Find a Financial Planner in Torrance, CA

 

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We Only Work With The Best Torrance 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 Torrance, CA


  • Financial Advisor Close to Torrance, 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 Torrance Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Torrance area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Torrance include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.3% of Torrance'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 Torrance area can create a custom plan and walk with you each step of the way.
In the Torrance 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Torrance area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Torrance 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Torrance area, it typically 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 Torrance 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 Torrance, 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 Torrance, CA

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

  • Population: 145,492
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $779,400
  • Average Monthly Housing Cost: $1,839
  • Average Household Income: $118,289
  • 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 Torrance, CA


BANYAN TREE ASSET MANAGEMENT, LLC

Website

(310) 477-0111

21250 Hawthorne Blvd
Suite 550
Torrance, CA 90503

SEC#: 801-78480
Years in Business: 7 years

O'BRIEN INVESTMENT MANAGEMENT, LLC

Website

(310) 363-2360

24594 Hawthorne Blvd.

Torrance, CA 90505

SEC#: 801-118289
Years in Business: 1 years

CATALINA CAPITAL GROUP, LLC

Website

(310) 540-5544

2790 Skypark Dr.
Suite 309
Torrance, CA 90505

SEC#: 801-110269
Years in Business: 4 years

HARRIS FINANCIAL ADVISORS, INC.

Website

(310) 791-3226

25500 Hawthorne Blvd.
Suite 1030
Torrance, CA 90505

SEC#: 801-45480
Years in Business: 27 years

SOUTH BAY FINANCIAL PARTNERS

Website

(310) 792-4189

3868 W Carson Street
Suite 220
Torrance, CA 90503

SEC#: 801-110198
Years in Business: 4 years

EP WEALTH ADVISORS

Website

(310) 543-4559

21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503

SEC#: 801-29358
Years in Business: 34 years

ACQUIRERS FUNDS, LLC

Website

(646) 535-8629

21515 Hawthorne Blvd.
Suite 200, Pmb#: 82
Torrance, CA 90503

SEC#: 801-114448
Years in Business: 2 years

ALBITZ/MILOE AND ASSOCIATES, INC.

Website

(310) 373-8861

23133 Hawthorne Blvd., Ste 305

Torrance, CA 90505

SEC#: 801-22365
Years in Business: 36 years