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Burbank Financial Planners

Burbank Financial Planners are seemingly on every corner. They offer a number of services and do so while making their money in a number of different ways. So it may not be all that difficult to find financial planners in Burbank, CA. However, separating them out and finding the one or ones that are right to handle your affairs is a whole other thing. How do you find a Burbank financial planner that is worth handing over your investments and retirement to?

There are some steps you can take to figure out which Burbank financial planners can best help you versus the ones that will end up getting you in trouble. It is all about educating yourself about what is around Burbank, CA in terms of financial planners. Once you know how to look, you will be able to figure out which California financial planners will work best for you. Use your researchers to compare, to check out reputation, and to get a referral. It is the best way to make sure your 401k ends up in the right hands.

Resources for Comparison

Living in the time you do, the first step when you search for anything in Burbank, CA, including Burbank financial planners, should be to get online. Once there, you will find with a simple search that there are plenty of sites out there that will help you compare one company or individual to another. Being able to see competitors side by side will help you at least narrow down your choices. However, in order to narrow them down that way, have the information you need.

In order to use a website like that, you will want to go in armed with information about what you want. How will you use your financial person? Do you need college funds set up for your children or is do you need a Roth IRA for yourself? On the other hand, maybe you need a combination of things to help you with your overall Burbank, California financial situation. No matter what, once you fill out a few forms, the website can at least get your list down to a more manageable number than what all of California may offer.

Check Repuatations

It is important to check out the reputation of any Burbank Financial Planner. Once you have compared and narrowed things down a bit, you can start to do a little more research on what each individual or company brings to the parts so to speak.

Start with word of mouth. Find out if you know anyone who has used any of the places you are considering. People with first hand knowledge of the way a business is run are really the best resources as long as they are people you can trust. However, it may be difficult to find someone, so take the next step and check with local organizations that rate money businesses. These companies should be able to provide you with non bias reports about what sort of integrity and customer services comes from the places you are looking at.

You can also use the internet to check out your potential Burbank Financial Planner. As a general rule, you can find public postings about the quality of most any business or service, giving you the chance to find the best financial planning service. Just make sure you understand how to look at online information about a Burbank Financial Planner. For one, remember that more people who are upset take the time to post anything than those who are content. So whatever you find will skew toward the negative. Additionally, you do not know the people posting. That is why you should read a number of posts about the Burbank Financial Planner and look for patterns more than at reading each response and taking it to heart.

By checking out the planners in California that may have looked good to you, you are educating yourself. While there is no way to know for sure that you will end up with the right company for you, getting all the information you can together can go a long way. Burbank financial planning companies in the area that are worthwhile will always become clear if you look hard for them.

Referrals

At the end of the day, all of the factors above are good, but nothing will help you find good Burbank Financial Planners like a referral. Before you even start your search, talk to friends and family about their planners. Find out who is happy and who is not and why. Make sure you especially touch base with people you know whose planners are counted on to do things similar to what you are going to want from yours in Burbank. That way you can be sure your information is not just accurate but also relative.

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Financial Planners in Burbank

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Josh Fatoullah
Josh Fatoullah
2121 Avenue of the Stars
Suite 2350
Los Angeles, CA 90067

Eric Pritz, CFP
Eric Pritz, CFP
2121 Avenue of the Stars
Los Angeles, CA 90067

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Heather Castle CFP, ChFC, AIF
Heather Castle CFP, ChFC, AIF
1168 S. Barrington Avenue Suite 502
Los Angeles, CA 90049

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

Anthony A. Saccaro, ChFC
Anthony A. Saccaro, ChFC
20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503

Tim W. Geisbauer, MBA, CFP
Tim W. Geisbauer, MBA, CFP
2655 First Street
Suite 250
Simi Valley, CA 93065

Ryan Gunn, CFP(r)
Ryan Gunn, CFP(r)
2629 Townsgate Rd., Suite 245
Westlake Village, CA 91361

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Eric Trapasso
Eric Trapasso
7821 24 Th St
Westminster, CA 92683

Rick Donnelly
Rick Donnelly
17901 Von Karman Ave
Suite 600
Irvine, CA 92614

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