CA · Covina

Fiduciary advisors in Covina, CA

2 advisors with offices in Covina. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Covina

Chatfield Wealth Management

Covina, California

Chatfield Wealth Management, founded in 2013 by Sal Flores-Chatfield in Covina, California, provides investment management and wealth planning services. The firm, which expanded in 2015 when Sal's brother Mitchell joined as co-founder, serves educators, public servants, working families, and retirees with retirement planning and investment advisory services. The practice emphasizes transparency in fees and costs, client education, and long-term relationships, with advisors walking clients through financial assessments and planning toward short- and long-term goals.

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Northwestern Mutual

Covina, California

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Covina, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

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Financial advisors in Covina, California

Advisors serving Covina specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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