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2024

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Best Financial Advisors in Baldwin Park, CA

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Baldwin Park Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

16Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Baldwin Park, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Baldwin Park, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Baldwin Park? 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.

1050 West Lakes Drive Suite 225, West Covina, CA 91790

Expertise.com Rating

Review Sources

Google
5.0 (19)
Facebook
5.0 (6)

Why choose this provider?

Thrive Tax & Advisory is a CPA firm that assists clients in Baldwin Park with tax, accounting, and business consultation services. It caters to individuals, professionals, and privately owned businesses. The company helps create tax and investment strategies. It also has various resolution services, such as voluntary disclosures, deferred payment agreements, penalty abatement requests, and release of liens and levies. Thrive Tax & Advisory has been in the industry for over 20 years. It is a member of the AICPA.

  • Finance Planning

440 East Huntington Drive, Suite 318, Arcadia, CA 91006

Expertise.com Rating

Why choose this provider?

Stewardship Financial provides distinctive fiduciary advice in Baldwin Park and the surrounding communities. It believes in the liberating power of investing for the future to achieve financial freedom. It seeks to help others obtain a work-optional lifestyle with the kind of retirement and legacy they desire. Its founder, David Medina, holds an MBA and leverages his knowledge to benefit wealth management clients, ERISA plan sponsors, and participants. He wrote the book, “The Right Plan, The Right Process: Optimizing Your Retirement Plan Benefits and Planning Strategies."

  • Certified Financial Planner (CFP)
  • Financial Planning

224 W. Foothill Blvd., Glendora, CA 91741

Expertise.com Rating

Review Sources

Yelp
5.0 (17)
Google
5.0 (5)

Why choose this provider?

Established in 2003, Vosberg Wealth Management is available to clients in Baldwin Park and the surrounding communities. The agency handles service areas such as wealth management and retirement planning. The company is experienced in working with professionals, including teachers, business owners, utility workers, and government employees. It also offers assistance with life insurance, tax-efficient strategies, asset protection strategies, and IRA legacy planning. Brian Vosberg, the firm's founder, is a Retirement Income Certified Professional and a Chartered Financial Consultant.

  • Retirement Planning

185 W. Chestnut Ave., Monrovia, CA 91016

Expertise.com Rating

Review Sources

Google
4.3 (11)
Facebook
5.0 (10)

Why choose this provider?

TransGlobal provides wealth management services in Baldwin Park. It caters to the needs of families by helping them manage and grow their investments. Its advisors help with education, tax, insurance, and estate planning. They also deliver personalized asset allocation strategies according to the investment goals and risk tolerance of their clients. TransGlobal has been in business for over 30 years, planning and supervising the finances of Asian families. It has branches in California, New Jersey, New York, Massachusetts, and Hawaii.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Thrive Tax & Advisory
1050 West Lakes Drive Suite 225, West Covina, CA 91790
Stewardship Financial
440 East Huntington Drive, Suite 318, Arcadia, CA 91006
Vosberg Wealth Management
224 W. Foothill Blvd., Glendora, CA 91741
TransGlobal
185 W. Chestnut Ave., Monrovia, CA 91016

FAQs

  • 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.

  • What are the common reasons why people hire financial advisors in Baldwin Park?

    Most people who hire financial advisors in Baldwin Park need help creating a comprehensive plan that matches their goals. The recommendations of finance professionals often involve different areas, like tax planning and investment management, that can be confusing when handled on one's own. Individuals also prefer working with financial advisors when they need guidance managing their debt or developing an estate plan.

  • What type of financial advisor should investors hire in Baldwin Park?

    Investors in Baldwin Park should hire a chartered financial analyst since this type of advisor focuses solely on portfolio and investment management. This allows clients to properly allocate assets, monitor investments, and eventually reach their financial goals. They can also hire a registered investment advisor who acts as a fiduciary throughout the financial planning process.

  • Are financial advisory firms obligated to provide disclosures to their clients in Baldwin Park?

    Financial advisory firms registered under the United States Securities and Exchange Division are required to provide disclosures. Baldwin Park residents who want to find disclosure documents about their financial advisor can visit the online portal at https://adviserinfo.sec.gov/. The search results often contain information about disciplinary events, current registrations, and the employment history of specific finance professionals.

  • How much liquid capital do you need before hiring a financial advisor in Baldwin Park?

    The amount of liquid capital you need often depends on the services and meeting cadence you require from a financial advisor. However, aspiring investors in Baldwin Park should prepare around $50,000 to $500,000 of liquid capital because some finance professionals prefer to work with individuals who can meet their minimum asset threshold.

  • When should Baldwin Park residents conduct a review of their investment portfolios?

    Baldwin Park residents should regularly conduct investment portfolio reviews to ensure that financial strategies stay up to date with their monetary goals. Individuals should review their financial priorities to make well-informed decisions when dividing their assets based on different factors, including risk tolerance, investment goals, and time. This is also the key to managing investment risks.

  • 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.