Fiduciary Financial Advisors in Burbank, 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 Burbank, CA


  • Financial Advisor Close to Burbank, 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 Burbank, CA Help You?

A financial advisor helps clients diagnose their financial health and learn how to leverage their savings to get the most out of them. 

Clients will often come to financial advisors with financial goals in mind, searching for a way to reach them. 

Advisors will come up with a uniquely tailored plan to guide the client in achieving those goals or manage the client’s financial assets directly for that purpose. 

Advisors can be qualified to help clients in many different areas of finance, including estate planning, investment portfolio management, tax strategy and more. 

Many financial advisors live and work in the same communities as their clients, allowing them to build and maintain trust over the long term as advisor-client relationships can last several years. 

Advisors can also conduct more of their business online to reach more clients. Some advisors are not even human, but rather robo-advisors, computer algorithms which can give clients general investment advice depending on the information they receive. 

 

The Value Of A Retirement Financial Advisor in Burbank, 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 Burbank, 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: 11400 W. Olympic Blvd., Suite 170, Los Angeles, CA 90064


Top Financial Advisors Serving Burbank, CA

Despite having a population of just over 100,000, Burbank is one of the most famous cities in the Los Angeles area. This is due to its status as the longtime home of both Warner Bros. Studios (or WarnerMedia) and Disney studios, as well as NBC Studios for much of the 20th century. Because of this, Burbank is constantly referenced in pop culture, especially in depictions of or shows based from those studios. Even though NBC has long since moved to the neighboring Universal City area of Los Angeles, the other two entertainment titans remain Burbank’s largest employers by far, counting for nearly 10,000 jobs between the two of them alone. Many television shows and movies are still filmed in Burbank every year. Burbank also contains a vibrant downtown scene nestled against the Verdugo Hills.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Burbank, 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.