Affluencer Financial is a fiduciary advisory firm that assists the Inglewood community with estate planning. Its financial advisors also guide clients with their tax strategies, investments, and retirement plans. They have the credentials and certifications needed to advise on pension options, 401k products, IRA accounts, and Social Security plans. They also educate clients about potential investment vehicles according to their risk appetite. This company has CPAs, CFPs, and CFAs designated to work with clients based on their financial needs.
226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
Beverly Hills, CA 90212
Gerber Kawasaki is a wealth and investment management firm serving the Inglewood metro. The firm works with all types of clients, from young individuals and families to high-net-worth investors. Its financial advisors create personalized financial plans, manage investment portfolios, and assist clients with purchasing digital assets. In addition to helping clients build and expand their wealth, the firm also provides tax and accounting services. COO Danilo Kawasaki is a Certified Financial Planner and a Certified Private Wealth Advisor.
2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
Santa Monica, CA 90405
Brittney Castro is a Certified Financial Planner who works in partnership with Rooted Planning Group to provide financial planning packages to Inglewood residents. These plans include investment and retirement planning, debt and cash flow management, tax preparation, and employee benefits optimization. Castro has been a financial advisor for more than 15 years and is a resource person for broadcast and print agencies, such as CNN and Glamour. In 2020, she was chosen as one of the 40 under 40 by Investment News.
8391 Beverly Blvd. #375, Los Angeles, CA 90048
Los Angeles, CA 90048