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Best Financial Advisors in Carson

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Carson, CACarson, CA

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.

Carson, CACarson, CA

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401
  • Private Wealth Advisor
  • Investment Management
  • Investment Advisor

Angeles is a multi-asset investment firm that offers financial advising services to institutional and private wealth investors in Carson. It works with clients in identifying their goals and needs, such as near-term liquidity, longer-term investment goals, tax considerations, family dynamics, and generational planning. It creates investment programs to help clients achieve their goals. It uses an array of proprietary and third-party risk management tools in constructing different portfolios. This employee-owned firm is composed of investment officers who have an average investment experience of 27 years.

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401

Website(310) 393-6300

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

100 Pacifica Suite 400, Irvine, CA 92618
Irvine, CA 92618
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Applied Financial Planning serves families and businesses in Carson and nearby areas. The firm provides financial advice in retirement planning, estate planning, investment management, and tax planning. It also creates wealth plans tailored based on risk tolerance and coaches clients in a range of topics that involves finance, including career changes and divorce. One of its principal advisors, William O’Connor, is a Certified Financial Planner that has been in the financial planning industry since 1967.

100 Pacifica Suite 400, Irvine, CA 92618
Irvine, CA 92618

Website(714) 929-7420

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Bel Air Investment Advisors assists families, individuals, and foundations in Carson and the neighboring areas. It provides financial advising and wealth management services including philanthropic strategy and consulting, tax planning, pre-liquidity planning, and lines of credit, mortgages, and portfolio lending. The firm also helps clients with investment management, next-generation preparation and education, and trust and estate planning. Founder Todd Morgan has been in the industry since 1970. He is also a member of the Investment Committee of the Cedars-Sinai Medical Center.

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 229-1500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
Torrance, CA 90503
  • Financial Planning

Confidence Wealth Management is a private firm that caters to the financial planning needs of the Carson metro. With a business model focused on sustainability, the firm helps clients in the long term by developing financial plans and advanced strategies through its proprietary Money Confidence System. Its team of professionals assists in estate and legacy planning, mitigating health expenses, and wealth preservation. Confidence Wealth Management has been featured in media outlets such as Entrepreneur, NBC, and CBS News.

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
Torrance, CA 90503

Website(310) 824-1000

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

180 N. Pennsylvania Ave, Glendora, CA 91741
Glendora, CA 91741
  • Estate Planning
  • Tax Planning
  • Financial Planning

Graves Financial has been providing wealth management, financial, retirement, and tax planning services to clients in the Carson metro since 1987. Focused on helping individuals and families achieve their financial goals, its team of advisors works with them in developing plans that meet their needs. They also offer estate and risk management planning services. The company has been featured in Forbes and InvestmentNews. Its wealth advisor, Chris Koning, has been in the industry for more than two decades.

180 N. Pennsylvania Ave, Glendora, CA 91741
Glendora, CA 91741

Website(626) 335-5885

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2377 Crenshaw Blvd, #201, Torrance, CA 90501
Torrance, CA 90501
  • Retirement Planning

Greenline Associates provides its financial advising services to Carson and its surrounding areas. It offers professional services for individuals, families, and businesses needing strategies and solutions for retirement, Social Security optimization, and tax planning. With a Retirement Income Certified Professional onboard, the company provides services geared toward retirement, including income planning and maximization, insurance strategies and solutions, and tax planning. Additionally, the firm collaborates with a network of professional associates—counting a real estate specialist, an accountant, an attorney, and a Certified Financial Planner among them—to strengthen its services.

2377 Crenshaw Blvd, #201, Torrance, CA 90501
Torrance, CA 90501

Website(310) 540-5185

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
Huntington Beach, CA 92649
  • Certified Financial Planner (CFP)

Since its founding in 2003, Inspired Financial has been providing a wide array of wealth management services to women and families in Carson and the surrounding areas. To aid clients in dealing with financial uncertainties, this fiduciary firm offers advice on matters involving insurance plans, tax and estate planning, and investment management. In the industry for nearly two decades, founder Evelyn M. Zohlen is a Certified Financial Planner and has served as the Chair for the Financial Planning Association.

