TOP 30 Financial planning strategies in East Los Angeles, California
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Los Angeles County Fire Dept. Station 35
● OpenWelcome to Los Angeles County Fire Department Station 35, located at 13717 Artesia Boulevard in Cerritos, California. As a part of the esteemed Los Angeles County Fire Department, Station 35 is dedicated to providing exceptional fire and emergency services to our community. Our firefighters are recognized internationally for their expertise and commitment to excellence, maintaining a reputation as some of the best in the world. At Station 35, we are committed to fostering a safe and informed community. We offer educational programs that introduce the youth of Los Angeles County to the field of fire and emergency medical services, emphasizing community service and civic involvement. Our team is passionate about mentoring and guiding individuals who are interested in pursuing a career in fire services.
13717 Artesia Boulevard, Cerritos, California 90703, United States -
East West Bank
● OpenWelcome to East West Bank, located at 99 Pacific Street, Monterey, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our mission has always been to support immigrants who were overlooked by mainstream banks. This commitment remains at the heart of our operations as we continue to empower individuals and businesses in achieving their financial dreams. Discover "The Bridge," a compelling documentary by the East West Bank Foundation that celebrates 50 years of perseverance and success within the AAPI community. Join us in this inspiring journey that reflects our dedication to being a financial bridge between East and West.
99 Pacific Street, Monterey, California 93940, United States -
East West Bank
● ClosedWelcome to East West Bank, located at 27421 Hawthorne Boulevard, Rolling Hills Estates, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Our rich heritage is celebrated in "The Bridge," a documentary by the East West Bank Foundation, highlighting five decades of perseverance and success within the AAPI community in pursuit of the American dream. At East West Bank, we are proud to have rising star Rose Zhang as our brand and cultural ambassador. Her achievements underscore the importance of a robust foundation in driving excellence and results.
27421 Hawthorne Boulevard, Rolling Hills Estates, California 90274, United States -
East West Bank
● ClosedWelcome to East West Bank in Torrance, California Located at 23737 Hawthorne Boulevard, Torrance, California, East West Bank is your trusted partner in banking, finance, and ATM services. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, East West Bank was founded to support immigrants who were underserved by mainstream financial institutions. Our rich history is a testament to our commitment to the community, as highlighted in "The Bridge," a new documentary by the East West Bank Foundation. This film captures 50 years of the AAPI community's journey toward achieving the American dream.
23737 Hawthorne Boulevard, Torrance, California 90505, United States -
East West Bank
● ClosedWelcome to East West Bank - Your Financial Bridge Between East and West Located at 22008 Avalon Boulevard, Carson, California, East West Bank is more than just a financial institution. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we have been committed to supporting immigrants and the broader community who were often overlooked by mainstream banks. Our rich history and dedication to the American dream are beautifully captured in "The Bridge," a new documentary by the East West Bank Foundation, celebrating 50 years of resilience and success within the AAPI community.
22008 Avalon Boulevard, Carson, California 90745, United States -
East West Bank
● ClosedWelcome to East West Bank, located at 17801 Pioneer Boulevard, Artesia, California 90701. As a leading financial institution specializing in banking, finance, and ATM services, we are committed to supporting our community and helping you achieve your financial goals. Our Story: Founded in 1973 by visionary leaders in Los Angeles’s Chinatown, East West Bank was created to provide essential banking services to immigrants who were often overlooked by mainstream banks. Our rich history is captured in "The Bridge," a documentary by the East West Bank Foundation, celebrating 50 years of perseverance and success within the AAPI community in pursuit of the American dream.
17801 Pioneer Boulevard, Artesia, California 90701, United States -
East West Bank
● ClosedWelcome to East West Bank, located at 11812 South Street, Cerritos, California 90703. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our bank was created to provide support to immigrants who were overlooked by mainstream banks. This mission has shaped our journey and commitment to the community for over 50 years. Discover our story through "The Bridge," a compelling documentary from the East West Bank Foundation that highlights the resilience and achievements of the AAPI community in their pursuit of the American dream.
11812 South Street, Cerritos, California 90703, United States -
American Legacy Solutions
● OpenAmerican Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.
5775 E Los Angeles Ave, Simi Valley, CA 93063, 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 -
Carnegie Investment Counsel
● ClosedCarnegie Investment Counsel, located in Los Angeles, California, is a finance institution dedicated to helping individuals achieve personal success through tailored investment strategies. With a focus on understanding each client's unique challenges, our team of professionals can provide the guidance and expertise needed to navigate the world of finance with confidence. Whether you are looking to grow your wealth, plan for retirement, or simply enjoy more peace and freedom in your life, Carnegie Investment Counsel is here to help. Contact us today to see how we can assist you in reaching your financial goals.
