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Find Top Financial Advisors in Los Angeles, California

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Los Angeles, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Los Angeles

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Los Angeles, California
Financial Advisor Office Location Phone Number
Personal Capital
Personal Capital Advisors Corporation
---,
Los Angeles, CA  90012
(650) 556-1310
Michael Amash
Westmount Asset Management
2049 Century Park East,
Los Angeles, CA  90067
(310) 556-2502
Theodore E. Saade CFP®, AIF®, CMFC
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2356
Paul Taghibagi, CFP®
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2323
Samuel Adams
RTA & Associates Financial Services, Inc
701 N. Brand Blvd.,
Glendale, CA  91203
(800) 570-5711
Kirk Miller
Western International Securities
12729 Riverside Drive, # 313,
Sherman Oaks, CA  91607
(574) 261-0014
Eric Pritz, CFP®
Signature Estate & Investment Advisors
1848 S. Elena Avenue,
Redondo Beach, CA  90277
(310) 712-2349
Zain Griffith
Dash Investments
21600 Oxnard Street Ste 1755,
Woodland Hills, CA  91367
21600 Oxnard Street,
Woodland Hills, CA  91367
(415) 748-9181
Matthew Pixa
My Portfolio Guide
3020 Old Ranch Parkway,
Seal Beach, CA  90740
(562) 799-5595
Corey Fast
Edelman Financial Engines, LLC
2400 E. Katella Ave.,
Anaheim, CA  92806
(424) 903-7477

Information on Qualified Financial Advisors in Los Angeles

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location ---,
Los Angeles,
CA 
90012
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA 
90067
Phone Number (310) 5562502

About Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount:- has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.



Qualifications CRD# 2650992
FirmCRD# 108163
Series 6, 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Hourly


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122356

Theodore E. Saade, CFP®, CMFC, AIF® is a Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. Since 1995, Mr. Saade has been in the securities and insurance business for over 25 years, maintaining a successful independent private practice for over 200 clients. He was voted Top 40 Under 40 as published in REP. Magazine since it's inception in 2013. He is also featured as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for Providing Exceptional Service And Overall Satisfaction as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 25 yr. resident of Los Angeles, California along with his wife and 3 sons. Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER" practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also holds an insurance license (CA Ins. License #OB63654).

About Signature Estate & Investment Advisors, LLC

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, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client Confidential, unbiased, high quality financial advice is the core of our wealth management strategies



Qualifications CRD# 2075689
FirmCRD# 468
Series 6, 7, 22, 24, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122323

Paul Taghibagi, CFP®, AIF® is a Founding Partner with SEIA. He is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS). Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Santa Monica, California. He enjoys sports, traveling and spending time in the local community with his family and friends. Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER" certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).

About Signature Estate & Investment Advisors, LLC

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, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.



Qualifications CRD# 6057464
FirmCRD# 6057464
Series 65


Office Location 701 N. Brand Blvd.,
Glendale,
CA 
91203
Phone Number (800) 5705711

My name is Sam and I've been working at RTA & Associates for almost 9 years.  Ive always had a drive and passion for working in this industry ever since I was a member of the business academy in high school.  It was then that I realized this career path would give me the opportunity to help clients reach their financial goals  while simultaneously helping me reach mine.  After high school, I studied business administration at the University of La Verne.  While at the University of La Verne, I played basketball for the school for three seasons, and was elected as the team captain.  My experiences from college taught me that with hard work and a team oriented focus, there is no limit on the successes you are able to accomplish.  I have carried that with me into this organization, and Im constantly trying to use my talents  to help grow this company, while providing our existing clients with ongoing support and strategy.  Throughout the years, I have taken on many different roles in this organization, which I think has made me very well rounded as a financial planner and a better team member.  Now my experience has lead me to manage our wealth management division of Adams & Associates Wealth Management.  I am excited for this role in our company, and eager to strategize with each individual client on customized financial plans that best fits them personally.

About RTA & Associates Financial Services, Inc

We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies. With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues. With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience. Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world. Through these connections we can offer consumers a myriad of options when it comes to their financial lives. With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be.



Qualifications CRD# 5004970
FirmCRD# 39262
Series 7, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Subscriptions


Office Location 12729 Riverside Drive, # 313,
Sherman Oaks,
CA 
91607
Phone Number (574) 2610014

Kirk Miller is an independent financial advisor with Western International Securities with over 12 years of industry experience. He has a proven track record of helping clients with asset management, financial and retirement planning, insurance, and assessments of 401k plans. Kirk also has a great deal of knowledge regarding real estate exchanges and private investments. He received his undergraduate degree and MBA from the University of Notre Dame with emphasis in finance and investments. Upon graduation, Kirk taught mathematics before returning to school. After he received his MBA, he expanded his knowledge of credit as he worked in investment banking for the Bank of Montreal where he did origination and structuring of securitization deals. He then moved to JP Morgan where he built a book of business of over $120M while working for their Private Bank and Private Client groups for almost 10 years.

