Fiduciary Financial Advisors in Pasadena, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Pasadena, CA Help You?

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.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Pasadena, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 11400 W. Olympic Blvd., Suite 170, Los Angeles, CA 90064


Top Financial Advisors Serving Pasadena, CA

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. 

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Pasadena, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.