Find a Financial Planner in Long Beach, CA

 

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We did the hard work of finding trustworthy partners in Long Beach, CA.

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We Only Work With The Best Long Beach 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 Long Beach, CA


  • Financial Advisor Close to Long Beach, 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 Long Beach 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 Long Beach 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 Long Beach 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.
14.6% of Long Beach'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 Long Beach 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 Long Beach 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 the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Long Beach area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Long Beach area often offer tax planning services to their clients. 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 Long Beach 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 Long Beach 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 Long Beach, 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 Long Beach, CA

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

  • Population: 466,776
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $559,000
  • Average Monthly Housing Cost: $1,462
  • Average Household Income: $86,806
  • 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 Long Beach, CA


LEDERER & ASSOCIATES INVESTMENT COUNSEL

Website

(562) 434-5305

5305 East 2nd Street
Suite 201
Long Beach, CA 90803

SEC#: 801-26228
Years in Business: 35 years

CLG LLC

Website

(310) 329-5150

4821 E 2nd Street

Long Beach, CA 90803

SEC#: 801-108414
Years in Business: 4 years

GOLDMAN LANCASTER, INC.

Website

(562) 432-0234

301 East Ocean Blvd.
Suite 1150
Long Beach, CA 90802

SEC#: 801-78300
Years in Business: 8 years

HALBERT HARGROVE

Website

(562) 435-5657

111 West Ocean Boulevard
Suite 2300
Long Beach, CA 90802

SEC#: 801-33048
Years in Business: 32 years

ELITE ADVISORS, LLC

Website

(562) 449-0139

1 World Trade Center
Ste. 1130
Long Beach, CA 90831

SEC#: 801-107082
Years in Business: 5 years