Lakewood Financial Advisor

Get a Lakewood financial advisor involved in your personal financial matters and you will strengthen your portfolio and solidify your future. Anytime you hire a professional you want to be sure that you are making a solid choice, especially when it is related to your money. Take the time to get comfortable with your prospective Lakewood financial advisor before you agree to hire them. In order to do that, you need to be a well informed Lakewood consumer. Here are some things you can do to ensure that you are a well informed consumer and are comfortable with your choice of a Lakewood financial advisor.

Get Connected

The first step to finding a capable Lakewood financial advisor is to locate possible professionals in your area. We have simplified that process by compiling a list of the most qualified individuals in your area and making them available to you. Fill out the form above and we will give you access to local California finance planners that are qualified to handle all of your financial needs. This will save you time sifting through hundreds of possibilities.

From that list it is time to find the CA financial advisor that is right for your specific needs. Each person has different needs and is it important to consider them when selecting a California advisor. In order to best understand your own needs you will need to have a realistic view of your current state of affairs. Sit down and take a look at your credit report, bank balances, debt, your income and expenses, and any investment accounts. As you look at this information also compile it to provide to the Lakewood financial advisor that you hire.

If you are just out of college in CA, your needs will vary greatly from someone in the middle of their parenthood journey. Once you understand your needs you can then look for a Lakewood financial advisor that specializes in that area. For example, if you currently live paycheck to paycheck and struggle to not overdraw your account on a monthly basis you will want to work with someone that can offer to assistance in the area of budgeting and goal planning. But, if you are at the point that you want to start looking toward your future, find a California financial advisor in a financial professional directory that focuses on retirement investing accounts like a 401K, Roth IRA or IRA. And remember that your needs will change over time so the Lakewood financial advisor you align with should have a wide variety of knowledge and expertise.

Reputation Speaks Volumes

A good Lakewood financial advisor will have strong reputation within the Lakewood community and the state of California. When you have narrowed your possibilities to a list of top candidates, it is time to start researching their reputation and ratings. Perform a simple internet search of them by name and see what comes up. Consider it a huge red flag if you find numerous complaints and cautions against working with that CA financial advisor. And, check with your Lakewood better business bureau to make sure that they have a positive standing with them.

Once you have ruled out any with a poor reputation it is time to begin the interview process. This is why it is important to choose an advisor that is in the Lakewood area so that they are easily accessible for face to face meetings. At your first meeting the advisor will give you an overview of their services and a preview of their payment plans. Clarify with them whether they are fee based, commission based, or a combination of both. Be sure to take notes during this initial meeting as you will be absorbing a lot of new information.

Ask if you may contact them by email to address any other concerns that may come up in writing. You can also use this as a tool to confirm in writing any questions that were answered in your initial meeting. This initial email can be a reference point in the future as questions arise.

When you are comfortable that you have all of the required information let them know that you are ready to move forward. A good Lakewood financial professional will provide you with a contract that details the agreed payment plan and the services they will make available to you. If possible have a trusted family member or friend review the contract.

If you do your research, you can have peace of mind that you have made the right decision. A quality Lakewood financial advisor will have a strong reputation within the Lakewood community. They will also be willing to meet with you in person and take the time answer all of your questions and address your concerns. Remember that it is an important choice and it is imperative to feel comfortable with your selection.

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

"There are lots of choices out there when it comes to financial advice, and it was honestly overwhelming - but this site helped me narrow my search down to only the most knowledgeable and affordable advisors around!"

Laura D, Boston MA

Financial Advisors In Lakewood California

Eric Trapasso
Eric Trapasso
7821 24 Th St
Westminster, CA 92683

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

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

Josh Fatoullah
Josh Fatoullah
2121 Avenue of the Stars
Suite 2350
Los Angeles, CA 90067

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

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
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

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

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

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

Heather Castle CFP, ChFC, AIF
Heather Castle CFP, ChFC, AIF
1168 S. Barrington Avenue Suite 502
Los Angeles, CA 90049

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656