Finance
Strategists

Helping People With Their Finances

16%

of Americans are very optimistic about their financial future

Bank of America

1 in 3

adults show an understanding of basic financial concepts worldwide

gflec.org

65%

of people mistrust the financial services industry to some degree

American Association of Individual Investors

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Financial Advisor Locations

West

Alameda, CA
Alamo, CA
Aliso Viejo, CA
Anaheim, CA
Auburn, CA
Bakersfield, CA
Banning, CA
Belmont, CA
Berkeley, CA
Brea, CA
Brisbane, CA
Burbank, CA
Burlingame, CA
Calabasas, CA
Camarillo, CA
Campbell, CA
Carlsbad, CA
Carpinteria, CA
Chico, CA
Claremont, CA
Concord, CA
Corona, CA
Coronado, CA
Costa Mesa, CA
Culver City, CA
Cupertino, CA
Cypress, CA
Dana Point, CA
Danville, CA
Davis, CA
Del Mar, CA
El Cajon, CA
El Cerrito, CA
El Segundo, CA
Encinitas, CA
Escondido, CA
Eureka, CA
Fair Oaks, CA
Fairfield, CA
Folsom, CA
Foster City, CA
Fremont, CA
Fresno, CA
Fullerton, CA
Glendale, CA
Goleta, CA
Granite Bay, CA
Hollister, CA
Indian Wells, CA
Irvine, CA
Jackson, CA
Kentfield, CA
La Mesa, CA
Lafayette, CA
Lake Forest, CA
Larkspur, CA
Livermore, CA
Lodi, CA
Long Beach, CA
Los Altos, CA
Los Gatos, CA
Menlo Park, CA
Mill Valley, CA
Modesto, CA
Montecito, CA
Monterey, CA
Moraga, CA
Napa, CA
Novato, CA
Oakhurst, CA
Oakland, CA
Ontario, CA
Orange, CA
Orcutt, CA
Orinda, CA
Pacifica, CA
Palo Alto, CA
Pasadena, CA
Petaluma, CA
Piedmont, CA
Pleasanton, CA
Poway, CA
Redding, CA
Redlands, CA
Riverside, CA
Rocklin, CA
Roseville, CA
Sacramento, CA
San Carlos, CA
San Diego, CA
San Gabriel, CA
San Jose, CA
San Marcos, CA
San Mateo, CA
San Rafael, CA
San Ramon, CA
Santa Ana, CA
Santa Clara, CA
Santa Cruz, CA
Santa Rosa, CA
Saratoga, CA
Sausalito, CA
Seal Beach, CA
Sebastopol, CA
Simi Valley, CA
Sonoma, CA
St. Helena, CA
Stockton, CA
Templeton, CA
Tiburon, CA
Torrance, CA
Turlock, CA
Tustin, CA
Vista, CA
Walnut, CA
Whittier, CA
Woodside, CA
Yolo County, CA
Yorba Linda, CA
Yuba City, CA

Midwest

Aurora, IL
Bannockburn, IL
Barrington, IL
Batavia, IL
Bloomington, IL
Burr Ridge, IL
Champaign, IL
Chicago, IL
Cook County, IL
Decatur, IL
Deer Park, IL
Deerfield, IL
Des Plaines, IL
East Dundee, IL
East Peoria, IL
Edwardsville, IL
Elmhurst, IL
Evanston, IL
Frankfort, IL
Geneseo, IL
Geneva, IL
Glen Carbon, IL
Glen Ellyn, IL
Glenview, IL
Hillside, IL
Hinsdale, IL
Itasca, IL
Joliet, IL
Kane County, IL
La Grange, IL
Lake Bluff, IL
Lake County, IL
Lake Forest, IL
Libertyville, IL
Lincolnshire, IL
Lincolnwood, IL
Lisle, IL
Lombard, IL
Loves Park, IL
Mokena, IL
Moline, IL
Morton, IL
Naperville, IL
Niles, IL
Northbrook, IL
Northfield, IL
O’Fallon, IL
Oak Brook, IL
Oak Park, IL
Orland Park, IL
Palatine, IL
Peoria, IL
Robinson, IL
Rock Island, IL
Rockford, IL
Rosemont, IL
Schaumburg, IL
Skokie, IL
Springfield, IL
St. Charles, IL
Swansea, IL
Urbana, IL
Vernon Hills, IL
Warrenville, IL
Waukegan, IL
Westchester, IL
Wheaton, IL
Will County, IL
Wilmette, IL
Winnetka, IL

Southwest

Abilene, TX
Addison, TX
Allen, TX
Amarillo, TX
Argyle, TX
Arlington, TX
Austin, TX
Beaumont, TX
Bedford, TX
Bell County, TX
Bellaire, TX
Bellville, TX
Boerne, TX
Bryan, TX
Cedar Park, TX
Colleyville, TX
Conroe, TX
Coppell, TX
Corsicana, TX
Dallas, TX
Denton, TX
Eastland, TX
El Paso, TX
Ellis County, TX
Fort Worth, TX
Frisco, TX
Fulshear, TX
Galveston, TX
Grapevine, TX
Harlingen, TX
Heath, TX
Houston, TX
Irving, TX
Katy, TX
Keller, TX
Lakeway, TX
Laredo, TX
League City, TX
Lewisville, TX
Lubbock, TX
Magnolia, TX
Mansfield, TX
McKinney, TX
Midland, TX
Plano, TX
Prosper, TX
Richardson, TX
Richmond, TX
Rockwall, TX
Salado, TX
San Angelo, TX
San Antonio, TX
Southlake, TX
Spring, TX
Stafford, TX
Sugar Land, TX
Taylor, TX
Texarkana, TX
Tomball, TX
Victoria, TX
Waco, TX
Weatherford, TX
Westlake, TX

