Find a Financial Planner in Seal Beach, CA

 

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We did the hard work of finding trustworthy partners in Seal Beach, CA.

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We Only Work With The Best Seal Beach 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 Seal Beach, CA


  • Financial Advisor Close to Seal Beach, 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 Seal Beach 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 Seal Beach 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 planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Seal Beach include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
43.6% of Seal Beach'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 Seal Beach area can create a custom plan and walk with you each step of the way.
In the Seal Beach area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Seal Beach area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Seal Beach 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 Seal Beach 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 Seal Beach 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 Seal Beach, 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 Seal Beach, CA

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

  • Population: 24,204
  • % of Population 62 Years and Over: 43.6%
  • Average Home Value: $917,500
  • Average Monthly Housing Cost: $915
  • Average Household Income: $109,743
  • 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 Seal Beach, CA


ERMAN RETIREMENT ADVISORY

Website

(562) 546-6021

3020 Old Ranch Pkwy
Suite 100
Seal Beach, CA 90740

SEC#: 801-112846
Years in Business: 3 years

CLAY NORTHAM WEALTH MANAGEMENT

Website

(562) 799-5547

3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

SEC#: 801-110283
Years in Business: 4 years

REGAL WEALTH GROUP INC.

Website

(562) 799-1929

12501 Seal Beach Blvd, Suite 280

Seal Beach, CA 90740

SEC#: 801-65444
Years in Business: 15 years

AMIP MANAGEMENT

Website

(562) 735-6555

3020 Old Ranch Parkway
Ste 180
Seal Beach, CA 90740

SEC#: 801-108461
Years in Business: 4 years