Expertise.com
2024

Last updated:

Best Financial Advisors in Inglewood

Our Recommended Top 4

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Inglewood Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29

Reviewed

19

Curated

4

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

Reputation:

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.
4.6
Google
4.6 / 5 (138)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.4

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can a CPA in Inglewood offer financial advice?

    Yes, a Certified Public Accountant in Inglewood can give financial advice provided that they are also Certified Financial Planners. This is because CPAs are specifically more focused on accounting, tax, and audit, while CFPs concentrate on providing comprehensive financial planning advice to individuals. CFPs can offer help in the areas of investment, retirement saving, and estate planning.

  • Is your retirement income taxable in Inglewood, California?

    Your retirement account income is considered to be taxable income in Inglewood, as well as the withdrawals you make from your 401(k), IRA, and pension. Social Security retirement benefits, which include survivor's benefits and disability benefits, aren't taxed in the state of California. However, the income may be partially taxable under federal law.

  • What can you do if your employer doesn't offer a 401(k) retirement plan in Inglewood?

    If your employer in Inglewood doesn't offer a 401(k) retirement plan, you can still save for retirement by opening an individual retirement account. Additionally, business owners with no full-time employees or self-employed individuals have the option to open a solo 401(k), which allows them to make contributions as an employer and employee.

  • What is the difference between a 401(k) and IRAs in Inglewood?

    The main difference between a 401(k) and individual retirement accounts (IRAs) is that a 401k(k) plan is offered by employers, while IRAs are opened by employees in Inglewood. Both are considered to have tax benefits. However, IRAs provide more investment options, whereas a 401(k) offers a higher contribution limit and may allow access to a loan.

  • How long does the financial planning process take in Inglewood?

    The whole process of financial planning generally takes about five to six weeks to complete in Inglewood. The process usually involves evaluating and identifying one's financial situation, determining financial objectives, identifying alternatives for investment, evaluating risks, creating a financial plan, executing the plan, performing periodical reviews, and making revisions.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.