CA · Rancho Mirage

Fiduciary advisors in Rancho Mirage, CA

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

2 listed Low coverage · not indexed
2 results in Rancho Mirage

Transitions Financial Planning

★5.0(8)

Rancho Mirage, California

Transitions Financial Planning is a fiduciary firm in Rancho Mirage, California, founded by Howard Jay Rubin, a CFP® with credentials including RICP®, CLU®, CeFT®, and CDFA®. The firm specializes in financial planning for women navigating major life transitions such as widowhood, caregiving, and retirement, drawing on Rubin's background in financial psychology and life transitions. The team includes Director of Client Care Minna Whitcher, and the firm provides comprehensive financial planning and investment management services to local and nationwide clients.

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Financial advisors in Rancho Mirage, California

Advisors serving Rancho Mirage 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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