Fiduciary Financial Advisors in Encino, 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 Encino, CA


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

Financial advisors act as doctors for their clients’ financial health, meeting with clients to individually evaluate them and come up with plans for how to manage their savings. 

Financial advisors can help clients in a bunch of different ways depending on their qualifications, ranging from advice in all areas of finance to direct management of a client’s assets such as an investment portfolio. 

Clients often come to advisors with a specific long-term savings goal in mind, such as a major purchase, retirement or paying off student loans. 

The advisor’s job, then, is to help the clients get from point A to point B. 

Many financial advisors live and operate in the same communities as all or part of their client base. 

Some advisors are moving more of their operations online to grow their client base but still offer the same services as “traditional” financial advisors. 

Other advisors are not even human but rather robo-advisors, which generate investment advice depending on the type of client. 

 

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

The bustling San Fernando Valley neighborhood of Encino is a pristine, upper-class area of the city of Los Angeles. While primarily residential, its commercial district is home to several hubs of service industries, including financial services. Nearly half of all Encino residents have obtained a four-year college degree, an exceptionally high percentage. Many show business titans live in Encino, such as actor/director Ron Howard. 

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Encino, 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.