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Best Financial Advisors in Los Angeles

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Los Angeles, CALos Angeles, CA

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to Los Angeles residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

Los Angeles, CALos Angeles, CA

Website

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:

22 (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: A

Los Angeles, CALos Angeles, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Los Angeles, CALos Angeles, CA

Website

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:

4 (Good)

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: --

15910 Ventura Boulevard, Los Angeles, CA 91436
Los Angeles, CA 91436
  • Retirement Planning

1080 Financial Group is a financial advisory firm in Encino that provides fiduciary financial planning and investment services in Los Angeles and its neighboring areas. The firm helps its clients with the different aspects of investments. These include investment planning, risk management, cost control, managed tax investment, and retirement accounts. Additionally, it assists in various financial planning facets, such as financial forecasting, tax planning, and employer benefits maximization. 1080 Financial Group has been featured in publications such as Investopedia and The Wall Street Journal.

15910 Ventura Boulevard, Los Angeles, CA 91436
Los Angeles, CA 91436

Website(855) 360-1080

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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

12031 Ventura Boulevard, Los Angeles, CA 91604
Los Angeles, CA 91604
Instagram
  • Certified Financial Planner (CFP)

ACap Advisors & Accountants is a financial planning, accounting, and wealth management firm located in Los Angeles. It primarily provides financial advice for medical professionals such as dentists, pediatricians, and neurologists. Its team handles investment portfolio management and implements strategies that aim to lessen portfolio turnover and minimize expense ratios. Ara Oghoorian founded ACap Advisors & Accountants in 2006. The CFP, CPA, and Chartered Financial Analyst has more than 26 years of experience in the financial services field.

12031 Ventura Boulevard, Los Angeles, CA 91604
Los Angeles, CA 91604

InstagramWebsite(818) 272-8511

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:

5 / 5 ( Best)

Total Reviews:

32 (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

226 South Beverly Drive, Beverly Hills, CA 90212
Beverly Hills, CA 90212
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Affluencer Financial is an independent wealth management firm serving individuals, families, and business owners throughout the Greater Los Angeles metro area. The company is composed of certified public accountants, Certified Financial Planners, and Certified Financial Analysts who are knowledgeable in retirement planning, taxes, and estate planning. Its professionals help clients take charge of their finances and make informed decisions when it comes to their pensions, investments, life insurance, and annuities. They also offer personal finance classes.

226 South Beverly Drive, 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:

14 (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: --

Los Angeles, CALos Angeles, CAInstagram

Athos Capitol Advisors is a wealth management firm comprised of financial advisors to residents in and around the Los Angeles area. It brings institutional-level investment advice to clients as well as best practices to individual and high net worth investors. Company founder and president, Henry Miketa, has served one of the world’s premier investment advisory firms and brings the same level of expertise and service demanded by the world’s leading endowments, foundations, and family offices to each of his individual clients.

Los Angeles, CALos Angeles, CA

InstagramWebsite(310) 971-4765

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:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Los Angeles, CA 90067Los Angeles, CA 90067
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Darrow Wealth Management is one of the most trusted financial advisors in Los Angeles. The firm has been satisfying clients since 1987, and the founder holds a Certified Financial Planner designation and is a member of the National Association of Personal Financial Advisors. Darrow Wealth Management offers honest, unbiased recommendations on how individuals, families, and businesses can navigate challenges and enjoy economic stability, and the team does not charge for the initial consultation.

Los Angeles, CA 90067Los Angeles, CA 90067

Website(310) 556-2220

Show Number
21600 West Oxnard Street, Woodland Hills, CA 91367
Woodland Hills, CA 91367
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Dash Investments is an independent investment advisory firm that serves individuals and families from Los Angeles and the surrounding areas. It offers a full range of wealth management services, including financial planning and retirement planning. It also provides portfolio management services that include research, investment strategies and selection, and annuities evaluations. The managing executives of Dash Investments have a combined experience of more than 50 years. The firm has been featured in The Wall Street Transcript and Forbes Magazine.

21600 West Oxnard Street, Woodland Hills, CA 91367
Woodland Hills, CA 91367

Website(800) 549-3227

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:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

21515 Hawthorne Boulevard, Torrance, CA 90503
Torrance, CA 90503
  • Certified Financial Planner (CFP)

EP Wealth Advisors is a financial planning and investment management company near Los Angeles. The firm creates financial plans with analysis in tax preparation, insurance, real estate investment, Social Security, and employee benefits. Its portfolio managers help with either bond selection or mutual fund allocation while minimizing portfolio risks. It also offers assistance in planning taxes, retirement, estate, business, and life transition. EP Wealth Advisors has been featured in several media organizations, including CNBC, Yahoo! Finance, Forbes, and Financial Times.

