Financial Advisors in San Bernardino, California (San Bernardino County)

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at Merrill Lynch where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back to the community is important to Ray. He is on the Board of Directors for LifeStream Blood Bank and the Board of Elders for Crossroads Christian Church and School.... See More

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, every day.

1. We want clients to meet their objectives. To help clients meet their financial goals, we focus on planning with frequent plan updates.

2. We want clients to sleep at night. We plan for the unexpected and constantly monitor client portfolios, so they can spend their time doing things they want to do!

3. We want clients to be happy they met us. To help ensure clients are happy we’re part of their life, we keep them “in the know” by striving to provide world-class service, frequent contact, 24/7 technology access, and transparency.... See More

David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, our firm provides ongoing asset management service on a percentage of assets-under-management basis for those clients requesting this service.... See More

James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Southern California we strive to bring our clients a clear understanding of their financial situation and solid path for their future,... See More

Long-term financial planning requires two very important things – a solid plan and the right guidance towards that plan. Paul and Miriam Ireton provide the best assistance in California when it comes to both these things, and guarantee that the client will not be disappointed with their choices.... See More

Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, prudently manage your assets, answer your personal finance questions, and help you make informed financial & tax decisions. Brandon does not sell financial products or any receive commissions. In 2017 Brandon Wren began with a simple idea: Start a firm that strictly advocates for clients by providing independent & objective financial & tax advice. This business model is designed to eliminate conflict of interest while delivering unparalleled objective advice at a reasonable price.
Services:
-Tax Preparation & Representation -Tax Planning -Financial Coaching Differentiators:
- 100% Fiduciary (Client interest first at all times) - Independent - Objective - Transparent
Guarantee: Here's Brandon's Commitment: If the tax & financial coaching services do not pay for itself in: reduced taxes, reduced investment expenses, and/or a positive increase to your Net Worth over time services will be free of charge. This is not a gimmick; it is a simple value proposition.

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Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.... See More

Daniel Chong
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.
IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.
IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 88 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.... See More

Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.
With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients-and invests in the same funds-that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.... See More

Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Whether its retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions is challenging. Ms. Parker has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans and Investment Management services. The initial consultation, either by phone or in person, is free of charge or obligation. It is a time to see whether or not the client and Advisor are a good fit. Any additional services are available by either an hourly fee or a quoted flat fee.Investment Management services are billed as an annual percentage of Assets Under Management (AUM). Our Fee range for Investment Management starts at 1% of Assets under our Management per year. Discounts for Investment Services start at $600,000 for total household account. Financial Planning Services range from $850 for a single planning issue to between $1500-$5500 for a Comprehensive Financial Plan. We believe in helping the communities we serve, and therefore we do not require a minimum account size to work with us.Ms. Parker strongly believes in giving back to her community and her Industry. Ms. Parker is a active member of the OC Financial Planning Association where she serves on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program.... See More

Angela Grillo, AIF, CFP
Our mission is to assist people from all walks of life to coordinate their finances with their life goals. We are unique in that we provide our services in two different ways: 1) on an HOURLY, AS-NEEDED basis for those who manage their own money and would like occasional investment advice and financial planning, 2) for those who do not want the responsibility of managing their own investments, we offer money management at a percentage of the account balance. Very few of the nation's financial planning firms are structured this way in offering financial advice without managing your assets. We welcome those who manage their own money and would like occasional, professional guidance or, supplement their needs by addressing issues that are not offered by your current money manager.... See More

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and small business owners that seek a long-term relationship with their financial advisor. Please visit our webpage at www.wpduff.com for more information.... See More

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to successful investing is to follow a disciplined investment approach that will hold up in all market conditions. Utilizing a disciplined investment process we strive to capture most of returns available in financial markets during favorable conditions, but effectively mitigate risk during volatile market conditions in order to preserve gains.... See More

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to you. We provide financial planning and management or investment portfolios for individuals and small to medium sized pension plans. Our firm has been named one of the top 100 financial planning firms in the country by Mutual Funds magazine and one of the "top dogs" in Bloomberg Magazine.We emphasize an individualized approach to financial planning and asset management, developed for each client's specific needs regarding income, growth, safety and tax benefits. Some clients look for an advisor to help them plan for the future. Others need an advisor simply because they don't have the time nor inclination to manage their own investments. We are your source of advice in these critical areas of your financial well Summary* More than 30 years in the financial services industry* Faculty at California State University, Fullerton and University of California, Irvine* Speaker at Los Angeles Times Investment Conference* One of Bloomberg's Top Wealth Managers from 2002 - 2006* One of "100 Greatest Financial Planners" by Mutual Funds Magazine, 2001* Frequent guest on public television, often quoted in the Orange County Register... See More