Redondo Beach Financial Advisor

Picking a Redondo Beach financial advisor does not need to be a process that is extremely time-consuming, and most people living in Redondo Beach should be able to find a great professional with little effort. However, that does not mean that you should just blindly choose a professional when searching for the best help in Redondo Beach, and a bit of research can help you ensure that you will be getting the best assistance from a California finance assistant. The following paragraphs contain some hints that can help people in California find the best financial advisor in Redondo Beach, and hopefully these tips will help you make the most of your comparisons.

When you begin looking for a Redondo Beach financial advisor, there are a few things that you will need to remember. First, you will need to realize that there are a number of different CA firms that you will be choosing from, and picking between the various firms and advisors is very important. Second, you will also want to recognize that you will be paying the professional that you hire to help you with your money, and you will want to find a financial advisor that you can afford and one that will give you the kind of attention that you deserve.

Making Personal Goals

Before you begin the process of comparing and speaking with Redondo Beach advisors, you will want to do a bit of reflection. This kind of preparation will make it easier for customers to locate the right Redondo Beach financial advisor. For one, you will want to think about the aspects of your finances that may need a bit more attention. For example, you may have a good investment portfolio already, but you need help with your retirement savings. These kinds of preparation will help you select the CA  accredited financial advisor that can give you the specific attention you need.

Customers that are going to hire a Redondo Beach financial advisor will also want to put some thought into the specific goals that they may have for their time with their professional. If you are ready with some goals, you will be able to make better use of the time that you spend with a financial advisor. Also, with goals in mind, you will have a better way to track the performance of your Redondo Beach financial advisor and to decide whether or not they are doing good work with your money.

Meeting and Asking Questions

In order to find the best Redondo Beach financial advisor, you will need to do some comparison and elimination. In order to screen your options, you will first want to read reviews and rankings and select a few of the California firms that you feel will best suit your purposes. Then, customers in Redondo Beach should set up meetings with some of the advisors that they feel are going to be good options. During these meetings, there are a few questions that you should ask of the expert you are speaking with, and the following are just a few of the topics that you may want to bring up.

One of the main things that you will want to talk to a potential Redondo Beach financial advisor about is their current and former clientele. For one, you will want to ask the CA financial advisor about the people that they typically help and their finances. If advisors are used to advising individuals that are in a different situation that yourself financially, you may want to look for a professional that has more experience with people that have similar backgrounds to your own.

You will also want to ask a Redondo Beach financial advisor about the number of clients that they have helped and the number of clients that they are currently assisting. If you find that a Redondo Beach professional has very few clients and has had few in the past, it may be that they do not have the kind of experience that you should look for. Also, California advisors that have a very large number of clients may have a lot of experience but they may not be able to give you the kind of personalized attention that you need.

During the interviews that you set up with your Redondo Beach financial advisor options, there are a number of other questions that you should ask. Learn about the experience, education, cost and payment method of each financial advisor that you are considering. Once all of your comparisons have been made, you will then be able to make an informed and educated decision. Use the tips that we have offered here to make up your mind, and find the kind of assistance that you need to improve your finances drastically.

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Financial Advisors In Redondo Beach

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

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

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

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

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

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

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

Dave Hutchison, CFA
Dave Hutchison, CFA
1301 Dove Street
Suite 1080
Newport Beach, CA 92660

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

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

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