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Best Financial Advisors in Inglewood

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226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
Beverly Hills, CA 90212
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • CFA Charterholder
  • Chartered Financial Analyst (CFA)

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

Website(310) 730-1330

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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:

18 (Better)

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: --

2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
Santa Monica, CA 90405
Instagram
  • Business Formation

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

InstagramWebsite(310) 399-6397

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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:

4.6 / 5 ( Best)

Total Reviews:

152 (Best)

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+

8391 Beverly Blvd. #375, Los Angeles, CA 90048
Los Angeles, CA 90048
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

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

InstagramWebsite(323) 389-5153

Show Number

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:

4 / 5 ( Best)

Total Reviews:

773 (Best)

Score Consistency:

Consistent (Best)

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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