Find a Financial Planner in Los Angeles County, CA

 

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We did the hard work of finding trustworthy partners in Los Angeles County, CA.

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We Only Work With The Best Los Angeles County 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 Los Angeles County, CA


  • Financial Advisor Close to Los Angeles County, 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 Los Angeles County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Los Angeles County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Los Angeles County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.4% of Los Angeles County'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 Los Angeles County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Los Angeles County 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 sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Los Angeles County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Los Angeles County 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 in the Los Angeles County 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 Los Angeles County 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 Los Angeles County, 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 Los Angeles County, CA

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

  • Population: 10081,570
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $588,300
  • Average Monthly Housing Cost: $1,620
  • Average Household Income: $99,133
  • 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 Los Angeles County, CA


THE PATTERSON CAPITAL CORPORATION

Website

(310) 556-2496

11100 Santa Monica Blvd
Suite 1950
Los Angeles, CA 90025

SEC#: 801-13828
Years in Business: 42 years

ALPHA ANALYTICS INVESTMENT GROUP LLC

Website

(310) 556-0389

1901 Avenue Of The Stars, Suite 1100

Los Angeles, CA 90067

SEC#: 801-113041
Years in Business: 3 years

CHELSEA MANAGEMENT COMPANY

Website

(213) 362-9200

444 South Flower St
Suite 2340
Los Angeles, CA 90071

SEC#: 801-7333
Years in Business: 50 years

POWER ASSET MANAGEMENT LLC

Website

(310) 461-1330

1901 Avenue Of The Stars
Suite 200
Los Angeles, CA 90067

SEC#: 801-62399
Years in Business: 17 years

SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT

Website

(310) 806-4200

11111 Santa Monica Blvd
Suite 2250
Los Angeles, CA 90025

SEC#: 801-63354
Years in Business: 16 years

ROTHSCHILD & CO CREDIT MANAGEMENT (NORTH AMERICA)

Website

(213) 621-3700

633 West 5th Street
Suite 6700
Los Angeles, CA 90071

SEC#: 801-64560
Years in Business: 15 years

SFE INVESTMENT COUNSEL INC.

Website

(213) 612-0220

801 S. Figueroa Street, Ste. 2100

Los Angeles, CA 90017

SEC#: 801-68580
Years in Business: 13 years

BELMONT CAPITAL GROUP

Website

(310) 203-2670

1875 Century Park East
Suite 1780
Los Angeles, CA 90067

SEC#: 801-79309
Years in Business: 7 years

TCW-WLA JV VENTURE LLC

Website

(310) 235-5900

11100 Santa Monica Blvd.
Suite 2000
Los Angeles, CA 90025

SEC#: 801-71746
Years in Business: 10 years

SIGNATURE INVESTMENT ADVISORS, LLC

Website

(888) 349-3241

2121 Avenue Of The Stars
Suite 1600
Los Angeles, CA 90067

SEC#: 801-76593
Years in Business: 9 years