advisor 475 Bullard Ave., Clovis, CA 93612 55994xxxx0 5 3
Portfolio Advisors Inc. 7571 N Remington Ave Ste. 105, Fresno, CA 93711
55943xxxx0 aj@p***********.com 12 21
Holly Bare - Raymond James 2152 E Copper Ave Ste 105A, Fresno, CA 93730
55972xxxx3 aar************@r***********.com 17528 18000
Nichols Financial Strategies 7050 N Fresno St, Fresno, CA 93720
55944xxxx9 ang***********@l**.com 122 126
MKG Financial Group Equity Fund Advisors LLC 4021 N Fresno St Suite 107, Fresno, CA 93726 55929xxxx7
LPL Financial 465 E Fir Ave, Fresno, CA 93720
55932xxxx5 5 2
Encore Investment Consultants 8080 N Palm Ave Suite 106, Fresno, CA 93711
55972xxxx0
Merrill Lynch Wealth Management 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx9 ale*********@m*.com 4.3 4
The Kerr Companies 7255 N First St Suite 101a, Fresno, CA 93720
55927xxxx2 583288 46
Riverpark Financial Group 575 E Locust Ave UNIT 110, Fresno, CA 93720 55922xxxx4
Armey Bushey & Associates - Wealth Management 7170 N Financial Dr #102, Fresno, CA 93720
55922xxxx3 dan*******@l**.com
U.S. Bank – Wealth Management Banker: Tanya Sheets 840 E Herndon Ave, Clovis, CA 93612
55932xxxx2 aar************@u*****.com 2.8 19 345421 5414 348000
Merrill Lynch Financial Advisor Scott W. Moseley 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx8 ale************@m*.com
Veater Financial Group 7108 N Fresno St #410, Fresno, CA 93720
55943xxxx7 aar**@v*******.com 5 2 388 479
Anthony Camacho - Fig Garden Wealth Management 5200 N Palm Ave Ste. 312, Fresno, CA 93704
55947xxxx5 inf*@f********.com
Wells Fargo Advisors 6781 N Palm Ave Suite 201, Fresno, CA 93704
55943xxxx0 a-p*************@w*****************.com 3.7 3 188282 189000
Mark Otta - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx1 rbc*********@r**.com 14811 16000
Pat Howell - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx8 rbc*********@r**.com 5 1 14811 16000
Total Wealth Financial 2440 W Shaw Ave STE 210, Fresno, CA 93711 55943xxxx5 1 1
Rob Cozzi, Jr., CLF, RICP 1010 W Alluvial Ave Ste 111, Fresno, CA 93711
55926xxxx0 coz******@p********.com 5 1
Thiesen Dueker Modern Wealth Management 465 E Fir Ave Ste 105, Fresno, CA 93720
55944xxxx0 cal***@t************.com 3.7 3
Resilient Wealth Management Inc. 590 W Alluvial Ave #103, Fresno, CA 93711
55932xxxx5 aro*******@r*******.com 150
KERR WEALTH MANAGEMENT 7255 N First St #101, Fresno, CA 93720
55927xxxx2 aca****@k*********.com 5 16 582077 46
MBS Accountancy Corporation 802 W Pinedale Ave suite 104, Fresno, CA 93711
55942xxxx3 ado***@m*************.com 5 47 803 58 801
Plan Financial Inc 9 River Park Pl E, Fresno, CA 93720
55943xxxx0
R Squared Financial 5151 N Palm Ave, Fresno, CA 93704
55928xxxx1 jan*@r****************.com
Falcon Wealth Planning 516 W Shaw Ave #200, Fresno, CA 93704
85596xxxx6 inf*@f*******.com 5 3
David S Scheid - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx6 acm***********@m************.com
Be Financially Informed 516 W Shaw Ave, Fresno, CA 93704
55997xxxx7 and***********@y****.com
Optometry Wealth Advisors LLC
55934xxxx9 evo*@o**************.com 5 1
Scott P. Young - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx6 ade***********@m************.com
Private Wealth Advisors 1111 E Herndon Ave ste 109, Fresno, CA 93720
55945xxxx3 mai*@p**.net
Shelia Gray - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx2
Johanson Brouwer Marini Group - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx2 acc**********@m************.com
Waddell & Reed, Inc. - Financial Advisors 8483 N Millbrook Ave #110, Fresno, CA 93720 55969xxxx0
Ronald Samuel - Private Wealth Advisor, Ameriprise Financial Services, LLC 7111 N Fresno St # 260, Fresno, CA 93720
55943xxxx0 dns*****@a***.com 5 2
World Financial Group Fresno Mo Elahi/Pam xian 7112 N Fresno St Ste 160, Fresno, CA 93720
55935xxxx9 con****************@t***********.com 5 9 82279 2052 86000
Sierra Pointe Wealth Management Group - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx4 acm***********@m************.com
Falcon Financial & Insurance Solutions, Inc. 6795 N Palm Ave UNIT 110, Fresno, CA 93704
55944xxxx9 can****@f*******.com 5 1
Wespac 7030 N Fruit Ave, Fresno, CA 93711
55922xxxx4 adv*****@w*****.net
