Financial advisor for long term planning in California
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Strategic Path Financial Group, LLC
● OpenStrategic Path Financial Group, LLC is a finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. We specialize in providing strategic financial planning and investment services to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Strategic Path Financial Group, LLC is here to help you chart a successful financial path.
300 E Esplanade Dr STE 939, Oxnard, CA 93036, United States -
Merrill Lynch Financial Advisor ALLEN SHEALS
● OpenMerrill Lynch Financial Advisor ALLEN SHEALS, located at 300 East Esplanade Drive, Oxnard, California, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, ALLEN SHEALS can create a flexible strategy tailored to each client's unique financial picture. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work towards achieving their financial aspirations. At Merrill Lynch Wealth Management, the financial advisor, ALLEN SHEALS, prioritizes understanding the client's family, goals, and priorities. Through personalized conversations, ALLEN SHEALS helps clients identify and prioritize their most important financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, ALLEN SHEALS can create a customized financial approach designed to help clients pursue what matters most to them.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
Lifetime Planning, Inc
● OpenLifetime Planning, Inc is a finance institution located at 1200 Paseo Camarillo in Camarillo, California, United States. Our team of experienced financial advisors are dedicated to helping individuals and families plan for their financial future. Whether you are looking to save for retirement, invest in the stock market, or create a budget, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for a lifetime of financial security.
1200 Paseo Camarillo, Camarillo, CA 93010, United States -
Arrive Financial & Insurance Services
● OpenArrive Financial & Insurance Services, located at 900 Mohawk Street in Bakersfield, California, is a finance institution that takes an educational approach to financial services. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning to achieve financial clarity, security, and overall well-being. Building lifelong relationships with clients is a key aspect of their success. Specializing in both long-term and short-term financial strategies, Arrive Financial & Insurance Services offers creative solutions through an open and transparent process to help clients reach their financial goals and work towards financial independence. They can help clients plan for retirement by maximizing qualified-retirement plans, Social Security, personal savings, and investments.
900 Mohawk St, Bakersfield, CA 93309, United States -
Merrill Lynch Financial Advisor Craig M Huff
● OpenMerrill Lynch Financial Advisor Craig M Huff, located at 5080 California Avenue in Bakersfield, California, offers personalized and tailored financial strategies for affluent families and successful business owners. With over 30 years of experience, Craig is dedicated to building enduring client relationships and providing customized financial solutions. Working with a team of specialists, he offers strategies for cash management, financing, and succession planning. By understanding each client's unique needs and risk tolerance, Craig develops intelligent and thoughtful financial plans to help clients achieve their goals. As a California native with a background in Economics and Computer Science, Craig enjoys volunteering in the community and engaging in various outdoor activities. With a focus on personalized service and long-term financial success, Merrill Lynch Financial Advisor Craig M Huff is committed to helping clients navigate the complexities of their financial lives.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
205 E El Segundo Blvd, El Segundo, CA 90245, United States -
Platinum Wealth Advisors
● OpenPlatinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up. As a division of ARES, a non-profit company, we prioritize our clients' needs and operate under the Fiduciary Standard. Our team conducts informational workshops at various universities in California, including UCLA, Cal State Long Beach, and UC Irvine, where we present strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes. In addition to our financial planning services, we also offer insurance products through our division, Platinum Life Financial and Insurance Services. Clients may require insurance tools such as Life Insurance, Annuities, or Long-Term Care options to meet their retirement income and protection needs.
1500 Rosecrans Ave 5th floor, Manhattan Beach, CA 90266, United States -
Running Point Capital Advisors
● OpenRunning Point Capital Advisors is a finance institution located at 101 North Pacific Coast Highway, El Segundo, California, United States. Our team of financial experts is dedicated to the well-being and security of our clients through a comprehensive, personal, and professional approach. We offer expert portfolio management tailored to each client's specific investment goals. Working closely with our clients, we develop a comprehensive plan for a lifetime of prosperity and security. Our business management professionals provide solid financial reporting and a full range of business services. Proactive tax planning and intelligent insurance planning are incorporated into our processes for better long-term outcomes. Trust administration is handled with experience and care to ensure the well-being of beneficiaries. Our virtual office capabilities allow for convenient access to our team through video conferencing. As a family office, we take the time to truly understand our clients and anticipate their needs. With expertise in a wide range of financial specialties, we provide personalized service in a single multifamily office setting.
101 N Pacific Coast Hwy Suite 305, El Segundo, CA 90245, United States -
Excelsus Capital Management - Investment Advisor & Financial Planner
● OpenExcelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States -
Greg Prahser - RBC Wealth Management Financial Advisor
● OpenGreg Prahser - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2361 Rosecrans Avenue in El Segundo, California. As a dedicated financial advisor, Greg Prahser provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Greg Prahser helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Greg Prahser - RBC Wealth Management Financial Advisor is committed to helping you secure your financial future.
2361 Rosecrans Ave Suite 460, El Segundo, CA 90245, United States -
WellAcre Global Wealth Advisors
● OpenWellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.
