Defined Plan Advisors

Pasadena, California

Marquez Private Wealth Management of Raymond James is located in Pasadena, California and provides investment management and wealth management services. The firm operates as part of Raymond James Financial Services

San Diego, California

ATS Wealth Management operates in San Diego, California and provides estate planning, insurance analysis, and investment management services. The firm specializes in estate planning and investment management for its clients. The firm has a 4.7-star rating based on nine Google reviews and serves English-speaking clients

Walnut Creek, California

Dennis Goins & Associates is located in Walnut Creek, California and provides investment advisory services. The firm operates in English. More detailed information about specialties, services, and credentials is not currently available.

San Jose, California

Insurance-Based

Qi Zhang is a financial services professional with New York Life based in San Jose, California. Services include financial planning and insurance analysis. English-speaking