CA · Lodi

Fiduciary advisors in Lodi, CA

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

2 listed Low coverage · not indexed
2 results in Lodi

Albert Paula, Financial Advisor - Parkwest Financial & Insurance Solutions

★5.0

Lodi, California

Retirement Planning Investment Management

Parkwest Financial & Insurance Solutions, operating through Albert Paula in Lodi, California, provides financial planning and investment management services on a fee-based model. The firm operates as a fiduciary and conducts comprehensive planning across retirement, investments, and legacy strategy through a three-step process beginning with an initial consultation. Albert Paula's practice is affiliated with Eagle Strategies LLC, an SEC-registered investment adviser and subsidiary of New York Life Insurance Company, and benefits from access to the Advanced Planning Group's expertise in estate and business planning.

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Financial advisors in Lodi, California

Advisors serving Lodi 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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