Best Financial Advisors in Redondo Beach 2022
We scored 24 Financial Advisors in Redondo Beach and Picked the Top 9
Here are the Picks:
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Abacus
Abacus provides financial planning and investment management services to individuals in Redondo Beach. It helps people from diverse backgrounds navigate the economic opportunities and risks associated with the various aspects of their lives. Its advisors take into account the clients' goals, values, financial and tax situations, insurance needs, and legacy when developing roadmaps. Brent Kessel and Spencer Sherman, who formed Abacus in 1996, are Certified Financial Planners. Kessel works with affluent families to maximize the positive impact of their resources on the environment and society.
Advanced Planning Solutions Inc.
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.
Bollinger Capital Management, Inc.
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
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.
Markland Wealth Management, Inc.
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.
Navigoe
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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Providence Financial & Insurance Services
Providence Financial & Insurance Services caters to clients in communities within Redondo Beach. The firm, which is a member of Ed Slott's Elite IRA Advisor Group, offers comprehensive services involving investment management, tax preparation, asset protection, and IRA maximization. Its staff's experience in identifying stock market trends, estate planning, and risk minimization helps clients in devising ways to secure their retirement and financial futures. The firm and its members are also affiliated with the National Ethics Association and the West Valley-Warner Center Chamber of Commerce.
Urban Wealth Management
Urban Wealth Management is a fiduciary service provider catering to Redondo Beach residents. Get-in-Gear, its financial planning package, includes a personal financial dashboard; cash flow and balance sheet reports; and employee benefits, debt, and insurance reviews. Advanced plans covering stock options, multi-generational, and retirement income planning are available for growing or affluent families. The firm also provides pared-down plans for clients whose finances are already on-track and only need periodic checking. Urban Wealth Management comprises women advisors who hold CFP designations.
Wendell Charles
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.