Expertise.com

2024

Last updated:

Best Financial Advisors in Alhambra

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Alhambra Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

23Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Alhambra, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Alhambra, CA

Why choose this provider?

Need help contacting a Financial Advisor in Alhambra? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

HCR Wealth Advisor is a local firm that offers financial guidance to clients in Alhambra and the surrounding areas. Its financial advisors have the expertise and industry knowledge based on over 30 years of experience working with individuals and families. They form strong bonds with clients by sharing experiences and working with them to overcome obstacles, guiding them toward their ideal financial conclusion. They use a core-satellite investment method to manage risks in clients' portfolios.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (22)
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
225 South Lake Avenue Suite 600, Pasadena, CA 91101
  • Certified Financial Planner (CFP)

Why choose this provider?

The Sterling Group is an independent financial group that helps people in Alhambra. It offers financial and investment services in the areas of insurance, estate planning, investment, and retirement. It caters to individuals, couples, business owners, and organizations. The firm provides financial planning for high-net-worth clients. This entails sophisticated wealth management strategies that serve as the foundation for client-beneficial outcomes. C. Hunt Salembier is the firm's principal and has been working in the financial services industry since 1993.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1641 W Main St Suite 218, Alhambra, CA 91801
  • Finance Planning

Why choose this provider?

Jeff Huang CPA & Company is an accounting firm that offers personal financial planning services for individuals based in Alhambra. Its team of professionals has financial knowledge and advanced training through investing in continuing education, commercial partnerships, and modern computer technology. They assist in developing a financial plan that manages risk, improves performance, and safeguards clients' growth and longevity. They guide clients on how to save for retirement, pay for their child's college tuition, protect the family in case of disability, and achieve investment goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Yelp
4.5 / 5 (99)
Facebook
5.0 / 5 (14)
Google
4.7 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Alhambra, CA
  • Tax Planning
  • Tax Preparation

Why choose this provider?

Angel Zhen CPA caters to the residents of Alhambra and other areas in California. He is a business advisor and a certified public accountant. His services include tax planning and preparation, tax resolution, and bookkeeping and payroll. Clients may also avail of a la carte services involving real estate sales, cost segregation, and financial assurance. Zhen has helped medical and dental professional service providers, attorneys, and professionals in the hospitality and entertainment industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
113 W Main St #228, Alhambra, CA 91801
  • Estate Planning

Why choose this provider?

NWF Advisory Group - Alhambra provides services to clients in the metro. It focuses on assisting individuals in managing their finances and income to help them reach their goals and needs. It also offers educational funding, charitable giving, estate planning, wealth management, insurance planning, and tax preparation strategies. NWF Advisory Group has been providing services since 1969. The company's president and CEO, Shehab Mohammad, is also licensed to provide health, disability, and life insurance products to clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1840 Century Park East, Suite 300, Los Angeles, CA 90067
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Century City Team provides assistance to clients in Alhambra to help them meet their wealth-related goals. It works with individuals in setting their objectives, coaching them about the strategies they should follow to attain financial security. To create holistic financial plans, the company's advisors take into account the clients' lifestyle choices and finances. They direct them towards tools for success like asset maps and Riskalyze. Senior executive vice president John Lefferts has the Chartered Life Underwriter and Chartered Financial Consultant designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Grand Blvd, Venice, CA 90291
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 2015, Crafted Wealth is a financial advisory firm serving clients in Alhambra and the surrounding areas. Its founder, Gabriel Anderson, is a certified financial planner who has been in the industry since 2010. He offers financial planning services, which include budgeting, cash flow management, insurance review, investment advising, and retirement planning. Anderson also holds the CLU and ChFC designation. He has been quoted in various publications, including CNBC, The Simple Dollar, and the U.S. News.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 1959, MassMutual Greater Los Angeles has been serving families, businesses, and individuals in the Alhambra metro. The firm assists clients throughout the entire process of financial, retirement, succession, and long-term care planning. It also offers a wide range of products, such as annuities, IRA, mutual funds, 529 college savings, and life insurance. Its team is composed of Chartered Financial Consultants, Special Care Planners, and Charter Life underwriters who have a combined industry experience of more than 250 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245
  • Investment Management
  • Wealth Management

Why choose this provider?

Kaye Capital Management offers services in Alhambra to aid clients in accomplishing their financial objectives. Reviewing various aspects of its clients' financial situations, the company designs plans to make financial resources work efficiently for life events such as college education and retirement. Its advisors deal with investment management by assessing current portfolios, risks, and tax status. In addition, they provide institutional retirement plan services such as 401(k) and 403(b). Ken Watten, the company president, is a Certified Financial Planner and a Financial Planning Association of Los Angeles member.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can you transfer your inherited IRA into your own IRA in Alhambra?

    You can transfer your inherited IRA into your own IRA in Alhambra if the inheritance is from your spouse. If not, a rollover is impossible. To roll over an inherited IRA, you should do a direct trustee-to-trustee transfer from one account to another or between one IRA custodian to another. You can also choose an indirect IRA-to-IRA rollover. In this option, you need to deposit the money into your own IRA within 60 days of receiving the distribution.

  • In Alhambra, who can be the beneficiary of a 529 plan?

    In Alhambra, anyone in your family can be your beneficiary of a 529 plan. These include your children, nieces, nephews, and grandchildren. You can also establish more than one account as long as you do not exceed the maximum contribution for a beneficiary. Do note that you can change the beneficiary anytime without tax consequences.

  • What should not be included in a will in Alhambra?

    When writing a Will in Alhambra, you should not include personal items with no monetary value. Sometimes, you tend to be sentimental, but keep in mind that a will is a legal document and it should only include items with financial value. You should also not include business interests because they can be subjected to estate taxes. Additionally, you should leave out unrealistic bequests.

  • Can you and your spouse acquire joint universal life insurance in Alhambra?

    Yes because joint universal life insurance in Alhambra is designed for couples seeking risk management solutions. This protects two lives with a single policy. Joint universal life insurance covers the survivor's expenses in case of their spouse's unexpected death. It is also more affordable than acquiring two standard policies. Additionally, some business owners use this to fund buy-sell agreements.

  • Who can control a custodian account in Alhambra?

    Custodian accounts in Alhambra are controlled by the owners of the account. Owners can transfer assets to the minor, but the beneficiaries can only access the account when they reach the age of termination. Unlike in 529 plans, custodian account beneficiaries can not be changed because contributions are considered irrevocable gifts.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.