Find the right advisors to meet your financial planning needs in Long Beach, California

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Long Beach, California that can fulfill your requirements.

List of Qualified
Financial Planners in Long Beach, California


Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562 7995595

Connect with Matthew

Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660

949 3451954

Connect with Mike

Michael Macauley

Signature Estate & Investment Advisors (SEIA)

2121 Avenue of the Stars, Suite 1600

Los Angeles, CA 90067

310 7122365

Connect with Michael

Daniel Scott Johnson

Windfall Advisors

100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660

Santa Monica, CA 90401

310 4055114

Connect with Daniel

Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310 5562502

Connect with Michael

James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949 6313840

Connect with James

William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101

323 5428003

Connect with William

Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877 4333665

Connect with Simon

Betty Azmoon

Griffin Financial, LLC

135 S. Chaparral Ct., Suite 110

Anaheim, CA 92808

714 9124764

Connect with Betty

Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818 3094065

Connect with Dash

Roy Sherman

Sherman Asset Management

1500 Palma Dr.
Suite 133

Ventura, CA 93003

805 6555062

Connect with Roy

Popular Articles

Interview top quality financial planners who meet your requirements