Financial Advisors in Beverly Hills, California (Los Angeles County)

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

David Anderson Online we help and assist our clients to either expand their current business, or to start their new business the right way by capitalizing on the knowledge we have built up in many different arenas and markets over the past 15 years.

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.
I currently live in Los Angeles, CA; one of the most financially demanding cities in the country. It can feel hard to get ahead with the high cost of living and lifestyle expectations that surround us. It's important to strike a balance between your values, lifestyle, and long-term goals. My business was not only built on these principles; I've helped shape the financial habits of my clients in the same way.
At Crafted Wealth, our only incentive is to help you grow and make good decisions with our guidance. Our values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.
Be proactive and take the time to plan your life now so you can be prepared when life happens.
Click here to schedule a call.
Learn more at CraftedWealthManagement.com... See More

Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in independent practice since 2001.
We like to meet and work closely with our clients. We have the ability to work with them by face time and Skype if that if needed. Everything we do is to get our clients to where they need to be.
As a Certified Financial planner since 1993 I take the fiduciary role that you do what is right by the client first as an absolute.... See More

Donald Hance, Jr, CFP, EA
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our goal is to form long-term relationships with our clients so as to create, implement and manage comprehensive financial plans on an on-going, proactive basis. The firm's principal, Don Hance, MBA, EA, CFP, has over 35 years experience in the financial services industry. Our clients benefit from that depth of experience, while also being assured the client's interest always come first.
Glenmore Financial provides these services as part of a comprehensive planning process: Tax Planning Individual Income Tax Return Preparation Retirement Planning Review of Insurance Coverage and Needs Estate Planning - Will and Health of Power of Attorney Investment Portfolio Review Budgeting and Record Keeping Goal Setting Asset Allocation and Investment Implementation General Financial Planning ... See More

Andy Edstrom, CFA, CFP
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families.
Founded in 1988, we are headquartered in Glendale, California, and serve clients throughout the United States. Our extraordinary client retention rate is driven by superior long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients' interests first.
We are objective, unbiased, and pursue the highest possible standards in everything that we do. Our distinctive attributes are: * Visionary portfolio construction * Extensive experience & education * Quantifiable results * Independence and integrity
We provide exceptional service for our clients and strive to develop lifelong relationships. WESCAP Group is one of the most well-established advisory firms in NAPFA's Los Angeles region. Contact us today to arrange for a complimentary initial consultation and portfolio review.... See More

Noa Hoffman, CFP, CFP

Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heartedly on the principle of equality, we're an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here. What sets us apart OUR IDENTITY
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding. FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It's also our fiduciary duty to do what's best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it's unfortunately not the standard. IMPARTIAL
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. TECHNOLOGY
Like our office? You're in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location.... See More

Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you.
Investment Management
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Schedule a Virtual Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com... See More

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalty is to you. We provide customized financial planning, investment advice, and portfolio management services tailored to meet your individual needs.... See More

Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around academia: professors, administrators, and supporting staff. I also do planning for individuals who are contemplating a Ph.D. ... See More

Ronnie Kahn, CFP
Ronnie Kahn is a financial planner and registered investment adviser in Woodland Hills, CA, serving the greater Los Angeles area. Kahn's firm Accumulation Strategies, founded in 1998, specializes in fee-only financial planning and wealth management advice. Accumulation Strategies uses its independence to help return a sense of well-being to our money life and avoid common traps and pitfalls around money. When it comes to money, couldn't you spare a change?... See More

Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions. Whether growing wealth, financing college, funding retirement, or making any of the other important decisions that every family faces, we will be the trusted advisor that makes the complex manageable.

We are a fee-only firm, so we are only compensated directly by our clients. This assures our clients that our advice is in their best interest, and not tainted by compensation from a third party.... See More

Comprehensive Financial planning.

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standing relationships with them. We learn about what’s important to them, whether it be material wealth, taking care of their family, or contributing to society. We then devise a plan that optimizes their chances for success. Our full wealth plan includes an analysis of your investments, cash flow, retirement goals, tax planning strategies, and insurance and estate planning. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, small-business owners, and other individuals who’ve simply worked hard for their entire lives to create a nest egg for themselves. We offer a complimentary consultation; please contact us to schedule a time. ... See More