Find the right advisors to meet your financial planning needs in Los Angeles, 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 Los Angeles, California that can fulfill your requirements.

List of Qualified
Financial Planners in Los Angeles, California

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310 5562502

Connect with Michael
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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626 7682972

Connect with Sasha
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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310 4513339

Connect with Andrew
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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562 4741717

Connect with John
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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818 6399278

Connect with Ira
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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562 7995595

Connect with Matthew
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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818 4508186

Connect with Andrew
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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818 3094065

Connect with Dash
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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805 7272700

Connect with Alano
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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714 8410982

Connect with Corey
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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657 2123060

Connect with Lance
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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949 6745190

Connect with Jeff
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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949 6313840

Connect with James
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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877 4333665

Connect with Simon

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