TOP 10 Personalized wealth planning in Santa Monica, California

ICG Advisors is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. With a team of experienced financial advisors, ICG provides expert guidance and strategic solutions to clients in the areas of investment management, wealth planning, and financial consulting. Known for their personalized approach and commitment to excellence, ICG Advisors is dedicated to helping individuals and businesses achieve their financial goals.

Payam Homapour is a prominent finance institution located at 11040 Santa Monica Boulevard in Los Angeles, California. With a strong reputation for providing expert financial services, Payam Homapour offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the knowledgeable team at Payam Homapour is here to help. Trustworthy and reliable, Payam Homapour is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.

Northwestern Mutual is a reputable finance and insurance agency located at 11111 Santa Monica Boulevard in Los Angeles, California. With a strong presence in the United States, Northwestern Mutual is dedicated to helping individuals and businesses achieve financial security through a range of insurance and investment products. Their team of experienced professionals provide personalized financial planning services to help clients reach their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you secure your financial future.

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.

The Alexander Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in the financial industry, this institution provides a wide range of services including wealth management, investment banking, and financial advisory. The team at The Alexander Group - Morgan Stanley is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Alexander Group - Morgan Stanley is committed to providing top-notch service and expertise.

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.

Merrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.

ROI Financial Services Corporation is a leading financial institution located in Santa Monica, California, United States. We specialize in providing a wide range of financial services, including ATM services and finance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their return on investment. Whether you are looking to manage your finances, access cash conveniently through our ATMs, or secure financing for your business, ROI Financial Services Corporation is here to help. Visit us today to experience the difference our personalized and innovative financial solutions can make for you.

The Strand Group - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in the financial industry, The Strand Group offers a wide range of services including investment banking, wealth management, and advisory services. Their team of experienced professionals are dedicated to providing clients with innovative solutions and personalized financial strategies to help them achieve their goals. Whether you are an individual investor or a corporate client, The Strand Group - Morgan Stanley is committed to delivering exceptional service and results.

Bunker Hill Group - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence and expertise in financial services, Bunker Hill Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its innovative strategies, personalized approach, and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Bunker Hill Group - Morgan Stanley is dedicated to providing top-tier financial solutions tailored to your individual needs.

Merrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.

Darya Allen-Attar - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment opportunities and wealth management solutions to their clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at Darya Allen-Attar - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning for a secure and prosperous future.

Evergreen Advantage is a reputable finance institution located in the heart of Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Evergreen Advantage has you covered. Visit us at 1424 4th Street to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Blake Anthony is a finance institution located at 100 Wilshire Boulevard, Suite 300, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over the years. Through conversations, the team helps you identify and prioritize your most important goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. The institution uses the Investment Personality Assessment to understand your investing preferences and develop a personalized financial approach to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to create a plan to manage, grow, and preserve your wealth. The goal is to help you and your family pursue financial goals while managing investment risk. Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. The team at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory, and other services. Speak with your Merrill financial advisor to understand the differences between these services and determine the best approach for your financial needs.

Capital Intelligence Associates is a prestigious finance institution located at 1250 6th Street in Santa Monica, California, United States. With a team of experienced professionals, they provide expert financial advice and services to clients looking to grow and manage their wealth. Whether you are an individual investor or a corporate entity, Capital Intelligence Associates offers personalized solutions to help you achieve your financial goals. Trustworthy, reliable, and dedicated to excellence, this institution is committed to helping clients navigate the complexities of the financial world with confidence and success.

Merrill Lynch Financial Advisor Michael Cooper, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial advice and strategies to help clients achieve their financial goals. With a team of experienced professionals supported by the global resources of Merrill, clients can expect tailored wealth management solutions based on trust and personalized service. The institution focuses on understanding the individual priorities and goals of each client, providing ongoing support and guidance to help them stay on track. By combining the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, the team at Merrill Lynch Financial Advisor Michael Cooper aims to create customized strategies that address the unique needs and priorities of each client. With a commitment to exceptional client service and a focus on building strong relationships, Merrill Lynch Financial Advisor Michael Cooper is dedicated to helping clients achieve their financial aspirations.

Raven Capital Management is a leading finance institution located at 1335 4th Street in Santa Monica, California, United States. With a strong reputation for expert financial management and investment strategies, Raven Capital Management offers a wide range of services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raven Capital Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.

The Lupu Group - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, The Lupu Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Lupu Group - Morgan Stanley is committed to providing top-notch service and support.

Trevor Wade - Morgan Stanley is a prestigious financial institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley firm, Trevor Wade offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, Trevor Wade - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Trevor Wade - Morgan Stanley is committed to providing personalized solutions tailored to your unique needs.

Main Street Advisors is a finance institution located at 3110 Main Street in the beautiful city of Santa Monica, California. With a team of experienced financial advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Main Street Advisors is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Guggenheim Partners is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, Guggenheim Partners offers a wide range of investment and advisory services to clients worldwide. Their team of experienced professionals is dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, Guggenheim Partners is committed to delivering exceptional service and results.

Sandfox Advisors is a leading finance institution located at 730 Arizona Avenue in Santa Monica, California. Our team of experienced advisors specializes in providing personalized financial solutions to individuals and businesses. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Sandfox Advisors can help you secure your financial future.

Saybrook Fund Advisors is a premier finance institution located at 501 Santa Monica Boulevard in Santa Monica, California. With a focus on providing expert financial advice and investment management services, Saybrook Fund Advisors is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Saybrook Fund Advisors is here to help you every step of the way. Trust us to be your partner in financial success.

Stella Oak Financial and Insurance Services is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Stella Oak Financial and Insurance Services is committed to providing top-notch service and expertise to meet your needs. Visit us today to learn more about how we can assist you in securing your financial future.

Daniel Kay - Morgan Stanley Financial Advisor is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. As a trusted advisor, Daniel Kay provides personalized financial planning and investment strategies to help clients achieve their financial goals. With years of experience in the industry, Daniel Kay offers expert advice and guidance on wealth management, retirement planning, and portfolio diversification. Whether you are looking to grow your assets or secure your financial future, Daniel Kay - Morgan Stanley Financial Advisor is dedicated to helping you make informed decisions and build a strong financial foundation.

Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.

Harbor Road Capital Management LLC is a finance institution located at 2120 Wilshire Boulevard in Santa Monica, California, United States. Specializing in investment management, the team at Harbor Road Capital Management LLC is dedicated to providing expert financial guidance and services to help clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, Harbor Road Capital Management LLC is a trusted partner for individuals and businesses looking to grow and protect their wealth.