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Best Financial Advisors in Whittier

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Whittier, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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

Whittier, CA

Why choose this provider?

Need help contacting a Financial Advisor in Whittier? 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
10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
  • Financial Planning

Why choose this provider?

HCR Wealth Advisors is a team of finance professionals that has been serving Whittier residents since 1988. It helps clients gain an understanding of various financial aspects, such as tax ramifications, sources of income, and expenses. It also develops unique financial plans for its clients while providing sound financial advice along the way. CEO and company founder, Greg Heller, places importance on community involvement and supports various non-profit organizations, such as the Jewish Federation of Greater Los Angeles and Equality CA.

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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
517 South Lake Avenue, Pasadena, CA 91101
  • Certified Financial Planner (CFP)

Why choose this provider?

First Financial Consulting is a business that serves families and individuals in the Whittier area. Its financial experts offer objective financial advice and programs unique to the clients' personal goals and experience. They also provide investment management services, which include monitoring their clients' portfolio structures and making appropriate adjustments as needed. Greg Welborn, a principal at First Financial Consulting and a member of the Forbes Business Council, has more than 35 years of experience in the 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
Facebook
5.0 / 5 (16)
Google
5.0 / 5 (8)

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
633 West 5th Street Suite 1050, Los Angeles, CA 90071
  • Finance Planning

Why choose this provider?

Serving Whittier, Kinetic is a financial advisory firm that handles estate, retirement, and tax planning, as well as risk and wealth management. The other services it offers are business consulting, corporate executive solutions, and mortgage and real estate services. Its advisors assist clients in developing plans that help them achieve their financial goals, including asset allocation, cash flow analysis, expense budgeting, and tax management. Kinetic has been featured in Forbes Magazine and various news outlets, such as NBC News.

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
4.7 / 5 (18)
Google
5.0 / 5 (3)

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.
2.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
  • Estate Planning

Why choose this provider?

MassMutual Greater Los Angeles is a wealth management firm serving Whittier. It guides individuals, families, and businesses in securing their future through comprehensive financial planning. The plan may include wealth accumulation, individual retirement accounts, disability income insurance, succession planning, financial management, and employee benefits. The firm's general agent, Brian K. Lee, is a Certified Financial Planner and Chartered Financial Consultant who offers life and health insurance products. He is a recipient of the GAMA International Frontline Leader Award.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
70 S Lake Ave Suite 820, Pasadena, CA 91101
  • Estate Planning

Why choose this provider?

Lake Avenue Financial is a Pasadena-based company that serves clients throughout Whittier. It provides financial planning services and guides individuals on matters related to insurance and retirement. The company also offers WealthCompass, a financial management technology platform that tracks data like expenses. Its other solutions include investment planning, and it has experience with various types of assets, from mutual funds to government securities. The company's founder and CEO, Alex Chalekian, has over two decades of experience in finance.

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
4.8 / 5 (29)
Facebook
5.0 / 5 (27)
Yelp
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
3 Park Plaza Suite 1490, Irvine, CA 92614
  • Retirement Planning

Why choose this provider?

Located in Irvine, IWM Partners caters to clients throughout Whittier. It provides advice to professionals and families on matters related to personal finance, including insurance and retirement. The company also guides clients in estate planning. Its team handles investment management, and it has experience managing various asset types, including mutual funds, bonds, and annuities. Michael Hernandez, one of the company's co-founders, has over two decades of industry experience. He once worked as a financial advisor for the investment bank Morgan Stanley.

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
12501 Seal Beach Blvd, Suite 120, Seal Beach, CA 90740
  • Certified Financial Planner (CFP)

Why choose this provider?

Castillo Wealth Management provides services to individuals in Whittier and the surrounding areas. It helps clients manage their income and expenses to meet their financial goals. It performs independent research and practices management programs to assist individuals in establishing their financial strategies. The company also offers financial advisory services to professionals over 50 years old who wish to plan for their retirement. Its wealth manager, Tom Castillo, has been providing financial planning solutions since 1994.

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
Yelp
5.0 / 5 (2)
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

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.

  • How do you handle your Social Security options when intending to retire in Whittier?

    When it comes to your financial alternatives when retiring in Whittier, one of the most significant retirement assets to consider is Social Security. If you intend to apply, you must evaluate a variety of factors that may influence your decision, such as spousal benefits, taxes, necessities, life expectancy, and employment.

  • Which is better for a first-time homebuyer in Whittier: fixed-rate or adjustable-rate mortgages?

    If you're a first-time homebuyer in Whittier, the decision between fixed-rate and adjustable-rate mortgages depends on your financial circumstances. While fixed-rate mortgages are more expensive than adjustable-rate mortgages, the interest rate will never vary. It is better suited to people who do not want unstable interest rates. Meanwhile, adjustable-rate mortgages have lower monthly payments but the disadvantage of fluctuating interest rates. It is excellent for customers who want to conserve money during the loan's initial period.

  • Should you retire in Whittier early?

    While retiring early is an option in Whittier, you need to think about some things before making that important decision. If you retire too soon, your Social Security benefit will be smaller, you may be in debt, your retirement account will have less time to grow, and you may need to reduce expenses on extra activities. You might also not yet be eligible for the full employer state contribution to your health benefits in retirement if you retire early.

  • How can you detect if a cryptocurrency coin is a front for a pump and dump in Whittier if you want to invest in it?

    If you intend to invest in cryptocurrency in Whittier, you must be aware of many warning flags in order to avoid falling victim to a crypto pump-and-dump scheme. Selling limitations, tokens lacking genuine utility, suspicious sudden excitement surrounding the token, and a new token with a rapid surge in price are all red flags. Report any pump-and-dump scams to the Commodity Futures Trading Commission (CFTC) or the Federal Trade Commission (FTC).

  • Are mutual funds superior to stocks when it comes to investing?

    Choosing between mutual funds and stocks when it comes to investing in Whittier depends on your investment objectives and risk tolerance. If you plan to increase diversification, reduce portfolio risk, and invest in a large number of stocks through a single transaction, mutual funds are more suitable for you. If you want to invest in specific companies when building your portfolio, stocks are the better option.

  • 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.