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2024

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Best Financial Advisors in Northridge, CA

Our Recommended Top 13

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

27Reviewed

21Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

23822 Valencia Blvd. Suite #304, Valencia, CA 91355

Expertise.com Rating

Why choose this provider?

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.

  • Private Wealth Advisor

16350 Ventura Blvd., Suite D550, Encino, CA 91436

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

18801 Ventura Blvd. Suite 201, Tarzana, CA 91356
WebsiteLicense: 124085

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

14140 Magnolia Blvd, Sherman Oaks, CA 91423

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning
  • Tax Planning

2121 Avenue of the Stars Suite 1600, Los Angeles, CA 90067

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning

5704 Lindley Ave, Encino, CA 91316

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate and Trust Specialist
  • Private Wealth Advisor

21300 Victory Blvd. Suite 855, Woodland Hills, CA 91367

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

21550 Oxnard Street Suite 200, Woodland Hills, CA 91367
WebsiteLicense: 290771

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

21031 Ventura Blvd. Suite 420, Woodland Hills, CA 91364

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

9401 Reseda Blvd., Suite 100, Northridge, CA 91324

Expertise.com Rating

Why choose this provider?

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.

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

20335 Ventura Boulevard, Suite 125, Woodland Hills, CA 91364
WebsiteLicense: 141988

Expertise.com Rating

Review Sources

Google
5.0 (297)
Facebook
5.0 (49)
Yelp
5.0 (8)

Why choose this provider?

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.

  • Retirement Planning

21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
3.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Global
23822 Valencia Blvd. Suite #304, Valencia, CA 91355
JDM Financial Group
16350 Ventura Blvd., Suite D550, Encino, CA 91436
Financial Security Solutions Corp.
18801 Ventura Blvd. Suite 201, Tarzana, CA 91356
Ares Financial
14140 Magnolia Blvd, Sherman Oaks, CA 91423
Signature Investment Advisors
2121 Avenue of the Stars Suite 1600, Los Angeles, CA 90067
Brighton Advisory Group
5704 Lindley Ave, Encino, CA 91316
Oder Investment Management
21300 Victory Blvd. Suite 855, Woodland Hills, CA 91367
Rood Financial, LLC
21550 Oxnard Street Suite 200, Woodland Hills, CA 91367
PBC Private Wealth
21031 Ventura Blvd. Suite 420, Woodland Hills, CA 91364
NaviGuide Wealth Partners, Inc.
5016 Chesebro Rd. Ste. 200, Agoura Hills, CA 91301
Matador Family Financial Services
9401 Reseda Blvd., Suite 100, Northridge, CA 91324
Providence Financial & Insurance Services
20335 Ventura Boulevard, Suite 125, Woodland Hills, CA 91364
SteelPeak Wealth
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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 should you do with your RMD if there is a market downturn in Northridge?

    A quick downturn in the stock market can affect your RMD in Northridge. You may delay your withdrawal if this is your first RMD. You can wait until April 1 of the year after you reach your RMD start age. You have the chance to wait for market conditions to improve before making any withdrawals from your account. You can also reinvest or request to transfer your securities to your after-tax brokerage account.

  • What are the things you must consider when planning retirement income strategies in Northridge?

    When planning retirement strategies in Northridge, you need to consider several things. You need to determine when you want to retire and what will be the status of your earnings if you continue to work past the age of 62. You also need to know what other income sources you have aside from Social Security benefits. You must asses your business sales proceeds, inheritances, or insurance policies you have over the years.

  • When should you start saving for your child's education in Northridge?

    There is no definite right age to start saving for your child's education in Northridge. You must keep in mind that the earlier you start saving, the more money you have when the time your child is already in college. You can apply for a 529 college savings plan that can be used for qualified education expenses, such as books, fees, tuition, and computers.

  • If you are the appointed executor in Northridge, what should you do after losing a loved one?

    After losing a loved one in Northridge, your role as an executor is to compile information about the deceased's accounts, properties, and liabilities. You need to notify Social Security and determine what are your benefits as a surviving family member. You also have to locate the deceased's Will and trust, contact the current or former employer, and gather information about his or her digital assets.

  • How can you build your wealth and increase retirement savings in Northridge?

    In Northridge, you can build your wealth and increase retirement savings in Northridge by taking tax refunds or annual bonuses and putting them in your retirement account. You must rebalance your portfolio regularly to keep your investments on track. You may also boost your savings through catch-up contributions or maximize tax-advantage retirement plan contributions.

  • 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.

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