Glendale Financial Advisor

The city of Glendale CA is growing and so are the options for a Glendale financial advisor. Like most Americans, chances are that your finances are fairly spread out. Most of us have several different savings accounts, not to mention various investments in different locations. Trying to remember and manage all of your fiscal life can be a heavy task, and it is one that does not need to be undertaken alone. Glendale has many different financial advisor options for those who may need a little help making wise decisions with their money. A financial advisor is trained and qualified to help you achieve financial freedom, and may help you shave years off of your monetary goals.

When you start looking for a Glendale financial advisor, you should probably first consider what you may need the most assistance with. Generally, you can group your finances into two parts, savings and investments. Lets first take a look at a few of the common savings that most California residents may have.

Savings and Accounts

Retirement planning is one of the most important topics for you to discuss with your Glendale financial advisor. The average CA citizen is going to need hundreds of thousands of dollars to retire and Glendale is no exception. There are many different programs available for you as you manage your retirement, and a California financial advisor may be able to help you pick the right ones. Aside from Social Security, you may already have programs like IRA's, a Roth IRA or a 401(k) in place. These types of savings can be volatile and with the help of a certified Glendale financial advisor, you can be well on your way to retiring at a younger age.

College Savings are also something that you may have considered while planning your overall savings. Parenthood is not cheap and college is a big expense that many parents have to plan for. Higher education can cost many thousands of dollars, but there are efficient ways to start a good college fund. A Glendale financial advisor is going to help you utilize these resources to help you provide for your children. Higher education is a privilege that many cannot afford and with the right help, you can make that privilege a reality for your children.

Large Investments

Investing money wisely is a tricky business. Many of us have felt the sting of a failed investment and it can be a tough hole to dig out of. We would all like to make wise investments with big payoffs, but that is easier said then done. An investment advisor will have the training you need to make wise financial choices when it comes to where you spend your money and assets.

Buying a California home or property is one of the bigger investments you may ever make. The housing market is constantly changing however, and it can be difficult to pick the right option when shopping for a home. There are various things to consider and at times it may seem a bit overwhelming. A Glendale financial advisor will provide you with years of real estate knowledge and experience. With this extra help, you should be able to locate a home that fits within your budget and establish a good plan to pay for your investment.

Life insurance also represents a sizeable investment that many decide to make. In the event of your passing, life insurance provides for many of your final costs, as well as for your family after your death. There are many different life insurance policies available, and unless you know what you are doing, you may be paying more than necessary. Policies exist for almost any budget and lifestyle and life insurance represents a sound investment for anyone in Glendale.

Local Advice

Now that you may have a better grasp on what you might wish to discuss with a Glendale financial advisor, you should decide on one. A local financial advisor is always a good idea for Glendale residents, as a local advisor will have specific California knowledge. Pick a Glendale financial advisor that is both professional and certified, as you will no doubt be sharing personal information with them. Your money is no doubt very important to you, and a member of the Glendale community will be able to give you the most personalized attention available. Why trust a stranger when you can trust a neighbor?

You may only be moments away from picking a professional Glendale financial advisor. That also means that you are only moments away from starting a new chapter in your fiscal life. Getting professional assistance with your finances will open new doors for you, and you will be able to greatly increase your overall monetary worth.

Find a Financial Advisor

Find an Advisor

Financial Advice

We can help you find a financial advisor

Our specialists will conduct a custom search to find local planners and advisors who meet your specific requirements.

"I wanted to be sure I met with an advisor who wouldn't just throw all sorts of financial jargon at me without explanation, and this site helped me find an advisor who was great at explaining things simply. Thanks!"

Sharon D, Tempe AZ

Financial Advisors In Glendale

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Zain Griffith
Zain Griffith
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 E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

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

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

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

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503

Tim W. Geisbauer, MBA, CFP
Tim W. Geisbauer, MBA, CFP
2655 First Street
Suite 250
Simi Valley, CA 93065

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Ryan Gunn, CFP(r)
Ryan Gunn, CFP(r)
2629 Townsgate Rd., Suite 245
Westlake Village, CA 91361

Rick Donnelly
Rick Donnelly
17901 Von Karman Ave
Suite 600
Irvine, CA 92614