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Best Financial Advisors in Redondo Beach

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Redondo Beach, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Redondo Beach, CA

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

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.

License Verified:

License: 134458

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

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

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.

License Verified:

License: 285633

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
5.0 / 5 (37)
Google
5.0 / 5 (12)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 1021097

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

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

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.

License Verified:

License: 5272521

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.