Palos Verdes Estates, CA Financial Advisors and Resources



Financial Advisor Firms in Palos Verdes Estates, CA


MALAGA COVE CAPITAL, LLC

Website

(310) 421-2141

425 Via Corta
Suite 303
Palos Verdes Estates, CA 90274

SEC#: 801-69102
Years in Business: 13 years

INTEGRATED ADVISORS NETWORK LLC

Website

(855) 729-4222

75 Malaga Cove Plaza
Unit 5
Palos Verdes Estates, CA 90274

SEC#: 801-96203
Years in Business: 6 years

FIRST FOUNDATION ADVISORS

Website

(424) 212-8000

36 Malaga Cove Plaza

Palos Verdes Estates, CA 90274

SEC#: 801-35973
Years in Business: 31 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

Tsai
719 Yarmouth Road, Suite 104
Palos Verdes Estates, CA 90274

SEC#: 801-72334
Years in Business: 10 years


How Retirement-Friendly is Palos Verdes Estates, CA?

  • Population: 13,434
  • % of Population 62 Years and Over: 31.8%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $3,199
  • Average Household Income: $276,053
  • 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.)


Palos Verdes Estates, CA Financial Advisor FAQs

A financial advisor is there to help clients manage their money and make decisions relating to investments, tax strategy, risk management and estate planning among other financial tasks. Though financial advisors come in many different forms and areas of expertise, a personal financial advisor can provide a detailed, unique plan for your and your finances. These are also referred to as traditional advisors and often routinely meet with clients in person or online. Robo-advisors are computer-generated assistants that can provide generic investment advice and may be the best thing for you if you are looking to start investing and cut costs. However, if you are looking for broader, longer-term help, then a personal financial advisor in your community may be the way to go. These advisors not only live and work in the same communities as you do, they will have also passed the licenses and qualifications necessary for them to legally operate in their vocation. They may also have additional licenses such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
At less than five square miles, Palos Verdes Estates sits as a picturesque sliver of land along the Palos Verdes cliffs, bordering the Pacific Ocean in southwest Los Angeles County. It also features many popular hiking and horse trails that either run adjacent to or down the iconic bluffs. Despite Palos Verdes Estates’ small size and population, several famous figures have hailed from the down, including Linkin Park lead singer Chester Bennington, UFC champion Anderson Silva, and NBA champions Matt Barnes and Bill Lambeer. Financial advisors who serve Palos Verdes Estates also serve: Rancho Palos Verdes, Redondo Beach, Manhattan Beach, Hermosa Beach, Long Beach, Belmont Shore, South Bay, and Torrance.