Financial Advisors in or around Pasadena, California

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   California >   Pasadena 

Premium Financial Advisors Listing

Todd Butler, CFP®, Financial Advisor from Pasadena, California

Todd Butler, CFP®

Distance: 10 miles

WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families. Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States. Our extraordinary client retention rate is dri...

Bob Farmer, Financial Advisor from Pasadena, California

Bob Farmer

Distance: 12 miles

We maintain a constant commitment to putting service first by keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant.We can help you define your long-time investment objectives and build a personalized investment portfolio that...

Morris Amiri, Financial Advisor from Pasadena, California

Morris Amiri

Distance: 16 miles

Expect More From Your Financial AdvisorDash Investments is a privately owned, fee-only independent investment advisor. The firm manages private client accounts for individuals and families across America and was ranked by "Money Magazine" as one of the top financial advisors in the country.Catering to the individual investor, Dash Investments offer...

Eric Pritz, CFP, Financial Advisor from Pasadena, California

Eric Pritz, CFP

Distance: 17 miles

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis,...

Paul Taghibagi, CFP, Financial Advisor from Pasadena, California

Paul Taghibagi, CFP

Distance: 17 miles

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis...

Theodore  Saade CFP AIF CMFC, Financial Advisor from Pasadena, California

Theodore Saade CFP AIF CMFC

Distance: 17 miles

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis,...

Marcus Sitrin, Financial Advisor from Pasadena, California

Marcus Sitrin

Distance: 17 miles

With over 60 years of combined experience, Sitrin Capital Portfolio Management has relationships with over 100 families, many of which span three generations. Prior to founding Sitrin Capital Portfolio Management, Marcus, Efren, and Ryan collectively known as the Sitrin Group were at Merrill Lynch, where they served as Vice Presidents and Port...

Duncan Rolph, Financial Advisor from Pasadena, California

Duncan Rolph

Distance: 18 miles

Miracle Mile Advisors is a leader in independent, objective investment advice. We specialize in providing sophisticated financial plans using low cost index funds and ETFs, and have an average of over 15 years of proven experience working with high net worth families. Come learn why we are one of the fastest growing firms in the country....

Kenneth Beber, Financial Advisor from Pasadena, California

Kenneth Beber

Distance: 19 miles

I have been a Financial Service Representative in Southern California since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.While some financial advis...

James  Kirby , Financial Advisor from Pasadena, California

James Kirby

Distance: 21 miles

Jim and his associates are concerned about the high level of our national debt and the rapid growth of our money supply. Our gross national debt has increased at an alarming rate in recent years. The Fed has increased the money supply by $2.3 trillion with Quantitative Easing 1 and Quantitative Easing 2 ("QE1" and "QE2"*). We expect an inflat...

Keith Ellen, Financial Advisor from Pasadena, California

Keith Ellen

Distance: 24 miles

American Financial Network offers clients a highly customized approach to investing with comprehensive financial solutions, plus service & support that we believe is unparalleled in the industry. Utilizing innovate investment techniques, AFN specializes in asset allocation and portfolio design. Clients benefit from our expertise with full access to...

EP Wealth Advisors, Inc., Financial Advisor from Pasadena, California

EP Wealth Advisors, Inc.

Distance: 24 miles

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a ...

Vince DiLeva, MS, CFP, AIF, Financial Advisor from Pasadena, California

Vince DiLeva, MS, CFP, AIF

Distance: 26 miles

Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The mission of Signature Estate & Investment Advisors, LLC is to provide clients with a partnership that compliments and exceeds their long-term goals and...

Other Financial Advisors Listing

Jeffery Rollert, Financial Advisor from Pasadena, California

Jeffery Rollert

ALM Advisors, Inc.

We are Foundational Income Advisors. Our portfolios are the foundational support for all the investments of a client. The firm is now in its 18th year of providing investment advice to conservativ...

Jack, Edward Andrews, Financial Advisor from Pasadena, California

Jack, Edward Andrews

Athena Investment Management

Donald Ralph Cameron, Financial Advisor from Pasadena, California

Donald Ralph Cameron

Cameron Murphy & Spangler Inc

Donald, Frasier Crumrine, Financial Advisor from Pasadena, California

Donald, Frasier Crumrine

Flaherty & Crumrine Incorporated

Robert, Thomas Flaherty, Financial Advisor from Pasadena, California

Robert, Thomas Flaherty

Flaherty & Crumrine Incorporated

Fredrick Leonard Astman, Financial Advisor from Pasadena, California

Fredrick Leonard Astman

First Wilshire Securities Management, Inc.

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Financial Advisors in California, CA

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only