Mark Ruof - RBC Wealth Management Financial Advisor 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx2 wms**********@r**.com 14811 16000
Merrill Lynch Financial Advisor Keith Orsaba 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx4 ale*********@m*.com
Transworld Business Advisors of Fresno 8050 N Palm Ave, Fresno, CA 93711
55928xxxx1 aal*@t*****.com 5 4
Dodd Wealth Management 7050 N Fresno St Ste 105, Fresno, CA 93720
55932xxxx5 tam**********@l**.com 54 56
LifeMark Wealth Management 9 River Park Pl E Ste 450, Fresno, CA 93720
55922xxxx0 bi**@l*************.com 42 10 42
Raymond James 5100 N 6th St #111, Fresno, CA 93710
55965xxxx0 aar************@r***********.com 17184
Monica Hensley - Private Wealth Advisor, Ameriprise Financial Services, LLC 7161 N Millbrook Ave Ste 103, Fresno, CA 93720
55943xxxx2 dns*****@a***.com 1 1
Central Valley Strategic Wealth Management 1010 W Alluvial Ave Ste 111, Fresno, CA 93711
55965xxxx3 bi**@c****************.com
Scott H. Weber - RBC Wealth Management Branch Director 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx1 rbc*********@r**.com 14811 16000
Otta Wealth Management Group 5250 N Palm Ave Suite 111, Fresno, CA 93704
55944xxxx1 rbc*********@r**.com 14741 16000
Northwestern Mutual 1959 N Gateway Blvd #101, Fresno, CA 93727
55944xxxx8 a.-***********@n*****************.com 107349 16226 108000
Stifel 7112 N Fresno St UNIT 180, Fresno, CA 93720
55943xxxx0 abb***@s*****.com 3 2 4863 5300
Merrill Lynch Financial Advisor Yvonne R Sanchez 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx1 ban********************@m*.com
Beacon Pointe Advisors 5200 N Palm Ave Suite 308, Fresno, CA 93704
55954xxxx6 aba*****@b***********.com 221 36
Regina Leathers - Private Client Advisor 2035 Fresno St, Fresno, CA 93721
55923xxxx2 aab****@b************.com 98494 1600 99000
Merrill Lynch Financial Advisor Frank X. Puente 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx2 ban********************@m*.com
Nicolas Allen - Private Wealth Advisor, Ameriprise Financial Services, LLC 7433 N First St Ste 102, Fresno, CA 93720
55949xxxx0 ale*********@a***.com 5 1 267 262
Valley Wealth Management, Inc. 7461 N First St, Fresno, CA 93720
55943xxxx3 eri*@v*******.com 5 1
Valley Wealth Management, Inc. 7461 N 1st St Ste 104, Fresno, CA 93720
55943xxxx3 eri*@v*******.com
Michael A Marini - Morgan Stanley 5250 N Palm Ave Suite 321, Fresno, CA 93704
55943xxxx2 acm***********@m************.com
The Planning Center 7473 N Ingram Ave Suite 107, Fresno, CA 93711
55932xxxx0 abn**@t****************.com 5 1 556 557
Rr Financial Management LLC 4670 N El Capitan Ave Ste 203, Fresno, CA 93722
55991xxxx4 aso***@w***********.com
Little Business Wealth Advisors 6445 N Palm Ave # 102, Fresno, CA 93704
55932xxxx2 bc@b*******.com
Jason W. Rankin, CFP 5 River Park Pl W Suite 205, Fresno, CA 93720
55938xxxx0 ada*@s***********.com
Whelan Financial 7700 N Palm Ave Ste. 201, Fresno, CA 93711
55922xxxx2 aub**@w**************.com 4.3 6 89
Merrill Lynch Financial Advisor Scott W Buss 5260 N Palm Ave Suite 100, Fresno, CA 93704
55943xxxx7 ale*********@m*.com
Regency Investment Advisors 1312 W Herndon Ave, Fresno, CA 93711
55943xxxx0 cco******@r*************.com 5 2 2 12
Strong Valley Wealth & Pension 5 River Park Pl W Suite 205, Fresno, CA 93720
55938xxxx0 ada*@s***********.com
Lincoln Financial Advisors 555 W Shaw Ave #1b, Fresno, CA 93704
92565xxxx8 aar********@l**.com 2 3 55 58
Roncya Golden Wealth LLC 2023 E Belmont Ave # B, Fresno, CA 93701 55977xxxx0
Blue Oak Wealth Management 7110 N Fresno St #200, Fresno, CA 93720
55932xxxx3 aar**@b********.com 90 95
Pillar Financial Group 7110 N Fresno St UNIT 120, Fresno, CA 93720
55943xxxx1 cwa****@p************.com 4.2 5 148 5 152
KTM Financial Group 433 E Keats Ave Ste 16, Fresno, CA 93710
55922xxxx1 c9d*************************************@w*****************.com
Soutas Financial & Insurance Solutions Inc. 333 W Shaw Ave Suite 106, Fresno, CA 93704
55923xxxx8 ani**@s*****.com 4.5 11 84 2 92
North Harbor Wealth Management - Ameriprise Financial Services, LLC 7161 N Millbrook Ave Suit 103, Fresno, CA 93720
55943xxxx2 dns*****@a***.com
New York Life Insurance 205 E River Park Cir #250, Fresno, CA 93720
55944xxxx0 a.-*****************@n**********.com 4.9 29 4.7 13 503 232 517