21515 Hawthorne Boulevard, Torrance, CA 90503
Torrance, CA 90503

Website(800) 272-2328

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:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

920 Hampshire Road, Westlake Village, CA 91361
Westlake Village, CA 91361
Instagram
  • Estate Planning
  • Retirement Planning

Fischer Investment Strategies caters to individuals and businesses in Los Angeles and the surrounding areas. Its financial planning services include cash flow analysis, estate planning, education savings, risk and tax management, and Social Security optimization. It also offers business financial reviews and employee benefits recommendations. Ted Fischer, the founder, has more than 25 years of experience in financial services. He holds various designations, including Accredited Investment Fiduciary, Certified Financial Planner, and Qualified Plan Financial Consultant.

920 Hampshire Road, Westlake Village, CA 91361
Westlake Village, CA 91361

InstagramWebsite(805) 418-7686

Show Number

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+

2919 Acresite St, Los Angeles, CA 90039
Los Angeles, CA 90039
  • Certified Financial Planner (CFP)

Foundry Financial is a fiduciary firm serving clients in Los Angeles and the surrounding communities. It helps individuals invest and take control of their finances by providing them with a wide range of services, including cash management, as well as retirement, estate, insurance, tax, and education planning. Its team also develops investment portfolios that match customers' needs, goals, and risk tolerance. The company's CEO, Kevin Lum, has a CFP designation. Foundry Financial has an office in Washington, D.C.

2919 Acresite St, Los Angeles, CA 90039
Los Angeles, CA 90039

Website(213) 267-7754

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

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+

10866 Wilshire Boulevard, Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024
  • Certified Financial Planner (CFP)

Established in 1988, HCR Wealth Advisors provides financial planning, investment management, and other financial services from its Los Angeles location. In addition to creating investment portfolios, the team of experienced fiduciaries focuses on all aspects of clients' financial well-being, helping to develop tax strategies, create retirement plans, and provide estate planning assistance. Although the firm serves a variety of high-net-worth individuals and families, HCR specializes in serving business owners, divorcees, pre-retirees, athletes, and figures in the entertainment industry.

10866 Wilshire Boulevard, Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024

Website(310) 473-5445

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

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

11150 W Olympic Blvd. Suite 790, Los Angeles, CA 90064
Los Angeles, CA 90064
Instagram

Mastering your financial situation can lighten your mood and transform your life. We want as many people as possible to experience that change. We make our impact through meticulous financial planning, a rigorous investment process and “always on” situational advice.

11150 W Olympic Blvd. Suite 790, Los Angeles, CA 90064
Los Angeles, CA 90064

InstagramWebsite(310) 734-4740

Show Number

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+

Los Angeles, CA 90064Los Angeles, CA 90064

Miracle Mile Advisors is an asset protection and wealth preservation consultancy in Los Angeles. The firm is a registered investment adviser that has gained the approval of the United States Securities and Exchange Commission, and it offers a range of services, including portfolio design and implementation. Miracle Mile Advisors caters to persons and families of high net worth, and those who seek the financially secure life that they have worked hard for and deserve.

Los Angeles, CA 90064Los Angeles, CA 90064

Website(310) 246-1243

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:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

30 (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+

Los Angeles, CA 90049Los Angeles, CA 90049

Montecito Capital Management Group is a registered investment adviser in Los Angeles that Forbes has listed as one of Southern California’s ten most dependable wealth managers. The firm enjoys the reputation as a trusted custodian with low fees, and it adds an extra layer of peace of mind by giving clients 24/7 access to the team’s services. Montecito Capital Management Group provides unbiased financial, investment, and retirement advice, and it offers a complimentary initial portfolio review and consultation. As a team, the firm has a range of expertise designations such as Masters of Business Administration (MBA), Chartered Financial Analyst (CFA) designation, and Certified Financial Planner (CFP) designation.

Los Angeles, CA 90049Los Angeles, CA 90049

Website(800) 943-2295

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (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: --

11835 West Olympic Boulevard, Los Angeles, CA 90064
Los Angeles, CA 90064
  • Estate Planning
  • Tax Planning

NWF Advisory Group is a wealth management consultancy that serves the Los Angeles metro. Founded in 1969, the team of financial advisors offers multi-generational wealth planning, estate planning, education funding, and charitable planning. The consultancy uses investment strategies designed to produce favorable long-term results that meet the needs of individuals, families, and businesses. President and CEO Shehab Mohammad is involved in different non-profit organizations and is a member of the advisory board of Optimist Youth Homes.

11835 West Olympic Boulevard, Los Angeles, CA 90064
Los Angeles, CA 90064

Website(310) 475-5854

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:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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: --

Los Angeles, CA 90016Los Angeles, CA 90016

Pathway Financial Services, LLC is a fee-only, financial planning and investment management firm in Los Angeles that operates as a fiduciary. Serving individuals and small businesses, the company offers a range of services from comprehensive financial planning packages, retirement planning, and portfolio management on an annual retainer basis, as well as hourly consulting.

