Best Financial Advisors in Los Angeles, CA

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Our Recommended Advisors

Taylor Kovar, CFP®

Financial Advisor

WHY WE RECOMMEND:

  • Fee-Only Financial Advisor
  • Certified Financial Planner™
  • 3x Investopedia Top 100 Advisor
  • Author of The 5 Money Personalities & Keynote Speaker

Claudia Valladares

Financial Advisor

WHY WE RECOMMEND:

  • Fee-Only Financial Advisor
  • Bilingual in English / Spanish
  • Founder of WiseDollarMom.com
  • Quoted in GOBanking Rates, Yahoo! Finance & Forbes

List of Firms

Los Angeles, CA Fiduciary Financial Advisors

SEC File# 801-71250
CRD# 114025
5 out of 5
Location 6300 Wilshire Blvd Ste 700, Los Angeles, CA 90048, USA
Phone (323) 866-0833
Directions
SEC File# 801-10970
CRD# 6413
Location 11500 W Olympic Blvd Suite #303, Los Angeles, CA 90064, USA
Phone (310) 477-4777
Directions
SEC File# 801-66674
CRD# 140451
5 out of 5
Location 1880 Century Park E Suite 200, Los Angeles, CA 90067, USA
Phone (310) 945-4000
Directions
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Merrill Lynch Wealth Management Advisor Jerry Au
SEC File# 801-121267
CRD# 312837
Location 333 S Hope St, Los Angeles, CA 90071, USA
Phone (213) 236-2063
Time Monday: 7:00 AM – 3:00 PM Tuesday: 7:00 AM – 3:00 PM Wednesday: 7:00 AM – 3:00 PM Thursday: 7:00 AM – 3:00 PM Friday: 7:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Steven P Selig
Location 333 S Hope St 39th Floor, Los Angeles, CA 90071, USA
Phone (213) 787-8734
Directions
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Merrill Lynch Wealth Management Advisor Todd R Sandberg
SEC File# 801-121267
CRD# 312837
Location 333 S Hope St, Los Angeles, CA 90071, USA
Phone (213) 236-2012
Directions
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Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 11835 W Olympic Blvd Ste 735, Los Angeles, CA 90064, USA
Phone (310) 477-2500
Directions
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Merrill Lynch Wealth Management Advisor John A Vilardo
Location 333 S Hope St Suite 3900, Los Angeles, CA 90071, USA
Phone (404) 231-6068
Directions
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Richard Alan Brende - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064, USA
Phone (310) 996-7526
Directions
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Paradigm Financial Advisors
SEC File# 801-54603
CRD# 108090
Location 3435 Wilshire Blvd # 400, Los Angeles, CA 90010, USA
Phone (213) 382-1200
Directions
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Orchard Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12400 Wilshire Blvd Ste 1210, Los Angeles, CA 90025, USA
Phone (310) 582-3500
Directions
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Audrey Schmedes - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12400 Wilshire Blvd Ste 1210, Los Angeles, CA 90025, USA
Phone (310) 582-3500
Directions
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Eddie Chan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6080 Center Dr Ste 600, Los Angeles, CA 90045, USA
Phone (424) 289-2632
Directions
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Brittney Castro, Inc.
5 out of 5
Location 8023 Beverly Blvd Suite 1-375, Los Angeles, CA 90048, USA
Phone (323) 389-5153
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 633 W 5th St Fl 1, Los Angeles, CA 90071, USA
Phone (213) 615-6008
Directions
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Goldman Sachs Personal Financial Management Los Angeles
Location 11111 Santa Monica Blvd #1700, Los Angeles, CA 90025, USA
Phone (818) 370-8657
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 710 W Olympic Blvd, Los Angeles, CA 90015, USA
Phone (213) 765-4819
Directions
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Augustine Choi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 11845 W Olympic Blvd Ste 980W, Los Angeles, CA 90064, USA
Phone (310) 694-0076
Directions
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Lifestyle Design Group - Los Angeles Financial Advisor
Location 1100 S Hope St, Los Angeles, CA 90015, USA
Phone (323) 988-4246
Directions
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Edward Jones - Financial Advisor: Alex R Malin
SEC File# 801-3297
CRD# 250
Location 11835 W Olympic Blvd #210, Los Angeles, CA 90064, USA
Phone (310) 477-6327
Directions
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Roger Stephens - RBC Wealth Management Financial Advisor
Location 555 Flower St 22nd Floor, Los Angeles, CA 90071, USA
Phone (626) 266-4609
Directions
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James Herzikoff - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2029 Century Park E Ste 2550, Los Angeles, CA 90067, USA
Phone (424) 343-5108
Directions
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Brian H Vo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 940 E 2nd St Ste 34, Los Angeles, CA 90012, USA
Phone (213) 748-5014
Directions
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Investment Management in Los Angeles - Otium Advisory Group, LLC
Location 1800 Century Park E STE 600, Los Angeles, CA 90067, USA
Phone (310) 737-8266
Directions
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Merrill Lynch Private Wealth Advisor Reza Zafari
1 out of 5
Location 2049 Century Park E 11th Floor, Los Angeles, CA 90067, USA
Phone (310) 407-4923
Directions
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Best Financial Services
Location 2420 7th Ave, Los Angeles, CA 90018, USA
Phone (323) 737-0706
Directions
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Frank Casillas II - Wealth Financial Advisor
Location 300 S Grand Ave, Los Angeles, CA 90071, USA
Phone (213) 317-1773
Directions
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Wells Fargo Advisors: Friedlander Charles
Location 10877 Wilshire Blvd #1700, Los Angeles, CA 90024, USA
Phone (310) 443-7574
Directions
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Merrill Lynch Private Wealth Advisor Eric A Gray
Location 2049 Century Park E 11th Floor, Los Angeles, CA 90067, USA
Phone (310) 407-3979
Directions
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Alex.Brown, A Division of Raymond James
Location 2000 Avenue of the Stars, Los Angeles, CA 90067, USA
Phone (424) 303-6400
Directions
Financial Advisors in Los Angeles, CA

