Fiduciary Financial Advisors in Santa Clarita, 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 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 Santa Clarita, CA


  • Financial Advisor Close to Santa Clarita, 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 Santa Clarita, CA Help You?

Financial advisors are professionals in money management. 

They can help you with any of the following, and more:

  • Increasing your credit score
  • Saving more money
  • Reducing lingering debts
  • Planning for a more frugal future
  • Retirement planning
  • Tax planning or filing
  • Life transition planning
  • Investing

Beyond traditional, in-person advisors, there are many other media through which you can get help with these things. 

Online advisors can perform many of the same duties as a traditional advisor, and usually for less money. 

Automated “advisors,” which usually take the form of apps or programs, are another tool available to you. 

 

The Value Of A Retirement Financial Advisor in Santa Clarita, 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 Santa Clarita, 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: 27411 Tourney Road, Suite 260, Valencia, CA 91355


Top Financial Advisors Serving Santa Clarita, CA

Santa Clarita is named for the Santa Clara River, which itself was named by Spanish explorers in honor of Saint Clare of Assisi. 

Santa Clarita is Spanish for “little Santa Clara.” 

Santa Clarita is a warm, Mediterranean climate, with dry summers and cool, slightly wetter winters.

Our Santa Clarita advisors also serve in all of the below locations:

  • Rancho Cucamonga
  • Newhall
  • Bakersfield
  • Fresno
  • Altadena
  • And the larger Valencia area

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Santa Clarita, 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.