Looking for a financial advisor

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Submitted by beachlover on June 18, 2008 - 8:59am

It's been a while since I sat down with a professional and did an evaluation of my portfolio. I'm not a big $$ investor, just a hard working middle class type.

Can anyone recommend a financial advisor who is reputable, won't charge an arm and leg, and who has an office in the mid-county (Carmel Valley, Carmel Mountain, RB) area?

Thanks.

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Have you considered Rich (who
Submitted by flu on June 18, 2008 - 9:35am.

Have you considered Rich (who owns this site)? I'm on the verge of firing my current financial advisor, because he's not doing that much better than me (which isn't saying much, because I'm really not doing as well as I would like).

beachlover wrote:I'm not a
Submitted by poway_seller on June 18, 2008 - 9:48am.

beachlover wrote:
I'm not a big $$ investor, just a hard working middle class type.

Can you quantify that, some advisors have minimums. Are you talking about <$250k, <$100k, >$500k, or >$1m. The good ones I know have min >$1M.

The answer to that will help you get pointed in a better direction.

yep,
Submitted by Enorah on June 18, 2008 - 9:49am.

yep, Rich

http://www.pcasd.com/node

There ya go

Guess I would say around
Submitted by beachlover on June 18, 2008 - 9:14pm.

Guess I would say around $250k.

beachlover, check Rich
Submitted by marion on June 18, 2008 - 9:34pm.

beachlover, check Rich Toscano out. As previously noted, he owns this site.

Rich has an office in Del Mar
Submitted by doofrat on June 18, 2008 - 11:09pm.

Rich has an office in Del Mar (at least his company does) and I believe they have an office in Mission Valley. Their average account is $200,000 according to the web site.