Find a Financial Planner in Pasadena, CA

 

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We Only Work With The Best Pasadena 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 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

 

How Can a CFP® in Pasadena Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Pasadena 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 Pasadena is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.1% of Pasadena's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Pasadena area can create a custom plan and walk with you each step of the way.
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 Pasadena area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Pasadena area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Pasadena 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Pasadena area, 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 Pasadena 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 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.)


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: 25 years

CAPITAL RESEARCH & CONSULTING LLC

Website

(626) 844-1440

15 S. Raymond Avenue
Suite 200
Pasadena, CA 91105

SEC#: 801-56356
Years in Business: 22 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: 20 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: 17 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: 5 years

PANTHEON INVESTMENT GROUP, LLC

Website

(626) 714-7501

626 South Lake Avenue

Pasadena, CA 91106

SEC#: 801-112518
Years in Business: 3 years

KOBO RETIREMENT STRATEGIES

Website

(626) 578-0816

225 S Lake Avenue
Ste 600
Pasadena, CA 91101

SEC#: 801-108393
Years in Business: 4 years

ASCEND FINANCIAL CONSULTANTS, INC.

Website

(626) 405-0256

790 E Colorado Blvd
Ste 200
Pasadena, CA 91101

SEC#: 801-112015
Years in Business: 3 years