What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Santa Monica, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Santa Monica, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jared Tanimoto
CFP®
Sedai Wealth
Santa Monica, CA
Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between
I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.
George Guttman
CFP® and MBA
Guttman Financial Planning
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Social Security Strategies, Education Funding Planning, Budgeting, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Pamela Chen
CPA, CFA®
Refresh Investments LLC
Santa Monica, CA
Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing
A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management
We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients across the country.
Shonty Spatola
CPA/PFS, CFP®
Pacific Oak Financial Planning
Woodland Hills, CA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Small Business Tax and Accounting, Retirement Planning, Investment Management, Estate Planning, Bookkeeping Services, Asset Management
Expert financial planning and tax services for high net worth individuals and small business owners in Los Angeles.
Adam Scott
CFP®
WellAcre Global Wealth Management
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Gabriel Anderson
CFP®, CLU®, ChFC®
Crafted Wealth Management
Venice, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
