ChooseAFinancialAdvisor.com
Advisors / California / Ontario
9yrs

Michael Barraza

Financial advisor at State Farm Investment Management

Michael Barraza has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Ontario, California. Michael has been with State Farm Investment Management since 2023. State Farm Investment Management offers investment management and is paid through a percentage of assets.

One of 100 advisors with offices in Ontario, and one of 92 fiduciaries.

Ontario, CA 91762Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2511 S Euclid Ave, Ontario, CA 91762
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Michael’s local office at (909) 983-0571 or the State Farm Investment Management main office at (800) 447-0740, and ask for Michael Barraza.

How long has Michael been a financial advisor?

Michael has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Merrill
36yrs
Craig Wong
Financial advisor
901 Via Piemonte
Ontario, CA 91764
Top advisor by experience in Ontario
Fiduciary
Call Directions
Newedge Advisors
36yrs
Jim Bootsma
Financial advisor
3633 Inland Empire Blvd. Suite 940
Ontario, CA 91764
Top 2% by experience in Ontario
Fiduciary
Call Directions
Primerica Advisors
35yrs
Steven Cross
Financial advisor
1131 W 6th St Suite 300-A
Ontario, CA 91762
Top 3% by experience in Ontario
Fiduciary
Call Directions
LPL Financial
34yrs
Suzanne Hart
Financial advisor
701 N Haven Ave Suite 350
Ontario, CA 91764
Top 4% by experience in Ontario
Fiduciary
Call Directions
Osaic Wealth
33yrs
Roxanne Jones
Financial advisor
4141 Inland Empire Blvd Suite 301
Ontario, CA 91764
Top 5% by experience in Ontario
Fiduciary
Call Directions
Seen Consulting
32yrs
Suzanne Chen
Financial advisor
Ontario, CA
Top 6% by experience in Ontario
Fiduciary
Call Directions

See all advisors near Ontario