Find a Financial Planner in Santa Monica, CA

 

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We Only Work With The Best Santa Monica 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 Santa Monica, CA


  • Financial Advisor Close to Santa Monica, 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 Santa Monica Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Santa Monica area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Santa Monica typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
21.3% of Santa Monica'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 Santa Monica area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Santa Monica area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Santa Monica area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Santa Monica 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 is a service offered by many financial advisors, planners, and other professionals in the Santa Monica area. Typically, it 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 Santa Monica 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 Santa Monica, 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 Santa Monica, CA

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

  • Population: 91,577
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $1390,500
  • Average Monthly Housing Cost: $1,976
  • Average Household Income: $149,429
  • 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 Santa Monica, CA


GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

Website

(310) 576-1270

100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401

SEC#: 801-66786
Years in Business: 14 years

CLEARLAKE CAPITAL GROUP, L.P.

Website

(310) 400-8800

233 Wilshire Blvd
Suite 800
Santa Monica, CA 90401

SEC#: 801-73993
Years in Business: 9 years

GLENDON CAPITAL MANAGEMENT L.P.

Website

(310) 907-0450

2425 Olympic Blvd.
Suite 500E
Santa Monica, CA 90404

SEC#: 801-77827
Years in Business: 8 years

ETHIKA INVESTMENTS, LLC

Website

(949) 910-6848

520 Broadway
Suite 3058
Santa Monica, CA 90401

SEC#: 801-107673
Years in Business: 5 years

GUGGENHEIM PARTNERS ADVISORS, LLC

Website

(310) 576-1270

100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401

SEC#: 801-107511
Years in Business: 5 years

HW CAPITAL LLC

Website

(818) 489-3073

1437 7th Street
Suite 200
Santa Monica, CA 90401

SEC#: 801-114174
Years in Business: 2 years

MAIN STREET ADVISORS

Website

(310) 392-7607

3110 Main Street
Suite 310
Santa Monica, CA 90405

SEC#: 801-117239
Years in Business: 1 years

DALTON INVESTMENTS LLC

Website

(424) 231-9100

1601 Cloverfield Boulevard
Suite 5050 N
Santa Monica, CA 90404

SEC#: 801-56572
Years in Business: 21 years

ANGELES INVESTMENT ADVISORS

Website

(310) 393-6300

429 Santa Monica Blvd.
Suite 650
Santa Monica, CA 90401

SEC#: 801-60042
Years in Business: 20 years

BAY MUTUAL FINANCIAL LLC

Website

(310) 586-3222

1460 Fourth St.
Ste. 212
Santa Monica, CA 90401

SEC#: 801-72074
Years in Business: 10 years