1875 Century Park E Suite 880, Los Angeles, CA 90067, United States -
Ronald Weckbacher
● OpenRonald Weckbacher is a reputable finance institution located at 1888 Century Park East in Los Angeles, California, United States. With a strong focus on providing expert financial advice and services, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Ronald Weckbacher has a team of experienced professionals ready to assist you. Trust in Ronald Weckbacher for all your financial needs.
1888 Century Park E, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Dega A Nalayeh
● OpenBank of America Private Client Advisor Dega A Nalayeh, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to providing personalized wealth management services. Their team of experienced professionals is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating customized strategies to meet their financial goals and best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, their priority is making their client's goals a reality. The institution values innovation and constantly adapts to evolving markets and financial landscapes to provide disciplined financial strategies. It's important to note that they do not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. Additionally, they offer online behavioral advertising to provide information about products and services that may be of interest to clients.
2049 Century Park E, Los Angeles, CA 90067, United States -
Zuckerman Capital Management LLC
● OpenZuckerman Capital Management LLC is a finance institution located at 2029 Century Park East in Los Angeles, California, United States. Since 2008, our firm has been dedicated to serving our clients' best interests and fulfilling our fiduciary duty to help them achieve their financial goals. We offer custom-tailored financial plans that incorporate tax mitigation and advanced estate planning strategies, combining modern portfolio theory with proven investment strategies. Our commitment to providing top-notch service with integrity sets us apart from others in the industry. David, the founder of Zuckerman Capital Management, LLC, has over two decades of experience in investment and is a Certified Financial Planner Ambassador. His insights on investing have been featured in publications such as Morningstar, Forbes, and Business Insider.
2029 Century Park E Ste 1400, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Hitomi Okamoto
● OpenBank of America Private Client Advisor Hitomi Okamoto is located at 2049 Century Park East in Los Angeles, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs and goals of individuals, families, businesses, and institutions. With over 200 years of experience, our team at Bank of America Private Bank is dedicated to helping clients manage and grow their wealth, plan for the future, and achieve their financial objectives. We take the time to understand each client's unique situation before creating tailored strategies that prioritize their goals and best interests. Through a combination of personalized service and the resources of Bank of America, we strive to provide disciplined financial strategies that span generations. Our commitment is to make our clients' financial goals our top priority.
2049 Century Park E, Los Angeles, CA 90067, United States -
The Wealth Collective, LLC
● ClosedThe Wealth Collective, LLC, located at 360 East 2nd Street in Los Angeles, California, is a finance institution that provides fiduciary advice for lawyers, CPAs, business owners, executives, affluent retirees, and other valued clients across the United States. Specializing in high net-worth individuals with complex wealth management needs, The Wealth Collective offers customized planning services for professionals, business owners, pre-retirees/retirees, and executives with RSUs, ISOs or NSOs. They manage Cash Balance and other retirement plans, provide tax-management advice, asset protection strategies, insurance reviews, and other wealth management services. The institution works closely with CPAs, tax attorneys, and other professionals to ensure clients are well-served. Please note that The Wealth Collective, LLC does not provide accounting or legal advice, but may recommend the services of third-party professionals upon client request. As a Registered Investment Adviser, advisory services are only offered where properly licensed or exempt from licensure. Past performance is not indicative of future returns, and investing involves risk. No advice may be provided without a client service agreement in place.
360 E 2nd St Floor 8, Los Angeles, CA 90012, United States -
Simi Valley Investment Services
● ClosedSimi Valley Investment Services is a leading finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals through personalized strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to provide tailored solutions to meet your needs. Trust Simi Valley Investment Services to help you navigate the complex world of finance and secure a prosperous future.
1445 E Los Angeles Ave suite 301-m, Simi Valley, CA 93065, United States -
Professional Advisors Group
● OpenProfessional Advisors Group is a leading finance institution located at 1840 Century Park East in Los Angeles, California, United States. Our team of experienced financial advisors provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to help. With a focus on integrity, trust, and transparency, Professional Advisors Group is committed to providing top-notch financial services to individuals and businesses alike. Contact us today to learn more about how we can help you secure a stable financial future.
1840 Century Park E #300, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Simone S Branigan
● OpenBank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Thomas Jackson
● OpenMerrill Lynch Private Wealth Advisor Thomas Jackson is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Thomas Jackson and his team offer tailored financial solutions to high-net-worth individuals and families. Their expertise in investment strategies, retirement planning, and estate management sets them apart in the industry. Trust Merrill Lynch Private Wealth Advisor Thomas Jackson to help you achieve your financial goals and secure your financial future.
