Expertise.com

2024

Last updated:

Best Financial Advisors in Pasadena, CA

Our Recommended Top 14

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 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.

46Reviewed

33Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Pasadena, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Pasadena, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Pasadena? 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.

517 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Review Sources

Yelp
4.0 (5)
Google
5.0 (4)
Facebook
5.0 (2)

Why choose this provider?

First Financial Consulting is a retirement planning and investment consulting firm that caters to the needs of residents in Pasadena. Its financial advisors and planners offer personalized financial planning services. In addition, it handles investment management, including steps like plan development, implementation, and portfolio structure monitoring. First Financial Consulting was established in 1976. Greg Welborn, the business’s principal, has over 35 years of industry experience. He has written about personal financial issues for publications like The Wall Street Journal and the Los Angeles Daily News.

  • Estate Planning
  • Certified Financial Planner (CFP)

301 North Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Why choose this provider?

Jackson Financial Advisors provides services to clients in Pasadena and the surrounding areas. The group works with families, professionals, and business owners in financial situations that require expert advice. It creates plans and strategies for clients and focuses on four areas related to wealth, which are wealth enhancement, wealth preservation, wealth transfer, and charitable giving. Senior vice president Steve Jackson has earned three designations, including Certified Wealth Specialist, Accredited Investment Fiduciary, and Certified Plan Fiduciary Advisor.

100 West Broadway, Long Beach, CA 90802

Expertise.com Rating

Review Sources

Google
5.0 (4)
Yelp
5.0 (3)

Why choose this provider?

LA Wealth Management provides financial services to individuals and small businesses in the Pasadena area. It helps clients plan for college by assisting them with matters on qualified tuition programs, UGMA and UTMA accounts, and Coverdell Education Savings Accounts. It also has access to more than 40 insurance carriers to offer clients term life insurance products and long-term care products. Laurie Allen, the founder of LA Wealth Management, has been a Certified Financial Planner since 2008.

  • Certified Financial Planner (CFP)
  • Retirement Planning

180 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

790 East Green Street, Pasadena, CA 91101

Expertise.com Rating

Review Sources

Facebook
5.0 (14)

Why choose this provider?

Peak Wealth Advisors is a team of financial planners that serves clients in Pasadena. It offers personalized solutions for divorce, retirement, tax, education, special needs, and estate planning. Its team also handles portfolio risk analysis, risk management, insurance analysis, planned giving, and business transitions. One of its founders, Helen Sipsas, has a background in mergers and acquisitions, growth financing, and debt restructuring. Peak Wealth Advisors has been assisting clients with their financial concerns for over 10 years.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

177 East Colorado Boulevard, Pasadena, CA 91105

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Why choose this provider?

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.

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

225 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Sterling Group is an independent financial advisory firm that services clients in the Pasadena metro and nearby areas. It offers clients comprehensive wealth management through its various services, such as estate planning, retirement planning, insurance strategy, tax strategy, and investment handling. The Sterling Group's principal, C. Hunt Salembier, has been a financial advisor since 1993. He is an active member of the local community and serves as the Chairman of the Board for Foothill Family Service.

  • Certified Financial Planner (CFP)

1055 East Colorado Boulevard, Pasadena, CA 91106

Expertise.com Rating

Review Sources

Google
5.0 (13)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

70 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Review Sources

Google
4.0 (27)
Facebook
5.0 (7)
Yelp
5.0 (1)

Why choose this provider?

Lake Avenue Financial is an independent wealth management firm serving clients in Pasadena and nearby areas. It offers a range of services, including wealth accumulation, financial planning, asset protection, and estate preservation. The firm develops strategies tailored to the clients' specific needs. It also offers special planning services for women in transition and financial planning for the members of the LGBTQ+ community. Lake Avenue Financial provides clients with access to the financial planning tool WealthCompass to view their accounts.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

1122 East Green Street, Pasadena, CA 91106

Expertise.com Rating

Review Sources

Yelp
5.0 (44)
Google
5.0 (2)

Why choose this provider?

Wealtharch Investment Services is a financial planning firm headquartered in Pasadena. The firm offers a wide range of services, including investment management, financial independence planning, contingency planning, education planning, and tax planning. It reviews 401(k) and employer retirement plans and evaluates retirement strategies for its clients. The firm employs comprehensive financial statement analysis, market analysis, and financial valuation services. Principal of the firm Earl Jordan Yaokasin has worked in the investment sector for more than 10 years. He is a Chartered Financial Analyst.

