Best Financial Advisors in Torrance

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Last updated: September 30, 2022

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SmartAdvisor by SmartAsset

Torrance, CA

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.

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David Rae CFP

529 North Kilkea Drive, West Hollywood, CA 90048

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.

Dorsey Wealth Management

21250 Hawthorne Boulevard, Torrance, CA 90503

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
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.

Inception Financial Services

17822 17th Street, Tustin, CA 92780

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.

Independent Capital Management, Inc.

19191 South Vermont Avenue, Torrance, CA 90502

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.

Mancuso Wealth Management

21515 Hawthorne Boulevard, Torrance, CA 90503

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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

28924 South Western Avenue, Rancho Palos Verdes, CA 90275

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.

Navigoe

417 Beryl Street, Redondo Beach, CA 90277

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.

Signature Estate & Investment Advisors, LLC

1848 South Elena Avenue, Redondo Beach, CA 90277

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.

Sparrow Wealth Management

565 Pier Avenue, Hermosa Beach, CA 90254

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A: 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.

Q: Can my financial planner help with taxes?

A: 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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