2049 Century Park E 11th Floor, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Armin Nikravan
● OpenBank of America Private Client Advisor Armin Nikravan is a prestigious financial institution located at 2049 Century Park East in Los Angeles, California. As a Private Client Advisor, Armin Nikravan offers personalized financial advice and services to high-net-worth individuals, helping them achieve their financial goals and secure their financial future. With expertise in wealth management, investment strategies, and financial planning, Armin Nikravan provides tailored solutions to meet the unique needs of each client. Trustworthy, knowledgeable, and dedicated, Bank of America Private Client Advisor Armin Nikravan is committed to delivering exceptional service and helping clients navigate the complexities of the financial world.
2049 Century Park E, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Steven Raymond Dias
● OpenBank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Reza Zafari
● OpenMerrill Lynch Private Wealth Advisor Reza Zafari is a prestigious financial institution located at 2049 Century Park East in Los Angeles, California. Specializing in private wealth management, Reza Zafari and his team provide personalized financial solutions for high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and delivering exceptional service, they offer comprehensive investment strategies, retirement planning, estate planning, and more. Trust Merrill Lynch Private Wealth Advisor Reza Zafari to help you achieve your financial goals and secure your financial future.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Anto Shakelian
● OpenBank of America Private Client Advisor Anto Shakelian is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Tune in at 2:00 PM EST on Monday and Friday for the latest insights. They take the time to listen and learn about you and your family before creating strategies to meet your needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether you want to preserve wealth, build philanthropic legacies, or plan for future growth, their commitment is to make your goals their priority. The institution values innovation and strives to help clients anticipate and respond to evolving markets and financial complexities. They provide disciplined financial strategies and bridge generations. Please note that by leaving the Bank of America Private Bank's website, you will be directed to FINRA’S BrokerCheck. The institution strives to provide clients with useful information about products and services. They emphasize the importance of consulting legal and tax advisors before making financial decisions. Investment involves risk, and past performance does not guarantee future results. Bank of America does not serve in a fiduciary capacity with respect to all products or services offered.
2049 Century Park E, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Susan Burnett
● OpenBank of America Private Client Advisor Susan Burnett, located at 2049 Century Park East in Los Angeles, California, offers personalized financial strategies for individuals, families, businesses, and institutions. With over 200 years of experience, the institution helps clients manage significant wealth, preserve legacies, and plan for future growth. The team takes the time to understand each client's unique needs and goals before creating tailored strategies. They prioritize the client's best interests and strive to provide innovative solutions in a constantly changing financial landscape. Clients can expect disciplined financial strategies and a focus on building a bridge across generations. Please note that by visiting the website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. The institution does not provide legal, tax, or accounting advice, and clients are encouraged to consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services.
2049 Century Park E, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith
● OpenMerrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Cheryl Catharine Smith offers expert financial advice and guidance to high-net-worth individuals and families. As a trusted advisor, she helps clients navigate the complexities of investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a top choice for those seeking comprehensive financial solutions.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Jerome S Klein
● OpenMerrill Lynch Private Wealth Advisor Jerome S Klein is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Jerome S Klein and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a reputation for excellence and a commitment to client satisfaction, Merrill Lynch Private Wealth Advisor Jerome S Klein is a trusted partner for individuals seeking expert financial advice and guidance.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Zachary Stein - TIAA Wealth Management Advisor
● ClosedZachary Stein - TIAA Wealth Management Advisor is a leading finance institution located at 1801 Century Park East in Los Angeles, California, United States. As a trusted advisor, Zachary Stein provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Zachary Stein offers expert guidance and tailored investment strategies to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Zachary Stein - TIAA Wealth Management Advisor is committed to helping you secure your financial future.
1801 Century Park E Suite 800, Los Angeles, CA 90067, United States -
Farid Kanji & Associates
● ClosedFarid Kanji & Associates is a leading accounting and finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing top-notch services and personalized solutions has earned them a reputation for excellence in the industry. Whether you are an individual looking for financial guidance or a business in need of accounting support, Farid Kanji & Associates is committed to helping you achieve your financial goals.
1445 E Los Angeles Ave #205, Simi Valley, CA 93065, United States -
Forest Accounting and Tax
● ClosedForest Accounting and Tax is a reputable institution located at 585 East Los Angeles Avenue in Simi Valley, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate through the complexities of financial management. Visit us today to see how Forest Accounting and Tax can help you achieve your financial goals.
585 E Los Angeles Ave E, Simi Valley, CA 93065, United States
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