Fiduciary Financial Advisors in Altadena, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Altadena, CA


  • Financial Advisor Close to Altadena, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Altadena, CA Help You?

Financial advisors are experts in money management, investing, and more that can get your money working harder.

If you need help with any of the following, an advisor may be able to give you a hand:

  • Investing and diversifying your portfolio
  • Retirement planning
  • Life transition planning
  • Tax planning, filing, or deductions
  • Managing your savings

If you feel like you need some financial assistance but a traditional advisor is too expensive or just too much, you can also look into online and automated robo-advisors. Online advisors are typically human advisors that do their work with you online instead of in person. Robo-advisors often take the forms of apps or programs, such as Robinhood. While not technically “advisors,” they provide a framework to make it easier for you to manage those responsibilities on your own.

 

The Value Of A Retirement Financial Advisor in Altadena, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor Near Altadena, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 27411 Tourney Road, Suite 260, Valencia, CA 91355


Top Financial Advisors Serving Altadena, CA

Altadena has a hot and summery climate.

Though arid, the air still carries a breezy Mediterannean softness, and receives over 300 days of sun each year.

The name refers to the city’s location relative to Pasadena; it is next to the larger community, but at a higher elevation.

If you don’t live in Altadena but are local to the area, then one of our advisors can still serve you!

Below is a list of locations near Altadena where our advisors also serve:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Altadena, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.