Fiduciary Financial Advisors in South Bay, 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 South Bay, CA


  • Financial Advisor Close to South Bay, 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 South Bay, CA Help You?

A financial advisor helps clients interact better understand and learn how to get the most out of their financial savings. Much like a doctor helps people with their physical health, financial advisors are their to diagnose and come up with a plan for their financial health. Also like doctors, financial advisors can specialize in a wealth of different niche areas. While financial advisors are often misconstrued as only being knowledgeable with investment portfolios, but they can also help in areas like insurance policy choosing and estate planning. Traditional or personal financial advisors live in the same communities as their clients and build relationships over time to advise them. Their payment is also often tied to how well they manage their clients’ money, keeping them accountable to act in the best interests of those clients. However, customers who may just be looking to start investing their money and have less disposable income may be drawn to robo-advisors. Robo-advisors are computer-generated algorithms that spew general investment advice depending on what the customers tell them.

 

The Value Of A Retirement Financial Advisor in South Bay, 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 South Bay, 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: 21515 Hawthorne Blvd., Suite 1200, Torrance, California 90503


Top Financial Advisors Serving South Bay, CA

Located on the southwest tip of Los Angeles county between Santa Monica to the north and San Pedro to the south, the South Bay is the area of Los Angeles county made up of many bustling costal communities. These include towns like the three Beach Cities of Manhattan Beach, Redondo Beach and Hermosa Beach as well as the Palos Verdes area and more urban cities like Inglewood, Carson and Gardena. The South Bay is often a colloquial term used by Southern California natives to refer to anyone in and around the area, particularly in the coastal cities. The Los Angeles Lakers’ G League basketball team, the South Bay Lakers, are named after this region though they are headquartered slightly north in El Segundo.

Our South Bay financial advisors also serve in these surrounding areas: 

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In South Bay, 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.