South Gate Financial Advisor

A South Gate financial advisor offers creative solutions to your financial concerns. When you're faced with a divorce, the loss of a spouse or the loss of a job, addressing the practical aspects of these events may be the last thing on your mind. An experienced CA advisor can help you untangle the complexities of any personal financial dilemma and help you make a healthy recovery. It's never the wrong time to approach a financial professional for assistance.

Maximizing your financial resources by saving and investing a portion of your income is a priority when you're a young, actively employed adult. Ask a South Gate financial advisor about the pros and cons of opening an employer-sponsored 401k versus an IRA or Roth IRA. If you want to expand your portfolio beyond the more traditional retirement contribution plans, a California investment advisor can teach you strategies for optimizing the value of your money with stocks, money market accounts or mutual funds. Bonds and annuities may appeal to you if you are more conservative with your investments.

In South Gate, CA, residents enjoy all the conveniences of living in Los Angeles County. South Gate has a number of beautiful, historic Spanish-style buildings that draw attention from residents and visitors alike. The economy in this culturally diverse community has had its ups and downs, but working parents have made the most of their resources to provide a stable future for their children. Having an experienced, knowledgeable professional to share your practical responsibilities gives you more time to relax with your loved ones.

Finding the Right California Advisor

When you're looking for a South Gate financial advisor, it's important to find a professional who understands your values and priorities. The responsibilities of parenthood are important in South Gate, and many young parents aspire to send their children to college. Talk with a family financial advisor who has expertise in educational savings vehicles like the 529 plans, which allow you to accumulate tax-deferred funds for your child's tuition years before he or she enrolls in a university.

In South Gate, advisors often specialize in one or more areas of financial planning. If you're specifically seeking a South Gate financial advisor who can help you prepare your taxes, an advisor who's also a certified public accountant, or CPA, may be your best bet. Investment advisors often have specialized certification in securities and extensive experience in stocks, annuities, mutual funds or other investment vehicles. Some California advisors come to this profession from the insurance industry, offering expertise in risk management and life or homeowners insurance coverage.

Access to the internet in your home or office makes it simple and convenient to contact multiple professionals before you establish a relationship with the right South Gate financial advisor. Talk with each expert about his or her background, training, licenses and certifications. Ask about fee structures, terms of service, and your consultant's availability to clients. While some South Gate advisors are personally accessible to their clients at all times, others may refer you to another member of their firm in certain cases.

Marriage and Divorce in CA

Marriage and divorce may seem like opposite sides of the same coin, but the issue is more complicated than that. From the perspective of a South Gate financial advisor, planning your married life carefully may help you avoid the conflicts that cause many couples to separate. As any advisor knows, disagreements over budgeting, saving and spending can generate more arguments and tension than almost any other marital concern.

When you're planning your wedding in South Gate, meet with a South Gate financial advisor to discuss your shared values and responsibilities. Issues like taxes, budgets and shared checking accounts aren't very romantic. However, getting these practical matters settled with the help of an objective professional can make it easier to relax and enjoy your time with your spouse-to-be.

Getting a divorce can be one of the most emotionally trying experiences you'll ever face. On top of the concerns about your children and your future as a family, you may have arguments with your ex-spouse over your home and other assets. Working with a South Gate financial advisor can ease the emotional tension of these situations so that you can resolve your differences fairly.

If you're not the primary wage earner in your household, you may need additional guidance in establishing a secure source of income so that you and your children can maintain your current standard of living. Getting a part-time job, renting a portion of your house or taking out a home equity loan may help you get through this setback and move forward to a successful future. When you have a South Gate financial advisor offering answers to your concerns, the complications of daily life can seem much more manageable.

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Financial Advisors In South Gate

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

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

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

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

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

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

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

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