Find a Financial Advisor in San Gabriel, CA

 

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We did the hard work of finding trustworthy partners in San Gabriel, CA.

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We Only Work With The Best San Gabriel 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

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

Trustworthiness

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 San Gabriel, CA


  • Financial Advisor Close to San Gabriel, 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 San Gabriel, 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 San Gabriel, CA

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

  • Population: 40,143
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $687,500
  • Average Monthly Housing Cost: $1,539
  • Average Household Income: $87,111
  • 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 San Gabriel, CA

 

GRATTAN FINANCIAL STRATEGIES, INC.

Website

(626) 451-0840

8814 Huntington Drive

San Gabriel, CA 91775

SEC#: 801-55656
Years in Business: 23 years

HSBC SECURITIES (USA) INC.

Website

(626) 570-8665

227 West Valley Blvd
Unit 198B
San Gabriel, CA 91776

SEC#: 801-64563
Years in Business: 16 years

HSBC SECURITIES (USA) INC.

Website

(626) 570-8665

227 West Valley Blvd
Unit 198B
San Gabriel, CA 91776

SEC#: 801-64563
Years in Business: 16 years

INDEPENDENT FINANCIAL GROUP, LLC

Website

(626) 292-7218

142 N San Gabriel Blvd
#B
San Gabriel, CA 91775

SEC#: 801-62667
Years in Business: 17 years

 


San Gabriel, CA Financial Advisor FAQs

A financial advisor is someone who gives their opinion on how best to manage money, assets, or savings based on what they know about investment options. It's important individuals hire the right people to make sure they don't make a bad decision with their money.
It's important to find a financial advisor, as they will help provide an unbiased investment viewpoint. A financial advisor might be able to connect you with a wealth manager who can give you objective advice about what your goals are and how best to reach those goals.
It is important to discuss your needs and goals. The financial advisor should be able to diagnose the challenges you may face based on your current life situation. The first step is understanding your needs and goals so that the financial planner can help match those to investments or other products you may find suitable for your objectives.
There are three ways financial advisors get paid: Hourly pay; Commission based pay, i.e., sales commission; Managed Accounts.