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Laurels

Best Financial Advisors in Inglewood
2022

We scored 29 Financial Advisors in Inglewood, CA and Picked the Top 4

Here are the Picks:

Affluencer Financial

Gerber Kawasaki

ittney Castro

Navalign Wealth Partners

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 29 19 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Affluencer Financial

  • Estate Planning
  • Chartered Financial Analyst (CFA)
  • CFA Charterholder
  • Certified Financial Planner (CFP)

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.

Click to Call

226 S Beverly Dr Suite 200
Beverly Hills, CA 90212

Website

(310) 730-1330 Website

Reputation:A

More Info

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)

Professionalism: A

More Info

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: --

Gerber Kawasaki

  • 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.

Click to Call

2716 Ocean Park Blvd. #2022
Santa Monica, CA 90405

Website Instagram

(310) 399-6397 Website

Reputation:A+

More Info

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)

Professionalism: A+

More Info

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+

ittney Castro

  • Wealth Management
  • Financial Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

8391 Beverly Blvd. #375
Los Angeles, CA 90048

Website Instagram

(323) 389-5153 Website

Reputation:A

More Info

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 (Better)

Total Reviews:

773 (Best)

Score Consistency:

Consistent (Best)

Navalign Wealth Partners

  • Chartered Financial Analyst (CFA)
  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Navalign Wealth Partners is an independent financial company that serves individuals, families, and businesses in Inglewood and the surrounding areas. Its team of fiduciary financial advisors offers a package of wealth management services, including financial planning, retirement strategies, 401k pension plans, and investment management. The firm's principal partners hold various designations like Certified Financial Analysts and Certified Financial Planner. They have been featured in Los Angeles Times, The Wall Street Journal, and Investment News.

Click to Call

15910 Ventura Boulevard, Suite 1605
Encino, CA 91436

Website

(855) 360-1080 Website

Reputation:A

More Info

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:

14 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: 3000

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