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Best Financial Advisors in Van Nuys

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Van Nuys, CA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Van Nuys, CA

Why choose this provider?

Need help contacting a Financial Advisor in Van Nuys? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
11300 W. Olympic Blvd. Suite 800, Los Angeles, CA 90064
  • Certified Financial Planner (CFP)

Why choose this provider?

Miracle Mile Advisors is an independent and registered investment advisory firm that serves clients in the Van Nuys metro. Consisting of financial advisors, the firm provides dynamic cash flow modeling, real-time monitoring, and tax mitigation strategies. As a fiduciary, it also helps with asset allocation, dynamic implementation, portfolio design, and risk management. With over 20 years of experience, Miracle Mile Advisors has access to wall street firms and multiple trading systems to further evaluate risk levels and improve return on life.

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.
4.7
Facebook
5.0 / 5 (10)
Google
4.3 / 5 (6)

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

Website
2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
  • Tax Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Founded in 2010, Gerber Kawasaki is an independent wealth and investment management firm that serves clients in Van Nuys and neighboring areas. Its team of certified financial planners guides clients who are taking their first step to building a financial plan and those who are seeking independent advice. They also assist in retirement income planning, life insurance acquisition, and home savings plans. The firm has been featured in major financial news networks worldwide, including CNN, Fox Business, CNBC, and Reuters.

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
Google
4.6 / 5 (138)

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

Website
529 N Kilkea Dr, Los Angeles, CA 90048
  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

David Rae, CFP, is a financial advisor who serves clients in the Van Nuys area. He provides financial planning advice to help clients make informed decisions for their future. He drafts strategic financial plans to help them achieve their monetary and investing goals. His range of services includes tax planning, portfolio management and revision, business exit strategies, and retirement planning. He has been working with a diverse group of clients, including the LGBTQ community, for over a decade.

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
4.5 / 5 (21)
Google
5.0 / 5 (5)

Website
12031 Ventura Blvd Suite 1, Studio City, CA 91604
  • Certified Financial Planner (CFP)
  • Finance Planning
  • Chartered Financial Analyst (CFA)

Why choose this provider?

ACap is a wealth management boutique providing financial advice in Van Nuys. The firm's services include portfolio design and management, college and education planning, tax return preparation and projections, entity formation, and 401k or employer-sponsored retirement plan advice. Its professionals developed a program for young doctors called "Emerging Physician," which advises them on how to grow their financial portfolio. ACap was founded in 2009 by Ara Oghoorian, who has over 26 years of experience in the financial services industry.

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

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
700 N. Brand Blvd. Suite 640, Glendale, CA 91203
  • Finance Planning

Why choose this provider?

California Financial Partners, Inc., is a wealth management firm serving Van Nuys. It guides individuals and businesses through the process of financial planning, which includes estate planning, business continuation, income tax and investments, and fringe benefits and retirement planning. Its team of professionals analyzes the clients' financial situations involving certain aspects like tax returns, insurance policies, or business agreements. The firm's CEO, Harvey H. Jacobson, is a Chartered Financial Consultant and a Chartered Life Underwriter who served as a Peace Corps volunteer.

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 (1)

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

Website
15760 Ventura Boulevard Suite 700, Encino, CA 91436
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Alec P. Tuckman, CRC, Financial Advisor, Providence Financial, offers financial guidance to individuals residing in Van Nuys. He provides consultation services that aim to help clients with wealth management and retirement planning. Tuckman has more than 27 years of investing experience and is currently both a Dave Ramsey Smartvestor Advisor and an independent investment advisor representative. He volunteers for organizations such as Habitat for Humanity, the American Society for the Prevention of Cruelty to Animals, and the St. Jude Children's Hospital.

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
Google
5.0 / 5 (47)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
15760 Ventura Boulevard Suite 1520, Encino, CA 91436
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Wealth Management
  • Retirement Planning

Why choose this provider?

Goodstein Wealth Management, LLC, is a firm that offers relationship-based financial planning services for clients residing in Van Nuys and nearby areas. Its team of financial counselors acts as clients' advocates, friends, and advisors. They assist in identifying financial objectives and the steps necessary to accomplish them. They provide wealth management solutions that include asset allocation, income strategies, review of accounts with other firms, and guidance on employer retirement plans. Additional services are risk management, legacy planning, and tax management.

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 (1)

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

Website
1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
  • Certified Financial Planner (CFP)

Why choose this provider?

Bel Air Investment Advisors provides financial guidance to clients in the Van Nuys metro. The team of investment advisors helps clients manage their wealth and align their financial activities with their goals. The firm's list of services includes pre-liquidity planning, tax planning, philanthropic strategy and consulting, and mortgages. It also has estate planning services to help clients create a secure financial future. Todd Morgan, the firm's chairman and partner, also serves as a lifetime Trustee of Cedars-Sinai Medical Center.

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 (2)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are there financial literacy programs for low-income individuals and families in Van Nuys?

    Yes, The FamilySource Center offers free financial literacy services to low-income individuals and families. These services include financial coaching and literacy training, tax preparation and filing, foreclosure counseling, and prosperity coaching. The center is located at 6946 Van Nuys, Ste. 220 Van Nuys, CA 91405, and can be reached by phone at (818) 786-4089.

  • How can you know if passive investing in Van Nuys is right for you?

    Passive investing is appropriate for those seeking lower tax losses and fees, as well as less investment maintenance. It provides fairly positive long-term yields, sometimes outperforming active investments. It is beneficial for Van Nuys investors who want to avoid complex investing or do not have the time to monitor the performance of individual stocks. However, such an investment may not be suitable for those looking to diversify their portfolios or avoid volatile returns.

  • Are investments in private companies recommendable for an investor in Van Nuys?

    Investing in venture capital and private equity can produce significant returns. There are times when investing in risky companies, such as start-ups or those in emerging industries, is the best option. A small investment in the early days of Starbucks and Microsoft, for example, would have resulted in significant long-term returns. Investors considering this strategy should speak with a Van Nuys financial advisor or investment firm.

  • How can newlyweds in Van Nuys start to make a joint budget?

    To keep track of their finances, newlyweds in Van Nuys can use an online app, Excel spreadsheet, or paper planner. They must keep track of their income and compare it to their expenses, which include monthly bills, debt payments, and regular expenses. If their finances are cash positive, it means they have money to invest, save, or pay down debts. If the results are negative, it means they are having financial difficulties and should cut costs and increase income.

  • Can money mindset coaching be beneficial to persons in Van Nuys?

    A money mindset coach can assist Van Nuys residents in changing their attitudes toward money, overall finances, and prosperity. They can teach clients about money mindsets and provide tactical advice to help them achieve their goals and overcome obstacles to success. They can also offer exercises and strategies to promote positive behavior, such as gratitude practice, visualization, consistent affirmation, and journaling.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.