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Hawthorne, CAHawthorne, CA
Albitz/Miloe & Associates, Inc., is a firm that has been serving Hawthorne since 1981. It helps individuals in building a financial plan for their retirement, insurance, and investment. Its team consults in different areas of personal finance such as estate planning, social security, college planning, real estate, and Medicare. The firm also provides guidance for professionals who will be filing taxes or drafting legal documents for clients. One of its Certified Financial Planners, Phil Albitz, utilizes his skills in stock market analysis and portfolio design.
23133 Hawthorne Blvd Ste 305, Torrance, CA 90505
Torrance, CA 90505
Founded in 2013, Cerda Munoz Advisors serves a wide range of clients in the Hawthorne metro, including retirees, medical professionals, families, and business owners. The firm offers various services, such as estate planning, cash flow analysis, tax preparation, investment management and strategy, and retirement planning. Its team of financial advisors and Certified Financial Planners with a collective industry experience of over 30 years helps clients create personalized financial plans. They also thoroughly analyze and review investment objectives, risk tolerance, and time horizon.
10810 Paramount Blvd. Suite 102, Downey, CA 90241
Downey, CA 90241
Crafted Wealth helps the residents of Hawthorne overcome financial obstacles and celebrate success by empowering them through reactive and proactive financial planning. It encompasses clients’ values, visions, and goals to help them live their ideal life. The firm’s process also covers tax, estate, and education planning. Crafted Wealth has been quoted on CNBC and The Simple Dollar. The founder, Gabe, has amassed over 11 years of experience. He is a Certified Financial Planner and Chartered Financial Consultant.
Grand Blvd, Venice, GA 90291
Venice, GA 90291
Dorsey Wealth Management is a company serving women and couples in Hawthorne and the surrounding areas. The Torrance-based firm specializes in wealth management and retirement planning. Its services include retirement planning, investment management, education funding, tax planning, and cash flow management. It also offers insurance plans and assistance with employee benefits and investments. Angela Dorsey, the founder of Dorsey Wealth Management, started her financial planning firm after more than 20 years in the corporate world.
21250 Hawthorne Blvd Suite 500, Torrance, CA 90503
Torrance, CA 90503
Gamma Financial Services, Inc., serves individuals and small businesses in Hawthorne and its surrounding areas. It handles financial statements and business taxes, business advisory services, income tax preparation and planning, and electronic filing. The firm also employs enrolled agents who represent clients in audit situations, which involve taxes in payroll, income, and sales. Founded in 1987, the firm continues to guide its non-business clients in making better-informed financial choices by providing them with analyses curated for and tailored to their situation.
21251A Hawthorne Blvd, Torrance, CA 90503
Torrance, CA 90503
Serving Hawthorne, Kaye Capital Management assists individuals in navigating the road toward a secure future through financial planning. This comprises clients’ goals, their financial resources, and a timeline to get them to their destination. The company utilizes its knowledge of modern portfolio theory to create investment portfolios for clients. Its offerings also include institutional retirement plans like 401(k) and 403(b). The firm’s president, Ken Watten, is a Certified Financial Planner who has been with the company since 2004.
909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245
El Segundo, CA 90245
Markland Wealth Management, Inc., offers personal financial planning assistance to physicians, retirees, families, and business owners in Hawthorne. Its advisors guide clients in building a financial plan tailored to their unique situation. They also help in diversifying the client's investments, minimizing tax liabilities, planning for retirement, and in the preservation and transfer of wealth to loved ones. The team has three decades of combined experience in investment management. Mark Markland, the owner, is a Certified Financial Planner.
1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
Manhattan Beach, CA 90266
Mass Mutual Greater Los Angeles provides financial advice to the locals of Hawthorne. The firm has financial professionals that help protect their clients through life events by providing solutions that meet their unique needs. These include individual retirement accounts, life insurance, long-term care, trust services, 529 college savings, and annuities. Mass Mutual Greater Los Angeles' management team has over 250 years of combined industry experience. Brian Lee, the general agent, is a Certified Financial Planner whose leadership expanded the firm's footprint.
1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Arcadia, CA 91007
Merrill works with individuals, families, and entrepreneurs, as well as executives in Hawthorne in managing their economic opportunities and challenges. Its financial advisors help in planning retirement income. They guide clients in identifying concentrated stock positions, determining traditional investments that work, and putting estates in order. Senior vice president Glen Ferrand, who started his career at Merrill Private Wealth Management in Switzerland in 1996, has several designations like Certified Plan Fiduciary Advisor and Financial Risk Manager. He speaks French and German.
2301 Rosecrans Avenue Suite 3150, El Segundo, CA 90245
El Segundo, CA 90245
Palm Tree provides consulting and financial advisory services for clients throughout Hawthorne and the neighboring areas. It focuses solely on M&A and private equity transactions, transitions, and transformations and offers financial planning and analysis. Using its background in private equity, the firm methodically analyzes financial and operational data and constructs forecasts based on these to guide clients in making critical decisions. Founded in 2010, Palm Tree has served clients in six continents and has handled $45 billion in transaction value.
2121 Rosecrans Avenue, Suite 2360, El Segundo, CA 90245
El Segundo, CA 90245
Roberto Ricco, Inc., is a local firm serving Hawthorne and the surrounding areas. It helps clients achieve financial freedom through its financial planning services. Its professionals offer assistance with estate planning, wealth management, and cryptocurrency investment. Robert Ricco and his team strive to keep individuals on track by creating a plan that reflects their needs and financial goals. They provide guidance and advice in every process and inform them of the risks involved when it comes to preserving and growing their wealth.
312 Arizona Ave, Santa Monica, CA 90401
Santa Monica, CA 90401
Since 2001, Sparrow Wealth Management has been serving clients throughout the Hawthorne metro. The company provides a wide range of financial planning services, such as cash flow analysis, retirement planning, investment evaluation, insurance analysis, and estate and tax planning. It also educates individuals throughout the investment management process and develops investment policy statements and conducts monthly account reviews. Founder and president Christopher M. Jones is a Certified Financial Planner who has been active in the industry for 24 years.
565 Pier Ave #595, Hermosa Beach, CA 90254
Hermosa Beach, CA 90254