Fiduciary Financial Advisors in Seal Beach, 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 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 Financial Advisor in Seal Beach, CA Help You?

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.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Seal Beach, 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: 18301 Von Karman Blvd., Suite 410, Irvine, CA 92612


Top Financial Advisors Serving Seal Beach, CA

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.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Seal Beach, 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.