May 29, 2025 - 04:58

SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU, May 28, 2025--Financial advisors based in Southern California and Hawaii markets were named to the Forbes Best-In-State Wealth Advisors for 2025. This prestigious list highlights the top financial advisors who have demonstrated exceptional performance and client service in the wealth management industry.
A total of 45 advisors from these regions have earned a spot on the list, showcasing their expertise in providing tailored financial strategies and investment advice to clients. The recognition reflects their commitment to excellence and their ability to navigate the complexities of financial planning and investment management.
The advisors were evaluated based on a range of criteria, including their industry experience, client retention rates, and overall client satisfaction. This honor not only underscores their dedication to their clients but also enhances their reputation within the competitive financial services landscape. As they continue to serve their communities, these advisors are poised to make significant impacts on the financial well-being of their clients.
June 3, 2026 - 01:09
'More greed than there is fear': Goldman Sachs CEO sounds off on AIDavid Solomon, the chief executive of Goldman Sachs, offered a blunt take on the artificial intelligence frenzy sweeping Wall Street and Silicon Valley. In a recent interview, Solomon argued that...
June 2, 2026 - 04:34
Ella Curren joins UBS as Financial Advisor in New York CityNEW YORK, June 01, 2026 -- UBS has announced the addition of Ella Curren to its team as a Financial Advisor. Curren will work within the UBS Manhattan Market, which is overseen by Market Executive...
June 1, 2026 - 07:33
CBA tightens lending rules for landlords as major banks bring in negative gearing changesAustralia`s largest bank has quietly overhauled its lending criteria for property investors, signaling a significant tightening of credit conditions in the housing market. The Commonwealth Bank of...
May 31, 2026 - 23:53
A $3 Million Insurance Bet: What This Fund Might Be Seeing in Ryan Specialty StockRyan Specialty Holdings, a firm known for delivering tailored insurance solutions to brokers and carriers in need of specialized risk management expertise, has caught the attention of a major...