520 Broadway #200, Santa Monica, CA 90401, United States -
Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc.
● OpenJason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 131 South Rodeo Drive in Beverly Hills, California, United States. With a team of experienced professionals led by Jason J. Wolsefer, who is a Certified Financial Planner and Chartered Retirement Plans Specialist, the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise to secure your financial future.
131 S Rodeo Dr #300, Beverly Hills, CA 90212, United States -
Larry Takahashi Financial Services
● OpenLarry Takahashi Financial Services is a finance institution located at 3812 Sepulveda Boulevard in Torrance, California, United States. We specialize in retirement planning strategies and investment management for individuals looking to address their retirement concerns and priorities. Our dedicated team is committed to providing personalized financial strategies that consider all aspects of your life, offering guidance, clarity of thought, and expertise to help you achieve a more secure financial future. Our comprehensive advisory process is tailored to uncover what matters most to you, both personally and financially, in order to create the best long-term plan possible. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC, and investment advisory services are provided by Grove Point Advisors, LLC. Larry Takahashi Financial Services is not affiliated with Grove Point Financial, LLC or its subsidiaries.
3812 Sepulveda Blvd #480, Torrance, CA 90505, United States -
Merrill Lynch Financial Advisor David E Guyette
● OpenMerrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles
● OpenTogether CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.
10801 National Blvd #602, Los Angeles, CA 90064, United States -
Bank of America Private Client Advisor Ashley Rochester
● OpenBank of America Private Client Advisor Ashley Rochester, located at 2049 Century Park East in Los Angeles, California, is a finance institution offering personalized wealth management services. As a Senior Vice President and Private Client Advisor II, Ashley provides expert advice and guidance to high-net-worth individuals and their families, with a focus on clients in the real estate, art, and sports and entertainment industries. With two decades of banking experience, Ashley is known for his efficient problem-solving skills and passion for connecting with clients to meet their unique needs. He leads a team of specialists to offer strategies in areas such as investment management, estate planning, and customized lending solutions for luxury acquisitions. In addition to his professional work, Ashley is actively involved in community organizations supporting youth education and sports programs. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. The institution values innovation and strives to provide clients with disciplined financial strategies for the present and future. Please note that by visiting the institution's website, you may be directed to external sites for additional information.
2049 Century Park E, Los Angeles, CA 90067, United States -
Marriage Financial Solutions
● OpenMarriage Financial Solutions is a finance institution located at 11661 San Vicente Boulevard in Los Angeles, California. Our team of financial experts specializes in providing financial planning and solutions for couples looking to navigate the complexities of merging their finances. Whether you are newlyweds starting your financial journey together or a long-term couple looking to align your financial goals, we are here to help. Our services include budgeting, investment planning, retirement planning, and more to ensure that your financial future is secure. Trust Marriage Financial Solutions to help you build a strong financial foundation for your life together.
11661 San Vicente Blvd # 820, Los Angeles, CA 90049, United States -
Platinum Wealth Advisors
● OpenPlatinum Wealth Advisors is a leading finance institution located at 9595 Wilshire Boulevard in Beverly Hills, California. Specializing in Retirement Planning, Tax Planning, and Wealth Management, we offer informational workshops at various universities in the area. As a division of ARES, a non-profit company, we prioritize our clients' needs and focus on strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes for pre-retirees and retirees aged 60 and up. Our Insurance division, Platinum Life Financial and Insurance Services, provides products such as Life Insurance, Annuities, and Long-Term Care options to help clients meet their retirement income and protection needs. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to serving our clients with integrity and professionalism.
9595 Wilshire Blvd 9th Floor, Beverly Hills, CA 90212, United States -
Bill W. Brown - RBC Wealth Management Financial Advisor
● OpenBill W. Brown - RBC Wealth Management Financial Advisor is a reputable institution located at 9465 Wilshire Boulevard in Beverly Hills, California. As a trusted financial advisor, Bill W. Brown provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Bill W. Brown and his team strive to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, investing for the future, or managing your assets, Bill W. Brown - RBC Wealth Management Financial Advisor is dedicated to helping you secure your financial future.
9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Edward Shim
● OpenMerrill Lynch Financial Advisor Edward Shim, located at 9560 Wilshire Boulevard, Beverly Hills, California, is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Edward Shim offers a comprehensive approach to wealth management. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and their unique needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Edward Shim works to understand his clients' goals, priorities, and investing preferences in order to develop a customized financial plan. With a focus on building long-term relationships, he helps clients navigate life changes and market fluctuations to achieve their financial aspirations. Whether planning for retirement, saving for education, or transferring wealth to future generations, Edward Shim provides guidance and support every step of the way. By staying informed and regularly reviewing goals and progress, he ensures that clients' financial approaches remain aligned with their evolving needs. With a mission to understand and prioritize what matters most to each client, Edward Shim offers a personalized and proactive approach to wealth management, helping clients turn their goals into reality.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Sentinel Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenSentinel Wealth Advisory Group - Ameriprise Financial Services, LLC, located at 2301 Rosecrans Avenue in El Segundo, California, is a finance institution recognized for its excellence in wealth management. As a part of the 2024 Forbes Best-in-State Wealth Management Teams list, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized financial planning services to help you avoid common and costly mistakes when transferring wealth and communicate your wishes effectively to your family. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure the security and privacy of your information. Contact us for an initial consultation to discuss what's most important to you and let us help your friends and family members achieve their financial goals. Trust Ameriprise Financial Services, LLC for expert guidance and support in navigating the complexities of the financial market.
