Best Financial Advisors in Santa Monica

Founded in 2015, Affluencer Financial is a fiduciary advisory firm serving residents in Santa Monica. The company comprises certified public accountants and professionals holding the Certified Financial Planner and Chartered Financial Analyst designations. The team believes in holistic financial planning, an approach that protects customers' economic well-being and covers their assets against financial threats. Affluencer Financial offers services on a monthly, hourly, or project basis to meet the unique needs of clients. It covers retirement projection, tax planning, and estate planning.

Gerber Kawasaki is a financial services company that caters to clients in Santa Monica. It guides individuals through financial planning and provides strategies for managing areas like retirement. The company also offers strategic tax planning services and assists with tax filing. Its other service area is wealth management, where it reviews clients' investment portfolios. Ross Gerber, the company's co-founder and CEO, has over two decades of industry experience. He has been regularly featured on media outlets like Bloomberg, Fox Business, and CNBC.

Miracle Mile Advisors is an independent investment advisory firm serving Santa Monica. It provides a range of services, including charitable intent, insurance, investment portfolio construction, and liquidity events. The other services it offers are estate, retirement, and tax planning. In addition, it has a Miracle Mile Client Portal application, where clients can remotely access their financial information. Miracle Mile Advisors was listed as one of the Top 300 Financial Advisors in 2020 by Financial Times.

Morris Financial Advisors, Inc., is an accounting and real estate firm that serves clients in Santa Monica. It helps individuals and businesses in achieving their financial goals by providing guidance, education, and training on cash flow management, operational efficiency, and tax management. Its CPAs have been providing financial advisory services for more than 10 years. Founder Stephen Morris established the firm in 2013. He is a CPA, a real estate salesperson, and a member of the CCIM Institute.

Samual Rad is a CFP who serves families and individuals in the Santa Monica metro and nearby areas. He provides holistic financial planning solutions, which include liabilities and assets analysis and 4019(k) and IRA plans creation. He also deals with retirement planning and financial coaching and therapy services. In addition, the financial advisor handles real estate investment valuations. Rad has been in the financial services industry for over a decade. He is a member of LASHA's board of directors.