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Best Financial Advisors in Whittier

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

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.

12501 Seal Beach Blvd, Suite 120, Seal Beach, CA 90740
Seal Beach, CA 90740

Website(888) 876-8912

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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:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

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.

517 South Lake Avenue, Pasadena, CA 91101
Pasadena, CA 91101

Website(626) 844-4630

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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:

5 / 5 ( Best)

Total Reviews:

24 (Better)

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+

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103
  • Financial Planning
  • Wealth Management

Haydel Biel & Associates is an investment advisory firm that serves clients in Whittier. It helps clients in reaching their financial goals through retirement planning, income management, and alternative investments. The firm identifies the personal values and objectives of clients that affect planning for children, parents, and education. In designing a family lifestyle plan, it combines its proprietary technology and its financial life management approach. Chris Haydel and Ricky Biel established the firm in 2004. The team has more than 50 years of combined investment experience.

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103

Website(626) 529-8347

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:

18 (Better)

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+

10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024
  • Financial Planning

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.

10866 Wilshire Blvd Suite 1600, Los Angeles, CA 90024
Los Angeles, CA 90024

Website(310) 473-5445

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:

5 / 5 ( Best)

Total Reviews:

6 (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

3 Park Plaza Suite 1490, Irvine, CA 92614
Irvine, CA 92614
  • Retirement Planning

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.

3 Park Plaza Suite 1490, Irvine, CA 92614
Irvine, CA 92614

Website(714) 962-8000

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+

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

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.

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

Website(800) 711-4818

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:

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: --

Detail: --

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

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.

70 S Lake Ave Suite 820, Pasadena, CA 91101
Pasadena, CA 91101

Website(866) 528-3660

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:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

39 (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+

1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Arcadia, CA 91007
  • Estate Planning

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.

1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Arcadia, CA 91007

Website(626) 639-1900

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: --

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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