Best Financial Advisors in Torrance 2022
We scored 45 Financial Advisors in Torrance and Picked the Top 11
Here are the Picks:
SmartAdvisor by SmartAssetFEATURED
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David Rae 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.
Dorsey Wealth Management
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.
Inception Financial Services
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.
Independent Capital Management, Inc.
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.
Mancuso Wealth Management
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.
McCallister Financial Group
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.
Navigoe
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.
Signature Estate & Investment Advisors, LLC
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.
Sparrow Wealth Management
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.
Tortuga Wealth Management
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.