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Best Financial Advisors in Monterey Park

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

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.

1055 East Colorado Blvd., 5th Floor, #1080, Pasadena, CA 91106
Pasadena, CA 91106

InstagramWebsite(646) 397-6292

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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:

13 (Better)

Score Consistency:

Consistent (Best)

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

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.

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

Website(310) 734-4740

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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+

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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