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Best Financial Advisors in North Hollywood

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429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401
  • Private Wealth Advisor
  • Investment Management
  • Investment Advisor

Founded in 2001, Angeles is a multi-asset investment firm serving North Hollywood. Its services focus on providing tailored investment solutions to institutional investors and private wealth clients. It guides foundations and non-profit institutions regarding their pension and sovereign wealth funds. It also offers customized programs and helps clients understand near-term liquidity and tax considerations. In addition, it assists in recommending investment opportunities and constructing portfolios. It was named Greenwich Quality Leader by Greenwich Associations for four consecutive years.

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401

Website(310) 393-6300

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:

3 (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

5250 Lankershim Blvd Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601
  • Private Wealth Advisor
  • Tax Planning

Avivar Capital is a firm serving North Hollywood and surrounding communities. It advises public, private, and institutional clients in the design, development, and implementation of investment strategies, funds, and portfolios. Services include portfolio management & evaluation, fund development & syndication, and training & education. The firm's managing partner, Tina Castro, is a Chartered Financial Analyst with more than 20 years of finance and investment management experience. She currently serves on the Governance Board of the Center for Good Food Purchasing.

5250 Lankershim Blvd Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601

Website(323) 784-9021

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:

3 (Good)

Score Consistency:

Consistent (Best)

15760 Ventura Blvd, Suite 1100, Encino, CA 91436
Encino, CA 91436
  • Estate Planning
  • Business Formation

Financial advisors at Baker Tilly provide tax, assurance, and other advisory services to clients in North Hollywood. It serves various industries, including energy, government contractors, healthcare and life sciences, manufacturing and distribution, and real estate. It works with clients on transactions, wealth management and succession, risk and compliance considerations, and tax deductions. Baker Tilly serves clients out of 742 offices across the globe, nine of which are located in California. It currently has $3.9 billion in combined revenue.

15760 Ventura Blvd, Suite 1100, Encino, CA 91436
Encino, CA 91436

Website(818) 981-2600

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+

4123 Lankershim Boulevard, North Hollywood, CA 91602
North Hollywood, CA 91602
  • Business Succession Planning

Miller Kaplan is a financial services firm that serves high-net-worth individuals, Fortune 500 companies, and start-ups in North Hollywood. Its team creates financial strategies, which cover clients' expenses, investment opportunities, and real estate purchases. The advisors also address matters concerning estate, charitable, and succession plans. In addition, they help clients with income, property, franchise, and business tax compliance. Firm co-partner Jenny Bolsky is a CPA and Certified Fraud Examiner with over 30 years of industry experience.

4123 Lankershim Boulevard, North Hollywood, CA 91602
North Hollywood, CA 91602

Website(818) 769-2010

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)

11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025
Los Angeles, CA 90025
  • Certified Financial Planner (CFP)
  • Financial Planning

Perennial Financial Services, LLC is a firm serving North Hollywood and surrounding communities. It assists individuals and families in taking control of their future through financial planning. The process includes identifying the client's goals and objectives, gathering the necessary data, analyzing the collected information, developing and implementing a strategy that addresses certain needs, and monitoring the client's financial situation periodically. The firm's senior managing director, John B. Petrick, served as the president of the Palisades Chamber of Commerce.

11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025
Los Angeles, CA 90025

Website(310) 445-2504

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:

5 (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+

5250 Lankershim Blvd. Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601
  • Tax Preparation

Roland Fink & Co., CPA, has been serving clients in North Hollywood since 2003. It helps individuals, small businesses, and nonprofit organizations in achieving their financial objectives through tax and accounting services. Such services include income tax management, portfolio analysis, business planning, and IRS representation. The firm also provides college, elder care, and estate planning services. Its owner, Roland Fink, has experience in handling venture capital, corporate finance, divestitures, mergers, and acquisitions before establishing his own firm.

5250 Lankershim Blvd. Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601

Website(818) 210-5080

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:

7 (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+

1880 Century Park East, Suite 200, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Financial Planning

RVW Wealth has been serving clients in North Hollywood since 2006. It assists clients in reaching their financial goals through financial planning, wealth management, and investment planning. Its wealth management team is composed of CPAs, tax specialists, financial planners, and economists. They utilize evidence-based portfolio management strategies to optimize rates of return. Co-founder Selwyn Gerber has 40 years of experience in guiding the financial lives of affluent individuals. Company president Jonathan Gerber is an accredited personal financial specialist.

1880 Century Park East, Suite 200, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 945-4000

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:

17 (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+

226 S Beverly Drive Suite 200, Beverly Hills, CA 90212
Beverly Hills, CA 90212
  • Retirement Planning
  • Financial Planning

Samuel Rad is a Certified Financial Planner with Affluencer Financial, serving clients in North Hollywood. He helps clients accomplish their goals through comprehensive financial planning. His firm handles retirement planning, fixed investments, Social Security maximization, tax strategies, and fixed index annuities. In addition, he offers real estate advice involving investment valuations, rental properties, loan modification, and the purchase or sale of properties. Rad conducts financial lectures at Cerritos, UCLA, and West Los Angeles College.

226 S Beverly Drive Suite 200, 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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

47 (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: --

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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