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Montebello Financial Planners

Montebello financial planners know that most people in California don't make uninterrupted progress toward their goals. Most of us suffer at least one financial setback in life, whether it be a divorce, the loss of a job or a serious car accident. Preparing for the future in Montebello means not only saving and investing money for your positive life goals, but preparing the for the possibility of an injury, job loss or other unplanned event. Whether your finances are stable or uncertain at the moment, it's never the wrong time to consult a California professional planner.

Even happy events, like an unexpected marriage or a new baby, can present challenges. A Montebello financial planner can work through these challenges with you, so that you can experience the joy of these events without worrying about the security of your savings. Montebello financial planners encourage their clients to diversify their financial strategies in order to minimize their risks. In a city named after its beautiful mountain views, Montebello financial planners can help you plan for both the best and the worst financial times.

Preparing for Financial Crises

A Montebello financial planner can be a valuable ally when you're going through a personal crisis in Montebello. Perhaps more importantly, certified CA planners can help you avoid disaster by preparing for incidents like a divorce or a job loss before they occur. By savings money for emergencies and protecting your assets with health, life and disability insurance, you can avert the crises that can lead to bankruptcy or home repossession.

In sunny CA, it's easy to overlook the more difficult tasks of preparing for the future. Although most of us enjoy preparing for the happy milestones of our lives, it's tempting to avoid thinking about necessities like building an emergency fund and buying life insurance by consulting personal finance experts. Working with a Montebello financial planner can make these tasks much less intimidating. Planners can help you prepare for the crises of life so that you can relax and enjoy your day to day life in Montebello.

Meeting Life Goals in CA

Once known for its role in the oil industry, Montebello now bases its economy on interests like health care, education and retail sales. As you build a career in Montebello, California planners can help you make the most of your income with 401k, 403b and other retirement accounts. At the same time, you can set aside money for your children's education in California with a 529 plan, or Education Savings Plan.

Buying a home, starting a family and sending your children to college may be among your goals for the future. With so many milestones in mind, it can be difficult to prioritize your planning efforts. Certified planners are experts at prioritizing and strategizing your finances, so that you can achieve all of your targets within your desired time frame. The more closely you work with a Montebello financial planner, the more satisfied you'll be with the results of your planning strategies.

Montebello Financial Planner Qualifications

Certain areas of the financial planning field require specialized certification or licensing in some states, but planners do not require any national certification. A Certified Financial Planner, or CFP, must meet the requirements of a professional board, complete a 4-year college degree and undergo special training and testing before earning this designation. Although the Securities Exchange Commission and the insurance industry establish specific regulations for professionals, there are no national or state regulations governing planners in general.

Many Montebello residents prefer to work with a CFP because the group's board establishes high ethical standards for all of its members. CFPs distinguish themselves from other advisors by having extensive expertise in their field, as verified by a comprehensive testing process. CFPs must have a minimum number of years of professional experience before qualifying, and they must agree to adhere to the board's ethical standards for business transactions.

In addition to his or her professional qualifications, the planner you choose should have a background and interests that match your objectives. If you are planning for bankruptcy, look for a professional who can help you restore your credit and avoid future losses. If you are interested in building an investment portfolio, find an advisor with certification and experience in securities. Look for a reliable consultant with a strong reputation in your community for helping professionals like you reach their personal goals.

The professional relationship you build with Montebello financial planners may last for years or even decades. Interview several advisors before you settle on a particular consultant. A professional with the right combination of training and experience can help you and your family reach your personal milestones with minimal difficulties. Take advantage of our free online resources to compare estimates from several of the most trusted, highly qualified consultants in Los Angeles County.

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Financial Planners in Montebello

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

Kenneth Beber
Kenneth Beber
451 West Bonita Avenue
Suite 5
San Dimas, CA 91773

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

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

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

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

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

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

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

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

Dave Hutchison, CFA
Dave Hutchison, CFA
1301 Dove Street
Suite 1080
Newport Beach, CA 92660

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656

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