Best Financial Advisors in Riverside, CA

Falcon Wealth is a fiduciary financial advisory firm that helps clients in Riverside manage their wealth. The firm specializes in financial planning such as investment planning, retirement income planning, cash flow management, and tax planning. Investment planning covers areas like rebalancing portfolios, controlling risk, tax-loss harvesting, and asset allocation. Principal Gabriel Shahin has over a decade of financial experience. He has a master's degree in Accounting. He hosts the weekly radio show "More Knowledge, More Wealth," where he shares his expertise with a broader audience.

McKinnon & Associates is a financial advisory firm that provides objective financial advice and critical connection to individuals in the Riverside metro. Asset management, business continuity, and wealth transfer methods are all areas that the company specializes in. In addition, clients receive fee-based retirement, estate, and business succession planning, as well as estate tax, investment, and insurance plans. McKinnon & Associates has expertise working with high-net-worth families, giving them insight into potential difficulties and how to solve them.

Loza, Beck & Associates is a firm operating in Riverside. It offers a wide range of services to individuals, families, and businesses including financial planning, wealth management, business planning, and institutional investing. Its team develops short-term and long-term plans to address a variety of financial challenges, from managing debt to saving for retirement. The firm's managing partner, Thomas Loza, supports the local community by volunteering for different roles such as mentoring the Riverside Community College's Puente students and serving in the finance committee for the Riverside Community Health Foundation.

IVM Financial is a consulting and advisory firm that serves entrepreneurs and high-income millennials in the Riverside metro. The firm helps clients plan for the future of their families and commercial enterprises. The company works with legal professionals to secure structuring plans, continuity strategies, and asset protection for clients' businesses. Additional services include strategies, investment management, estate planning, and retirement planning. IVM Financial is owned by Bradley Shammas, a Certified Financial Planner who is motivated by the need to help families protect their finances.

RLM Wealth Group serves the investment and financial planning needs of Riverside and other nearby metros. It utilizes a client-based approach to customize wealth management solutions for retirees, business owners, individuals, families, executives, and sudden wealth recipients. It creates, manages, and reviews diversified portfolios and analyzes the risk and return characteristics of investments. Its registered principal, Robert L. Mendez Sr. is a Chartered Financial Consultant who has more than 30 years of experience as a financial advisor.

Leonard Financial Group provides advisory services to clients in Riverside and the surrounding areas. It creates income management strategies to help individuals and families secure their financial future. Its financial independence plan includes income projections, portfolio evaluation, debt management, personal asset matters, and current spending needs assessment. One of the company's founding partners, Karl Hicks, has been in the financial planning industry for more than 15 years. Hicks has been an accredited estate planner since 2019.

For almost two decades, CPA Financial Advisors Inc. has been catering to clients in Riverside. The tax and financial advisory firm's services include investment management, financial planning, and tax and accounting solutions. It assists clients in choosing insurance plans and offers guidance on investment bonds and stocks, IRAs, retirement planning, and profit-sharing plans. Its CEO and managing director, Lynette Atchley, is a certified public accountant, a Personal Financial Specialist, and Certified Financial Planner.