Best Financial Advisors in Hollywood

Abacus caters to the financial planning and investment guidance needs of Hollywood residents. It helps create plans that evolve based on its clients' financial situations and life events. Its advisors consider their goals, money, safety, and tax, as well as spending habits and preparedness for possible demise. In addition, they offer investment advice based on their capability and risk tolerance. Abacus, which was founded in 1987, is composed of advisors and Certified Financial Planners.

ACap delivers personalized accounting, financial planning, and investment strategies to Hollywood residents. Its advisors evaluate clients' goals to create investment portfolios that will benefit them the most. They help individuals manage their investments and risks, preparing for their preferred retirement lifestyle. In addition, the advisors guide in planning college education funding. The company offers individual retirement accounts, 401K or employer-sponsored retirement guides, and socially responsible investing information. Founder Ara Oghoorian has CFP, CFA, and CPA certifications.

Since 2014, AdvicePeriod has been providing financial solutions to clients in Hollywood. It guides a wide range of people, from business owners to lawyers, on issues related to financial planning. The company suggests improvements on clients' insurance policies. It also provides other financial services, like bookkeeping, vendor verification, cash flow analysis, and property valuation. One of its founders, Steven Lockshin, is the author of the book “Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off.”

Founded in 2001, Angeles is an investment firm that provides wealth advice and solutions to clients in Hollywood. The office offers proprietary research, portfolio execution, and back-office assistance. Its investment professionals advise fiduciaries on setting client-appropriate investment objectives and parameters and educate and communicate investment strategies. Its clients are mainly high net worth individuals, families, trusts, estates, and associated businesses and philanthropic organizations. President and CEO of Angeles Jonathan Foster has over 25 years of experience in the financial services industry.

Brentwater Partners is a financial advisory firm serving the Hollywood community and neighboring areas. By delivering broad financial guidance, it helps clients make well-informed decisions toward achieving their objectives. Its services cover cash management, tactical and strategic financial planning, budgeting, and data analysis. Jason Rehfeld, the firm's co-founder, is a Certified Financial Planner and real estate broker. He obtained a bachelor's degree in Business Administration and Economics from a local institution.

David Rae CFP is a financial planner who serves individuals, couples, and professionals in the Hollywood area and the surrounding locations. Rae specializes in assisting clients with managing their finances and making decisions. His services cover the areas of financial, retirement, and tax planning, and investment management. Rae, who is the president and founder of DRM Wealth Management LLC, has served as a financial advisor and guest on various shows, such as CBS Evening and Morning News, NBC Nightly News with Lester Holt, and USA TODAY.

Serving Hollywood and the surrounding areas, Dorsey Wealth Management is an advisory firm that helps women and couples secure their financial future. Its team of professionals offers assistance with cash flow, investment management, education funding, and tax, estate, and retirement planning. Founder and Certified Financial Planner Angela Dorsey takes time to understand her clients' goals and circumstances in order to implement a strategy tailored to their needs. She also collaborates with mortgage brokers, attorneys, insurance agents, and CPAs to keep them on the right track.

Haydel Biel & Associates is a financial advisory firm that offers services to clients in Hollywood and nearby areas. The firm provides financial management services to help achieve various financial goals. It connects clients with insurance, trust service, and banking professionals and institutions and recommends budgeting tools, legal services, and tax consulting solutions. The firm was established in 2004 with a team of financial professionals who have over five decades of combined investment experience.

Lido Advisors is a company serving Hollywood's high-net-worth and ultra-high-net-worth individuals, families, and institutions. It provides comprehensive wealth and investment planning strategies, collaborating with clients closely to assess their financial goals, implement their objectives, set realistic targets, and identify roadblocks to legacy-building. Asset allocation, legacy planning, and charity giving are among the company's other offerings. Lido Advisors comprises financial planners, CPAs, analysts, and attorneys, and it has managed $10 billion in assets.

Martin & Company is a financial services firm that serves clients in Hollywood. For over 30 years, it has been offering a range of services involving cash flow and debt management, insurance, investments, and wealth preservation. Its other services include business, education, estate, legacy, retirement, and special planning. It advises its clients on how to best manage their wealth and assists them in developing plans to help them achieve their financial goals. In addition, it provides tax and accounting services.

Morris Financial Advisors Inc. has been serving individuals and businesses in Hollywood for more than ten years. The firm provides tax preparation, bookkeeping, and cash flow management services, as well as educating clients on real estate acquisition and operational efficiency. Clients can also gain access to their network of banking, legal, and marketing professionals. Stephen Morris, the company's founder, is a member of the CCIM Institute and has assisted in the development of 50 multi-family units in Los Angeles.

RVW Wealth is a financial advisory firm that has been providing investment management and related services to clients in Hollywood since 2006. It has financial advisors, personal financial planners, CPAs, tax specialists, and economists that provide research-based financial and investment advice. The company's president, Jonathan Gerber, is a personal financial specialist accredited by the American Institute of Certified Public Accountants. He also holds a Certified Information Systems Auditor designation from the Information Systems Audit and Control Association.

Signature Estate & Investment Advisors, LLC, Rondondo Beach, serves the communities of Hollywood, offering investment management and financial planning services. Its advisors handle matters such as financial planning, risk management, tax planning, and wealth counseling. It also offers business advisory services, including designing company retirement plans, employee benefits, and transition planning with ERISA fiduciaries and business owners. The firm has been in business since 1997 and has since managed $15.8 billion worth of assets.

Velin & Associates, Inc., is a partner-owned accounting firm that serves the financial needs of Hollywood. The firm helps individuals and businesses achieve their financial goals through its broad variety of financial services like cash flow analysis, tax planning, and investment review. Led by Dmitriy Velin, a certified public accountant, its team of professionals also assists in retirement planning, estate planning, and business succession review. Velin endeavors to progress professionally through the California Society of Certified Public Accountants.