Find a Financial Planner in Manhattan Beach, CA

 

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We Only Work With The Best Manhattan 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 Manhattan Beach, CA


  • Financial Advisor Close to Manhattan 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 Manhattan Beach 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 Manhattan Beach 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 offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Manhattan Beach can include managing client retirement accounts, investments, tax plans, and more.
20.7% of Manhattan 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 Manhattan Beach area can create a custom plan and walk with you each step of the way.
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 Manhattan Beach 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 Manhattan Beach area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Manhattan Beach 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 is a service offered by many financial advisors, planners, and other professionals in the Manhattan Beach area. Typically, it 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 Manhattan 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 Manhattan 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 Manhattan Beach, CA

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

  • Population: 35,500
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,966
  • Average Household Income: $251,717
  • 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 Manhattan Beach, CA


CLEVERALPHA

Website

(310) 293-7837

709 27th Street

Manhattan Beach, CA 90266

SEC#: 801-117634
Years in Business: 1 years

WOMACK WEALTH MANAGEMENT, INC.

Website

(888) 314-5554

1334 Park View Ave, Suite 350

Manhattan Beach, CA 90266

SEC#: 801-107413
Years in Business: 5 years

JEPPSON WEALTH MANAGEMENT, LLC

Website

(424) 456-3111

1230 Rosecrans Avenue
Suite 300
Manhattan Beach, CA 90266

SEC#: 801-117384
Years in Business: 1 years

ARMORY CAPITAL GROUP, LLC

Website

(310) 643-9100

1230 Rosecrans Avenue, Suite 660

Manhattan Beach, CA 90266

SEC#: 801-78747
Years in Business: 7 years

K1 INVESTMENT MANAGEMENT LLC

Website

(800) 310-2870

875 Manhattan Beach Blvd

Manhattan Beach, CA 90266

SEC#: 801-107640
Years in Business: 5 years

TRILINC ADVISORS, LLC

Website

(310) 997-0580

1230 Rosecrans Avenue
Suite 605
Manhattan Beach, CA 90266

SEC#: 801-106816
Years in Business: 5 years

TRILINC GLOBAL ADVISORS, LLC

Website

(310) 997-0580

1230 Rosecrans Ave
Suite 605
Manhattan Beach, CA 90266

SEC#: 801-108382
Years in Business: 4 years

CAPRICE CAPITAL PARTNERS, LLC

Website

(310) 893-5070

1230 Rosecrans Avenue, Suite 425

Manhattan Beach, CA 90266

SEC#: 801-118661
Years in Business: 1 years