Find a Financial Planner in Beverly Hills, CA

 

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We Only Work With The Best Beverly Hills Financial Advisors


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 Beverly Hills, CA


  • Financial Advisor Close to Beverly Hills, 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 CFP® in Beverly Hills Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Beverly Hills area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Beverly Hills can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
24.9% of Beverly Hills's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Beverly Hills area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Beverly Hills area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Beverly Hills area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Beverly Hills area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Beverly Hills area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Beverly Hills area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Beverly Hills, 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.

 

Beverly Hills, CA, Financial Advisor FAQs

Financial advisors help clients evaluate their own financial health and get the most out of their savings. Clients often seek out financial advisors to aid them in reaching long-term goals such as saving up to buy a house or car or for retirement. Financial advisors can provide a variety of services ranging from simple advice and financial counseling to direct management of a client’s financial holdings and assets such as an investment portfolio. Advisors also often help clients in areas such as tax strategy and estate planning. Many advisor-client relationships span years, which allows them to build and maintain trust with their client over time. Some advisors choose to conduct most or all of their business online, while robo-advisors are computer algorithms that give investment advice or build a portfolio based on the information given.
Synonymous with depictions of wealth and extravagance, Beverly Hills is a wealthy city located between Los Angeles and Hollywood. It is famous for its luxury hotels and Rodeo Drive commercial shopping district. Many celebrities live in the city or are spotted visiting there on a consistent basis. Beverly Hills has been depicted in many pieces of pop culture such as the television shows Beverly Hills 90210, Beverly Hillbillies and All-American as well as the Weezer hit song Beverly Hills. Financial advisors who serve Beverly Hills also serve: Santa Monica, Culver City, Downtown LA Pasadena, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, and Studio City.

 

Find a Fee-Only Financial Planner Near Beverly Hills, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Beverly Hills financial advisors.
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How Retirement-Friendly is Beverly Hills, CA?

  • Population: 34,186
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,587
  • Average Household Income: $195,716
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Beverly Hills, CA


BOULEVARD FAMILY WEALTH

Website

(877) 556-5550

9465 Wilshire Blvd., Suite 840

Beverly Hills, CA 90212

SEC#: 801-110200
Years in Business: 4 years

O'BOYLE WEALTH MANAGEMENT, INC.

Website

(310) 601-7075

9701 Wilshire Boulevard
10th Floor
Beverly Hills, CA 90212

SEC#: 801-113180
Years in Business: 3 years

AIRE ADVISORS, LLC

Website

(310) 277-2473

9378 Wilshire Blvd
Suite 330
Beverly Hills, CA 90212

SEC#: 801-119842
Years in Business: 0 years

BEVERLY INVESTMENT ADVISORS LLC

Website

(310) 246-1200

9701 Wilshire Boulevard
10th Fl.
Beverly Hills, CA 90212

SEC#: 801-63046
Years in Business: 17 years

ELIOT FINKEL INVESTMENT COUNSEL, LLC

Website

(310) 271-2521

9401 Wilshire Boulevard
Suite 1250
Beverly Hills, CA 90212

SEC#: 801-10139
Years in Business: 47 years

CHEVIOT VALUE MANAGEMENT, LLC

Website

(310) 451-8600

9595 Wilshire Blvd.
Ph 1001
Beverly Hills, CA 90212

SEC#: 801-77652
Years in Business: 8 years

LIFE LINE WEALTH MANAGEMENT LLC

Website

(323) 452-9548

8447 Wilshire Boulevard
Suite 200
Beverly Hills, CA 90211

SEC#: 801-114579
Years in Business: 2 years

MOZAIC, LLC

Website

(310) 247-9657

9171 Wilshire Boulevard, Suite 550

Beverly Hills, CA 90210

SEC#: 801-68951
Years in Business: 13 years

SSI INVESTMENT MANAGEMENT LLC

Website

(310) 595-2000

9440 Santa Monica Blvd, 8th Floor

Beverly Hills, CA 90210

SEC#: 801-10544
Years in Business: 46 years

JOEL R. MOGY INVESTMENT COUNSEL INC.

Website

(310) 552-0529

315 South Beverly Drive
Suite 400
Beverly Hills, CA 90212

SEC#: 801-15669
Years in Business: 40 years