Fiduciary Financial Advisors for Doctors in Los Angeles, 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

 

Meet With An

Independent Financial Advisor for Doctors In Los Angeles, CA


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor for Doctors in Los Angeles, CA


$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.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

1. Assess and Set Goals

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s.

2. Customize a Plan

Developing a plan that is tailored to the client.

They discuss their level of risk tolerance and develop an appropriate plan of investments, savings, and asset allocation.

3. Manage Relationships and Assets

Although advice and planning is what most clients want from their advisor, many advisors are also qualified to fully manage an investment portfolio.

When Do You Want To Retire?


How far away is your dream life?

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How Can a Financial Advisor for Doctors in Los Angeles, CA Help You?


Financial advisors are like doctors for your finances. Like doctors, they can specialize in different areas of (financial) health, helping clients leverage their savings through these many different methods. These areas of speciality can range from general financial advice to direct investment portfolio management and also include things like estate planning and tax strategy. Clients often come to financial advisors with certain savings goals in mind such as buying a car or sending a child to college.

Though more and more are conducting their business online, traditional financial advisors usually serve clients in their areas. This is key to establishing trust over the long term because most relationships between advisors and clients span the course of several years. For those just starting out in investing, there are also robo-advisors, which are computer algorithms that generate investment advice and a sample portfolio based on information given by the client.

Questions To Ask Your Los Angeles, CA Financial Advisor


Are you a fiduciary?

Fiduciary financial advisors are obligated to always act in the best financial interests of their clients. Non fiduciary advisors, while less expensive, can receive compensation from using certain products or services that may not benefit their clients.

What is your investment philosophy?

If you are trusting your financial advisor with your hard-earned money, you want to make sure that person is not taking unnecessary risks with that money. Make sure you and your advisor are on the same page when it comes to investment strategy and risk management in particular.

What is your communication style like?

Many financial advisors pride themselves on remaining accessible and transparent to their clients throughout the week, but especially during normal stock trading hours.

Other Resources On
How To Choose a Financial Advisor for Doctors In Los Angeles, CA