Expertise.com

2024

Last updated:

Best Financial Advisors in Pomona

Our Recommended Top 7

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 Pomona Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

42Reviewed

28Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Pomona, 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
  • Retirement Planning
  • Financial Planning
  • Investment Management

Pomona, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Pomona? 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.

2120 Foothill Boulevard, La Verne, CA 91750

Why choose this provider?

CONA Wealth is a financial advisory firm that serves clients in Pomona. The company provides financial planning services that are dynamic and customer-centered, with emphasis on client participation throughout the planning process. Aside from that, CONA Wealth provides evidence-based, accessible, and transparent investment management services, as well as financial education. Richard Eddy, a co-founder of CONA Wealth, has been working in the financial planning and investment management industry since 2005.

  • Estate Planning
  • Tax Planning

199 South Monte Vista Avenue, San Dimas, CA 91773

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Why choose this provider?

Zuk Financial Group is a company of financial advisors serving Pomona and the surrounding communities. Since its founding in 1974, the company has been helping clients in maximizing social security benefits and tax efficiency. Its advisors also provide assistance in building investment portfolios of clients. Other services include behavioral coaching to educate clients on how to make unbiased decisions about their finances. Zuk Financial Group is a Certified Estate Planner and staffed with Certified Financial Planners.

  • Certified Financial Planner (CFP)

540 West Baseline Road, Claremont, CA 91711

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Financial Designs serves Pomona and the surrounding areas. The independent firm offers financial advisory services to individuals approaching retirement. Its financial advisors schedule consultations with clients to evaluate their retirement goals and recommend strategies that suit their needs. They are capable of suggesting retirement income methods and wealth management tips. Financial Designs was featured in publications such as Los Angeles Daily News and Wall Street Select. Its CEO, Nino G. Pavan, is a Certified Financial Planner and also serves Kiplinger as a contributing advisor.

  • Certified Financial Planner (CFP)

341 West 1st Street, Claremont, CA 91711

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Gould Asset Management is an independent fiduciary firm serving Pomona. The firm opened its doors in 1999 to provide investment management and financial planning services to clients experiencing major life changes, such as retirement and divorce. To deliver individualized solutions to its clients, it utilizes an exclusive software application called Portfolio Information and Management System (PIMS) that handles client assets. Founder Donald Gould has more than three decades of experience in the industry. He also served as the president of the Pomona College Alumni Association.

  • Certified Financial Planner (CFP)

466 West Arrow Highway, San Dimas, CA 91773

Expertise.com Rating

Why choose this provider?

Reh Wealth Advisors LLC offers its services to clients in Pomona and its surrounding areas. It caters to families, business owners, and corporate executives. The company crafts retirement, long-term savings, and college savings plans for its clients. It also provides investment management, tax planning, and debt management services. Its founder, Stephen Reh, has over 15 years of experience in the financial services industry. He is a National Association of Personal Financial Advisors member. Reh Wealth Advisors has been operating since 2010.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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 residents of Pomona and the state prepare for a recession?

    Residents of Pomona and the state can prepare for a recession by having an emergency fund worth more than half of a year's living expenses. Lifestyles should be kept in check to prevent overspending, while expensive credit card debt must be paid off to prevent interest from racking up. Learning new skills is useful to open new avenues for earning.

  • What is more economically advantageous in Pomona and the state: buying a car on installment or leasing?

    For residents of Pomona and California, the answer to the leasing versus buying on installment question depends on how often the individual changes cars. If the intention is to keep the car for a long period of time, a purchase is the ideal choice. If the motorist switches cars every time a new model is released, a lease is preferable and will cost less.

  • Why do financial advisors operating in Pomona advise diversification instead of focusing on a handful of strong performers?

    Diversification is preferred by financial advisors in Pomona because it protects against sudden and drastic losses in any single investment sector. It allows investors to in some cases earn more than the single-product crowd even if there are some options that lose money over time, as long as the winners outweigh the losers.

  • Why save for retirement when a person from Pomona can derive pleasure by spending money at the moment?

    It is preferable in Pomona to save money for retirement instead of deriving pleasure in the present because happiness is more long-lasting than pleasure. The hormonal highs one acquires from spending money is a fleeting phenomenon, while being safe and secure in old age cannot be quantified and lasts until death.

  • In Pomona, what differentiates independent financial advisors from those in mainstream companies?

    In Pomona, independent financial advisors operate free from big-name companies and usually charge less. They are also distant from external influences brought by large corporations, unlike dependent counterparts constrained from recommending products from competitors. The advice and service given by independents could be more personalized and personal since the pool of choices is unrestricted and the atmosphere in the office looser.

  • 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.