Expertise.com

2024

Last updated:

Best Financial Advisors in Redondo Beach, CA

Our Recommended Top 8

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

23Reviewed

17Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Redondo Beach, 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

Redondo Beach, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Redondo Beach? 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.

1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
WebsiteLicense: 134458

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

841 Apollo St #320, El Segundo, CA 90245
WebsiteLicense: 285633

Expertise.com Rating

Review Sources

Facebook
5.0 (37)
Google
5.0 (12)
Yelp
1.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
WebsiteLicense: 5272521

Expertise.com Rating

Review Sources

Yelp
5.0 (3)
Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

225 Avenue I, Suite 201, Redondo Beach, CA 90277
WebsiteLicense: 1021097

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Navigoe
417 Beryl Street, Redondo Beach, CA 90277
Bollinger Capital Management, Inc.
1200 Aviation Blvd., Suite 201, Redondo Beach, CA 90278
Urban Wealth Management
841 Apollo St #320, El Segundo, CA 90245
Markland Wealth Management, Inc.
1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
Wendell Charles
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Advanced Planning Solutions Inc.
225 Avenue I, Suite 201, Redondo Beach, CA 90277

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.

  • Why should you seek investment consulting services in Redondo Beach?

    You should seek investment consulting services in Redondo Beach to help you monitor your individual investments over time. Investment consulting enables you to locate your assets to maximize after-tax returns, create cash flow, and consolidate portfolio statements across your accounts to show tax information. It also enables you to develop a customized investment policy tailored to your financial goals.

  • How can you name a trust as an IRA beneficiary in Redondo Beach?

    A trust can be named as an IRA beneficiary in Redondo Beach unless prohibited by an IRA plan. To name a trust as an IRA beneficiary, it should be drafted to allow each trust beneficiary to understand their own RMD rules under the IRS separate account rules. A trust must also qualify as a see-through trust under the IRS rules to treat individual trust beneficiaries as IRA beneficiaries for RMD purposes.

  • How much life insurance do you need in Redondo Beach?

    You need to consider several factors to determine how much life insurance you need in Redondo Beach. You should know the amount of your outstanding debts, including student and car loans. You should also consider your income replacement needs, end-of-life and education expenses, and other income sources like investment or retirement accounts that you can use to cover your expenses.

  • If you are close to divorce in Redondo Beach, what do you need to do?

    You should review your financial plans if you are close to divorce in Redondo Beach. You need to create a new will or trust, close joint accounts, retitle and transfer assets, re-evaluate your insurance needs, and check QDROs if they are complete. You should also create a new budget tailored to your investment strategies and financial plans.

  • How can wealth advisors help you with your investments and portfolios?

    Wealth advisors can help you with your investments and portfolios by assisting you in maintaining balance with your risk tolerance, goals, and priorities. They also conduct financial health assessments to identify risks, opportunities, and gaps, as well as create short- or long-term investment strategies to allocate your assets. Additionally, they help you retain your personal wealth through tax planning.

  • 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.