Financial advisers in Aliso Viejo, California

4 profiles with reported offices in Aliso Viejo, California. Explore advisers’ roles, firms and public regulatory records.

Adviser profiles

Geoffrey KeelingChief Investment Officer - Wealthspire RetirementWealthspire RetirementCRD 2644071
Joel ShapiroHead of Retirement Strategy and ErisaWealthspire RetirementCRD 5104448
Solomon StewartSenior Vice President - Wealthspire RetirementWealthspire RetirementCRD 5823172
Kameron JonesSenior Vice President - Wealthspire RetirementWealthspire RetirementCRD 6258763

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.