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Laurels

Best Financial Advisors in Torrance
2021

We scored 44 Financial Advisors in Torrance, CA and Picked the Top 10

Here are the Picks:

David Rae CFP

Dorsey Wealth Management

Inception Financial Services

Independent Capital Management, Inc.

Mancuso Wealth Management

McCallister Financial Group

Navigoe

Signature Estate & Investment Advisors, LLC

Sparrow Wealth Management

Tortuga Wealth Management

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Torrance Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 44 30 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

David Rae CFP

  • Certified Financial Planner (CFP)

David Rae CFP is a Los Angeles financial planner catering to clients from Torrance. He aids clients in tax, retirement, and financial planning and offers guidance in investment management and life insurance. He strives to make the topic of finances fun for his clients and references pop culture when needed. As an accredited investment fiduciary, David has guested on The Today Show, Nightline on ABC, and USA Today. He is the primary author for the Financial Planner LA Blog and a contributor to Forbes.com.

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529 North Kilkea Drive
West Hollywood, CA 90048

Website

(323) 905-4380 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Dorsey Wealth Management

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Dorsey Wealth Management is a Torrance-based financial advisory firm focusing on the needs of women. The team helps divorcees, widows, professional women, and couples organize their finances and achieve their goals. Its financial planning service includes cash flow management, education funding, retirement planning, and insurance planning. Additionally, it customizes an evidence-based investment management approach fully integrated with the client's financial blueprint. Company founder Angela Dorsey is a Certified Financial Planner acting in a fiduciary capacity.

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21250 Hawthorne Boulevard
Torrance, CA 90503

Website

(310) 370-7776 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Inception Financial Services

  • Estate Planning
  • Retirement Planning

Inception Financial Services is a Torrance boutique financial firm dedicated to assisting people who lead complex financial lives. Its professionals aim to help clients improve their risk management and tax efficiency, as well as develop customized retirement strategies that address their specific needs. Its services include estate management, investment strategies, retirement planning, and financial planning. Tony Parish, the Chief Investment Officer, is well-versed in multi-asset portfolio quantitative modeling. He began his career as a financial writer for Investor Relations Magazine before going into portfolio management.

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17822 17th Street
Tustin, CA 92780

Website

(714) 543-5900 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Independent Capital Management, Inc.

  • Estate Planning
  • Retirement Planning

Established in 1988, Independent Capital Management, Inc., serves clients in Torrance. The firm's advisors help individuals, families, and business owners build wealth and preserve their assets by providing financial planning solutions covering retirement, education, insurance policies, estates, and business succession. The professionals at Independent Capital Management also specialize in investment advisory, real estate, and lending. Founder Drew S. Marloe has been active in the financial services industry for over 35 years.

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19191 South Vermont Avenue
Torrance, CA 90502

Website

(310) 527-0355 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mancuso Wealth Management

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Mancuso Wealth Management is a financial advisory firm that caters to clients in Torrance and the surrounding communities. It offers a wide array of services, such as college, estate, money purchasing, profit sharing, and retirement planning. In addition, the firm provides assistance with brokerage accounts, common stocks, government securities, treasury bills, and variable annuities. Educational, Roth, and traditional IRAs are also handled. Andrew Mancuso, the firm's president, is an enrolled agent who holds the Certified Financial Planner designation.

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21515 Hawthorne Boulevard
Torrance, CA 90503

Website

(707) 478-7196 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free consultation

McCallister Financial Group

  • Retirement Planning

McCallister Financial Group has been helping clients in Torrance manage their finances since 1993. It develops tailored retirement plans, helping individuals assess their savings and income and prepare for their retirement lifestyles. It also offers different financial planning services for clients' estate, insurance, and taxes. Rick McCallister, the company founder, is an investment coach with more than three decades of experience in the finance industry. McCallister Financial Group is a member of the American Mensa and National Tax Sheltered Accounts Association.

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28924 South Western Avenue
Rancho Palos Verdes, CA 90275

Website

(800) 891-0894 Website

Navigoe

  • Certified Financial Planner (CFP)

Based in Redondo Beach, Navigoe is a full-service financial planning firm that has been serving clients in Torrance and the surrounding areas since 1996. Founding partner Scott Leonard is a Certified Financial Planner and a UCLA Extension instructor who teaches investment concepts. He and his team specialize in wealth management, investment consulting, 401(k) plans, and trust administration. Scott has also been featured in CBS Los Angeles, Wall Street Journal, Time, Entrepreneur, InvestmentNews, and Journal of Financial Planning.

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417 Beryl Street
Redondo Beach, CA 90277

Website

(310) 697-0400 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Signature Estate & Investment Advisors, LLC

  • Retirement Planning
  • Tax Planning
  • Business Formation

Signature Estate & Investment Advisors, LLC, offers financial planning and investment management in Torrance. It provides recommendations in tax planning, risk management, estate planning, wealth management, and business planning. It also provides guidance on college savings, retirement, pension, and 401(k) plans. The firm's president and CEO, Brian D. Holmes, has been in the industry for more than 35 years. He made the list of 145 advisors in Barron's Hall of Fame in 2019 and was featured in Worth Magazine's "Leading Wealth & Legal Advisors" from 2010 to 2019.

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1848 South Elena Avenue
Redondo Beach, CA 90277

Website

(888) 789-8393 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Sparrow Wealth Management

  • Certified Financial Planner (CFP)

Sparrow Wealth Management is a team of financial advisors who serve clients in Torrance and the surrounding areas. It helps clients meet their personal and financial goals through various services such as the management of investments and the review of monthly accounts. It also provides quarterly performance reports, which include a summary of activities. The firm is approved by Dimensional Fund Advisors to manage investments and mutual funds. It has also been a member of the National Association of Personal Financial Advisors since 2001.

Click to Call

565 Pier Avenue
Hermosa Beach, CA 90254

Website

(877) 330-9191 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

Tortuga Wealth Management

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Tortuga Wealth Management is a financial advisory firm that serves Torrance and nearby areas. It helps clients manage their investment products, such as bonds, common and preferred stocks, and mutual funds. It also provides four financial consulting packages, Essentials, Elevate, Enterprise, and Elite, designed to accommodate clients of different situations, needs, and goals. Co-founder and lead investment manager Kevin Bidenkap is a Certified Financial Planner and Chartered Life Underwriter. He also supports a local foundation that provides academic opportunities to kids from low-income communities.

Click to Call

1957 Carson Street
Torrance, CA 90501

Website

(310) 935-0275 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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