CA · Santa Maria

Fiduciary advisors in Santa Maria, CA

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

2 listed Low coverage · not indexed

2 results in Santa Maria

Bradley Johnson, Financial Advisor - Eagle Strategies

Santa Maria, California

Retirement Planning Investment Management

Bradley Johnson, Financial Advisor at Eagle Strategies, operates in Santa Maria, California, offering financial planning services with specializations in retirement planning and investment management. The firm works with clients in English and provides guidance across these core service areas.

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Randy Giorgi, Financial Services Professional - New York Life

★5.0(1)

Santa Maria, California

Insurance-Based

Randy Giorgi is a financial services professional affiliated with New York Life, operating from Santa Maria, California. The practice offers financial planning services and operates on an insurance-based model. English-language consultations are available.

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Financial advisors in Santa Maria, California

Advisors serving Santa Maria 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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Bradley Johnson, Financial Advisor - Eagle Strategies

Randy Giorgi, Financial Services Professional - New York Life

Financial advisors in Santa Maria, California

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