TOP 20 Best Family financial planning in Palos Verdes Estates, California

Bridge Senior Financial Services is a finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Serving as your bridge to stress-free finances, continued independence, and family harmony, we understand the challenges our clients and their families face during difficult times such as aging, illness, dementia, or family disputes. Whether it's providing financial solutions or assisting with daily tasks, we are committed to supporting you through every step. Our team, led by founder Cynthia Palm, offers over 35 years of financial experience and holds both a CPA license and a Professional Fiduciary License. We provide personalized and compassionate support to help clients maintain independence, avoid family conflicts, and safeguard against financial abuse. From daily financial tasks to emergency tax/trust situations, we are here to guide you through every aspect of your financial journey.

Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."

Edward Jones - Financial Advisor: Jessica Q Chen, CFA® is a reputable finance institution located at 337 Loma Verde Avenue in Palo Alto, California. Specializing in financial planning and investment management, Jessica Q Chen, a Chartered Financial Analyst (CFA®), provides personalized advice and guidance to help clients achieve their financial goals. With a strong emphasis on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Palo Alto area.

Financial Advisors at U.S. Bancorp Investments in Rancho Palos Verdes, California, provide expert guidance and personalized strategies to help individuals achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing wealth, our team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world. With a focus on trust, integrity, and superior customer service, U.S. Bancorp Investments is a trusted partner for all your financial needs.

Welcome to Brink Financial Group, your trusted partner in achieving financial success and security. Conveniently located at 32236 Sea Raven Drive, Rancho Palos Verdes, California, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive suite of services, including financial planning, investment management, retirement strategies, and tax optimization. At Brink Financial Group, we prioritize building long-lasting relationships with our clients, ensuring a deep understanding of your goals and aspirations. Whether you're planning for the future, managing your wealth, or navigating complex financial decisions, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind.

Jessica Dreiling Insurance is a reputable health insurance agency located at 716 Yarmouth Road in Palos Verdes Estates, California. With a commitment to providing excellent service and personalized insurance solutions, Jessica Dreiling Insurance is dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are in need of health insurance for yourself or your loved ones, Jessica Dreiling Insurance is here to guide you through the process and ensure that you are properly protected. Trust in the expertise and experience of Jessica Dreiling Insurance for all of your health insurance needs.

Chasmar Insurance Services is a premier insurance agency located at 4057 Vía Pavion, Palos Verdes Estates, California. We specialize in helping individuals, families, and small businesses find the perfect insurance plan to meet their needs. With a wide range of options both on and off the exchange, we guarantee that we can find a plan that is right for you. Our experienced team has been working with small businesses for decades, offering tailored programs to suit their unique employee base. Whether you are looking for original Medicare with a supplement or a Medicare Advantage plan, we have the resources to find the perfect plan for you.

Eldercare Law Atty is a legal institution specializing in providing expert legal advice and representation in matters related to elder law. Located at 4021 Palos Verdes Drive South in Rancho Palos Verdes, California, this institution offers services to assist seniors and their families in navigating complex legal issues such as estate planning, long-term care planning, guardianship, and more. With a focus on protecting the rights and well-being of older adults, Eldercare Law Atty is dedicated to providing compassionate and knowledgeable legal support to ensure the best possible outcomes for their clients.

Elena Arellano-Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Conveniently situated in the Lunada Bay Patio Building next to the Park, Elena is a proud South Bay native with a background in Civil Engineering and an MBA from USC. As a State Farm agent, Elena helps individuals and families protect their assets, manage risks, and plan for their future financial needs. In addition to her professional pursuits, Elena is dedicated to her family and community, serving as a parent caregiver and actively participating in charitable initiatives. She is committed to building lasting relationships with her clients, understanding their unique circumstances, and offering exceptional service and support.

founded in Central California and now located in Torrance, California, Mark Schoettler - State Farm Insurance Agent offers a wide range of insurance products to meet the needs of individuals and families in the South Bay area, The Palos Verdes Peninsula, and all of California. With over 30 years of experience with State Farm, Mark and his team are committed to providing personalized and exceptional service to all customers. At Mark Schoettler - State Farm Insurance Agent, customers can find a variety of insurance products including auto, home, business, and life insurance. The agency team, with over 120 years of combined experience in the insurance industry, is dedicated to helping customers find the right coverage based on their individual needs and budget.

Jere Murray - State Farm Insurance Agent is a reputable insurance agency located at 300 Tejon Place in Palos Verdes Estates, California. As a State Farm agent, Jere Murray offers a wide range of insurance products and services to help individuals and families protect their assets and plan for the future. With a commitment to excellent customer service and personalized insurance solutions, Jere Murray is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, Jere Murray - State Farm Insurance Agent is here to help you navigate the complexities of the insurance world and provide you with peace of mind.

