TOP 30 Best Personalized financial planning in Santa Monica, California

Monica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.

Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.

Senior Health Insurance by Sterling Financial is a trusted health insurance agency located at 520 Broadway in Santa Monica, California. As you enter your senior years, it's important to have peace of mind when it comes to your health and finances. Our experienced agents are here to help you navigate the complexities of Medicare, ensuring that you have the right coverage for your unique needs. Whether you're new to Medicare or have been on it for years, we can help you find the ideal plan, Primary Care Physician, and navigate the Medical Group system. We are licensed in all 50 states and are dedicated to answering all of your questions and providing personalized assistance.

Express Financial & Insurance Services Inc. is a reputable finance and insurance agency located at 3222 Santa Monica Boulevard in Santa Monica, California, United States. With a dedicated team of professionals, we provide a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, our experienced staff is here to help. Visit us today to learn more about how we can help you secure your financial future.

Notary Services by Monica is a finance institution located in Escondido, California, United States. We offer notary services within San Diego County, including areas such as Cardiff-by-the-Sea, Carlsbad, Del Mar, Encinitas, Escondido, Poway, Rancho Santa Fe, San Diego, San Marcos, Solana Beach, and Valley Center. Our dedicated team is here to assist with all your notarization needs in a professional and efficient manner. Contact us today for reliable and convenient notary services.

Provident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.

Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.

Noir Financial is a leading accounting and finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation to investment management, our experts are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

The Law Offices of Monica Robles is a reputable finance and legal institution located at 308 East Carrillo Street in Santa Barbara, California. Specializing in a variety of legal services, including finance law, Monica Robles and her team are dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success, they are committed to delivering personalized and effective solutions to meet the unique needs of each individual or business they serve. Trust the Law Offices of Monica Robles for expert legal advice and representation in Santa Barbara and beyond.

Morgan Stanley Financial Advisors is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Trust Morgan Stanley Financial Advisors to help you secure your financial future.

The Bank of America Financial Center located at 287 26th Street in Santa Monica, California, is a trusted banking institution offering a wide range of financial services to individuals and businesses. With a strong presence in the United States, Bank of America is known for its innovative banking solutions, personalized customer service, and commitment to helping clients achieve their financial goals. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the knowledgeable staff at this financial center are here to assist you every step of the way. Visit the Bank of America Financial Center today to experience the difference in banking.

The Bank of America Financial Center at 1430 Wilshire Boulevard in Santa Monica, California is a premier banking and financial institution offering a wide range of services to meet the needs of individuals and businesses. With a strong presence in the United States, Bank of America is known for its reliable and innovative financial solutions. Whether you need assistance with personal banking, investing, mortgages, or business financing, the knowledgeable staff at this location is ready to help. Visit the Bank of America Financial Center for all your banking needs in Santa Monica.

ALEVO Financial & Insurance Agency is a trusted insurance agency located in the heart of Santa Monica, California. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the coverage that fits your budget and lifestyle. Visit us at 520 Broadway to learn more about how ALEVO Financial & Insurance Agency can protect what matters most to you.

Well Marriage Center in Santa Monica is a leading health institution dedicated to providing top-notch marriage counseling services. Located at 2665 30th Street in Santa Monica, California, this center offers a safe and supportive environment for couples looking to strengthen their relationship and improve their communication skills. With a team of experienced therapists and counselors, Well Marriage Center is committed to helping couples navigate through challenges and build a strong, healthy marriage. Whether you are experiencing conflicts, trust issues, or simply want to enhance your relationship, Well Marriage Center is here to support you on your journey to a happier and more fulfilling partnership.

Merrill Lynch Financial Advisor Mathew Saltzman is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. As your Merrill advisor, Mathew Saltzman focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a deep understanding of your financial picture, Mathew can create a flexible strategy tailored to today's market conditions. Through Merrill and Bank of America, you will have access to investment insights and banking solutions. Mathew Saltzman believes in building personalized wealth management strategies to help you achieve your goals. By participating in the community and volunteering with organizations, Mathew Saltzman follows the deep-seated Merrill tradition of service. Through Merrill Personal Wealth Analysis™, Mathew can help build a personalized plan centered around your goals. By understanding your investment personality, Mathew can customize a financial approach to help you pursue what matters most to you. Your financial approach will be continuously adjusted to reflect changes in your life and goals. With Mathew Saltzman as your advisor, you can expect a dedicated one-on-one relationship focused on helping you build a customized investment approach to address your needs and pursue your goals.

Valhalla Financial is a finance institution located at 201 Santa Monica Boulevard in Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their futures. Whether you're looking for investment advice, retirement planning, or assistance with budgeting and saving, Valhalla Financial is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial dreams.

Merrill Lynch Financial Advisor John C Mulcahy is a reputable financial institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor John C Mulcahy is dedicated to providing top-notch financial guidance to individuals and businesses in the Santa Monica area.

Guttman Financial Planning is a trusted finance institution located at 1049 16th Street in Santa Monica, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

U.S. Bancorp Investments - Financial Advisors in Santa Monica is a trusted finance institution located at 1401 Wilshire Boulevard in California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide you with the tools and support you need to succeed. Visit us today to learn more about how U.S. Bancorp Investments can help you secure a prosperous financial future.

Zuk Financial Group is a leading finance institution located at 1247 7th Street in Santa Monica, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Zuk Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Zuk Financial Group can help you reach your financial objectives.

Eddy Financial is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage and grow your finances.

Quantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.

Merrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.

Merrill Lynch Financial Advisor Kenneth M Mirch is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial advice and guidance, Kenneth M Mirch and his team offer personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Merrill Lynch Financial Advisor Kenneth M Mirch is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Merrill 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.

First Then Insurance & Financial Services is a reputable finance institution located in the heart of San Diego, California. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to our valued clients. With a focus on personalized solutions and exceptional customer service, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or seeking expert financial advice, you can trust First Then Insurance & Financial Services to provide reliable and comprehensive solutions. Visit us at 4852 Santa Monica Avenue to learn more about how we can assist you with all your insurance and financial needs.

Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor J Geoffrey Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers credit and lending services through Bank of America, N.A., and provides customized consulting, wealth planning, lending, and investment advice to private investors, pensions, foundations, endowments, and businesses. The team at Merrill Lynch Wealth Management focuses on understanding each client's goals, priorities, and financial situation to create a personalized financial approach that reflects their unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps clients manage, grow, and preserve their wealth while considering the impact for years to come. The team at Merrill Lynch Financial Advisor J Geoffrey Grant is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.

Merrill Lynch Financial Advisor David M. Lipinski located at 100 Wilshire Boulevard in Santa Monica, California, is a reputable finance institution offering a wide range of financial services and expertise. With a focus on personalized financial planning and investment strategies, David M. Lipinski and his team provide top-notch financial advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Merrill Lynch Financial Advisor David M. Lipinski is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Nelly Aguilar Garcia is located at 100 Wilshire Boulevard in Santa Monica, California. Nelly has been recognized for her exceptional client service and was named in Forbes' "Best-in-State Wealth Management Teams" in 2024. With a background in finance and a passion for helping others, Nelly works closely with her clients to understand their values and goals, tailoring personalized financial strategies to help them achieve their dreams. Whether you're planning for retirement, saving for a home, or funding your child's education, Nelly is dedicated to helping you navigate important financial decisions. With access to the resources of Merrill Lynch and Bank of America, Nelly and her team are committed to building strong client relationships based on trust and personalized service. Contact Nelly Aguilar Garcia today to start a conversation about your financial goals and aspirations.