Laurels

Best Financial Advisors in Pasadena
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Pasadena, CA

Website

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: --

Build a Better Financial Future LLC

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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Website

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)

Clifford Swan Investment Counselors

Clifford Swan Investment Counselors

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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

Website

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+

Derive Wealth

Derive Wealth

  • Private Wealth Advisor
  • Insurance Products
  • Business Formation

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.

225 South Lake Avenue
Pasadena, CA 91101

Website

Website

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)

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+

First Financial Consulting

First Financial Consulting

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

517 South Lake Avenue
Pasadena, CA 91101

Website

Website

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)

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+

Haydel Biel & Associates

Haydel Biel & Associates

  • Estate Planning

Haydel Biel & Associates is a financial planning and wealth management firm established in 2004. The services it offers include personal financial management, investment consulting and oversight, risk management, education planning, and estate planning. Its financial advisors have a combined experience of more than 50 years in the industry and hold relevant industry licenses that allow them to direct their clients' portfolios and investment strategies. Haydel Biel & Associates is based in the Pasadena community and is passionate about supporting local charities and nonprofit organizations.

100 Corson Street
Pasadena, CA 91103

Website

Website

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:

23 (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+

Jackson Financial Advisors

Jackson Financial Advisors

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.

301 North Lake Avenue
Pasadena, CA 91101

Website

Website

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

LA Wealth Management

LA Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

100 West Broadway
Long Beach, CA 90802

Website

Website

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:

10 (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+

Lake Avenue Financial

Lake Avenue Financial

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

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.

70 South Lake Avenue
Pasadena, CA 91101

Website

Website

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:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

39 (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: A+

Moscaret Investment Advisory

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

Website

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+

Peak Wealth Advisors

Peak Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

790 East Green Street
Pasadena, CA 91101

Website

Website

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+

Sterling Financial Group, Inc.

Sterling Financial Group, Inc.

  • Certified Financial Planner (CFP)

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.

225 South Lake Avenue
Pasadena, CA 91101

Website

Website

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+

The Sterling Group

The Sterling Group

  • Certified Financial Planner (CFP)

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.

225 South Lake Avenue
Pasadena, CA 91101

Website

Website

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: --

Wealtharch Investment Services

Wealtharch Investment Services

  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Chartered Financial Analyst (CFA)

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.

1122 East Green Street
Pasadena, CA 91106

Website

Website

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:

46 (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: A+

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