Laurels

Best Financial Advisors in Pasadena
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Pasadena 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 45 32 13

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

Build a Better Financial Future LLC

  • Certified Financial Planner (CFP)

Build A Better Financial Future, LLC, is a financial planning firm owned by Luis F. Rosa. He is included in the Investment News' 40 under 40 and Financial Advisor Magazine's 10 young advisors to watch. He was also featured in CNBC, Forbes, NBC News, and Yahoo Finance. Serving Pasadena and its neighboring communities, Rosa educates his clients about 401(k) investment options, strategizes debt elimination for student loans, creates budget plans, and reviews life insurance policies.

1055 East Colorado Boulevard
Pasadena, CA 91106

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Clifford Swan Investment Counselors

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Clifford Swan Investment Counselors helps individuals and families in Pasadena and the surrounding areas manage and grow their wealth. The firm works with the clients' professionals, such as accountants and lawyers, in managing their finances. Additionally, the company assists institutions in asset preservation and proper fund stewardship. It directly coordinates with trustees and board members for the service. Clifford Swan Investment Counselors was featured in the Financial Times Top 300 Registered Investment Advisers for 2018.

177 East Colorado Boulevard
Pasadena, CA 91105

Website

Moscaret Investment Advisory

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Founded in 1999, Pasadena-based Moscaret Investment Advisory specializes in all aspects of financial planning and investing based on the goals of its clients. The company assists retirees, professionals, and business owners by gaining a thorough understanding of their overall goals and objectives, developing a blueprint to guide wealth accumulation, decision-making, and trade-offs, and providing comprehensive wealth management that can assess the sum of activities required to accumulate, protect, and transfer wealth. Founder, Jeffrey D. Moscaret, has been featured in Research Magazine and Investment News.

180 South Lake Avenue
Pasadena, CA 91101

Website

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