Find a Financial Advisor in Whittier, CA

 

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We did the hard work of finding trustworthy partners in Whittier, CA.

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We Only Work With The Best Whittier 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Whittier, CA


  • Financial Advisor Close to Whittier, 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

The Value of Working With the Best Financial Planners in Whittier, 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 Whittier, CA

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

  • Population: 86,090
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $586,300
  • Average Monthly Housing Cost: $1,618
  • Average Household Income: $94,238
  • 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 Whittier, CA

 

QUANTUM ECONOMETRICS, LLC

Website

(562) 945-7787

15141 E. Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-107349
Years in Business: 5 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years

CETERA ADVISOR NETWORKS LLC

Website

(562) 945-7787

15141 E Whittier Blvd Ste 550

Whittier, CA 90603

SEC#: 801-47342
Years in Business: 27 years

 


Whittier, CA Financial Advisor FAQs

The first step is to find a financial advisor or representative who will work with you to create a personalized wealth management plan. This involves determining the types of investments and other necessary products for your specific goals, time horizon, and tolerance for risk.
Financial advisors help their clients by providing them with the appropriate financial tools to meet their individual needs. Many clients come to a financial advisor when they need help getting out of debt or making large decisions such as choosing an investment strategy for retirement income.
Financial advisors are typically compensated with one of three different types of fee structures - Management fees, Transaction-based fees, or Both.
If you have a long-term perspective or want to better manage your investments on a seasonal basis, find a fee-based planner who is compensated by the hour.