Financial Advisors - Pasadena, California |

 Compare Local Financial Advisors

Congratulations!

WiserAdvisor has qualified financial advisors serving the Pasadena, California area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors

  • Complete the form to the right and click ‘Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

sevenreasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
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)
Privacy Policy | Terms & Conditions

Financial Advisors in or around Pasadena, California

WiserAdvisor >  Financial Advisors >   California >   Pasadena 

Greg Welborn, Financial Advisor from Pasadena, California
(19 views)

Service offerings :  

  • Financial Advice & Consulting
  • Financial Planning for Businesses
  • Financial Planning for Individuals
  >>

Service offerings:

  • Financial Advice & Consulting
  • Financial Planning for Businesses
  • Financial Planning for Individuals
  • Portfolio Management
  • Retirement Planning

We provide totally objective financial advice to our clients. We are a Fee-only advisor; we do not sell mutual funds, insurance, annuities, or any other product. We do not accept commissions or... read more>>

Todd Butler, CFP®, Financial Advisor from Pasadena, California
(999 views)

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... read more>>

Morris Amiri, Financial Advisor from Pasadena, California
(653 views)

Dash Investments is a fee-only independent investment firm recently ranked by "Money Magazine" as one of the top financial advisory firms in the country. We offer comprehensive financial planning,... read more>>

Josh Fatoullah, Financial Advisor from Pasadena, California
(16 views)

At J.R. Wealth Advisors LLC, we concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand you have unique goals and objectives... read more>>

Eric Pritz, CFP®, Financial Advisor from Pasadena, California
(72 views)

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial... read more>>

Theodore  Saade CFP AIF CMFC, Financial Advisor from Pasadena, California
(117 views)

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial... read more>>

Kenneth Beber, Financial Advisor from Pasadena, California

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... read more>>

EP Wealth Advisors, Inc., Financial Advisor from Pasadena, California
(132 views)

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... read more>>

Keith Ellen, Financial Advisor from Pasadena, California
(1182 views)

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.... read more>>

Troy Franzen, CWS®, AIF®, Financial Advisor from Pasadena, California
(70 views)

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals,... read more>>

Simon Reeves, Financial Advisor from Pasadena, California
(1332 views)

Service offerings :  

  • 401K Rollovers
  • Estate Planning & Trusts
  • Investment Management & Advice
  >>

Service offerings:

  • 401K Rollovers
  • Estate Planning & Trusts
  • Investment Management & Advice
  • Portfolio Management
  • Wealth Management

Simon brings 20 years of investment experience to his role as founder and chief executive officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to... read more>>

Jack, Edward Andrews, Financial Advisor from Pasadena, California
(9 views)

Donald Ralph Cameron, Financial Advisor from Pasadena, California
(7 views)

Donald, Frasier Crumrine, Financial Advisor from Pasadena, California

Robert, Thomas Flaherty, Financial Advisor from Pasadena, California

LPL Financial Services, Financial Advisor from Pasadena, California

Fredrick Leonard Astman, Financial Advisor from Pasadena, California
(11 views)

Ricky Biel, Financial Advisor from Pasadena, California
(40 views)

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your... read more>>

Allen Yee, Financial Advisor from Pasadena, California
(234 views)

Guidant Planning wants to help you protect and grow all that you have worked hard to obtain. We understand that each person’s voyage through life is a unique journey. Therefore we help you design a... read more>>

more
nomore

Popular Articles :

Understanding Your Finances After Your Child Is Accepted to College

If you are planning to help finance your child's college education, here are some practical tips that can help reduce your burden. ... more

How to Ruin Your Portfolio Performance: The Power of Fees and Time

It's important to differentiate between fees that are helping you and those that could hurt you. ... more

5 Smart Ways To Spend Your Tax Refund

Not sure how to wisely spend your tax refund. Find out the best 5 Smart Ways To Spend Your Tax Refund and set yourself up for future financial success. ... more

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
top button