Expertise.com

2024

Last updated:

Best Financial Advisors in Carson

Our Recommended Top 13

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 Carson Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

25Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Carson, CA

Why choose this provider?

Need help contacting a Financial Advisor in Carson? 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
100 Pacifica Suite 400, Irvine, CA 92618
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Why choose this provider?

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.

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.
4.1
Google
4.6 / 5 (9)
Yelp
3.6 / 5 (9)

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

Why choose this provider?

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.

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
Yelp
4.8 / 5 (46)
Google
4.6 / 5 (11)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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
Facebook
5.0 / 5 (26)
Google
5.0 / 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
180 N. Pennsylvania Ave, Glendora, CA 91741
  • Estate Planning
  • Tax Planning
  • Financial Planning

Why choose this provider?

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.

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 (3)

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

Why choose this provider?

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.

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)
Facebook
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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
Google
4.8 / 5 (4)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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.
3.8
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.

  • What is the purpose of income maximization for retirees in Carson?

    Formulating plans to maximize income will provide retirees in Carson with greater financial security as it aims to raise returns at lower risks. Some strategies include exhausting Social Security benefits, utilizing 401(k) and IRA plans, and investing in annuities. A Retirement Income Certified Professional (RICP), who specializes in this area, can further grow retirement income by investing in low-volatility stocks.

  • Will the 50/30/20 strategy help you budget effectively in Carson?

    The 50/30/20 rule can definitely help if you need a simple rule of thumb to manage your cash flow in Carson. Following this strategy, you need to allocate 50% of your income to your needs, with the remaining 30% and 20% going toward your wants and savings, respectively. It is not too limiting; at the same time, it allows you to save. However, its simplicity is also its disadvantage, as it may or may not be right for your lifestyle.

  • Should you diversify your sources of income in Carson when the economy gets tough?

    Yes. Diversifying, or looking for alternate income sources, is wise because it will provide additional funds for your needs. You can search for freelancing opportunities and part-time jobs already aligned with your skill set. Investing in assets that produce passive income, such as real estate, dividend stocks, and certificates of deposit, is another option. A financial advisor in Carson can walk you through investment opportunities.

  • Does a fiduciary financial advisor in Carson have a conflict of interest with a client’s investments?

    If the financial advisor is a fiduciary, such a conflict of interest should not exist. Non-fiduciary finance professionals, who receive commissions for the investments they suggest, might provide compromised advice particularly when doing so means they would earn more. But fiduciaries in Carson are duty-bound to give advice according to their client’s best interest.

  • How do trusts and wills protect the assets you intend to pass on to your family in Carson?

    Trusts and wills are some of the tools you have in Carson to ensure your loved ones are financially cared for. When properly established, a trust protects properties from probate as well as taxes that could reduce your estate prior to asset distribution. A trust also affords protection both during your lifetime and after your death. Meanwhile, a will states what happens to your estate after your death or incapacitation. It also designates an executor to carry out your wishes.

  • 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.