Find a Financial Advisor 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.

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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

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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 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

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

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(562) 598-7800

3010 Old Ranch Pkwy.
Suite 350
Seal Beach, CA 90740

SEC#: 801-57198
Years in Business: 21 years

CROWN CAPITAL SECURITIES, L.P.

Website

(562) 596-9078

212 A Main St.
#4A
Seal Beach, CA 90740

SEC#: 801-57663
Years in Business: 21 years

XEBEC ASSET MANAGEMENT, LLC

Website

(562) 546-0200

3010 Old Ranch Pkw Suite 470

Seal Beach, CA 90740

SEC#: 801-118122
Years in Business: 1 years

CROWN CAPITAL SECURITIES, L.P.

Website

(562) 596-9078

212 A Main St.
#4A
Seal Beach, CA 90740

SEC#: 801-57663
Years in Business: 21 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(562) 598-7800

3010 Old Ranch Pkwy.
Suite 350
Seal Beach, CA 90740

SEC#: 801-57198
Years in Business: 21 years

 


Seal Beach, CA Financial Advisor FAQs

Personal financial advisors are like doctors for finances, helping clients diagnose and create a plan to improve their financial health. Financial advisors often do so in order to help clients reach long term savings goals. Examples of such goals include saving for retirement or paying off a mortgage. Financial advisors can specialize in a variety of different areas including investment strategy, investment portfolio management, tax planning and insurance policy selection Financial advisors often develop years-long relationships with their clients. Many live and work in the same communities as several of their clients. Some prefer to conduct their business online in order to reach more people. There are also robo-advisors, cheap computer algorithm services which spew general election advice.
Originally settled in the mid-1800s as Anaheim Landing, Seal Beach is one of the oldest cities in Orange County. It sits at the county’s northwest corner and remains a popular beach destination for residents of the Los Angeles metropolitan area to this day. Though its surfing culture has diminished over the years, Seal Beach has a proud history as one of the first major surf spots around Los Angeles and maintains several historical landmarks throughout the city to this day. The Seal Beach pier and surrounding area is also a popular commercial spot, as the pier is one of the longest in the entire state of California. Financial advisors serving Seal Beach also serve: Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Irvine, and Orange County.