Fiduciary Financial Advisors in Manhattan Beach

 

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 In Manhattan Beach


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 in Manhattan Beach


$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

How Can a Financial Advisor in Manhattan Beach Help You?


A financial advisor is there to help guide your financial strategy in order to reach your long term savings goals, such as retirement or paying off your mortgage. Financial advisors are skilled, licensed professionals with expertise in planning out a strategy to increase their clients’ financial health. While financial advisors are usually associated with investment strategy, they can service their clients in many other ways as well. These include advising on saving habits, insurance policy, and estate planning.

If you are just starting out on an investment journey, a robo-advisor may be best for you. However, if you are able to take a sizable portion of your paycheck and put it into savings, a certified financial planner (CFP) can walk you through the various ways you can make the most out of that money for your benefit in the future. Smart, detailed money management is tricky and time-consuming, which is why hiring a financial advisor can be a major help in both the short term and the long term.

Questions To Ask Your Manhattan Beach Financial Advisor


What is your investment and asset allocation strategy?

  • Many of the best advisors are committed to a certain investment philosophy that allows them to remain firm in their strategy for managing assets and not be rattled by changes in the market. Additionally, it is important that your advisor’s investment style lines up with your own in terms of which companies you would like to support.
  • How much money do you currently manage?
  • Financial advising is a very involved process. It is important to get an idea of how many clients an advisor has and how much of their money he or she manages.
  • What makes you qualified to handle my money?
  • You can help answer this question yourself by doing research on the advisor before your first meeting. What are others saying about the advisor or the wealth management firm that the advisor represents? What kind of licenses does the advisor have?
  • Find A Fee-Only Financial Advisor Near Manhattan Beach

    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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    Top Financial Advisors Serving Manhattan Beach

    Long considered one of the best places to live in the entire United States, Manhattan Beach is nestled just southwest of Los Angeles, bordering the pacific ocean. It is known for its two-mile-long strand of beach, with a bike path snaking its way along what is commonly referred to as “The Strand”. Luxury homes fill its pristine neighborhoods, while the shore is full of world-famous beach volleyball courts and surf hotspots. Its three main street corridors feature top retail outlets, hotels, restaurants and entertainment studios, contributing to a bustling hub of commercial industry just a stone’s throw from the beach.

    Financial Advisors in Manhattan Beach also serve these locations:

    When Do You Want To Retire?


    How far away is your dream life?

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    FAQs About Certified Financial Advisors In Manhattan Beach

    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.