List of Firms
South Pasadena, CA Fiduciary Financial Advisors
Independent Financial Advisor Ryan Miyamoto, CFP®
Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services, LLC
Pih Investments
Meisha Griffith - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in South Pasadena, CA Serve
South Pasadena, CA is a charming city located in Los Angeles County, known for its historic landmarks, top employers, major highways, and diverse neighborhoods. The city is home to the famous Mission West District, which features a collection of stunning Victorian homes and beautiful tree-lined streets. Other notable landmarks include the Rialto Theatre, the War Memorial Building, and the South Pasadena Public Library. Top employers in the area include the South Pasadena Unified School District, the City of South Pasadena, and the Huntington Hospital. Major highways such as the 110 and 210 freeways provide easy access to neighboring cities, while streets such as Fair Oaks Avenue and Mission Street offer a plethora of local shops and restaurants. South Pasadena is also home to several distinct neighborhoods, including the Arroyo Seco, Marengo, and Oaklawn districts, each with its own unique character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in South Pasadena, CA
A financial advisor in South Pasadena, CA can provide a range of financial advising services to clients. They can help clients develop a financial plan that aligns with their goals and risk tolerance, create a diversified investment portfolio, and monitor and adjust the portfolio as needed. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, tax planning, and insurance needs. South Pasadena, CA is known for its unique blend of small-town charm and urban sophistication. This means that a financial advisor in this area must understand the nuances of the local economy and the financial needs of its diverse population. With its thriving local businesses and cultural attractions, South Pasadena offers many opportunities for investment and financial growth. A skilled financial advisor can help clients navigate these opportunities and make informed decisions about their financial future.
South Pasadena, CA is the ultimate destination for those seeking financial advice. With its picturesque streets and charming neighborhoods, South Pasadena is a haven for those seeking a peaceful and serene environment to discuss their financial goals. The town boasts a plethora of financial advisors, all of whom are well-versed in the latest market trends and investment strategies. What sets South Pasadena apart from other cities is its commitment to community and personalized service. Advisors in South Pasadena take the time to understand their clients' unique financial situations and create tailored plans to help them achieve their goals. From retirement planning to wealth management, South Pasadena's financial advisors have the expertise and experience to guide their clients towards financial success. So, whether you're a seasoned investor or just starting to plan for your future, South Pasadena is the perfect place to get the financial advice you need to achieve your goals.
A financial planner in South Pasadena, CA is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. They help clients create financial plans that align with their long-term goals and objectives, taking into account their current financial situation, risk tolerance, and investment preferences. With the bustling and diverse community of South Pasadena, financial planners must have a deep understanding of the local market and economic conditions to provide the best financial advice. From managing investments to retirement planning and tax strategies, financial planners in South Pasadena, CA offer a wide range of services to help clients achieve financial success. They work closely with their clients, building strong relationships based on trust and transparency, to ensure that their financial plans are tailored to their unique needs and circumstances.
South Pasadena, CA residents should consider reaching out to a financial advisor when they are faced with complex financial decisions, such as planning for retirement or investing in the stock market. With its affluent community and high cost of living, South Pasadena presents unique financial challenges that require a skilled and knowledgeable advisor to navigate. From managing debt to creating a comprehensive financial plan, a trusted advisor can provide invaluable guidance and expertise. Additionally, with the ongoing economic uncertainty and volatility in the markets, it is more important than ever to have a solid financial strategy in place. By working with a financial advisor, South Pasadena residents can feel confident that their financial future is secure and well-planned.
A financial advisor in South Pasadena, CA should possess a plethora of important qualities to ensure their clients receive the best guidance possible. Firstly, they must have a deep understanding of the local economy and financial landscape of South Pasadena. This includes knowledge of the area's unique industries, such as the film and television industry, and how they can impact a client's financial situation. Additionally, the advisor should be able to communicate complex financial concepts in a clear and concise manner, while also being able to adapt their communication style to suit the needs of each individual client. They should also possess a strong ethical code and be committed to acting in their clients' best interests at all times. Finally, the advisor should be able to create a comprehensive financial plan that takes into account the client's short and long-term goals, as well as their risk tolerance and overall financial situation. These qualities are essential for a financial advisor in South Pasadena, CA to provide the highest level of service to their clients and help them achieve their financial objectives.
South Pasadena, CA is home to some of the top financial advising firms in the country. These firms are known for their expertise in investment strategies, retirement planning, and wealth management. One of the unique aspects of South Pasadena is its rich history and charming small-town feel. Despite being located in the heart of Los Angeles County, South Pasadena has managed to maintain its small-town charm through its historic architecture and tree-lined streets. This provides a perfect backdrop for the financial advising firms to offer personalized services to their clients. With a focus on long-term financial planning and a commitment to providing exceptional customer service, these firms have earned a reputation for excellence in the industry. Whether you are just starting your career or planning for retirement, the financial advising firms in South Pasadena have the expertise and experience to help you achieve your financial goals.
Financial advisors in South Pasadena, CA are typically compensated in a variety of ways. One common method is through commissions, which are earned when they sell financial products to clients. Another way is through fees, which can be charged for services such as financial planning or investment management. Additionally, some advisors may receive a percentage of the assets they manage for clients. In South Pasadena specifically, financial advisors may also receive compensation through referral fees from other professionals in the area, such as attorneys or accountants. It is important for clients to understand how their advisor is compensated in order to ensure that their interests are aligned. With the diverse range of compensation methods available, it is crucial for clients to carefully consider their options and choose an advisor who is transparent about their fees and compensation structure.