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Rancho Palos Verdes Financial Planners

Rancho Palos Verdes financial planners offer wealth management, estate planning and California personal finance planning services to residents who want to maximize their earning potential, avoid overpaying and minimize risk on investments. Working with a Rancho Palos Verdes financial planner can allow you to accomplish all of these things without taking time away from your CA company or family. Certified Rancho Palos Verdes financial planners can give you the peace of mind that time and research are going into your investment decisions so you can feel confident about your portfolio. California financial planners can also help you plan for retirement so you can start your golden years with a nest egg that will support your desired lifestyle.

Choosing a Wealth Management Advisor

There are several factors to consider when researching Rancho Palos Verdes wealth management planners. It helps to first assess your current position and determine your long-term goals. Maybe you need a plan for putting your kids through college, or perhaps you need advice on whether purchasing a CA vacation home outside Rancho Palos Verdes will boost your retirement nest egg. Whether you need immediate investment advice or long-term guidance, such as retirement or estate planning, a Rancho Palos Verdes financial planner can help you achieve your goals. Researching California planners online is an excellent way to determine which personal finance advisors in the Rancho Palos Verdes area specialize in the areas with which you seek guidance.

When choosing a Rancho Palos Verdes financial planner, one of the most important credentials to seek is the Certified Financial Planner accreditation. This certification verifies that a California advisor has achieved the necessary education, training, industry knowledge to advise you on a number of personal finance issues. Certified Financial Planners also sign a Code of Ethics, pledging to put your interests first. Planners must also take ongoing classes to maintain their certification. If you seek wealth management, you may also seek additional certification in your Rancho Palos Verdes financial planner, such as a Certified Chartered Wealth Manager or a Certified Chartered Asset Manager, depending on your needs.

Building Your Retirement Nest Egg

The first step in planning your retirement is determining how you hope to spend your golden years. If you plan to frequently travel outside CA and keep the same standard of living you enjoyed while working, your target savings figure will be higher than that of a Rancho Palos Verdes resident who is content to stay in the Los Angeles area and lead a more simple life. Knowing what you want from your retirement allows your Ranchos Palos Verdes planner to create a plan that best reflects your unique goals.

Once you have communicated your long-term goals to your wealth manager or personal finance advisor, he or she can start with the basics to make sure you are getting the most out of each retirement account. You might take another look at your 401k plan or IRA to see if you could be contributing more, or if it makes sense to build one account over the other. You can contribute up to $17,000 a year to your 401k, and up to $5,000 a year to your IRA. These maximums increase when you reach age 50. Some Rancho Palos Verdes residents might qualify for a Roth IRA, which allows you to have your contributions taxed as your make them, rather than when you begin to withdraw funds. Your advisor can explain the benefits of each option so you can make the best decisions.

Your Rancho Palos Verdes financial advisor can also help you build your retirement investments so you can take advantage of potential high yields while also mitigating risk. A wealth manager is often the best choice for investment planning when you are focused on retirement, since these hands-on managers can make adjustments to your portfolio based on your age and target retirement age. For example, your manager can transfer your investments to more conservative, liquid accounts as you near retirement. If you seek this kind of personalized approach in your Rancho Palos Verde financial planner, look for wealth management among his or her services.

Rancho Palos Verdes financial planners can assist you with many aspects of your personal finances, from retirement planning to estate planning. Leaving your finances to a certified professional advisor can give you the peace of mind that each aspect of your financial life is in order without requiring you to manage each part yourself. Choosing to work with a Rancho Palos Verdes financial planner allows you to focus on your business, family and other ares of your life. By researching Rancho Palos Verdes financial planners online, you can compare rates, specialties and other qualities of different planners to find the perfect one for you and your family.

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Financial Planners in Rancho Palos Verdes

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

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

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

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

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
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

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

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

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

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

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

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

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