Find a Financial Planner in El Segundo, CA

 

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We Only Work With The Best El Segundo 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 El Segundo, CA


  • Financial Advisor Close to El Segundo, 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 El Segundo Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the El Segundo area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in El Segundo offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
13.9% of El Segundo's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the El Segundo area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the El Segundo area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the El Segundo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the El Segundo area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the El Segundo area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the El Segundo area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in El Segundo, 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 Planner Near El Segundo, CA

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

  • Population: 16,731
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $1100,200
  • Average Monthly Housing Cost: $2,211
  • Average Household Income: $142,202
  • 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 El Segundo, CA


ENVISION CAPITAL MANAGEMENT INC

Website

(310) 445-3252

2301 Rosecrans Ave, #4180,

El Segundo, CA 90245

SEC#: 801-48253
Years in Business: 26 years

SHARPER & GRANITE LLC

Website

(310) 426-2909

400 Continental Plaza
Suite 600
El Segundo, CA 90245

SEC#: 801-96271
Years in Business: 6 years

GRIFFIN CAPITAL ADVISOR, LLC

Website

(310) 469-6100

Griffin Capital Plaza
1520 E. Grand Avenue
El Segundo, CA 90245

SEC#: 801-79399
Years in Business: 7 years

CETERA ADVISORY SERVICES LLC

Website

(866) 489-3100

200 N Sepulveda Blvd,
Suite 1200
El Segundo, CA 90245

SEC#: 801-108603
Years in Business: 4 years

GRIFFIN CAPITAL CREDIT ADVISOR, LLC

Website

(310) 469-6100

Griffin Capital Plaza
1520 E. Grand Avenue
El Segundo, CA 90245

SEC#: 801-108959
Years in Business: 4 years

RUNNING POINT CAPITAL ADVISORS LLC

Website

(424) 502-3501

101 North Pacific Coast Highway
Suite 305
El Segundo, CA 90245

SEC#: 801-117793
Years in Business: 1 years

CETERA INVESTMENT MANAGEMENT LLC

Website

(866) 489-3100

200 N. Pacific Coast Highway
Suite 1200
El Segundo, CA 90245

SEC#: 801-77403
Years in Business: 8 years

WESTEND CAPITAL MANAGEMENT, LLC.

Website

(415) 856-0426

222 Pacific Coast Highway
10th Floor
El Segundo, CA 90245

SEC#: 801-61128
Years in Business: 19 years

BLUEDOG ADVISORY

Website

(860) 393-1716

1730 E. Holly Avenue

El Segundo, CA 90245

SEC#: 801-113786
Years in Business: 2 years

LIBRETTO

Website

(310) 496-7316

830 South Pacific Coast Highway
Suite 202
El Segundo, CA 90245

SEC#: 801-113291
Years in Business: 3 years