Best Financial Advisors in South Pasadena, CA

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List of Firms

South Pasadena, CA Fiduciary Financial Advisors

SEC File# 801-113359
CRD# 125650
Location 123 S Marengo Ave, Pasadena, CA 91101, USA
Phone (888) 493-7266
Directions
SEC File# 801-33774
CRD# 109677
Location 140 S Lake Ave Suite 351, Pasadena, CA 91101, USA
Phone (818) 244-6986
Directions
Independent Financial Advisor Ryan Miyamoto, CFP®
Location 225 S Lake Ave STE 300, Pasadena, CA 91101, USA
Phone (626) 800-3864
Directions
Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 80 S Lake Ave Ste 555, Pasadena, CA 91101, USA
Phone (626) 744-9766
Directions
Pih Investments
Location 526 Mission St 1st fl, South Pasadena, CA 91030, USA
Phone (818) 237-0378
Directions
Meisha Griffith - Financial Advisor, Ameriprise Financial Services, LLC
Location 242 S De Lacey Ave, Pasadena, CA 91105, USA
Phone (626) 396-6901
Directions
Financial Advisors in South Pasadena, CA

Where Certified Financial Advisors in South Pasadena, CA Serve

South Pasadena, CA is a charming city located in Los Angeles County, known for its historic landmarks, top employers, major highways, and diverse neighborhoods. The city is home to the famous Mission West District, which features a collection of stunning Victorian homes and beautiful tree-lined streets. Other notable landmarks include the Rialto Theatre, the War Memorial Building, and the South Pasadena Public Library. Top employers in the area include the South Pasadena Unified School District, the City of South Pasadena, and the Huntington Hospital. Major highways such as the 110 and 210 freeways provide easy access to neighboring cities, while streets such as Fair Oaks Avenue and Mission Street offer a plethora of local shops and restaurants. South Pasadena is also home to several distinct neighborhoods, including the Arroyo Seco, Marengo, and Oaklawn districts, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of South Pasadena, CA are serviced by banks in a variety of ways. The most common services include checking and savings accounts, loans, and credit cards. Many banks in South Pasadena offer online banking options and mobile apps to make banking more convenient for their customers. One specific thing about South Pasadena is that it is a small, tight-knit community where many residents prefer to do business with local banks rather than larger national chains. As a result, there are several community banks and credit unions in the area that cater to the needs of South Pasadena residents. These banks often offer personalized service and a greater sense of community involvement, which is important to many people in this area.

Insurance Broker

Residents of South Pasadena, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance coverage for a resident's specific needs. This is particularly important in South Pasadena, where residents face unique challenges such as high property values and the risk of earthquakes. An insurance broker can help residents navigate these challenges and find the right coverage to protect their homes and belongings. Additionally, an insurance broker can provide valuable guidance on health insurance options, which is especially important given the high cost of healthcare in California. Overall, working with an insurance broker can provide South Pasadena residents with peace of mind and financial security.

Retirement Planning

Residents of South Pasadena, CA can benefit greatly from the expertise of a retirement planner. With its high cost of living and proximity to expensive cities like Los Angeles, many residents may struggle to save enough money for retirement. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their unique financial situations and goals. Additionally, South Pasadena is known for its large population of retirees, making it even more important for residents to have a solid retirement plan in place. A retirement planner can also provide guidance on how to navigate Social Security, Medicare, and other retirement benefits. Overall, working with a retirement planner can give residents of South Pasadena peace of mind and a clear path towards a comfortable retirement.

Wealth Management

Residents of South Pasadena, CA can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping them create a financial plan that aligns with their goals and lifestyle. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and estate planning. Moreover, residents of South Pasadena, CA can benefit from a wealth manager's knowledge of the local market and economic conditions. For example, a wealth manager can help them navigate the real estate market in South Pasadena, CA, which is known for its high property values and competitive housing market. By working with a wealth manager, residents of South Pasadena, CA can feel more confident in their financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of South Pasadena, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options available to them. This is particularly important in South Pasadena, where the housing market can be competitive and prices can be high. Additionally, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including filling out paperwork and understanding the terms and conditions of the loan. Furthermore, a mortgage loan officer can provide valuable advice and guidance throughout the entire home buying process, from pre-approval to closing. Overall, working with a mortgage loan officer can help residents of South Pasadena achieve their dream of owning a home in this beautiful and vibrant city.

Tax Services

Residents of South Pasadena, CA could benefit from the services of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. For example, South Pasadena is known for its historic homes and many residents may not be aware of the tax breaks available for maintaining and renovating these properties. A tax advisor can help residents navigate the complex tax laws and regulations surrounding historic home preservation and ensure that they are taking advantage of all available tax incentives. Additionally, a tax advisor can assist with tax planning and preparation, helping residents to avoid costly mistakes and ensuring that they are in compliance with all applicable tax laws. Overall, a tax advisor can provide valuable guidance and support to residents of South Pasadena, helping them to make the most of their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of South Pasadena, CA can benefit greatly from the expertise of an estate planning lawyer in a number of ways. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that takes into account the unique needs and circumstances of the individual. This can include drafting wills, trusts, and other legal documents that ensure that assets are distributed according to the individual's wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with probate and trust administration, helping to ensure that the process is as smooth and efficient as possible. Given the high cost of living in South Pasadena, CA, it is especially important for residents to have a solid estate plan in place to protect their assets and provide for their families.

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