Where Certified Financial Advisors in Los Angeles, CA Serve

Los Angeles, CA is a vibrant and sprawling metropolis with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Hollywood Sign and Walk of Fame to the stunning Griffith Observatory and Getty Center, Los Angeles is home to some of the most recognizable landmarks in the world. The city is also a hub for the entertainment industry, with major employers such as Warner Bros. Entertainment, Paramount Pictures, and Walt Disney Studios. In addition, Los Angeles is home to a thriving tech scene, with companies like Google, Snapchat, and Hulu calling the city home. The city is crisscrossed by major highways and streets, including the 405, 101, and 10, making it easy to get around. Each neighborhood in Los Angeles has its own unique character, from the trendy and upscale Beverly Hills to the bohemian and artistic Silver Lake. Whether you're a foodie, a beach bum, or a culture vulture, Los Angeles has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Los Angeles, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found throughout the city. These branches offer a range of services, including checking and savings accounts, loans, and investment products. Additionally, many banks in Los Angeles offer online and mobile banking options, which are particularly popular among younger residents who prefer to manage their finances digitally. Another unique aspect of banking in Los Angeles is the city's large immigrant population, which has led to the development of specialized services such as international money transfers and multilingual customer support. Overall, banks in Los Angeles are committed to providing convenient and accessible services to meet the diverse needs of the city's residents.

Insurance Broker

Residents of Los Angeles, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents in this bustling city is by providing them with comprehensive coverage for their vehicles. With the notorious traffic and high number of accidents in Los Angeles, it's crucial for residents to have reliable auto insurance that will protect them and their vehicles in case of an accident. An insurance broker can help residents find the best coverage options that suit their needs and budget, taking into account factors such as the type of car they drive, the area they live in, and their driving history. By working with an insurance broker, residents of Los Angeles can have peace of mind knowing they are protected on the road.

Retirement Planning

Residents of Los Angeles, CA can greatly benefit from the services of a retirement planner. With the high cost of living in the city, it can be challenging to save enough money for retirement. A retirement planner can help individuals create a personalized plan to save for retirement, taking into consideration their current financial situation and future goals. Additionally, Los Angeles is known for its diverse population, which can make navigating retirement planning even more complex. A retirement planner can provide guidance on how to navigate the unique challenges that come with retirement planning in a diverse community. Whether it's creating a budget, selecting the right investment strategy, or planning for healthcare costs, a retirement planner can help residents of Los Angeles achieve financial security in their golden years.

Wealth Management

Residents of Los Angeles, CA can benefit greatly from the services of a wealth manager. With the city's high cost of living and competitive job market, many individuals struggle to manage their finances effectively. A wealth manager can provide guidance on investment strategies, tax planning, and retirement planning, helping residents to build and protect their wealth. Additionally, given the diverse population of Los Angeles, a wealth manager can provide specialized assistance to those with unique financial needs, such as immigrants or individuals with non-traditional income sources. Overall, a wealth manager can help residents of Los Angeles achieve their financial goals and navigate the complex financial landscape of the city.

Mortgage Loan Officer

Residents of Los Angeles, CA can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in the city, many residents may struggle to afford a home without assistance. A loan officer can help guide them through the process of securing a mortgage and finding the best rates and terms. Additionally, Los Angeles is a diverse city with a variety of neighborhoods, each with their own unique housing market. A knowledgeable loan officer can provide insight into the local real estate market and help residents find a home that fits their needs and budget. With the help of a loan officer, residents of Los Angeles can achieve their dream of homeownership in one of the most vibrant and exciting cities in the world.

Tax Services

Residents of Los Angeles, CA can benefit greatly from the services of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on navigating the complex tax laws specific to the city. Los Angeles has a number of unique tax regulations that can be difficult to understand without professional help. For example, residents may need assistance with understanding the city's business tax requirements or how to properly report income from short-term rental properties. A tax advisor can also help residents with tax planning, ensuring that they are taking advantage of all available deductions and credits to minimize their tax liability. With the help of a tax advisor, residents of Los Angeles can feel confident that they are in compliance with all tax laws and are making the most of their financial resources.

Estate Planning Lawyer

Residents of Los Angeles, CA can benefit greatly from the services of an estate planning lawyer. With the city's diverse population and high cost of living, having a comprehensive estate plan in place is essential to protect one's assets and ensure that their wishes are carried out after their passing. An estate planning lawyer can help Los Angeles residents draft wills, trusts, and other legal documents that will provide for their loved ones and minimize taxes and other expenses. Additionally, with the city's high rate of homeownership and complex real estate market, an estate planning lawyer can help residents navigate the intricacies of property ownership and transfer. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's legacy is protected in this bustling metropolis.

Los Angeles, CA Financial Resources

Los Angeles, CA Chamber of Commerce

https://lachamber.com/

Los Angeles, CA City Hall

https://lacity.gov/

Los Angeles, CA Public Library

https://www.lapl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Los Angeles, CA