Fiduciary Financial Advisors in Long Beach, CA

 

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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 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 Financial Advisor in Long Beach, CA Help You?

Financial advisors partner with clients to help them manage their savings and reach personal financial goals. They can come in many different formats with different areas of expertise, depending on what the client needs from them. Areas in which financial advisers tend to help clients in the realm of money management include investment portfolio strategy, estate planning and savings goals. Many clients enlist investors to help with the latter, hoping they can achieve milestones such as a comfortable retirement and a paid-off mortgage. Personal financial advisors are certified professionals who have attained a bachelor’s degree and all the necessary licenses to practice in their vocation. They often work out of wealth management firms and meet with clients face to face, whether in person or online. Robo-advisors, algorithms which spew generic financial advice depending on the client’s requests, are also an option–usually for customers looking for something relatively simple like investment advice. Customers with substantial savings and the desire to get the most out of those savings are more likely to seek out a traditional financial advisor in their area.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Long Beach, 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: 21515 Hawthorne Blvd., Suite 1200, Torrance, California 90503


Top Financial Advisors Serving Long Beach, CA

With a population of nearly 500,000, Long Beach is the second-most populous city in Los Angeles County and within the top 50 biggest cities by population in the United States. A hub of both industry and tourism, Long Beach is home to the Port of Long Beach, a California State University campus and a bustling downtown waterfront that includes famous landmarks like the Queen Mary historic ocean liner.  Long Beach also has a long history of being an aerospace hub dating back to World War II. Boeing remains one of the top 10 employers in long beach to this day. The city also has a long history of being a hub of arts and culture, with several west coast hip-hop icons such as Snoop Dogg hailing from there.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Long Beach, 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.