5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
Huntington Beach, CA 92649

Website(714) 971-0663

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)

Lido Advisors serves high-net-worth individuals, families, and charitable institutions in Carson. It handles various financial matters, such as establishing a portfolio for retirement, hedging against market volatility, creating wealth transfer and estate management plans, setting up a family foundation, and funding education for beneficiaries. For over two decades, Lido Advisors has managed $10 billion in assets. The company has 27 offices nationwide and is composed of financial planners, CPAs, attorneys, and analysts. Founder Gregory Kushner is a member of the Forbes Finance Council.

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 278-8232

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

617 W 7th St. Suite 300, Los Angeles, CA 90017
Los Angeles, CA 90017
Instagram
  • Tax Preparation

Morris Financial Advisors, Inc., serves individuals and businesses in Carson and nearby areas. It offers an array of financial services that emphasize strategic planning, goal setting, performance tracking, and operational efficiency. These services include cash flow management, tax preparation, and financial statement preparation. The firm has been providing financial advisory services for startups, small businesses, and S-corporations since 2013. Founder Stephen Morris is a CPA and a real estate salesperson, who is a member of the CCIM Institute.

617 W 7th St. Suite 300, Los Angeles, CA 90017
Los Angeles, CA 90017

InstagramWebsite(323) 484-1877

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

66 (Best)

Score Consistency:

Consistent (Best)

12501 Seal Beach Blvd, Suite 280,, Seal Beach, CA 90740
Seal Beach, CA 90740
  • CFA Charterholder

Regal Wealth Group is a privately owned and independent firm that offers financial planning and consulting services to clients in Carson. It offers advice regarding investment strategies, estate planning, and tax management. It also helps individuals in understanding 401(k) distribution and preparing for retirement. The firm has been providing individuals and families with wealth management services for over two decades. Its financial team prepares integrated solutions for each client's financial needs and objectives. Its professionals also serve as fiduciaries.

12501 Seal Beach Blvd, Suite 280,, Seal Beach, CA 90740
Seal Beach, CA 90740

Website(562) 799-1929

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

226 S Beverly Drive, Beverly Hills, CA 90212
Beverly Hills, CA 90212
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Samul Rad helps guide individuals in Carson to achieve their wealth objectives. His agency works with clients to identify their goals such as retiring at a certain age, getting married, starting a business, or buying a house. Its advisors analyze the clients' situation and develop a strategy that individuals may implement. In addition, they extend their assistance by reviewing their clients' progress and determining possible needs to update their financial plans. His company especially offers financial planning assistance to women and celebrities.

226 S Beverly Drive, Beverly Hills, CA 90212
Beverly Hills, CA 90212

Website(310) 935-4726

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

47 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1997, Signature Estate & Investment Advisors, LLC, has been providing wealth management services to affluent individuals in Carson. The financial planning and investment advisory firm also offers risk and investment management, as well as tax, trust, and estate planning. Leading the team is president and CEO Brian D. Holmes, a Certified Financial Planner and an Accredited Investment Fiduciary. The firm and its affiliates manage $15.6 billion in assets. It has offices throughout California and in Oregon, Colorado, Texas, and New York.

2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 712-2323

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

6460 East Pacific Coast Hwy Suite 223, Long Beach, CA 90803
Long Beach, CA 90803
  • Certified Financial Planner (CFP)

TSG Wealth Management is a company that offers financial planning services to families and individuals in Carson and the surrounding areas. Its services include business advisory, investment and retirement planning, and estate planning. It also provides insurance plans and annuities, access to lending services, and wealth management solutions for sports and entertainment professionals. Warren Schulten, the founder of TSG Wealth Management, has been in the financial consulting field for more than five decades. He volunteers for several charitable organizations.

6460 East Pacific Coast Hwy Suite 223, Long Beach, CA 90803
Long Beach, CA 90803

Website(562) 414-0900

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

841 Apollo St #320, El Segundo, CA 90245
El Segundo, CA 90245
Instagram
  • Financial Planning

Urban Wealth Management is an all-woman firm that serves clients in Carson. Since 2012, it has been offering tailored financial solutions to individuals, families, non-profit organizations, and businesses. The firm's financial advisors provide income planning, investment portfolio management, retirement preparation, and debt management solutions. They also prepare cash flows, balance sheets, net worth reports, risk assessments, and charitable giving strategies. The firm's founder and CEO, Rene Nourse, is a member of the Association of African-American Financial Advisors.

841 Apollo St #320, El Segundo, CA 90245
El Segundo, CA 90245

InstagramWebsite(424) 277-2260

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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