Find a Financial Planner in Palos Verdes Estates, CA

 

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We Only Work With The Best Palos Verdes Estates 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 Palos Verdes Estates, CA


  • Financial Advisor Close to Palos Verdes Estates, 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 Palos Verdes Estates Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Palos Verdes Estates area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
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 Palos Verdes Estates is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
31.8% of Palos Verdes Estates'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 Palos Verdes Estates area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Palos Verdes Estates area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Palos Verdes Estates area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Palos Verdes Estates area who determine what breaks are available to you to minimize your tax payments. 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 Palos Verdes Estates 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Palos Verdes Estates area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Palos Verdes Estates, 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 Palos Verdes Estates, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Palos Verdes Estates financial advisors.
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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.)


The Top 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