Monterey Park Financial Advisor

A Monterey Park financial advisor is a person that can help you make the most of your finances, and make your income go further than you may have thought possible. Most of us are going to spend a large percentage of our lives working and earning money. However, while some people will simply stick their money into the bank, others are going to do their best to make investments and increase their passive income. This can be a difficult process, but can be made much easier with the help of an experienced financial advisor. Monterey Park residents that are looking for this kind of assistance will want to find the California financial professionals that posses certain characteristics.

Comparing Your Monterey Park Options

When searching for the best Monterey Park financial advisor, you will want to find one that has the right qualities and features. People who simply rush out and hire the first professional that they come across in Monterey Park may not get the prices of the services that they deserve. It is important that you do some basic comparison, and the following are a few of the things that you will want to look for in a financial advisor.

First, you will want to find a Monterey Park financial advisor that can give you help with your specific finances. There are a number of ways that a CA financial advisor can specialize, and it is important that you find one that can give you the kind of help that you need. For example, if you are mainly looking for help with a life insurance purchase, you will want to find a professional that has experience with the California life insurance industry. By locating the financial advisor that specializes in the areas that you need assistance with you can ensure that you will be getting the effective advice that you need.

Compensation Choices for Customers

Next, you will want to locate a Monterey Park financial advisor that has the right compensation plan. There are a few different ways that you can compensate a financial advisor in Monterey Park, and some of the choices might be more appealing to you than others. A very traditional way to pay a Monterey Park financial advisor is through commission. When you hire financial advisors that work for commission, you will be paying a percentage for each of the investments and choices that they make. This is an effective way to motivate the individual that you hire, but it can also lead to them making decisions that may just be for a larger commission and not in your best interests.

Others are going to want to hire a Monterey Park financial advisor that is going to work for a set fee. CA advisors that work for a set fee are going to be paid the same amount regardless of the decisions that they make. When you hire a Monterey Park financial advisor that accepts this kind of compensation, you will be reducing the chances of them making choices not in your best interests. However, you may also be reducing their motivation as well.

Comparing Firms and Individuals

When looking for the best CA professional, you may want to start by comparing the different firms that are in the area. Firm that employ California advisors are typically going to have built some kind of reputation, and you can research their reputation online by reading reviews and rankings. It is typically fairly easy to find these kinds of reviews online, and they can point you in the direction of the Monterey Park firms that have the best customer service records and the most competitive services and prices.

When you narrow down your Monterey Park financial advisor options, you can then start looking at some more specific characteristics for each of the advisors that you are considering. For example, Monterey Park shoppers will want to look at the experience level of the advisors, as well as the number of clients that they have helped. In addition, you will want to determine how often each financial advisor is going to meet with their clients, and whether or not they plan on selling specific products to you. All of these characteristics can have a big effect on your relationship with the expert that you hire, and whether or not you are satisfied with their service.

Finding the right Monterey Park financial advisor does not need to be difficult. The tools that we offer here should help you quickly make a decision and locate the advisors that can give you the best possible assistance. Make this decision today, and start making the improvements to your finances that can lead to a much more comfortable life for you and your family.

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.

"Unless you already know about working with an advisor, it can be hard to figure out which one to go with. This site helped me decide on the type of advisor that was right for me and my financial situation. Thanks!"

Randy S, Green Bay WI

Financial Advisors In Monterey Park

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

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

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

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

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

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