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Best Financial Advisors in Van Nuys

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

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.

12031 Ventura Blvd Suite 1, Studio City, CA 91604
Studio City, CA 91604

InstagramWebsite(818) 272-8511

Show Number

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:

4.9 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

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

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

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.

15760 Ventura Boulevard Suite 700, Encino, CA 91436
Encino, CA 91436

Website(844) 242-0073

Show Number

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:

38 (Best)

Score Consistency:

Consistent (Best)

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: --

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

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.

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 229-1500

Show Number

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)

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: --

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

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.

700 N. Brand Blvd. Suite 640, Glendale, CA 91203
Glendale, CA 91203

Website(818) 550-9955

Show Number

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)

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

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.

529 N Kilkea Dr, Los Angeles, CA 90048
Los Angeles, CA 90048

Website(323) 905-4380

Show Number

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:

4.5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

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

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.

2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
Santa Monica, CA 90405

InstagramWebsite(310) 399-6397

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

152 (Best)

Score Consistency:

Consistent (Best)

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+

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

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.

15760 Ventura Boulevard Suite 1520, Encino, CA 91436
Encino, CA 91436

Website(818) 995-3500

Show Number

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)

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+

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Certified Financial Planner (CFP)

Lido Advisors helps customers in the Van Nuys metro protect their assets. It provides asset allocation and investment management services. Its team helps clients understand potential loss tolerances and evaluate cash flow requirements to form an allocation program suited to their needs. The company also assists clients in matters regarding advanced wealth planning and tax preparation. Lido Advisors has been operating for 21 years and has 27 offices across the nation. Gregory Kushner, the firm's founder, has been featured in Forbes and KABC.

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 278-8232

Show Number

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:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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+

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

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.

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

Website(310) 246-1243

Show Number

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:

4.5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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+

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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