Find a Financial Planner in Glendale, CA

 

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We Only Work With The Best Glendale 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 Glendale, CA


  • Financial Advisor Close to Glendale, 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 Glendale 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 Glendale 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 Glendale can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
21.6% of Glendale'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 Glendale area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Glendale area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Glendale 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 Glendale 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Glendale 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 is a good way to make high-interest debts more manageable. Advisors in the Glendale 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 Glendale, 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 Glendale, CA

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

  • Population: 200,232
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $780,000
  • Average Monthly Housing Cost: $1,716
  • Average Household Income: $94,880
  • 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 Glendale, CA


UNIONBANC INVESTMENT SERVICES, LLC

Website

(800) 634-1100

800 N. Brand Boulevard
16th Floor
Glendale, CA 91203

SEC#: 801-70084
Years in Business: 11 years

DOUBLELINE CAPITAL LP

Website

(213) 633-8200

505 North Brand Boulevard
Suite 860
Glendale, CA 91203

SEC#: 801-70942
Years in Business: 11 years

DIRECT LENDING INVESTMENTS, LLC

Website

(213) 234-1770

550 N. Brand Blvd.
Suite 2000
Glendale, CA 91203

SEC#: 801-107150
Years in Business: 5 years

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Website

(818) 242-6693

101 N. Brand Blvd
Ste 1950
Glendale, CA 91203

SEC#: 801-41668
Years in Business: 28 years

WESCAP GROUP

Website

(818) 563-5170

330 N. Brand Blvd
Suite 1150
Glendale, CA 91203

SEC#: 801-32095
Years in Business: 32 years

DOUBLELINE EQUITY LP

Website

(213) 633-8200

505 North Brand Boulevard
Suite 860
Glendale, CA 91203

SEC#: 801-77611
Years in Business: 8 years

DOUBLELINE ALTERNATIVES LP

Website

(213) 633-8200

505 N Brand Boulevard, Suite 860

Glendale, CA 91203

SEC#: 801-88173
Years in Business: 6 years