Willis Consulting Inc is a reputable financial consulting firm located at 719 Yarmouth Road in Palos Verdes Estates, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and wealth management. Their personalized approach ensures that each client receives tailored solutions to meet their financial goals. Whether you are looking to grow your wealth or plan for a secure retirement, Willis Consulting Inc is dedicated to helping you achieve financial success.

Winkworth Wealth Strategies is a leading finance institution located at 27 Malaga Cove Plaza in Palos Verdes Estates, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement savings, we provide comprehensive financial services to meet the needs of individuals and families. Trust Winkworth Wealth Strategies to guide you towards a secure financial future.

DeLarme Wealth Management, Inc. is a reputable finance institution located at 2550 Vía Tejon in Palos Verdes Estates, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to learn more about how DeLarme Wealth Management can help you achieve financial success.

Malaga Cove Capital LLC is a finance institution located at 425 Vía Corta, Palos Verdes Estates, California, United States. Specializing in investment management, financial planning, and wealth management services, Malaga Cove Capital LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Malaga Cove Capital LLC is dedicated to helping you succeed.

Lee Capital Management is a premier finance institution located at 43 Malaga Cove Plaza in Palos Verdes Estates, California. Specializing in wealth management and investment services, Lee Capital Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a track record of success, Lee Capital Management is a trusted partner for individuals and businesses seeking to grow and protect their assets.

Allmon DiBernardo CPAs is a reputable institution located at 28633 South Western Avenue, Rancho Palos Verdes, California, United States. Specializing in accounting and finance, our team is dedicated to helping businesses of all stages reduce their tax bills and achieve growth. We understand the importance of careful tax planning in real estate investments and offer estate and tax planning services to preserve wealth for future generations. Our proactive approach to communication ensures that our clients are always informed and supported throughout the year. From tax preparation to estate planning coordination, we strive to make taxes less stressful for high net worth business owners, individuals, and entrepreneurs. Visit us at 1230 Rosecrans Avenue, Suite 102, Manhattan Beach, CA 90266 to learn more about how we can help your family reduce their lifetime tax bill.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Channel View Park, a serene and picturesque green space nestled in the heart of Long Beach, California. Located at 6332 East 5th Street, this charming 5.28-acre park stretches along the west bank of the Los Cerritos Channel, extending from Loynes Drive to 7th Street. Perfect for leisurely strolls and invigorating jogs, Channel View Park offers a peaceful retreat with its lush turf, mature trees, and well-maintained walking path. Originally acquired as an extension of Palo Verde Avenue in the early 1960s, the park has since been transformed into a beloved community space. In the early 1980s, a bicycle overpass was added across 7th Street, enhancing connectivity and accessibility for cyclists. More recently, in November 2020, a new playground was unveiled, thanks to the advocacy of the University Park Estates Neighborhood and the generous support of the Alamitos Energy Center.

Welcome to Chavez Management & Fiduciary Services, a unique establishment dedicated to serving the diverse needs of our community in Palos Verdes Estates, California. Conveniently located at 300 Tejon Place, our center is a harmonious blend of spiritual guidance, financial expertise, and legal support, all under one roof. At Chavez Management & Fiduciary Services, we understand the importance of addressing both the spiritual and practical aspects of life. As a welcoming place of worship, we provide a serene environment for reflection, prayer, and community gatherings, fostering a sense of belonging and spiritual growth.

Welcome to American Capital Corporation, your trusted partner in financial solutions, conveniently located at 31244 Palos Verdes Drive West, Rancho Palos Verdes, California. As a premier finance company, we are dedicated to providing personalized financial services to meet the diverse needs of our clients. Our team of experienced professionals is committed to helping you achieve your financial goals with a wide range of services, including investment management, financial planning, and wealth advisory. At American Capital Corporation, we pride ourselves on delivering exceptional service, tailored strategies, and insightful advice to ensure your financial success. Visit us today to discover how we can assist you in navigating the complexities of the financial world with confidence and expertise.

Welcome to Dreiling Insurance, your trusted insurance agency located in the heart of Palos Verdes Estates, California. Situated at 716 Yarmouth Road, our agency is dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. At Dreiling Insurance, we understand the importance of safeguarding what matters most to you. Whether it's your home, car, business, or personal well-being, our experienced team of professionals is committed to delivering personalized service and expert advice. We offer a wide range of insurance products and work with leading carriers to ensure you receive the best coverage at competitive rates.

Welcome to Bank of America Home Loans, located at 430 Silver Spur Road, Rancho Palos Verdes, California. As a trusted provider of financial and ATM services, we are committed to helping you achieve your financial goals with confidence and security. At Bank of America, we offer a range of services including banking, mortgage, home equity products, and more. Our innovative tools, such as the Bank of America Advantage Banking and Better Money Habits® financial education programs, are designed to empower you with the knowledge and flexibility needed to navigate your financial journey effectively.