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2025

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Best Financial Advisors in Inglewood, CA

Our Recommended Top 4

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 Inglewood financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29Reviewed

19Curated

4Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Best Financial Advisors Serving Inglewood
226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
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Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

Affluencer Financial is a fiduciary advisory firm that assists the Inglewood community with estate planning. Its financial advisors also guide clients with their tax strategies, investments, and retirement plans. They have the credentials and certifications needed to advise on pension options, 401k products, IRA accounts, and Social Security plans. They also educate clients about potential investment vehicles according to their risk appetite. This company has CPAs, CFPs, and CFAs designated to work with clients based on their financial needs.

  • Estate Planning
  • CFA Charterholder
  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Inglewood
8391 Beverly Blvd. #375, Los Angeles, CA 90048
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Why choose this provider?

Brittney Castro is a Certified Financial Planner who works in partnership with Rooted Planning Group to provide financial planning packages to Inglewood residents. These plans include investment and retirement planning, debt and cash flow management, tax preparation, and employee benefits optimization. Castro has been a financial advisor for more than 15 years and is a resource person for broadcast and print agencies, such as CNN and Glamour. In 2020, she was chosen as one of the 40 under 40 by Investment News.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Best Financial Advisors Serving Inglewood
2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
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Expertise.com Rating

Review Sources

Google
4.6 (138)

Why choose this provider?

Gerber Kawasaki is a wealth and investment management firm serving the Inglewood metro. The firm works with all types of clients, from young individuals and families to high-net-worth investors. Its financial advisors create personalized financial plans, manage investment portfolios, and assist clients with purchasing digital assets. In addition to helping clients build and expand their wealth, the firm also provides tax and accounting services. COO Danilo Kawasaki is a Certified Financial Planner and a Certified Private Wealth Advisor.

  • Business Formation

Best Financial Advisors Serving Inglewood
15910 Ventura Boulevard, Suite 1605, Encino, CA 91436
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Expertise.com Rating

Review Sources

Facebook
5.0 (25)
Google
5.0 (18)
Yelp
5.0 (8)

Why choose this provider?

Navalign Wealth Partners is an independent financial company that serves individuals, families, and businesses in Inglewood and the surrounding areas. Its team of fiduciary financial advisors offers a package of wealth management services, including financial planning, retirement strategies, 401k pension plans, and investment management. The firm's principal partners hold various designations like Certified Financial Analysts and Certified Financial Planner. They have been featured in Los Angeles Times, The Wall Street Journal, and Investment News.

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

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Affluencer Financial
226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
View More
ittney Castro
8391 Beverly Blvd. #375, Los Angeles, CA 90048
View More
Gerber Kawasaki
2716 Ocean Park Blvd. #2022, Santa Monica, CA 90405
View More
Navalign Wealth Partners
15910 Ventura Boulevard, Suite 1605, Encino, CA 91436
View More

Inglewood, CA Financial Advisors FAQs

  • Can a CPA in Inglewood offer financial advice?

    Yes, a Certified Public Accountant in Inglewood can give financial advice provided that they are also Certified Financial Planners. This is because CPAs are specifically more focused on accounting, tax, and audit, while CFPs concentrate on providing comprehensive financial planning advice to individuals. CFPs can offer help in the areas of investment, retirement saving, and estate planning.

  • Is your retirement income taxable in Inglewood, California?

    Your retirement account income is considered to be taxable income in Inglewood, as well as the withdrawals you make from your 401(k), IRA, and pension. Social Security retirement benefits, which include survivor's benefits and disability benefits, aren't taxed in the state of California. However, the income may be partially taxable under federal law.

  • What can you do if your employer doesn't offer a 401(k) retirement plan in Inglewood?

    If your employer in Inglewood doesn't offer a 401(k) retirement plan, you can still save for retirement by opening an individual retirement account. Additionally, business owners with no full-time employees or self-employed individuals have the option to open a solo 401(k), which allows them to make contributions as an employer and employee.

  • What is the difference between a 401(k) and IRAs in Inglewood?

    The main difference between a 401(k) and individual retirement accounts (IRAs) is that a 401k(k) plan is offered by employers, while IRAs are opened by employees in Inglewood. Both are considered to have tax benefits. However, IRAs provide more investment options, whereas a 401(k) offers a higher contribution limit and may allow access to a loan.

  • How long does the financial planning process take in Inglewood?

    The whole process of financial planning generally takes about five to six weeks to complete in Inglewood. The process usually involves evaluating and identifying one's financial situation, determining financial objectives, identifying alternatives for investment, evaluating risks, creating a financial plan, executing the plan, performing periodical reviews, and making revisions.

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