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Best Financial Advisors in El Monte

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El Monte, CAEl Monte, CAInstagram
  • Tax Preparation
  • Tax Planning

Angel Zhen, CPA, is a Los Angeles-based financial advisor who serves El Monte clients. He offers tax preparation and planning solutions for individuals and business owners and uses software tools like QuickBooks and Xero. Zhen helps clients resolve tax-related issues with the IRS. He also provides bookkeeping services, including general ledger maintenance and cash flow analysis. Zhen is a certified public accountant with over nine years of industry experience. He has dealt with various clients, including attorneys, Realtors, e-commerce managers, and dentists.

El Monte, CAEl Monte, CA

InstagramWebsite(661) 375-7235

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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:

37 (Best)

Score Consistency:

Consistent (Best)

225 S Lake Ave Ste 300, Pasadena, CA 91101
Pasadena, CA 91101
  • Certified Financial Planner (CFP)
  • Retirement Planning

Derive Wealth is a firm that provides financial advice to individuals, investors, and small business owners in the El Monte metro. It works closely with them in crafting their financial plans, which cover tax analysis, cash flow analysis, and risk management planning. Focused on achieving every client's financial goals, Derive Wealth creates five-year tax projection which analyzes their current and future tax liabilities. Owner Ryan Miyamoto is a Certified Financial Planner. He also holds memberships to NAPFA and the Financial Planning Association.

225 S Lake Ave Ste 300, Pasadena, CA 91101
Pasadena, CA 91101

Website(626) 800-3864

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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+

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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