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Financial Advisors in Pasadena, California

Signature Estate & Investment Advisors, LLC (SEIA)
155 N. Lake Ave.,
Pasadena, CA   91101
Call : (626) 795-2944

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning services. We provide an enduring partnership focused solely on helping our clients achieve their long-term goals and objectives. SEIA helps you focus on the big picture by overseeing the financial management process. We act as a fiduciary with your best interests at heart. Our team of experienced professionals address your unique goals and objectives with an unbiased investment, estate or financial plan.Your assets are segregated and held in your name at two of the country's largest financial firms -- Charles Schwab & Co. and/or Fidelity Institutional Wealth Services.Your SEIA advisory team is further supported by a group of more than 60 financial professional. SEIA creates a world-class experience with a dedicated wealth management infrastructure.

Financial Advisors Licensed to practice in Pasadena, California

Alan Gelb, CFP®, Financial Advisor from Pasadena, California
(1205 views)
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Alan
WESCAP Group
330 N. Brand Blvd.,
Glendale, CA   91203
Call : (800) 820-2453

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 Glendale, California, and serves clients throughout the United States. We are objective, unbiased, and pursue the highest possible standards in everything that we do.Our distinctive attributes are: * Visionary portfolio construction* Unbiased financial planning * Extensive experience & education* Quantifiable results* Independence and integrity We provide exceptional service for our clients and strive to develop lifelong relationships.

Zain Griffith, Financial Advisor from Pasadena, California
(1322 views)
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Zain
Dash Investments
9701 Wilshire Blvd,
Beverly Hills, CA   90212
Call : (424) 333-6114

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, 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.

Paul Taghibagi, CFP®, Financial Advisor from Pasadena, California
(1097 views)
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Paul
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA   90067
Call : (310) 712-2323

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... read more>>

Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA   90067
Call : (310) 712-2356

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... read more>>

Financial Engines Advisors, LLC - Los Angeles I - Brenwood (Appt Only)
12100 Wilsure Blvd.,
Los Angeles, CA   90025
Call : (424) 365-6153

Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center.

Mark Higginbotham, Financial Advisor from Pasadena, California
(148 views)
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Mark
Financial Engines Advisors, LLC - Los Angeles II - Palos Verdes
21515 Hawthorne Blvd,
Torrance, CA   90503
Call : (424) 365-6153

Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center.

Brad Maurer, Financial Advisor from Pasadena, California
(153 views)
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Brad
Financial Engines Advisors, LLC
2400 E Katella Ave,
Anaheim, CA   92806
Call : (949) 705-5960

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Eric Trapasso , Financial Advisor from Pasadena, California
(235 views)
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Eric
The Trapasso Group
7821 24 Th St,
Westminster, CA   92683
Call : (714) 904-7197

My partner and I have been in the Financial Services for over 10 years and in Behavioral Finance for the last 2 years. We have seen the industry change on so many levels and we have changed along with it. We want to know our clients on a Holistic level by knowing them inside and out with their behaviors on financies. We do not give our a clients a paper plan filled with information they may never read, but what we do give our clients is a change in there financial behavior. Mostly on how to attain self satisfaction with there finances for themselves and their families. We want to see our clients change and grow with their ideas for the long term and we want to be right beside them, guiding them along the way.

Rick Donnelly, Financial Advisor from Pasadena, California
(183 views)
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Rick
Financial Engines Advisors, LLC - Los Angeles III - Irvine
2040 Main Street,
Irvine, CA   92614
Call : (424) 365-6153

Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center.

TideRock Financial
30 Enterprise, Suite #190,
Aliso Viejo, CA   92656
Call : (877) 433-3665

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 help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys.

List of Additional Financial Advisors in or around Pasadena, California
Cameron Murphy & Spangler Inc Pasadena, CA
Flaherty & Crumrine Incorporated Pasadena, CA
Flaherty & Crumrine Incorporated Pasadena, CA
LPL Financial Services Pasadena, CA
First Wilshire Securities Management, Inc. Pasadena, CA
Ameriprise Financial Service, Inc. Pasadena, CA
JustKeybo Entertainment North Hollywood, CA

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