Fiduciary Financial Advisors in Playa Del Rey, 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 Playa Del Rey, CA


  • Financial Advisor Close to Playa Del Rey, 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 Playa Del Rey, CA Help You?

Financial advisors function as doctors for your finances, helping clients diagnose and come up with a plan to improve their financial health. Financial advisors can be qualified to aid clients in many different areas, from just dispersing general financial counseling to direct investment portfolio management. 

Clients often come to financial advisors looking for aid in reaching a certain long-term savings goal such as retirement or paying off a mortgage. This leads to many advisor-client relationships spanning several years.

Many financial advisors live and work in the same cities and communities as their clients, allowing them to build and maintain trust and healthy long-term relationships with their client base. Some advisors, with more joining them in the wake of the COVID-19 pandemic, prefer to conduct all of their business online instead of the traditional face-to-face meeting method in order to reach more clients. There are also robo-advisors, computer algorithms which disperse investment advice and build out a stock portfolio depending on information that a client gives them

 

The Value Of A Retirement Financial Advisor in Playa Del Rey, 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 Playa Del Rey, 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 Playa Del Rey, CA

Named for the Spanish phrase meaning “The King’s Beach”,  Playa Del Rey is one of the few sections of Los Angeles City that touches the coastline. Like other areas on Los Angeles’ west side, it is an upper-class area home to many personal services and commercial shopping hubs that serve its wealthy residents. Additionally, again much like other westside locales, many of those residents are celebrities. Playa Del Rey is also the central location of Silicon Beach, where many technology companies are headquartered. 

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Playa Del Rey, 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.