Northeast

Airmont, NY
Albany, NY
Armonk, NY
Auburn, NY
Babylon, NY
Bay Shore, NY
Binghamton, NY
Bohemia, NY
Brewster, NY
Bronxville, NY
Buffalo, NY
Cambridge, NY
Camillus, NY
Cazenovia, NY
Centereach, NY
Chappaqua, NY
Chatham, NY
Cobleskill, NY
Cohoes, NY
Cold Spring, NY
Commack, NY
Corning, NY
Dansville, NY
East Aurora, NY
Elmira, NY
Erie County, NY
Fairport, NY
Fayetteville, NY
Fishkill, NY
Florida, NY
Garden City, NY
Glen Cove, NY
Glen Head, NY
Glens Falls, NY
Goshen, NY
Great Neck, NY
Harrison, NY
Hauppauge, NY
Hicksville, NY
Holbrook, NY
Horseheads, NY
Huntington, NY
Inwood, NY
Irvington, NY
Islandia, NY
Ithaca, NY
Jericho, NY
Katonah, NY
Kings Park, NY
Lake Placid, NY
Lakeville, NY
Larchmont, NY
Liverpool, NY
Lockport, NY
Lynbrook, NY
Mahopac, NY
Manhasset, NY
Marcellus, NY
Medford, NY
Melville, NY
Millbrook, NY
Mineola, NY
Montebello, NY
Nesconset, NY
New Paltz, NY
New York, NY
Newburgh, NY
Nyack, NY
Pawling, NY
Pearl River, NY
Pelham, NY
Pittsford, NY
Rensselaer, NY
Riverhead, NY
Rochester, NY
Rocky Point, NY
Rome, NY
Roslyn, NY
Rye Brook, NY
Rye, NY
Sag Harbor, NY
Scarsdale, NY
Scotia, NY
Smithtown, NY
Staatsburg, NY
Suffern, NY
Syosset, NY
Syracuse, NY
Tarrytown, NY
Troy, NY
Uniondale, NY
Utica, NY
Valhalla, NY
Victor, NY
Webster, NY
Westbury, NY
Williamsville, NY
Woodbury, NY
Woodstock, NY
Allentown, PA
Allison Park, PA
Ardmore, PA
Audubon, PA
Beaver, PA
Berwyn, PA
Bethlehem, PA
Blair County, PA
Blue Bell, PA
Bridgeville, PA
Bryn Mawr, PA
Butler, PA
Camp Hill, PA
Canonsburg, PA
Carlisle, PA
Collegeville, PA
Delmont, PA
Devon, PA
Dillsburg, PA
Doylestown, PA
Easton, PA
Erie County, PA
Erie, PA
Exton, PA
Feasterville, PA
Greensburg, PA
Hanover, PA
Harleysville, PA
Harmony, PA
Harrisburg, PA
Hermitage, PA
Horsham, PA
Indiana, PA
Irwin, PA
Jenkintown, PA
Jessup, PA
Johnstown, PA
Kingston, PA
Lancaster, PA
Lebanon, PA
Lemont, PA
Lemoyne, PA
Leola, PA
Lewisburg, PA
Ligonier, PA
Malvern, PA
McMurray, PA
Media, PA
Milford, PA
Monroeville, PA
Mount Joy, PA
New Hope, PA
Newtown, PA
Oakmont, PA
Paoli, PA
Philadelphia, PA
Phoenixville, PA
Pittsburgh, PA
Reading, PA
Scranton, PA
Sewickley, PA
Silverdale, PA
Trevose, PA
Washington, PA
Williamsport, PA
Wyomissing, PA
Yardley, PA
York County, PA
York, PA

Southeast

Aventura, FL
Bay County, FL
Boca Raton, FL
Bradenton, FL
Casselberry, FL
Celebration, FL
Chiefland, FL
Clay County, FL
Clearwater, FL
Destin, FL
Fort Myers, FL
Gainesville, FL
Holly Hill, FL
Hollywood, FL
Jacksonville, FL
Jupiter, FL
Lady Lake, FL
Lake County, FL
Lake Mary, FL
Lake Worth, FL
Lakeland, FL
Largo, FL
Lee County, FL
Leon County, FL
Lutz, FL
Maitland, FL
Miami, FL
Naples, FL
Ocala, FL
Ocoee, FL
Orlando, FL
Palm Beach, FL
Palm Coast, FL
Pensacola, FL
Plantation, FL
Polk County, FL
Rockledge, FL
Sarasota, FL
Sebring, FL
South Miami, FL
Stuart, FL
Tallahassee, FL
Tampa, FL
Tavares, FL
The Villages, FL
Trinity, FL
Valrico, FL
Venice, FL
Vero Beach, FL
Wellington, FL
Weston, FL
Winter Park, FL