Best Financial Advisors in Northridge, CA

Global is a tax, accounting, and business and wealth management firm that serves clients in Northridge and the surrounding areas. It provides personalized financial planning, which includes cash flow and budgeting, asset class selection and structuring, debt optimization, and tax minimization. It also offers investment portfolio design, rebalancing, and allocation services. President David Garelick has been working in the financial service industry for more than three decades. He is a Certified Financial Planner.

JDM Financial Group has been serving customers throughout Northridge and its surrounding communities since 2002. Its team of professionals provides financial planning and investment guidance to families and businesses making decisions about retirement, lifestyle, and legacy. Jeffrey D. Munjack, the company's founder, has more than two decades of expertise dealing with independent individuals, multi-general families, and family-owned enterprises. He is a Certified Financial Planner and a Certified Financial Educator with a Certified Long-Term Care designation.

Financial Security Solutions, Corp., guides professionals, entrepreneurs, and business owners in preparing for the future. It helps Northridge clients managing their wealth, planning for retirement and legacy building, and deal with risks and unexpected events. Its financial advisors assess goals and financial situations, develop, implement, and monitor plans, and educate clients on their options and solutions. Founder Karen Malkoff-Hatton is a CFP and holds a master's degree. She previously taught at the Business School of CSUDH.

Ares Financial gives wealth management advice to individuals, business owners, young professionals, and families in Northridge and its nearby areas. The firm creates investment plans that consider clients' goals, such as maintaining certain standards of living, retiring comfortably, or leaving behind good legacies. It takes steps toward maintaining liquidity in the event of emergencies. Ares Financial Consulting is an independent enterprise, free from the restrictive ties or undue influence of security providers.

Signature Investment Advisors is an independent firm that serves individual investors in the Northridge community. Founded on its investment management process, the company provides full-service assistance in planning wealth, building business assets, and managing risks and liabilities. Its team of advisors creates customized plans, develops individual and diversified portfolios, and monitors progress through its discretionary model platform. Signature Investment Advisors was established in 1997 and has already managed over $17 billion worth of assets to date.

Brighton Advisory Group helps preserve and protect the wealth of clients based in Northridge and the surrounding locations. Its specialists collaborate with present advisors to design a series of financial and estate planning plans. They offer a range of services, such as asset protection planning, risk management, capital gains tax elimination, and retirement planning. They also examine existing disability, long-term care, and life insurance plans. President Barry Boscoe is a member of the Advanced Association of Life Underwriters.

Oder Investment Management caters to trusts, foundations, families, and private individuals in Northridge. The firm helps clients grow and protect their wealth through investment management and financial planning. Its services include retirement, college, tax, and legacy planning, insurance requirement analysis, and pension maximization. The independent investment advisory firm operates as a fiduciary, focused on providing financial advice to benefit clients' interests. Founder Josh Oder has more than 20 years of industry experience. He holds series 65 and 7 licenses.

Rood Financial, LLC is a firm serving Northridge and its surrounding communities. It provides a wide range of financial services including comprehensive financial planning, retirement plans, long-term care insurance, charitable giving, and college savings accounts. Its father-daughter team conducts a multi-step approach composed of meetings to review the progress of the implemented plan, update it as needed, and adjust it for changes in current needs or objectives. One of them is Harold Rood is a CPA with more than 25 years of finance industry experience.

PBC Private Wealth guides the Northridge community in preparing for the future through guidance on responsible financial management. The company assists clients with planning for retirement, risks, and disability; managing finances and investments; and reducing taxes and liabilities. Its team of financial advisors—who have more than 100 years of combined experience—assesses each client's personal situation, develops and implements corresponding solutions, and monitors the progress of its strategies. Managing partner Jeffrey Prince, CFP, has supported local organizations such as Dodger RBI Foundation and Project Angel Food.

NaviGuide Wealth Partners, Inc., caters to individuals, businesses, and families in Northridge and nearby communities. It helps clients grow their wealth and prepare for the future by providing various services, including investment management, financial, retirement, tax, and estate planning. Gali Sherman, the founder and president of the firm, holds the CFP designation and carries nearly 25 years of experience in the industry. NaviGuide Wealth Partners has been featured in Forbes and InvestmentNews.

Matador Family Financial Services caters to clients in Northbridge and the surrounding communities. The company offers a wide range of financial planning services to individuals, families, and businesses. Its financial advisory specialists handle investment management, retirement planning, basic estate planning, and account rollovers. The team also manages term life insurance plans, college funds, mutual funds, corporate, municipal, and government bonds, stocks, and other securities. Dennis DeYoung, the firm's founder, has been working in the financial industry for over 30 years.

Providence Financial & Insurance Services is a locally owned and operated fiduciary firm that serves individuals and families from Northridge and the surrounding areas. It provides financial planning services, which include asset protection and management, estate planning, and tax preparation. It also helps clients manage investment products such as stocks and Roth IRAs. Company president Anthony A. Saccaro has been working in the financial services industry for more than two decades. He is a Chartered Financial Consultant.

SteelPeak Wealth serves individuals and families in the Northridge area. It offers financial planning services that cover assets, debts, taxes, life expenditures, and personal risk tolerance. It provides end-to-end wealth management solutions using targeted investment strategies to create portfolios that meet the clients' financial objectives. The company also assists with trust and estate planning and insurance planning. SteelPeak Wealth's founding partner and CEO, Reza Zamani, has over 20 years of industry experience and has received CFS, CAS, CPM, and AIF designations.