Burbank Financial Advisor

A Burbank financial advisor knows the California economy and understands how its ups and downs can affect your personal finances. Living in a city that's a hub of the media and entertainment industries, you're surrounded by a lot of prosperity and glamour. For most of us, the day-to-day tasks of parenthood, having a career and planning a household budget in Burbank are closer to reality. An advisor can offer you practical tools for improving your financial life.

Hiring a professional CA advisor can make those financial tasks less overwhelming so you can spend more time having fun with family and friends at the beaches, amusement parks and shopping centers of Southern California. When it's time to develop a plan for your future, a Burbank financial advisor will help you stay on track with your retirement goals. An experienced California advisor transforms the complexities of taxes, budgeting and estate planning into achievable goals.

Savings Strategies in California

Life in Burbank provides plenty of opportunities to advance your career and enjoy your leisure time. The area also offers an abundance of temptations for those of us who love to shop, eat at Burbank restaurants and spend money. Traditional savings strategies don't always seem appealing, but a Burbank financial advisor will tell you that saving money can make the difference between enjoying a flexible lifestyle and struggling financially after you retire.

Saving is a multi-dimensional financial strategy that includes setting aside money for short-term and long-term needs. Consult a Burbank financial advisor about your best options for liquid, short-term emergency savings or money market accounts. If you have unexpected financial needs, such as medical bills, a plumbing disaster or a car repair, you'll need easy access to your funds so you can cover these expenses. Having a reserve for emergencies means that you won't have to rely on high-interest credit cards to provide for everyday crises.

Educational savings plans and prepaid tuition agreements are specialized accounts that allow you to set aside funds for college tuition and academic expenses. State-sponsored plans adjust your investments to keep up with the rising costs of tuition due to inflation. When you invest in a prepaid tuition plan, you lock in a future rate for your child's tuition at a state university. Prepaid tuition plans are also available for private colleges and institutions. Ask your Burbank financial advisor about your options for educational savings vehicles.

Saving money for your senior years involves long-term retirement contribution accounts, such as an IRA, Roth IRA or 401k. Because you won't have access to these funds without incurring tax penalties until you're ready to retire, these plans encourage you to stay on track with your financial objectives. Your retirement planning advisor will suggest that the sooner you open a 401k with your employer, the more your money will grow.

Building Wealth in CA

If increasing your net worth in Burbank is one of your dreams, a Burbank financial advisor with a background in investments and securities can help you build a profitable portfolio. Young Burbank parents who are planning to send their children to college may prefer more conservative forms of investing. Work with a CA financial advisor to build a diverse, flexible financial portfolio that will carry you through the landmarks of your life, right up to retirement.

Annuities are an investment vehicle that appeal to Burbank residents who are looking for a more stable form of wealth building. These plans are administered by an insurance company, which guarantees distributions to you after you've invested for a specified period of time. With fixed-rate annuities, the amount of interest you earn on your funds remains stable for the life of your contract. With variable annuities, rates may rise or fall, giving you the potential to earn more from your investment. However, you also assume more risk with a variable option.

Talk with an investment advisor about mutual funds, a popular wealth-building strategy among residents of the Golden State. When you contribute to a mutual fund, you're participating in a collective plan with a number of other investors. Funds may be invested in stocks, money market accounts or other interests. These centrally managed funds can reduce your investment risk and increase your chances of earning a higher rate of return. Your Burbank financial advisor can recommend a mutual fund arrangement that's appropriate for your goals and level of risk tolerance.

Your reasons for wealth building may include planning for a comfortable lifestyle after you retire, leaving a legacy for your children or building your net worth for the sheer pleasure of investing. Whatever your objectives may be, you'll achieve them more easily with the help of a Burbank financial advisor. Use this website as your starting point to begin your search for a Burbank financial advisor who's sympathetic to your values and understands your personal goals.

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Financial Advisors In Burbank

Todd Butler, CFP®
Todd Butler, CFP®
303 N. Glenoaks Blvd
Suite 905
Burbank, CA 91502

Bob Farmer
Bob Farmer
3500 West Olive Avenue, Suite 300
Burbank, CA 91505

Morris Amiri
Morris Amiri
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Eric Pritz, CFP
Eric Pritz, CFP
2121 Avenue of the Stars
Los Angeles, CA 90067

Theodore  Saade CFP AIF CMFC
Theodore Saade CFP AIF CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Marcus Sitrin
Marcus Sitrin
2029 Century Park East
Suite 550
Los Angeles, CA 90067

Robert Bagarotti
Robert Bagarotti
17352 Tennyson Place
Granada Hills, CA 91344

Keith Ellen
Keith Ellen
23975 Park Sorrento, Suite 250
North Ridge, CA 91324

Duncan Rolph
Duncan Rolph
11300 Olympic Blvd., Suite 800
Los Angeles, CA 90064

Mark Labash
Mark Labash
10125 De Soto Ave
Ste 12
Chatsworth, CA 91313

Anthony A. Saccaro, ChFC
Anthony A. Saccaro, ChFC
20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364

EP Wealth Advisors, Inc.
EP Wealth Advisors, Inc.
21515 Hawthorne Blvd.,Suite 1200
Torrance, CA 90503