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2024

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Best Financial Advisors in Hawthorne, CA

Our Recommended Top 13

We did the research for you!

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

33Reviewed

25Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hawthorne, 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
  • Investment Management
  • Retirement Planning
  • Financial Planning

Hawthorne, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hawthorne? 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.

23133 Hawthorne Blvd Ste 305, Torrance, CA 90505

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Albitz/Miloe & Associates, Inc., is a firm that has been serving Hawthorne since 1981. It helps individuals in building a financial plan for their retirement, insurance, and investment. Its team consults in different areas of personal finance such as estate planning, social security, college planning, real estate, and Medicare. The firm also provides guidance for professionals who will be filing taxes or drafting legal documents for clients. One of its Certified Financial Planners, Phil Albitz, utilizes his skills in stock market analysis and portfolio design.

  • Certified Financial Planner (CFP)
  • Financial Planning

10810 Paramount Blvd. Suite 102, Downey, CA 90241

Expertise.com Rating

Review Sources

Facebook
5.0 (28)
Google
4.8 (24)
Yelp
4.9 (18)

Why choose this provider?

Founded in 2013, Cerda Munoz Advisors serves a wide range of clients in the Hawthorne metro, including retirees, medical professionals, families, and business owners. The firm offers various services, such as estate planning, cash flow analysis, tax preparation, investment management and strategy, and retirement planning. Its team of financial advisors and Certified Financial Planners with a collective industry experience of over 30 years helps clients create personalized financial plans. They also thoroughly analyze and review investment objectives, risk tolerance, and time horizon.

  • Certified Financial Planner (CFP)

1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Markland Wealth Management, Inc., offers personal financial planning assistance to physicians, retirees, families, and business owners in Hawthorne. Its advisors guide clients in building a financial plan tailored to their unique situation. They also help in diversifying the client's investments, minimizing tax liabilities, planning for retirement, and in the preservation and transfer of wealth to loved ones. The team has three decades of combined experience in investment management. Mark Markland, the owner, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

21251A Hawthorne Blvd, Torrance, CA 90503

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Gamma Financial Services, Inc., serves individuals and small businesses in Hawthorne and its surrounding areas. It handles financial statements and business taxes, business advisory services, income tax preparation and planning, and electronic filing. The firm also employs enrolled agents who represent clients in audit situations, which involve taxes in payroll, income, and sales. Founded in 1987, the firm continues to guide its non-business clients in making better-informed financial choices by providing them with analyses curated for and tailored to their situation.

  • Certified Financial Planner (CFP)

Grand Blvd, Venice, GA 90291

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Crafted Wealth helps the residents of Hawthorne overcome financial obstacles and celebrate success by empowering them through reactive and proactive financial planning. It encompasses clients’ values, visions, and goals to help them live their ideal life. The firm’s process also covers tax, estate, and education planning. Crafted Wealth has been quoted on CNBC and The Simple Dollar. The founder, Gabe, has amassed over 11 years of experience. He is a Certified Financial Planner and Chartered Financial Consultant.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

2301 Rosecrans Avenue Suite 3150, El Segundo, CA 90245

Expertise.com Rating

Review Sources

Google
4.2 (12)

Why choose this provider?

Merrill works with individuals, families, and entrepreneurs, as well as executives in Hawthorne in managing their economic opportunities and challenges. Its financial advisors help in planning retirement income. They guide clients in identifying concentrated stock positions, determining traditional investments that work, and putting estates in order. Senior vice president Glen Ferrand, who started his career at Merrill Private Wealth Management in Switzerland in 1996, has several designations like Certified Plan Fiduciary Advisor and Financial Risk Manager. He speaks French and German.

  • Finance Planning
  • Wealth Management

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

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Mass Mutual Greater Los Angeles provides financial advice to the locals of Hawthorne. The firm has financial professionals that help protect their clients through life events by providing solutions that meet their unique needs. These include individual retirement accounts, life insurance, long-term care, trust services, 529 college savings, and annuities. Mass Mutual Greater Los Angeles' management team has over 250 years of combined industry experience. Brian Lee, the general agent, is a Certified Financial Planner whose leadership expanded the firm's footprint.

  • Retirement Planning
  • Investment Management

2121 Rosecrans Avenue, Suite 2360, El Segundo, CA 90245

Expertise.com Rating

Review Sources

Google
4.4 (5)

Why choose this provider?

