Fiduciary Financial Advisors in Venice 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.

  • This field is for validation purposes and should be left unchanged.

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 Venice Beach, CA


  • Financial Advisor Close to Venice 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 Venice Beach, CA Help You?

A financial advisor is like a doctor for your finances, helping clients understand and diagnose their financial health and plan out a plan to treat it going forward. Clients often come to financial advisors with all sorts of long-term financial goals, such as saving up to buy their first house or for retirement. Financial advisors can aid clients in everything from general financial advice to directly managing an investment portfolio. Other areas of expertise include tax strategy and estate planning. Many financial advisors live and work in the same areas as their clients. This allows them to cultivate a sense of community and transparency among their client base, which is important as many client/advisor relationships span the course of years. Some advisors, however, do prefer to conduct more of their business online. There are also robo-advisors, which can provide general investment advice or build out a sample stock portfolio based on information given by clients.

 

The Value Of A Retirement Financial Advisor in Venice 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 Venice 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.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 11400 W. Olympic Blvd., Suite 170, Los Angeles, CA 90064


Top Financial Advisors Serving Venice Beach, CA

Venice beach is one of the most recognizable neighborhoods in Los Angeles. It gets its name from the canal-filled marina that looks like a miniature version of the Italian city of Venice. The Venice Beach boardwalk is an extremely popular tourist location with a wide, calm beachfront. It also features several popular basketball courts and skate parks. Though the class demographics of Venice Beach vary, many celebrities are often seen in the area.

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Certified Financial Advisors In Venice 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.