About Western International Securities

Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation's largest financial institutions with the personal touch that is missing in so many firms today. Our clearing relationships with National Financial Services Inc, and Pershing, LLC assure access to some of the most highly regarded research and market analysis. In addition, through extensive electronic news sources and databases, we can quickly provide market analysis and background information on literally thousands of investment possibilities throughout the world. NFS and Pershing offers state-of-the-art account access and online client reporting capabilities and is well regarded on the street for it's superior technology, service and support.Through these relationships, our Representatives have access to a full array of products and services as well as advanced trading capabilities, block trading, fixed income desks and managed account programs.



Qualifications CRD# 4865043
FirmCRD# 468
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1848 S. Elena Avenue,
Suite 100,
Redondo Beach,
CA 
90277
Phone Number (310) 7122349

Eric C Pritz, CFP®, CMFC® is a Senior Partner with SEIA. He has been providing financial advice and wealth management services to high net worth individuals, organization and companies for over 14 years and has been active in the financial industry since 2001. His ongoing success is attributed to his passionate commitment to the financial well-being of his clients. He is also a member of The LA25, an entrepreneurial group of wired South Bay professionals dedicated to improving the lives of children through education and the arts. Eric is a 15 year resident of Manhattan Beach along with his wife, daughter and son. He received his Bachelors of Arts degree in Business Economics from the University of California, Santa Barbara. In 2007, he received the CERTIFIED FINANCIAL PLANNER" certification from the Certified Financial Planner Board of Standards, Inc. and has been a Chartered Mutual Fund Counselor (CMFC) since 2009. Eric is a Registered Representative as well as a licensed insurance broker (CA Ins. License 0E55966)

About Signature Estate & Investment Advisors

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, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client Confidential, unbiased, high quality financial advice is the core of our wealth management strategies



Qualifications CRD# 5741663
FirmCRD# 135281
Series 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA 
91367
Phone Number (415) 7489181

Office Location 21600 Oxnard Street,
Ste.1755,
Woodland Hills,CA  91367

Zain Griffith joined Dash Investments in 2009 as a Regional Vice President and has extensive experience in the financial services and investment industry. Prior to joining Dash Investments, Zain worked in the investment banking industry where he specialized in providing merger and acquisition advice and valuation opinions to small and medium sized companies. He also served as a research analyst for a well-known value-oriented investment publication based in New York City. Zain earned a B.S., Magna Cum Laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society. Zain can review your current financial situation, learn more about your goals and objectives, and help determine whether Dash Investments approach to financial planning and wealth management might benefit you.

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success. At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.



Qualifications CRD# 2484827
FirmCRD# 153188
Series 65

Compensation/Fee Commissions Only


Office Location 3020 Old Ranch Parkway,
Suite 300,
Seal Beach,
CA 
90740
Phone Number (562) 7995595

Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born. Matt studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University. Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt enjoys coaching youth sports for his children's teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy.

About My Portfolio Guide

Every financial advisor should differentiate itself from the competition but how many truly do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?



Qualifications CRD# 4866465
FirmCRD# 104510
Series 6, 7, 63, 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA 
92806
Phone Number (424) 9037477

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Los Angeles, California
Financial Advisor Office Location Phone Number
Andrea Spatz
Wallensky Spatz & Associates
1801 Avenue of the Stars #1002,
Los Angeles, CA  90067
(310) 557-2007
James Boyd
The Planners Network Inc
11600 Washington Place #106,
Los Angeles, CA  90066
(310) 390-8081
Michael Burstein
The Planners Network Inc
11600 Washington Place #106,
Los Angeles, CA  90066
(310) 390-8081
Alan Taxon
Taxon Financial Services
2107 Prosser Avenue,
Los Angeles, CA  90025
(424) 256-2899
Donald R. Bessler
Windward Capital Management
11111 Santa Monica Blvd., Suite 1200,
Los Angeles, CA  90025
(310) 893-3000
Fritz Miller
Signature Estate & Investment Advisors, LLC (SEIA)
155 N. Lake Ave.,
Pasadena, CA  91101
(626) 795-2944
Maurice Manley
Solomon David Capital Advisors
9536 wilshire Blvd.,
Beverly Hills, CA  90210
(310) 278-4638
Jeffrey Lavin
The Planners Network Inc
1025 W 190th St. #405,
Gardena, CA  90248
(310) 324-9777
Dennis Rose
Premier Financial Consultants
4312 Woodman Avenue,
Sherman Oaks, CA  91423
(818) 501-9922
Earl Keegan
The Planners Network Inc
1145 Artesia Blvd. #208,
Manhattan Bch, CA  90266
(310) 798-8384
Jill Campbell
Campbell Tax & Financial Services
9116 Sunland Blvd #102,
Sun Valley, CA  91352
(818) 768-1858
Kristine Keegan
The Planners Network Inc
1145 Artesia Blvd #208,
Manhattan Beach, CA  90266
(310) 798-8384
Michael D. Sutherland
Campbell Tax & Financial Services, Inc.
9116 Sunland Blvd. #102,
Sun Valley, CA  91352
(818) 768-1858
John Barry
The Planners Network Inc
25500 Hawthorne Blvd.#2100,
Torrance, CA  90505
(310) 791-4015
Robert Drum
Integrity-West / Financial Strategies and Insurance Services
5200 White Oak Avenue,
Encino, CA  91316
(818) 783-8719
Michael Resnik
Premier Financial Consultants
4312 Woodman Avenue #100,
Northridge, CA  91324
(818) 886-2685
Hal Klein
The Planners Network Inc
12501 Seal Beach Blvd #250,
Seal Beach, CA  90740
(562) 795-0103
Richard Sturm
Sturm Financial Wealth Management Services
12501 Seal Beach #250,
Seal Beach, CA  90740
(800) 236-9549
Joe Tobin
The Planners Network Inc
2071 Fallcreek Circle,
Brea, CA  92821
(714) 529-4360
Larry Zuckerman
The Planners Network Inc
23548 Calabasas Road #105,
Calabasas, CA  91302
(818) 701-0460

