Best Financial Advisors in North Hollywood, CA

Avivar Capital is a firm serving North Hollywood and surrounding communities. It advises public, private, and institutional clients in the design, development, and implementation of investment strategies, funds, and portfolios. Services include portfolio management & evaluation, fund development & syndication, and training & education. The firm's managing partner, Tina Castro, is a Chartered Financial Analyst with more than 20 years of finance and investment management experience. She currently serves on the Governance Board of the Center for Good Food Purchasing.

Perennial Financial Services, LLC is a firm serving North Hollywood and surrounding communities. It assists individuals and families in taking control of their future through financial planning. The process includes identifying the client's goals and objectives, gathering the necessary data, analyzing the collected information, developing and implementing a strategy that addresses certain needs, and monitoring the client's financial situation periodically. The firm's senior managing director, John B. Petrick, served as the president of the Palisades Chamber of Commerce.

Financial advisors at Baker Tilly provide tax, assurance, and other advisory services to clients in North Hollywood. It serves various industries, including energy, government contractors, healthcare and life sciences, manufacturing and distribution, and real estate. It works with clients on transactions, wealth management and succession, risk and compliance considerations, and tax deductions. Baker Tilly serves clients out of 742 offices across the globe, nine of which are located in California. It currently has $3.9 billion in combined revenue.

Founded in 2001, Angeles is a multi-asset investment firm serving North Hollywood. Its services focus on providing tailored investment solutions to institutional investors and private wealth clients. It guides foundations and non-profit institutions regarding their pension and sovereign wealth funds. It also offers customized programs and helps clients understand near-term liquidity and tax considerations. In addition, it assists in recommending investment opportunities and constructing portfolios. It was named Greenwich Quality Leader by Greenwich Associations for four consecutive years.

Samuel Rad is a Certified Financial Planner with Affluencer Financial, serving clients in North Hollywood. He helps clients accomplish their goals through comprehensive financial planning. His firm handles retirement planning, fixed investments, Social Security maximization, tax strategies, and fixed index annuities. In addition, he offers real estate advice involving investment valuations, rental properties, loan modification, and the purchase or sale of properties. Rad conducts financial lectures at Cerritos, UCLA, and West Los Angeles College.

RVW Wealth has been serving clients in North Hollywood since 2006. It assists clients in reaching their financial goals through financial planning, wealth management, and investment planning. Its wealth management team is composed of CPAs, tax specialists, financial planners, and economists. They utilize evidence-based portfolio management strategies to optimize rates of return. Co-founder Selwyn Gerber has 40 years of experience in guiding the financial lives of affluent individuals. Company president Jonathan Gerber is an accredited personal financial specialist.