Fiduciary Financial Advisors in Valencia, 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 Valencia, CA


  • Financial Advisor Close to Valencia, 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 Valencia, CA Help You?

Financial advisors have the job of making sure your money is working for you as efficiently as possible. Any aspect of your financial life, be it your IRA, investments, taxes, or anything else can be helped by an advisor.

Traditional advisors are financial professionals who usually work for a firm. They personally handle the assets of you and a handful of clients. Although these advisors can offer you the greatest level of personalization and experience, they can also be very expensive.

Other forms of advisors, such as online and automated advisors, have also become more popular recently. Whereas in the past, algorithms and online tools lacked the power afforded to traditional advisors, nowadays many apps can offer similar, albeit somewhat reduced, services that can nonetheless offer great benefit.

 

The Value Of A Retirement Financial Advisor in Valencia, 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 Valencia, 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: 27411 Tourney Road, Suite 260, Valencia, CA 91355


Top Financial Advisors Serving Valencia, CA

Valencia is a small planned community within the larger city of Santa Clarita. 

Situated within Los Angeles county, the area has warm, dry summers and mild winters. 

The great weather and environment of Valencia and its surrounding areas has proven to be one of the favorite areas for our advisors.

 

Our advisors are proud to serve an area greater than the borders of Valencia. 

If you don’t live in the city but are local to one of the below areas, you can still take advantage of our Valencia advisors:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Valencia, 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.