Whittier Financial Advisor

A Whittier financial advisor is your point person, regardless of the advise you are seeking or what your current situation is. There are people that are unsure about relying on a California financial advisor because they either think their situation is hopeless or they don't believe they have enough money needs to require an advisor. But, these are the exact reasons to consult an advisor with your money needs. Call a Whittier financial advisor today and give them a chance to put your mind at ease.

A Whittier Professional

Each Whittier financial advisor will have their own methods and systems. But, the California financial professional that you choose should be well-rounded and have knowledge of most areas of personal finance. They should be able to give advice to people of all stage of life whether starting a Roth IRA or IRA to save for retirement or you have just started your parenthood journey and are looking to save for your child's future college expenses. A CA professional should be able to help with it all.

At your first meeting with your Whittier financial advisor they will begin by getting a clear picture of both your financial history and your current situation. It will be easier if you come prepared to this meeting and bring information for all of your California bank accounts, insurance policies, and any investment accounts like your employer 401K. When they have a clear understanding of where you have come from as well as where you are currently, they will best be able to give you advise for the future.

If there are documents you are not able to have copies of for your first meeting, make a note of it and be sure to let your Whittier professional know. You can always contact the companies and have them provide you with copies to give to your Whittier professional at a later date. However, any information you can provide regarding these accounts would be helpful such as account balances and longevity of the account.

You will need to also be prepared to discuss your financial goals with your Whittier financial advising company. You need not have them laid out clearly as they will most likely give you some insight to help steer your goals into a reality. However, having a basic idea of what you would like your future to look like will help. Getting all of the information together and getting to this point may take time. But, once they have all of the information to properly understand your history, your current situation, and your future goals they will be able to better navigate your decisions in order to achieve those goals.

When your Whittier professional begins giving you the financial advice that you have been seeking, be sure to listen closely and ask questions. Remember that you are the final decision make for all of your CA finances, your advisor is just there to offer advice and point you in the right direction. No questions are too big or too small so ask away. You may want to take a few days to consider your options so communicate that to your advisor and set a time to meet again to inform them of your final decision.

Partnering with the Best

Finding the best Whittier financial advisor to meet your needs can take a lot of time. But, it doesn't have to if you begin using this website to connect with a trustworthy Whittier financial advisor. Simply fill out the form to the right and your journey begins.

You may want to meet with more than one financial advisor in Whittier before you find the right professional to trust with your money. Meet with them for an initial interview to get a feel for their advising style and their procedures. You want to find someone whose personality is a good fit with your own as this CA professional is likely to be a part of your life for a long time. But, also ask a lot of questions so you are sure that they have a solid education and experience to give you the guidance that you will need.

After you have met with enough people to feel comfortable with your decision and you have asked all the right questions it is time to choose your Whittier financial advisor. Choose someone that can specialize in the areas that you need. Once you have considered all of this you should be confident to move forward and make your choice.

A Whittier financial advisor will be able to show you investing opportunities that you may not have otherwise been aware. And, they have the knowledge to help you through all of your difficult money situations. Fill out the form to the right and begin searching for the right Whittier financial professional today!

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Financial Advisors In Whittier

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

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

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

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

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

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