Financial Advisors in Monrovia, 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!

Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.
With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients-and invests in the same funds-that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.... See More

Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Whether its retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions is challenging. Ms. Parker has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans and Investment Management services. The initial consultation, either by phone or in person, is free of charge or obligation. It is a time to see whether or not the client and Advisor are a good fit. Any additional services are available by either an hourly fee or a quoted flat fee.Investment Management services are billed as an annual percentage of Assets Under Management (AUM). Our Fee range for Investment Management starts at 1% of Assets under our Management per year. Discounts for Investment Services start at $600,000 for total household account. Financial Planning Services range from $850 for a single planning issue to between $1500-$5500 for a Comprehensive Financial Plan. We believe in helping the communities we serve, and therefore we do not require a minimum account size to work with us.Ms. Parker strongly believes in giving back to her community and her Industry. Ms. Parker is a active member of the OC Financial Planning Association where she serves on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program.... See More

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to successful investing is to follow a disciplined investment approach that will hold up in all market conditions. Utilizing a disciplined investment process we strive to capture most of returns available in financial markets during favorable conditions, but effectively mitigate risk during volatile market conditions in order to preserve gains.... See More

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to you. We provide financial planning and management or investment portfolios for individuals and small to medium sized pension plans. Our firm has been named one of the top 100 financial planning firms in the country by Mutual Funds magazine and one of the "top dogs" in Bloomberg Magazine.We emphasize an individualized approach to financial planning and asset management, developed for each client's specific needs regarding income, growth, safety and tax benefits. Some clients look for an advisor to help them plan for the future. Others need an advisor simply because they don't have the time nor inclination to manage their own investments. We are your source of advice in these critical areas of your financial well Summary* More than 30 years in the financial services industry* Faculty at California State University, Fullerton and University of California, Irvine* Speaker at Los Angeles Times Investment Conference* One of Bloomberg's Top Wealth Managers from 2002 - 2006* One of "100 Greatest Financial Planners" by Mutual Funds Magazine, 2001* Frequent guest on public television, often quoted in the Orange County Register... See More

Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative solutions that are suited to your unique situation.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
CA License Number 0E51490.... See More

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in-depth knowledge of various deferred compensation plans and the Los Angeles City DROP program.
We do not charge a percentage of assets under management, we charge flat annual retainer fees for all of our services.... See More

Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
Your Best Interest - Your investments, tolerance for risk, retirement planning, education planning, insurance and risk management needs, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals.
Client-Centered Approach - We listen to you. Once we know what is most important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life.
Our commitment is to provide professional unbiased, financial, tax and life planning advice and to serve as a trusted advisor on whom you can rely for planning and counsel. We look forward to providing you with the rewards of our planning efforts.... See More

Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and investments.... See More

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

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

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpenter, CFA®, CFP®. Carl has over twenty-five years of investment, financial planning, tax, and accounting experience. BFP specializes in retirement planning.
What makes BFP unique?
1) FEE-ONLY - Because we are an independent, fee-only firm, we give objective financial advice. You never have to worry if we are recommending an action that isn't in your best interest simply because we are looking for a fast sales commission.
2) PERSONAL ATTENTION - We give you the individualized personal attention you deserve. With some firms, you may meet the principal for the initial meeting, but after that your accounts are generically outsourced and/or handled by junior staffers. That never happens at BFP!
3) OUR TOTAL SATISFACTION GUARANTEE - We are confident that you will be totally satisfied with our services. If you aren't completely satisfied within the first three months of your asset management start date for any reason, we will gladly refund all fees received.
Call us today to schedule your no-cost, no-obligation initial consultation. Evening and week-end appointments available.... 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

Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.... See More