Information on Additional Financial Advisors in or around Los Angeles, California

Andrea Spatz

Wallensky Spatz & Associates

Tel: (310) 5572007
1801 Avenue of the Stars #1002,
Los Angeles,
CA 
90067


James Boyd

The Planners Network Inc

Tel: (310) 390-8081
11600 Washington Place #106,
Los Angeles,
CA 
90066


Michael Burstein

The Planners Network Inc

Tel: (310) 3908081
11600 Washington Place #106,
Los Angeles,
CA 
90066


Alan Taxon

Taxon Financial Services

Qualifications CRD# 2256184
Series 7, 24

Tel: (424) 2562899
2107 Prosser Avenue,
Los Angeles,
CA 
90025


Donald R. Bessler

Windward Capital Management

Qualifications CRD# 2339382

Tel: (310) 8933000
11111 Santa Monica Blvd., Suite 1200,
Los Angeles,
CA 
90025


Fritz Miller

Signature Estate & Investment Advisors, LLC (SEIA)

Qualifications CRD# 1396295
FirmCRD# 468
Series 6, 7, 22, 24, 66

Tel: (626) 7952944
155 N. Lake Ave.,
Suite 780,
Pasadena,
CA 
91101


Maurice Manley

Solomon David Capital Advisors

Tel: (310) 2784638
9536 wilshire Blvd.,
Beverly Hills,
CA 
90210


Jeffrey Lavin

The Planners Network Inc

Tel: (310) 3249777
1025 W 190th St. #405,
Gardena,
CA 
90248


Dennis Rose

Premier Financial Consultants

Tel: (818) 5019922
4312 Woodman Avenue,
Suite 200,
Sherman Oaks,
CA 
91423


Earl Keegan

The Planners Network Inc

Tel: (310) 7988384
1145 Artesia Blvd. #208,
Manhattan Bch,
CA 
90266


Jill Campbell

Campbell Tax & Financial Services

Tel: (818) 7681858
9116 Sunland Blvd #102,
Sun Valley,
CA 
91352


Kristine Keegan

The Planners Network Inc

Tel: (310) 7988384
1145 Artesia Blvd #208,
Manhattan Beach,
CA 
90266


Michael D. Sutherland

Campbell Tax & Financial Services, Inc.

Qualifications CRD# 4555816
Series 6, 7, 63, 66

Tel: (818) 7681858
9116 Sunland Blvd. #102,
Sun Valley,
CA 
91352


John Barry

The Planners Network Inc

Tel: (310) 7914015
25500 Hawthorne Blvd.#2100,
Torrance,
CA 
90505


Robert Drum

Integrity-West / Financial Strategies and Insurance Services

Qualifications CRD# 2230744
FirmCRD# 1763
Series 6, 7, 63

Tel: (818) 7838719
5200 White Oak Avenue,
Suite 74,
Encino,
CA 
91316


Michael Resnik

Premier Financial Consultants

Tel: (818) 8862685
4312 Woodman Avenue #100,
Northridge,
CA 
91324


Hal Klein

The Planners Network Inc

Tel: (562) 7950103
12501 Seal Beach Blvd #250,
Seal Beach,
CA 
90740


Richard Sturm

Sturm Financial Wealth Management Services

Qualifications CRD# 29604
FirmCRD# 29604
Series 6, 7, 63, 65

Tel: (800) 2369549
12501 Seal Beach #250,
Seal Beach,
CA 
90740


Joe Tobin

The Planners Network Inc

Qualifications CRD# 1808555
Series 7, 24, 63

Tel: (714) 5294360
2071 Fallcreek Circle,
Brea,
CA 
92821


Larry Zuckerman

The Planners Network Inc

Tel: (818) 7010460
23548 Calabasas Road #105,
Calabasas,
CA 
91302


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?