Santa Monica Financial Advisor

A Santa Monica financial advisor is waiting to help you figure out your finances and put away a nice sum of money for your future expenses. If you are tired of worrying about how you are going to pay for your bills in the future, then it's time that you sat down with a CA financial expert and made a plan that will guarantee you a lot of savings.

Santa Monica is one of the most beautiful places to live in this state, and, unfortunately, it is also one of the most expensive places. As such, many Santa Monica residents will need to make sure that they can secure a lot of money for their life in the future, especially after they leave work. If you want to live and spend your retirement in Santa Monica, California, then you're going to have to start planning early and saving money along the way.

Important Life Events Require Planning

A lot of the important life events that you will experience may cause you to seek the advice of a Santa Monica financial advisor. As your life changes, you will have different financial needs, and you will need to speak with a California professional finance advisor who can help you come up with plans to meet those needs. Don't go through all of the changes that life throws at you on your own. Instead, seek the advice of a CA advisor and get the job done right.

Buying a home in Santa Monica is likely to be an expensive venture, and it's something that you'll want some kind of guidance on. If you look to a Santa Monica financial advisor for help, you'll be in a really great position. You can work with your financial advisor to make a plan for getting enough money to make a good down payment. You can also work with your Santa Monica expert to get enough money for closing costs and all of the different costs associated with moving. Most likely, you are going to need to get a loan for your California home, and a Santa Monica financial advisor can help you to get a really great interest rate.

Another big life event that you might need to work with a Santa Monica financial advisor is becoming a parent. Parenthood is very expensive, so you'll need a lot of money to make sure that you can provide for your children. When your children are young, they will need all kinds of things, such as health care, education, and entertainment. You will be tasked to provide them with these things, so it's important that you start planning for these expenses at an early stage. When your children get older, you will have to help them with money for college in CA, which can set you back significantly, so you will need to start planning for that as soon as possible.

Buying a vehicle is another big expensive that you might need some help with. If you are thinking about taking on this expense, contact a Santa Monica financial advisor to help you with the process. You can work with your career finance advisor to figure out how much money you should put down on the car and figure out the best loans and interest rates for your budget. Making such a large purchase can be quite scary, but it doesn't have to be. If you take the time to work with a trusted financial advisor, things will go really smoothly.

Getting Ready to Retire

One thing that a lot of residents in Santa Monica need help with is establishing a retirement plan. A Santa Monica financial advisor can help you to set up some goals that you would like to reach and then work on ways to reach them. A financial expert can help you use your 401k as a retirement income stream, help you establish a standard IRA or a Roth IRA, and much more. You can work closely with the financial advisor to figure out multiple methods of investing in your golden years, and you will never have to worry about it again.

When you are planning your retirement with your Santa Monica financial advisor, keep in mind that you will need to have enough money to live off of for a number of years after you leave work. Think about the lifestyle that you have right now and how much money you will need to maintain when you retire. You can expect to have fewer bills when you do finally retire, but there may be some additional expenses, such as health care costs, that you might take on. Knowing what to expect in the future is important, and a Santa Monica financial advisor can help you figure it out.

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Financial Advisors In Santa Monica

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

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

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

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

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

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

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

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

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