Best Financial Advisors in Pomona

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 41 27 6

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

CONA Wealth

  • Estate Planning
  • Tax Planning

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.

2120 Foothill Boulevard
La Verne, CA 91750


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