Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 21 Financial Planners for Los Angeles, ca.
Analysis of all reviews across verifiable platforms to determine overall sentiment.
Team experience and knowledge, along with number of years in business.
The quality of service delivered measured by quality, speed, and value.
Rate at which the business consistently produce high quality outcomes.
Reputation and quality of customer experience departments.
Samuel Rad is an award winning fee-based Financial Planner with Affluencer Financial in Los Angeles, California. Mr. Rad has multiple licenses in the financial, real estate and insurance fields. He has spent a considerable amount of his career lecturing at universities and companies, on financial topics such as financial planning, retirement planning, and estate planning.
Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. They’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams. They are based in Los Angeles.
Whelen interest in financial planning began over 25 years ago and he was the driver for his study of finance at USC. Because Whalen Financial Planning is a fee-only firm, he does not accept commissions. His focus is on providing independent and objective financial advice on an hourly basis that you can follow with confidence. He has held the CFP (Certified Financial Planner) designation since 2005 and he has spent over 20 years providing financial services and analysis.
Established in 1988, their firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth. They are located at Los Angeles.
Satori Wealth Management, Inc. is a fee-only financial planning firm that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. Based in Southern California, they leverage the latest technology available to ensure that they can work with clients no matter where they are located.
At Northwestern Mutual their advisors will design a personalized financial plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most, now and years from now. Their version of financial planning helps you live your best life, your whole life. They are serving the whole county of LA.
At Manier Financial and Insurance Services, they understand that long-term financial success doesn’t happen by chance. With years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, they partner with medical professionals, business owners, affluent families and CPAs to help them achieve financial confidence. Backed by the strength of Northwestern Mutual, they provide their clients exclusive access to a comprehensive variety of products and services.
JSF Financial was founded in 1995 by Jeff Fishman, J.D., a former lawyer with a passion for helping people and a keen interest in financial services. Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping their clients achieve their financial goals. They focus on listening to what is important and provide innovative wealth management and planning solutions now and for the future.
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. They specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Their investment approach is tailored to each client’s specific objectives. They are serving The whole County of LA.
At McIntosh Capital Advisors, Inc., their goal is to provide you with a solid foundation for your financial future: clarity of your needs and goals, understanding of your situation and options, and a distinct plan for moving forward. They believe that a comprehensive understanding of your financial situation coupled with knowledgeable, unbiased professional advice is vital to making prudent decisions about your financial future.
Heather was in the financial services industry for nine years prior to starting Castle Wealth Advisors. She started Castle Wealth Advisors because she wanted to provide ethical and approachable financial planning and investment management to individuals and business owners, concerned with their financial futures, regardless of age, sex, or net worth. She is a graduate of the University of Alabama with a B.S. in Finance, they are serving LA.
At Retirement Choices of California, they offer wealth management and financial services with a focus on pursuing today’s and tomorrow’s goals. Largely working with Educators, Employees of Public Agencies and Small Business Owners, our services include: Tax Efficiency, Risk Management, Retirement Planning, Financial Planning, Estate and Charitable Planning and more. They are serving 714 W Olympic Blvd, Suite 745, Los Angeles, California 90015.
At MassMutual Greater Pacific, they help you get your financial world in order and aligned with your life. They guide you through a series of steps including discovery, planning, delivery and implementation and monitoring of your financial strategy. They also offer an array of products and services that will help you build a sound financial future.
Since 1894, Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams. Integrity has been a core value since they were founded by John Tappan in 1894. They have more than $875 billion in assets under management and administration. They maintain leadership positions in each of our core business segments: Advice and Wealth Management, Asset Management, Annuities and Protection.
Amarjit founded GNP Capital Advisors in 2011 with an eye on helping retail, institutional, and family office investors make sound real estate investment choices. Amarjit spent 8 years as a senior advisor at Deloitte. He’s been an active real estate investor for himself and his clients for 17 years. GNP Capital Advisors prides itself on providing unmatched commercial real estate advisory services and guidance.
Lido Advisors is a national wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. They utilize experience, creativity, and independence to grow, maximize and protect our clients’ assets and legacy. They dedicate their resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S.
ICG Advisors offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees over $4 billion in assets for institutions and high net worth families. ICG’s senior professionals have as much as 30 years of experience formulating policies, identifying market opportunities, assessing traditional and alternative asset managers, providing custom portfolio allocations, and analyzing investment performance and risk. Located at 11111 Santa Monica Blvd | Suite 2100, Los Angeles, CA 90025.
At NWF Advisory, they provide professional, comprehensive wealth management services designed to benefit their clients in an ever-changing financial landscape. It is their belief that through their expertise, personal care and concern, their commitment to developing meaningful relationships they can have a positive impact on the lives of their clients. Located at 11835 W. Olympic Boulevard | Suite #1155 East | Los Angeles, CA 90064.
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. Their highly specialized advisors are committed to maintaining a superior level of personal understanding within their field by remaining at the forefront of their ever-evolving industry. Located at 11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025.
Darrow aims to provide honest and thoughtful personal financial advice unique to your situation. Through a disciplined and transparent approach to investing, they wish to simplify your life so you can go out and live it. Unlike many other advisory firms, Darrow is a full-time fiduciary. located at 1800 Century Park East, Suite 600, Los Angeles, CA 90067.
At EP Wealth Advisors, you will have the support of a certified financial planner for your financial planning and multiple Chartered Financial Analysts managing your investment portfolio. Their Certified financial planners have gone through extensive training and are tested on 8 general financial planning areas, including: Investment Planning, Tax Planning, Retirement Savings and Income Planning and more.