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Financial advisors in Los Angeles

30 advisors available near Los Angeles, CA

Out of 400,000+ nationwide

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Michael T

Series 63, Series 66

Beverly Hills, CA

OnPoint Financial Management LLC

Annuities Wealth management Cash flow / budgeting
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Patrick W

CFP®, Series 66

Los Angeles, CA

Whalen Financial Planning

College savings (529s, UTMA, etc.) Retirement income strategy
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Thomas M

Series 63, Series 65

San Marino, CA

Sherwood Oak Knoll, LLC

Passive / index investing Active portfolio management
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Ana B

Series 63, Series 65

Beverly Hills, CA

Beverly Hills Capital Management LLC

Active portfolio management Options & derivatives strategies
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Ellis B

Series 65

Los Angeles, CA

Carter & Balsam Advisers

Active portfolio management
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Vahick Y

CFP®, Series 63

La Crescenta, CA

Regency Financial Group

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Susan M

CFP®, CFA®

La Canada Flintridge, CA

Marki Financial Services, LLC

Options & derivatives strategies Real estate investing
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Guy K

CFP®, Series 63, Series 65

El Segundo, CA

Keefer Pension Consulting, Inc.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Founder/Business Owner
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Gregory N

Series 65

Los Angeles, CA

Ajax Asset Mgmt., LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Jeffrey M

CFP®, CFA®

Manhattan Beach, CA

Financial Planning Concepts, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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