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Best Financial Advisors in Glendale

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Financial Advisors FAQs

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Advisory Group West logo

Advisory Group West

330 North Brand Boulevard, Glendale, CA 91203
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  • Estate Planning
  • Business Formation
  • Insurance Products
  • Certified Financial Planner (CFP)

Advisory Group West is an independent wealth management firm that serves individuals and businesses in the communities of Glendale. It helps clients in planning for their investments, business succession, retirement, estates, and insurance. Its team of financial advisors has a collective experience of 100 years. The founder and managing principal, Bob Donaldson, is an investment adviser representative who has been working in the industry since 1977. He is affiliated with the American Society of CLU and ChFC.

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California Financial Partners, Inc. logo

California Financial Partners, Inc.

700 North Brand Boulevard, Glendale, CA 91203
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

California Financial Partners, Inc., is a team of advisors based in Glendale. Included in its service line is wealth management, which covers risk assessment, cash flow analysis, and retirement planning to asset protection and allocation. The company forms an advisory team for each client, which may comprise bankers, insurance agents, accountants, and attorneys. Firm president Harvey Jacobson started his financial services career in 1985. He was honored by Simon Business Magazine in 2013 as an Alumnus Leader.

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Frank Virgallito logo

Frank Virgallito

3436 North Verdugo Road, Glendale, CA 91208
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  • Estate Planning
  • Certified Financial Planner (CFP)

Frank Virgallito is a Certified Financial Planner and the founder of Arktos Wealth Management, a financial services company serving clients in Glendale. He assists individuals and businesses in meeting their financial objectives by providing customized investment and financial planning solutions. He and his team provide and maintain clients with a personalized portal and investment platform where they can track their assets and liabilities in real-time. Virgallito has been working in the financial management industry since 1998, serving federal private sector organizations.

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Heritage Financial logo

Heritage Financial

230 North Maryland Avenue, Glendale, CA 91206
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  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Heritage Financial is an independent firm that has been providing financial management services to Glendale clients for nearly two decades. Through mobile technology as its platform, the firm assists in various planning disciplines, covering areas of estate trusts, education, and both accumulation and distribution phases of retirement. It also helps select the most appropriate health and life insurance policies from universal, term, variable, or whole life. Its financial managers also integrate each aspect of planning with one another to craft structured objectives and holistic plans.

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Impact Fiduciary logo

Impact Fiduciary

611 North Brand Boulevard, Glendale, CA 91203
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  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Impact Fiduciary is a financial planning and sustainable wealth management firm serving families, individuals, and businesses throughout the Greater Glendale metro area. Providing financial advice in areas such as estate planning, insurance, retirement planning, budgeting, and education planning, it strives to help clients take charge of their finances while investing in a better world. Patrick Dinan, the owner and president of the company, always acts as a fiduciary and is a seasoned advisor and Certified Financial Planner.

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Lake Avenue Financial logo

Lake Avenue Financial

70 South Lake Avenue, Pasadena, CA 91101
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Lake Avenue Financial is an advisory firm that serves Glendale residents. Its team assists clients in several areas, including retirement, tax, financial, and estate planning. Furthermore, it provides financial services that cater to the LGBTQ community and women undergoing life transitions that involve losing or divorcing spouses. In addition, Lake Avenue Financial provides wealth management assistance, offering different kinds of portfolios such as core portfolios aimed toward income generation, long-term asset preservation, and risk management.

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The Resource Group logo

The Resource Group

3458 Ocean View Boulevard, Glendale, CA 91208
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  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

The Resource Group offers financial advice to Glendale residents and nearby communities. The financial advisors provide personalized services in areas of estate planning, investment planning, retirement planning strategies, and insurance analysis. The firm also guides individuals in managing their finances no matter where they're at in life. John Marshall, the firm's founding partner, has been helping families build and transfer their wealth for over 30 years. He has been quoted in publications like Financial Times and Business Week.

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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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