Los Angeles, CA 90016Los Angeles, CA 90016

Website(310) 836-1600

Show Number
990 West 190th Street, Torrance, CA 90502
Torrance, CA 90502
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Pence Wealth Management is a financial advisory agency that has been serving clients in Los Angeles and the surrounding areas for over 30 years. It performs cash flow analysis, education and tax planning, and will and trust reviews. It also provides investment management solutions, such as discretionary portfolio management, portfolio analysis and comparison, and tax-efficient investing. Laila Pence, the president, was recognized as one of the Top 100 Independent Financial Advisors by Barron's from 2016 to 2020.

990 West 190th Street, Torrance, CA 90502
Torrance, CA 90502

Website(800) 731-3623

Show Number

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+

Sherman Oaks, CA 91403Sherman Oaks, CA 91403

Pure Financial Advisors is a wealth management and preservation consulting firm in Sherman Oaks. The company guides clients through their journey to an economically sound future, and the team consists of seasoned professionals who each hold a Certified Financial Planner designation. Pure Financial Advisors belongs in the National Association of Personal Financial Advisors and Financial Planning Association, and it offers a free assessment.

Sherman Oaks, CA 91403Sherman Oaks, CA 91403

Website(818) 992-2931

Show Number

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+

226 South Beverly Drive, Beverly Hills, CA 90212
Beverly Hills, CA 90212
  • Retirement Planning

Samuel Rad is a financial consultant who has been serving Los Angeles clients for more than a decade. Rad heads a team that caters to local residents, investors, women, and retirement professionals. The team evaluates clients' current financial status, such as assets, income, and savings, and crafts and executes a structured plan tailored to each individual. In addition to financial coaching, they also offer investment analysis and security optimization. Rad works as a financial officer in a local foundation for the elderly called LASHA.

226 South Beverly Drive, Beverly Hills, CA 90212
Beverly Hills, CA 90212

Website(310) 935-4726

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:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

65 (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: --

801 South Figueroa Street, Los Angeles, CA 90017
Los Angeles, CA 90017
  • Estate Planning
  • Retirement Planning

SFE Investment Counsel is an independent and employee-owned financial advisory company serving Los Angeles and the surrounding cities. For more than 40 years, it has been helping businesses, families, and individuals manage their finances and achieve their long-term goals. The firm offers wealth management solutions that include investment and risk management. Through Pathways (SRI) All-Cap, it designs socially responsible investing strategies for companies and nonprofits. SFE Investment Counsel's co-chief investment officers are Chartered Financial Analysts.

801 South Figueroa Street, Los Angeles, CA 90017
Los Angeles, CA 90017

Website(800) 445-6320

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:

5 / 5 ( Best)

Total Reviews:

2 (Good)

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: --

Los Angeles, CA 90024Los Angeles, CA 90024

Silver Oak Wealth Advisors is a team of financial advisors serving clients in Los Angeles. It specializes in helping women boost their financial confidence, especially if they're working through issues brought about by the death of a spouse or divorce. With 15 years of experience, the firm has also assisted multi-generational families in transferring assets and preparing heirs for the responsibilities of protecting the family legacy. It is led by Linda Cao, who is a Certified Financial Planner and Certified Financial Transitionist.

Los Angeles, CA 90024Los Angeles, CA 90024

Website(310) 207-4800

Show Number

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: --

3868 Carson Street, Torrance, CA 90503
Torrance, CA 90503

South Bay Planning is a financial management company that caters to the needs of clients in Los Angeles and nearby localities. The firm assists private individuals and businesses in securing and maximizing their financial assets. Its financial advisors specialize in financial planning, investment management, and insurance planning. The team also handles retirement plan consulting and business succession planning for commercial clients. The company's lead financial advisor, Matthew Stratman, has been helping clients manage their finances for over 10 years.

3868 Carson Street, Torrance, CA 90503
Torrance, CA 90503

Website(310) 661-8247

Show Number

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+

Los Angeles, CA 90025Los Angeles, CA 90025

The Tax Consultancy Group is a financial advisor in Los Angeles. The company has been satisfying clients for more than 20 years, and the team helps them “navigate complex issues to preserve and enhance family wealth.” The Tax Consultancy Group is a member of the American Institute of Certified Public Accountants, and it caters to executives, business owners, persons of high net worth, and people seeking to live the life they have worked hard for and deserve.

Los Angeles, CA 90025Los Angeles, CA 90025

Website(310) 829-0300

Show Number
155 North Lake Avenue, Pasadena, CA 91101
Pasadena, CA 91101
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)

Vida Private Wealth is a Pasadena-based financial institution serving clients in the Los Angeles area. It offers wealth management, financial life planning, and multi-family office services. Its multi-family office services include family governance, estate planning, business succession, investment management, and risk management administration. Mike Alves, the managing director and founder of Vida Private Wealth, attained the Certified Financial Planner designation in 2010. He has been in the financial services industry since 2005 and has previously worked as a wealth management advisor.

155 North Lake Avenue, Pasadena, CA 91101
Pasadena, CA 91101

InstagramWebsite(626) 778-0678

Show Number

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: --

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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