Best Financial Advisors in Pasadena

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Build a Better Financial Future LLC logo

Build a Better Financial Future LLC

1055 East Colorado Boulevard, Pasadena, CA 91106
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  • 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.

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Clifford Swan Investment Counselors logo

Clifford Swan Investment Counselors

177 East Colorado Boulevard, Pasadena, CA 91105
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  • 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.

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Derive Wealth logo

Derive Wealth

225 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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First Financial Consulting logo

First Financial Consulting

517 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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Jackson Financial Advisors logo

Jackson Financial Advisors

301 North Lake Avenue, Pasadena, CA 91101
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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.

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LA Wealth Management logo

LA Wealth Management

100 West Broadway, Long Beach, CA 90802
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  • 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.

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Lake Avenue Financial logo

Lake Avenue Financial

70 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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Moscaret Investment Advisory logo

Moscaret Investment Advisory

180 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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Peak Wealth Advisors logo

Peak Wealth Advisors

790 East Green Street, Pasadena, CA 91101
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  • 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.

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Sterling Financial Group, Inc. logo

Sterling Financial Group, Inc.

225 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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The Sterling Group logo

The Sterling Group

225 South Lake Avenue, Pasadena, CA 91101
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  • 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.

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Wealtharch Investment Services logo

Wealtharch Investment Services

1122 East Green Street, Pasadena, CA 91106
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  • 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.

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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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