Long Beach Financial Advisor

A Long Beach financial advisor is a finance expert in the local community, someone who makes a living helping people with their particular personal financial challenges. Many people actually wonder, what is a certified financial advisor? To keep it simple, a Long Beach financial advisor is someone who can help local residents to reach their financial goals by giving them advice along the way. Some of us in Long Beach are mystified as to how we can possibly rebound after these past few years. Increased living expenses coupled with decreased income or job loss have created in many residents a huge upsurge in consumer debt. A California financial advisor can help you claw back to sea level financially. Getting to square one is a necessary start if we ever want to set and reach more lofty goals. Working towards a comfortable retirement and getting into investment products like Roth IRA and other options requires first getting a handle on things and making sure you have all your immediate needs covered. The same applies to educational investments as well. It is wonderful to daydream about putting your little ones through college one day, but of more pressing importance is simply keeping a roof over their head today.

Learn to Create Family Budget

This pressing importance necessitates a short term focus when things are tight. But the goal of any California personal finance program is to create a little breathing room. The thing that many of us in Long Beach do not realize is that an investment in a fee based advisor can bring immediate dividends to our monthly bottom line. You can discuss with your Long Beach financial advisor about how much of the extra capital freed up by a new budget regimen you are comfortable investing or socking away, and how much of it you would like for household expenses. One of the mistakes consumers and overly exuberant financial advisors sometimes make is to fail to build in any breathing room whatsoever into these new budgets. The goals are so laser focused, so sharp that they do not leave much room at all for even extra groceries here and there. For most of us, a budget that tightly wound is bound to fail before long. Work with a Long Beach financial advisor to set lofty, but realistic and reachable goals. Don't get set up for failure, and don't work with an advisor that doesn't respect your input in this matter.

Find Appropriate Retirement Investment Options

Long Beach California investors can work with a Long Beach financial advisor to design a custom tailored retirement strategy to capitalize on their strengths and help them overcome their weaknesses. CA investors need to know the contributions to their IRA and 401k are accomplishing something and that even when they are tempted to deviate from that strategy, they have an advocate who will encourage them. Your Long Beach financial advisor is just such an advocate. When you find one you can trust in this way, you know you have a partner for the long haul. And that is just what most of us here in Long Beach need: someone who will stand by us and help us through all the ups and downs of investment, through the distracting expenses of parenthood or buying a home, through everything that life throws at us. If you need to transfer 401k from your old company or enroll for the first time in a retirement account, you can use a Long Beach advisor to help you get the job done.

Make College Dreams Come True

Parents in Long Beach often dream of helping their young ones with college education expenses when the time comes. With financial advice from a certified California advisor, this kind of dream can come true. A Long Beach financial advisor is a partner and a helper to CA residents. Whether you're looking for a Coverdell account or you have some nontraditional investments in mind, your Long Beach financial advisor can help you accomplish what you set out to do and help get your kids that degree. It is an expensive and sometimes extremely discouraging task to take on these expenses as parents who are barely getting by as it is. Just do the best you can, and save when you are able. The more you can put away, especially early on, the more your educational investments will be able to accomplish on your (and your child's) behalf.

An advisor is someone an individual or family can count on to give expert help and advice in difficult situations. He or she is a source of wisdom and strength in times of trial. Trust your certified Long Beach financial advisor to provide you with the kind of help you need to lead your family.

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Financial Advisors In Long Beach

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

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

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

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

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

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

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