Best Financial Advisors in Redondo Beach

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Advanced Planning Solutions Inc. logo

Advanced Planning Solutions Inc.

225 Avenue I, Suite 201, Redondo Beach, CA 90277
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  • Certified Financial Planner (CFP)

Advanced Planning Solutions, Inc., caters to individuals, families, and business owners in Redondo Beach and the surrounding communities. The company offers suggestions, alternatives, and new strategies in asset preservation, investment decisions, Social Security, and employer benefits. It also creates portfolios tailored to clients' needs and helps with retirement and estate planning. It also helps with long-term care, mortgage payments, and asset protection. Advanced Planning Solutions has partnerships with Pimco Inc., Ocean Park, Polen Capital, and American Funds.

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Bollinger Capital Management, Inc. logo

Bollinger Capital Management, Inc.

1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 1988, Bollinger Capital Management, Inc. has been helping individuals, families, and companies in Redondo Beach achieve their financial security. The fiduciary firm offers two investment programs: traditional money management and socially responsible investment management. It utilizes technical, rational, and fundamental analysis to gather information for formulating investment strategies. Bollinger Capital Management is owned and operated by John Bollinger, a chartered financial analyst and market technician. He appeared on the Financial News Network and CNBC as a chief market analyst.

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Confidence Wealth Management logo

Confidence Wealth Management

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
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  • Certified Financial Planner (CFP)

Confidence Wealth Management has been handling the needs of individuals, retirees, business owners, and investors in Redondo Beach and the surrounding areas since 2002. The firm specializes in various services, which include helping clients to protect their principals, preserve and grow their retirement income, decrease their investment fees and taxes, and optimize their financial plans. Confidence Wealth Management also assists clients in reducing their inheritance taxes, improving their social security benefits, and planning for health care expenses.

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Markland Wealth Management, Inc. logo

Markland Wealth Management, Inc.

1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
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  • Estate Planning

Markland Wealth Management, Inc., serves Redondo Beach. Its advisors focus on assisting business owners, families, physicians, and retirees in developing long-term financial plans to help them pursue their goals. They create strategies that are customized to their specific needs and regularly review plans to keep them on track. They advise clients on how to allocate assets based on their investment objectives and offer insurance plans to reduce risks. Markland Wealth Management was founded in 1986.

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Navigoe logo

Navigoe

417 Beryl Street, Redondo Beach, CA 90277
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  • Estate Planning
  • Certified Financial Planner (CFP)

Navigoe offers financial advice to Redondo Beach residents. It provides asset management, investment advising, 401(k) plan enhancement, and trust administration services. Scott Leonard, a Certified Financial Planner who entered the field in 1990, founded the firm as Leonard Wealth Management in 1996. It was later renamed Navigoe after accumulating a more extensive customer base. The company's education-based process aims to assist clients in better understanding their financial decisions. It also serves as a fiduciary and cultivates long-term customer relationships through proactive interactions.

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Urban Wealth Management logo

Urban Wealth Management

841 Apollo St #320, El Segundo, CA 90245
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  • Certified Financial Planner (CFP)

Urban Wealth Management is a financial service provider catering to Redondo Beach residents. The company's team consists of women professionals who understand and meet other women's unique financial planning needs for every age, stage, and situation. It uses a socially responsible investing approach, which focuses on understanding clients' goals before creating financial planning strategies. It offers a financial planning package involving cash flow and balance sheet reports, insurance reviews, and a personal financial dashboard. Urban Wealth Management comprises women advisors who hold CFP designations.

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Wendell Charles logo

Wendell Charles

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
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  • Certified Financial Planner (CFP)

Wendell Charles has been assisting individuals, families, startups, and businesses in Redondo Beach in achieving financial freedom since 2011. To create long-term financial plans for its clients, the firm collaborates with estate planning attorneys, bookkeepers, and Realtors. It also creates financial strategies, such as debt reduction and pay-off strategies as well as assists in planning for retirement by providing services such as Medicare planning. Wendell Charles has been featured in CNBC, Forbes, and The Wall Street Journal.

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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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