2301 Rosecrans Ave #4195, El Segundo, CA 90245, United States -
Beach Financial Group
● OpenBeach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.
360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, United States -
Monograph Wealth Advisors
● OpenMonograph Wealth Advisors is a reputable finance institution located in El Segundo, California. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or preparing for major life events, our experts are here to guide you every step of the way. At Monograph Wealth Advisors, we prioritize building long-term relationships with our clients based on trust, transparency, and expertise. Visit us at California 1, El Segundo, California, United States to learn more about how we can help you secure your financial future.
830 South, CA-1 #202, El Segundo, CA 90245, United States -
Amanda Sabo - RBC Wealth Management Financial Advisor
● OpenAmanda Sabo - RBC Wealth Management Financial Advisor is a premier financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California. As a dedicated financial advisor, Amanda Sabo provides expert wealth management services to clients seeking to secure their financial future. With a strong focus on personalized financial planning and investment strategies, Amanda Sabo helps clients achieve their financial goals and build a secure future. Contact Amanda Sabo - RBC Wealth Management Financial Advisor today to take control of your financial future.
9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, United States -
Fernandez Financial Advisory
● OpenFernandez Financial Advisory, located at 5212 Katella Avenue in Los Alamitos, California, is a finance institution dedicated to helping individuals secure a sound financial future for themselves and their families. With a focus on long-term security and meeting financial needs in the years ahead, Fernandez Financial Advisory offers financial planning services to guide clients through important decisions and help them achieve their goals with less risk and greater reward. Whether you need help managing debt or finding the best savings options, Fernandez Financial Advisory is here to assist. The institution recommends websites like www.powerpay.org, which offers a free Power Pay system to help users smartly manage credit debt and save on interest. By providing personalized payment schedules and debt-free timelines, Fernandez Financial Advisory aims to empower clients to take control of their finances.
5212 Katella Ave # 205, Los Alamitos, CA 90720, United States -
Merrill Lynch Financial Advisor Joseph R Dallape
● OpenMerrill Lynch Financial Advisor Joseph R Dallape is a reputable finance institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. Specializing in providing expert financial advice and services, Joseph R Dallape and his team are dedicated to helping clients achieve their financial goals. With a focus on personalized investment strategies and wealth management, they strive to provide top-notch service and guidance to individuals and businesses alike. Trust Merrill Lynch Financial Advisor Joseph R Dallape for all your financial needs.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Jon Resin - RBC Wealth Management Financial Advisor
● OpenJon Resin - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2361 Rosecrans Avenue in El Segundo, California. As a dedicated financial advisor, Jon Resin provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jon Resin offers expert financial advice and tailored investment solutions to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Jon Resin can help you navigate the complexities of the financial market and make informed decisions. Contact Jon Resin - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.
2361 Rosecrans Ave Suite 460, El Segundo, CA 90245, United States -
Epic Financial
● OpenEpic Financial is a leading finance institution located at 269 Lorraine Boulevard in Los Angeles, California, United States. We offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Epic Financial can help you reach your financial objectives.
269 Lorraine Blvd, Los Angeles, CA 90004, United States -
Merrill Lynch Financial Advisor James S. Morner
● OpenMerrill Lynch Financial Advisor James S. Morner is located at 3010 Old Ranch Parkway in Seal Beach, California. James Morner is a Wealth Management Advisor with certifications including CFP, CRPC, and CPFA. He helps affluent families and business owners with their financial needs by creating customized strategies based on their goals and priorities. With 14 years of experience in the financial industry, James joined Merrill Lynch Wealth Management in 2007. His team is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, James can create personalized plans focused on achieving your goals. The institution offers investment insights, tips, and strategies to help you reach your financial goals. James believes in a consultative and objective approach to wealth management, focusing on the client's needs and priorities. With access to the resources of Merrill and Bank of America, James can help you manage, grow, and preserve your wealth while considering your long-term financial needs. Whether you are planning for retirement, education, or transferring wealth to future generations, James can help you create a financial approach that reflects your unique personality and goals. Contact Merrill Lynch Financial Advisor James S. Morner to start working towards your financial goals today.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Edward Jones - Financial Advisor: Zubeen Tukina
● OpenEdward Jones - Financial Advisor: Zubeen Tukina is a trusted financial institution located at 3010 Old Ranch Parkway in Seal Beach, California. As a dedicated finance professional, Zubeen Tukina provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Zubeen Tukina is committed to helping clients navigate the complexities of the financial world and secure their financial future. Visit us today to learn more about our services and how we can help you plan for a secure financial future.
3010 Old Ranch Pkwy #340, Seal Beach, CA 90740, United States
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