Best Financial Advisors in Santa Monica

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SmartAdvisor by SmartAsset logo
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Free consultation

SmartAdvisor by SmartAsset

Santa Monica, CA

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Affluencer Financial logo
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Affluencer Financial

226 South Beverly Dr. Suite 200, Beverly Hills, CA 90212
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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 (14)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Gerber Kawasaki logo
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Gerber Kawasaki

2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

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.

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.
4.6
Yelp
5.0 / 5 (175)
Google
4.6 / 5 (152)

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
Miracle Mile Advisors logo
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Miracle Mile Advisors

11300 W. Olympic Blvd. Suite 800, Los Angeles, CA 90064
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  • Investment Management

Business Description

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.

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
Yelp
5.0 / 5 (14)
Facebook
5.0 / 5 (9)
Google
4.4 / 5 (7)

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
Morris Financial Advisors, Inc. logo
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Morris Financial Advisors, Inc.

617 W 7th St. Suite 300, Los Angeles, CA 90017
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  • Tax Planning
  • Tax Preparation

Business Description

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.

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 (20)
Samuel Rad logo
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Samuel Rad

226 S Beverly Drive Suite 200, Beverly Hills, CA 90212
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  • Custom Financial Planning
  • Certified Financial Planner (CFP)

Business Description

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.

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.
4.8
Yelp
5.0 / 5 (48)
Google
4.3 / 5 (17)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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