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All of our partners are advisors who hold the proper designations from FINRA

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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Pasadena, CA

  • Financial Advisor Close to Pasadena, 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

The Value of Working With the Best Financial Planners in Pasadena, 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 Pasadena, CA

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

  • Population: 141,258
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $774,700
  • Average Monthly Housing Cost: $1,867
  • Average Household Income: $118,418
  • 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.)


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The Top Financial Advisor Firms in Pasadena, CA

 

FLAHERTY & CRUMRINE INCORPORATED

Website

(626) 795-7300

301 E Colorado Blvd
Suite 800
Pasadena, CA 91101

SEC#: 801-19384
Years in Business: 38 years

FIRST QUADRANT

Website

(626) 795-8220

800 East Colorado Blvd
Suite 900
Pasadena, CA 91101

SEC#: 801-51748
Years in Business: 26 years

CAPITAL RESEARCH & CONSULTING LLC

Website

(626) 844-1440

15 S. Raymond Avenue
Suite 200
Pasadena, CA 91105

SEC#: 801-56356
Years in Business: 23 years

STRATEGY ASSET MANAGERS L.L.C.

Website

(626) 657-0559

790 E. Colorado Blvd
Suite 200
Pasadena, CA 91101

SEC#: 801-60049
Years in Business: 21 years

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT

Website

(626) 844-7184

125 North Raymond Avenue
Suite 309
Pasadena, CA 91103

SEC#: 801-49690
Years in Business: 26 years

ARROYO INVESTMENT GROUP, LLC

Website

(626) 844-1441

15 S. Raymond Avenue
Suite 200
Pasadena, CA 91105

SEC#: 801-62813
Years in Business: 18 years

SFG RETIREMENT PLAN CONSULTING, LLC

Website

(626) 578-0816

225 S. Lake Ave.
Suite 600
Pasadena, CA 91101

SEC#: 801-106929
Years in Business: 6 years

PANTHEON INVESTMENT GROUP, LLC

Website

(626) 714-7501

626 South Lake Avenue

Pasadena, CA 91106

SEC#: 801-112518
Years in Business: 4 years

KOBO RETIREMENT STRATEGIES

Website

(626) 578-0816

225 S Lake Avenue
Ste 600
Pasadena, CA 91101

SEC#: 801-108393
Years in Business: 5 years

 


Pasadena, CA Financial Advisor FAQs

A financial advisor is like a doctor for your finances, meeting with clients to evaluate their financial health and uniquely tailor a plan for moving forward. Many clients come to financial advisors with specific financial goals in mind that they would like to reach, such as buying a new car, putting a child through college, or paying off a mortgage. Financial advisors can specialize in a number of different areas of finance, from giving clients general financial and investment advice to directly managing their investment portfolios and assisting in estate planning. Many client-advisor relationships last years. Many financial advisors live and work in the same areas as their clients. This allows them to build and maintain trust over the long term with clients, particularly if they are responsible for managing the clients’ assets. Some financial advisors now prefer to conduct their business online in order to reach more clients. There are also robo-advisors, computer algorithms which come up with general financial advice depending on what information the clients give them.

Also known as the “Rose City” or “Crown City”, Pasadena is one of the biggest and well-known suburbs of Los Angeles. Set directly in front of the San Gabriel Mountains, Pasadena is known for its scenic neighborhoods, top-tier schools and vibrant arts and culture scene. The latter finds its hub in the commercial section of Pasadena along Colorado Boulevard, the main thoroughfare through both the Old Town and Pasadena Playhouse commercial districts. Pasadena also hosts the Tournament of Roses every New Year’s Day, featuring the world-famous Rose Parade and Rose Bowl college football game. Pasadena is also home to famous landmarks such as the Rose Bowl football stadium and Colorado Street Bridge as well as historical sites such as the Gamble House and Castle Green. Financial advisors who serve Pasadena also serve: Santa Monica, Culver City, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, Studio City, and Los Angeles.


Other Nearby Financial Advisors

Pasadena, CA
South Pasadena, CA
Altadena, CA
San Gabriel, CA
Glendale, CA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.