Wealth Management in Redondo Beach, CA

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List of Firms

Redondo Beach, CA Wealth Management Firms

Navigoe, LLC
SEC File# 801-78471
CRD# 168716
5 out of 5
Location 417 Beryl St, Redondo Beach, CA 90277, USA
Phone (310) 697-0400
Language http://www.navigoe.com/
Directions
Riviera Wealth Management
Location 322 Vista Del Mar, Redondo Beach, CA 90277, USA
Phone (310) 375-1300
Language http://www.rivierawm.com/
Directions
Womack Wealth Management
SEC File# 801-107413
CRD# 146126
Location 1334 Parkview Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone (310) 684-3868
Language http://www.womackwealthmanagement.com/
Directions
Meehan Wealth Management
Location 1924 S Pacific Coast Hwy g, Redondo Beach, CA 90277, USA
Phone (310) 792-6400
Directions
Wealth Management in Redondo Beach, CA

Where Wealth Management Advisors in Redondo Beach, CA Serve

Redondo Beach, CA is a vibrant coastal city located in Los Angeles County, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Redondo Beach Pier to the stunning King Harbor Marina, there is no shortage of breathtaking sights to behold in this picturesque city. The top employers in Redondo Beach include Northrop Grumman, Beach Cities Health District, and Redondo Beach Unified School District, providing ample job opportunities for residents. Major highways and streets such as Pacific Coast Highway and Torrance Boulevard make it easy to navigate through the city, while neighborhoods such as Riviera Village and Hollywood Riviera offer a diverse range of housing options for those looking to settle down in this beautiful beachside community. With so much to see and do, Redondo Beach is truly a gem of the Southern California coast.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Redondo Beach, CA can benefit from a bank in various ways. One of the most common ways is through providing financial assistance for housing. Redondo Beach is a coastal city that is known for its beautiful beaches and scenic views. With such an attractive location, housing prices can be quite high, making it challenging for some residents to afford. A bank can help by providing mortgage loans or home equity lines of credit to help residents purchase or improve their homes. Additionally, with the rise of small businesses in the area, banks can also offer loans and credit lines to entrepreneurs looking to start or expand their businesses. These financial services can not only benefit residents but also contribute to the economic growth of Redondo Beach.

Insurance Broker

Residents of Redondo Beach, CA can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This is particularly important for residents of Redondo Beach, as the city is located in a high-risk area for natural disasters such as earthquakes and wildfires. An insurance broker can help residents understand their risks and find policies that provide comprehensive coverage for these potential disasters. Additionally, an insurance broker can help residents save money by comparing policies from different insurers and finding the best rates. This is especially important in Redondo Beach, where the cost of living is high and residents need to find ways to save money wherever possible. Overall, an insurance broker can provide invaluable assistance to residents of Redondo Beach, helping them protect their homes, possessions, and finances in the face of potential risks and disasters.

Retirement Planning

Residents of Redondo Beach, CA can benefit from the services of a retirement planner in various ways. For instance, a retirement planner can help them to determine the best investment options that align with their financial goals and risk tolerance. Additionally, given that Redondo Beach is a coastal city, a retirement planner can assist residents in navigating the complexities of owning beachfront properties and ensuring that their retirement plans are not negatively impacted by unforeseen expenses, such as natural disasters. Moreover, a retirement planner can provide guidance on tax-efficient strategies, estate planning, and maximizing social security benefits, all of which can help residents in Redondo Beach to achieve their retirement goals. Overall, a retirement planner can help residents of Redondo Beach, CA to make informed decisions about their financial future, taking into account the unique challenges and opportunities that come with living in this beautiful coastal city.

Financial Advisor

Residents of Redondo Beach, CA could greatly benefit from the services of a financial advisor in a variety of ways. For example, with the city's high cost of living, a financial advisor could help residents create a budget and develop a savings plan to ensure they are able to afford housing, food, and other necessities. Additionally, Redondo Beach is known for its active outdoor lifestyle, which can come with expenses such as gym memberships, equipment, and travel costs for races or events. A financial advisor could help residents prioritize their spending and find ways to save on these expenses. Furthermore, with Redondo Beach being a popular tourist destination, residents may have opportunities to invest in short-term rental properties or other businesses. A financial advisor could provide guidance on these investments and help residents make informed decisions about their finances. Overall, a financial advisor can provide invaluable assistance to the residents of Redondo Beach in navigating the unique financial challenges of the city.

Mortgage Loan Officer

Residents of Redondo Beach, CA could benefit from the assistance of a mortgage loan officer in a variety of ways. For example, with the city's high cost of living, many residents may struggle to save up for a down payment on a home. A mortgage loan officer can help them explore their options for financing, such as FHA loans or VA loans, and guide them through the application process. Additionally, Redondo Beach is a coastal city that is particularly vulnerable to natural disasters like earthquakes and flooding. A mortgage loan officer can help residents understand how to obtain and maintain the necessary insurance coverage to protect their homes and belongings in the event of such disasters. With the help of a knowledgeable and experienced mortgage loan officer, residents of Redondo Beach can navigate the complex and often overwhelming process of buying a home with confidence and ease.

Tax Services

Residents of Redondo Beach, CA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can assist in navigating the complex tax laws and regulations that are specific to California. With the state's notoriously high tax rates, it's important for residents to ensure they are fully compliant with all tax requirements and are taking advantage of any available deductions or credits. Additionally, Redondo Beach is a popular tourist destination, which means that residents who rent out their homes on Airbnb or other platforms may need guidance on how to report and pay taxes on their rental income. A tax advisor can also provide valuable advice on estate planning, helping residents to minimize tax liabilities and ensure their assets are distributed according to their wishes. Overall, a tax advisor can be an invaluable resource for Redondo Beach residents looking to optimize their financial situation and avoid costly mistakes.

Estate Planning Lawyer

Residents of Redondo Beach, CA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in a city like Redondo Beach, which has a high cost of living and a thriving real estate market. A skilled estate planning lawyer can help residents navigate the complexities of California's probate laws and minimize the tax burden on their estate. Additionally, an estate planning lawyer can assist with the creation of trusts, which can protect assets from creditors and provide for the care of loved ones after the client's passing. With the help of an experienced estate planning lawyer, residents of Redondo Beach can have peace of mind knowing that their affairs are in order and their loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Redondo Beach, CA can provide a variety of services to help clients manage their wealth. These services may include investment management, financial planning, estate planning, tax planning, and more. In Redondo Beach, CA specifically, a wealth manager may also have expertise in managing beachfront properties and other real estate investments. With the high demand for beachfront property in the area, it is important for clients to have a wealth manager who can help them navigate the complexities of buying, selling, and managing these types of assets. Additionally, a wealth manager in Redondo Beach, CA may have experience working with clients in the entertainment industry, which is a significant part of the local economy. This requires a deep understanding of the unique financial challenges faced by actors, musicians, and other entertainment professionals. Overall, a wealth manager in Redondo Beach, CA can provide tailored solutions to help clients achieve their financial goals and navigate the complexities of wealth management in this unique and vibrant community.

Redondo Beach, CA is an ideal location for individuals seeking a wealth manager. With its serene beaches, vibrant community, and thriving economy, Redondo Beach offers a unique blend of tranquility and prosperity. What sets Redondo Beach apart from other cities in California is its exceptional quality of life. The city boasts a diverse range of businesses, from small start-ups to multinational corporations, which provide ample opportunities for investment. Moreover, the city is home to a highly educated and skilled workforce, making it an ideal place for investors to find top-notch wealth managers. With its picturesque setting and dynamic economy, Redondo Beach is the perfect place to secure your financial future.