Palm Tree provides consulting and financial advisory services for clients throughout Hawthorne and the neighboring areas. It focuses solely on M&A and private equity transactions, transitions, and transformations and offers financial planning and analysis. Using its background in private equity, the firm methodically analyzes financial and operational data and constructs forecasts based on these to guide clients in making critical decisions. Founded in 2010, Palm Tree has served clients in six continents and has handled $45 billion in transaction value.

  • Chartered Financial Analyst (CFA)

565 Pier Ave #595, Hermosa Beach, CA 90254

Expertise.com Rating

Why choose this provider?

Since 2001, Sparrow Wealth Management has been serving clients throughout the Hawthorne metro. The company provides a wide range of financial planning services, such as cash flow analysis, retirement planning, investment evaluation, insurance analysis, and estate and tax planning. It also educates individuals throughout the investment management process and develops investment policy statements and conducts monthly account reviews. Founder and president Christopher M. Jones is a Certified Financial Planner who has been active in the industry for 24 years.

  • Financial Planning

909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245

Expertise.com Rating

Why choose this provider?

Serving Hawthorne, Kaye Capital Management assists individuals in navigating the road toward a secure future through financial planning. This comprises clients’ goals, their financial resources, and a timeline to get them to their destination. The company utilizes its knowledge of modern portfolio theory to create investment portfolios for clients. Its offerings also include institutional retirement plans like 401(k) and 403(b). The firm’s president, Ken Watten, is a Certified Financial Planner who has been with the company since 2004.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Hawthorne, CAFree Consultation
Albitz/Miloe & Associates, Inc.
23133 Hawthorne Blvd Ste 305, Torrance, CA 90505
Cerda Munoz Advisors
10810 Paramount Blvd. Suite 102, Downey, CA 90241
Markland Wealth Management, Inc.
1230 Rosecrans Avenue Suite 610, Manhattan Beach, CA 90266
Gamma Financial Services
21251A Hawthorne Blvd, Torrance, CA 90503
Navalign
15910 Ventura Boulevard, Suite 1605, Encino, Ca 91436
Crafted Wealth
Grand Blvd, Venice, GA 90291
Merrill
2301 Rosecrans Avenue Suite 3150, El Segundo, CA 90245
Mass Mutual Greater Los Angeles
1045 W. Huntington Drive, Suite 200, Arcadia, CA 91007
Palm Tree
2121 Rosecrans Avenue, Suite 2360, El Segundo, CA 90245
Sparrow Wealth Management
565 Pier Ave #595, Hermosa Beach, CA 90254
Kaye Capital Management
909 N. Pacific Coast Highway, Suite 235, El Segundo, CA 90245

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.

  • How can investing in Hawthorne be advantageous for individuals and businesses?

    Hawthorne is considered a tax-friendly city for property investors and business owners. It is a few minutes away from the Los Angeles International Airport and is conveniently located between the 405 and I-105 Freeways. The city also offers streamlined business processing and permitting services that can save weeks and months of application time. It has its own municipal airport.

  • How can the California Self-Determination Program (SDP) help the financial management of Hawthorne families with special needs members?

    The California Self-Determination Program (SDP) can provide financial management services to families in Hawthorne. It allows a system to manage fund disbursement of the program participant's budget and ensure they have enough financial resources in their program. It can facilitate the appointment of the service providers such as health aides, caregivers, and therapists, and take care of payroll, taxes, and budgeting.

  • Are there attractive opportunities with municipal bonds in Hawthorne recently?

    Yields from municipal bonds in Hawthorne and throughout the country have been at an all-time high of 7% recently following a decade-long excellent run. Market experts have forecasted that these bonds can perform well due to the previous years' financial stimulus of local markets. Although there are possibilities of downgrade, defaults are rare and these investments can stay robust even if there will be some market slump within the next few years.

  • Why are microcap stocks in Hawthorne prone to manipulation?

    Microcap stocks are usually prone to manipulation because there is little information released to the public about these types of investments. Because of this, individuals engaged in fraudulent activities find it convenient to disseminate incorrect information. Price manipulation on microcap stocks in Hawthorne is also rampant because these investments are less liquid compared to well-known stocks and are not traded on the nation's securities exchanges.

  • How do you break off a relationship with a financial advisor in Hawthorne?

    To break off a relationship with a financial advisor in Hawthorne, start by checking the terms of your contract to make sure you do not violate any termination policy. Talk to your advisor then make it official through a written letter or formal email. It is also better if you hire another advisor before terminating the services of the other one. You may end up managing your investments and handling tax implications by yourself.

  • 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.