Fiduciary Financial Advisors in Calabasas, 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 Calabasas, CA


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

Financial advisors help clients diagnose their financial health and develop plans uniquely tailored to their situation in order to leverage their savings. 

Clients often come to personal financial advisors with the goal of saving up for a major purchase such as a house or car or an even loftier goal such as retirement. 

Advisors can qualify themselves to help clients in all sorts of ways from general financial advice to direct management of clients’ investment portfolios. 

Many financial advisors live and work in the same areas as their client base. 

This allows them to strengthen trust and communication with their clients, as many advisor/client relationships last for years. 

Additionally, robo-advisors are computer algorithms which can spew general investment advice and build a sample portfolio.

 

The Value Of A Retirement Financial Advisor in Calabasas, 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 Calabasas, 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 Calabasas, CA

A small residential community in the San Fernando Valley, Calabasas is nestled next to the Santa Monica Mountains and is easily accessible off the 101 Freeway between Los Angeles and Ventura. It is home to a commercial service-based economy including several sports training centers. Several celebrities have lived in the area, including Justin Bieber and Kanye West. Kobe Bryant’s Mamba Sports Academy is headquartered in Calabasas. It was near there where his personal helicopter crashed into a hillside in January 2020, killing him and all eight other people on board.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Calabasas, 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.