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Success! We’ve found your fiduciary advisor matches.

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Hi I’m Neil, Concierge Manager at SmartAsset. My team is here to discuss your advisor matches and help in your search for the right financial partner. Here’s what to expect next:

Look Forward to Our Phone Call

Expect a phone call soon from the SmartAsset team to connect you with an advisor match in real-time.

Review Your Financial Advisor Matches

Check out your advisor matches below to get an idea of their certifications and experience.

Find a Financial Advisor that Works for You

You’ll have the opportunity to chat with each of your matches for free, no commitment needed.

  • Compare Your Matches
  • FAQs

Advisor

Parsa Vahid

Strandlife Financial Group
Experience
11 years
Fiduciary
Yes
Location
Denver, CO
Areas of Focus
Advanced Tax Planning High Net Worth Financial Planning 1031 Real Estate Exchange
Show Details
Phone
(310) 683-2916
Location
Denver, CO
Certifications
Series 66, Series 7, Series 3, SIE
Firm
Strandlife Financial GroupView Firm Disclosure Brochure External Link Logo
Employment History
Visit SEC Profile
Disclosures
0
Advisor compensates SmartAsset for new leads. SmartAsset is not an investment client of Advisor. SmartAsset has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest.
Details regarding fee structure can be found here.

Advisor

Kevin Luu, CFP®, CFA®, CPA®

Bright Advisers, LLC
Experience
21 years
Fiduciary
Yes
Location
Brea, CA
Areas of Focus
High Net Worth Financial Planning Tax Consulting Alternative Investments
Show Details
Phone
(714) 987-2127
Location
Brea, CA
Certifications
CFA, CFP® Professional, CPA
Firm
Bright Advisers, LLCView Firm Disclosure Brochure External Link Logo
Employment History
Visit FINRA BrokerCheck Profile
Disclosures
0
Advisor compensates SmartAsset for new leads. SmartAsset is not an investment client of Advisor. SmartAsset has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest.
Details regarding fee structure can be found here.

Advisory Network

Facet

Founded In
2016
Compensation
Flat fee
Registrations
CFA, CFP® Professional, ChFC®, EA, ABFP
Show Details
Compensation
Flat fee
Registrations
CFA, CFP® Professional, ChFC®, EA, ABFP

Facet believes everyone should have access to unbiased, personalized, and afforable financial advice. That's why Facet membership covers everything your money touches - from retirement to buying a vacation home and everything in between. Make the right choices now so you don't have to later.

Click here to get started with a Facet expert or call 888-589-0098.

View Firm Disclosure Brochure External Link Logo
Advisor compensates SmartAsset for new leads. SmartAsset is not an investment client of Advisor. SmartAsset has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest.
Details regarding fee structure can be found here.
FAQ

What does SmartAsset do?

SmartAsset is a personal finance company focused on empowering people to make smart financial decisions. We built this tool to help people find a financial advisor who can help you work toward achieving your financial goals.We help thousands of users a month in their search for a financial advisor.

How does this service work?

We match you with up to three advisors. Before allowing an advisor on our platform, we verify their status as being registered or chartered as fiduciaries (''Adviser(s)'') with a regulatory body in the United States.

How much does it cost?

SmartAsset’s matching service doesn’t cost you anything. You only pay the advisor if you decide to work with them. The advisors on our platform have several different fee structures, so be sure to ask your matches about what they charge.

How should I prepare for my advisor matches?

You can prepare for your conversation by reading our SmartReads article: 10 questions to ask an advisor

How to prepare for your phone call with the SmartAsset team:

The SmartAsset concierge team will be reaching out shortly to discuss your advisor matches and connect you in real-time. In the meantime, check out these resources to prepare for your FREE introductory call.

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10 Questions to Ask Your Financial Advisor

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How Much Does a Financial Advisor Cost?

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Do I Have Enough to Work With a Financial Advisor?

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Do I Need a Financial Advisor?

Financial advisors can assist their clients with their finances in a number of ways. In fact, they often specialize in some combination of investment management, fin...read more

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