Expertise.com
2024

Last updated:

Best Financial Advisors in Monterey Park

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 Monterey Park Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

18

Reviewed

12

Curated

4

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Monterey Park, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

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.
4.0

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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Price: Free Consultation

Monterey Park, CA

Why choose this provider?

Need help contacting a Financial Advisor in Monterey Park? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
1055 East Colorado Blvd., 5th Floor, #1080, Pasadena, CA 91106
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Build A Better Financial Future LLC helps Monterey Park residents pursue their goals, whether to fund their children's college education, purchase a home, or pay their debts. It works with clients in creating and implementing financial plans that reflect their aspirations and current economic situations. The roadmaps include recommendations on asset allocation, life insurance, debt management, retirement and tax planning, and investments. Founder Luis Rosa is a Certified Financial Planner. He was featured in several media outlets, including CNBC, Forbes, and NBC News.

License Verified:

License: 305490

Investment Adviser Public Disclosure Database, SEC

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 (13)

Website
11150 West Olympic Blvd., Suite 790, Los Angeles, CA 90064
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

KCS serves clients in Monterey Park and its surrounding areas. It offers a wide range of services, from financial planning to inheritance and estate planning. It serves individuals who are planning for their children's college education or those who are negotiating terms for a new job. Its founders include an MD, a CPA, and a Wall Street veteran who use their previous work experiences to collaborate and create personalized planning strategies for clients.

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

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.

  • How can an investor in Monterey Park obtain a public record from the Department of Financial Protection and Innovation?

    There are several ways an investor in Monterey Park can get public records. They can submit a request online on the website of the Department of Financial Protection and Innovation. They can also fax or mail the request to: California Department of Financial Protection and Innovation ATTN: PRA Coordinator General Counsel’s Office 2101 Arena Boulevard Sacramento, CA 95834 Fax: (916) 928-7884 They can inspect public records at the nearest DFPI office in Junipero Serra Bldg. at 320 West 4th Street, Suite 750 Los Angeles, CA 90013-2344.

  • Can an investor in Monterey Park buy bonds directly from the state?

    No, bonds issued by the state are not directly available to investors. They must have or open an account with a brokerage firm participating in the sale. Investors in Monterey Park must check carefully the pre-sale offering document for information such as the bond's ratings and security, financial, and economic features. They must get in touch with the broker when they are ready to place a sale during the designated order period.

  • How can an investor in Monterey Park manage risks in investing?

    Diversification is one of the basic ways to minimize investment risks. The portfolio of an investor in Monterey Park may contain various assets such as bonds, stocks, and cash investments according to their risk tolerance and timetable. Stocks can be further diversified into different types, including international and small-cap. Additionally, stock sources may also have to be spread out across different sectors.

  • For someone in Monterey Park, when is a Self-directed Individual Retirement Account (SDIRA) better than a traditional account?

    A Self-directed Individual Retirement Account (SDIRA) offers investors more flexibility and options. It can hold investments that are not allowed in a traditional retirement account. It is best suitable for a seasoned investor in Monterey Park who has experience and knowledge of alternative investments and wants diversity in tax-advantaged assets.

  • How can a secured credit card be used to improve the financial situation of someone in Monterey Park?

    A secured credit card can be used to improve the credit score of someone with previous financial problems. To get the card, the individual must make a deposit amount with the credit card company in Monterey Park. For every month the credit card bill is paid, the credit score of the cardholder improves little by little.

  • 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.