  • Tax Planning
  • Retirement Planning
  • Investment Management

225 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Why choose this provider?

Sterling Financial Group, Inc., is an independent wealth advisory firm that caters to individuals and families in the Pasadena metro and the surrounding areas. The agency helps clients achieve their financial goals and aspirations by offering financial planning and investment management services such as retirement planning and estate management. Michael Hatch, the firm's principal, is a Certified Financial Planner professional who has been working in the financial services industry since 1989. He also holds a master's degree in Business Administration.

  • Certified Financial Planner (CFP)

225 South Lake Avenue, Pasadena, CA 91101

Expertise.com Rating

Review Sources

Yelp
5.0 (10)
Google
5.0 (3)

Why choose this provider?

Derive Wealth is the business of financial advisor Ryan Miyamoto, serving clients in and around Pasadena. To help clients make smart financial decisions, it organizes their financial data, creates detailed analytics, recommends specific actions, and continuously checks up on their finances. Derive Wealth designs financial plans for individuals and small businesses that encompass tax analysis, cash flow analysis, investment advice, and risk management. Miyamoto has been in the financial services industry for more than 15 years.

  • Private Wealth Advisor
  • Insurance Products
  • Business Formation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
First Financial Consulting
517 South Lake Avenue, Pasadena, CA 91101
Jackson Financial Advisors
301 North Lake Avenue, Pasadena, CA 91101
LA Wealth Management
100 West Broadway, Long Beach, CA 90802
Moscaret Investment Advisory
180 South Lake Avenue, Pasadena, CA 91101
Peak Wealth Advisors
790 East Green Street, Pasadena, CA 91101
Clifford Swan Investment Counselors
177 East Colorado Boulevard, Pasadena, CA 91105
The Sterling Group
225 South Lake Avenue, Pasadena, CA 91101
Build a Better Financial Future LLC
1055 East Colorado Boulevard, Pasadena, CA 91106
Lake Avenue Financial
70 South Lake Avenue, Pasadena, CA 91101
Wealtharch Investment Services
1122 East Green Street, Pasadena, CA 91106
Sterling Financial Group, Inc.
225 South Lake Avenue, Pasadena, CA 91101
Derive Wealth
225 South Lake Avenue, Pasadena, CA 91101

FAQs

  • 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 a person in Pasadena profit from investing in real estate?

    People in Pasadena could profit from investing in real estate through either a passive or active approach. The individual could purchase and rent out a house for passive real estate investing. For a more active approach, a person can buy a run-down house at a low price and then sell it for a profit after fixing its issues.

  • What are the risks of investing in cryptocurrencies in Pasadena?

    Cryptocurrencies may not be considered a standard medium of exchange for goods and services because of the volatility risks, and it also presents security risks because the purchase of cryptocurrency is done through digital exchanges, which might be hacked. Governments throughout the world have recently started increasing regulation and taxation regarding the cryptocurrency market, so Pasadena investors should consider the risks of cryptocurrencies before investing in them.

  • Is it beneficial to have bonds in a financial portfolio in Pasadena?

    Despite concerns over recent yields, a person in Pasadena should still consider including bonds in their financial portfolio. Having bonds in a portfolio helps provide a stable base of income for investors. It is also considered a stable withdrawal source for retirees that are paying for living expenses. Investors should work with financial advisors to improve portfolio yields while not increasing risk substantially.

  • How can an individual in Pasadena prepare for long-term care expenses?

    Pasadena residents preparing for long-term care expenses should start conversations early with their family and loved ones, and they should also consult financial professionals and attorneys that understand the choices with extended-care situations. People preparing for long-term care expenses should also organize their important documents, explore long-term care insurance, and set up a trust.

  • What are the steps that Pasadena residents should take to preserve their wealth?

    In order to preserve their wealth, Pasadena residents should work with a professional to find strategies to reduce their taxes. They should also consider incorporating estate planning strategies to shelter their assets and pass their wealth on efficiently. Other steps that an individual should take for wealth preservation include diversifying investments and creating sustainable financial plans.

  • 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.