Find a Financial Planner in Marina del Rey, CA


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We Only Work With The Best Marina del Rey 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Marina del Rey, CA

  • Financial Advisor Close to Marina del Rey, 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 Marina del Rey 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 Marina del Rey 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 Marina del Rey can include managing client retirement accounts, investments, tax plans, and more.
12.1% of Marina del Rey'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 Marina del Rey area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Marina del Rey area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Marina del Rey area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Marina del Rey area is generally long-term and performed with the help of a qualified planner. 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 Marina del Rey 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Marina del Rey area often use this strategy when clients have high-interest credit card debt or private student loans.


The Value of Working With the Best Financial Planners in Marina del Rey, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Marina del Rey, CA

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

  • Population: 9,852
  • % of Population 62 Years and Over: 12.1%
  • Average Home Value: $475,400
  • Average Monthly Housing Cost: $2,999
  • Average Household Income: $148,292
  • 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 Marina del Rey, CA



(800) 403-7065

4333 Admiralty Way
Unit G1
Marina Del Rey, CA 90292

SEC#: 801-69545
Years in Business: 12 years



(213) 683-4622

4640 Admiralty Way
Suite 1200
Marina Del Rey, CA 90292

SEC#: 801-73243
Years in Business: 9 years



(424) 228-8800

4551 Glencoe Ave
Suite 300
Marina Del Rey, CA 90292

SEC#: 801-80317
Years in Business: 6 years



(310) 566-5966

4553 Glencoe Avenue
Suite 200
Marina Del Rey, CA 90292

SEC#: 801-113421
Years in Business: 3 years



(310) 496-5822

4640 Admiralty Way
5th Floor
Marina Del Rey, CA 90292

SEC#: 801-73123
Years in Business: 9 years



(310) 448-5000

4640 Admiralty Way
11th Floor
Marina Del Rey, CA 90292

SEC#: 801-63344
Years in Business: 17 years