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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Pasadena is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Pasadena & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Pasadena?

Looking for a qualified financial advisor in Pasadena? We can help you by narrowing down your options & listing the best financial advisors in Pasadena as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Pasadena near you with the list of certified and vetted Pasadena financial advisors.

List of Qualified Financial Advisors in Pasadena, California

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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101

626-768-2972

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Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale, CA 91203

800-570-5711

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

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Michael Amash

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Paul Taghibagi, CFP®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

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Andrew Eddy AIF®, ChFC®, CLU®, CFP®

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503

424-903-7481

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-848-1837

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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

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Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

424-903-7480

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Jennifer Shintani

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3015

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo, CA 92656

877-433-3665

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Kushal Shah, CRPC ®

Davinci Capital Partners

3788 Calle Posadas

Newbury Park, CA 91320

805-341-7104

List of Additional Financial Advisors in Pasadena, California*

* Additional advisor listing is provided in partnership with Yext

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Joseph Pates - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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Amit R Patel - Ameriprise Financial Services, LLC

221 E Walnut St
Ste 226

Pasadena, CA 91101
626-795-1267

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Arrowhead Wealth Advisors

70 South Lake Avenue
Suite 700

Pasadena, CA 91101
626-529-2362

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Armine Babayan - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8253

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Gideon Lee Young - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9376

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Tony Zhang - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3480

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AWM Capital

123 S. Marengo Avenue
Suite 200

Pasadena, CA 91101
323-940-1339

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Roger S McKee - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0737

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The Coleman Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
206-344-8054

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Albert Shih - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8229

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Peggy Sheridan - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9366

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David Trogan - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4645

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Kamran W. Hedjasi - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9361

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Davin Chen - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4656

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Albie Vollero - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3431

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Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-449-1240

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Mark N Withers - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4625

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Elly Wong - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4648

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Johnny Cheng Yu Liu - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4603

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The Wynne Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8229

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Allstate Personal Financial Representative: Steven Riskin

1030 E Green St
Ste 110

Pasadena, CA 91106
213-618-2829

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Al Perrine - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9346

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Tracy A. Chan - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9358

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Phil Huffman - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3437

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Robert Coe - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9352

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Christopher S. Felton - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4610

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The Evergreen Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3482

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Sea To Summit Wealth Management

301 E Colorado Blvd
Suite 400

Pasadena, CA 91101
626-795-9271

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The Ho|Felton Team - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-449-1240

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Diana Joe | Cornerstone

3452 E. Foothill Blvd
Suite 1020

Pasadena, CA 91107
626-627-5247

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Olson Investment Management Inc.

2500 E Colorado Blvd
#225

Pasadena, CA 91107
626-714-7334

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Lori Dolan Frymark - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2441

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Smart Money Solutions

225 South Lake Avenue
Suite 300

Pasadena, CA 91101
888-406-8658

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Percy E. Bolton Associates, Inc.

1122 East Green Street

Pasadena, CA 91106
866-610-5559

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Michael Campopiano - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3405

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John Cervenka - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9343

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Stephen George Hekimian - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0777

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Louis "Bill" Silva - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
661-202-3301

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Toni Beck Espinoza - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0755

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Celeste D Despres-Sheres - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9348

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Preferred Wealth Management - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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Michael G Stewart - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0769

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Gail R Roque - Ameriprise Financial Services, LLC

80 S Lake Ave
Ste 555

Pasadena, CA 91101
626-744-9766

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Vicky Rangsuebsin - Ameriprise Financial Services, LLC

99 S Lake Ave
Ste 500

Pasadena, CA 91101
626-727-9200

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Bridge Advisory

123 South Marengo Ave
Suite 200

Pasadena, CA 91101
626-795-3062

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New York Life- Joanne Giang

55 S Lake Ave
Ste 200

Pasadena, CA 91101
818-533-8651

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Lake Avenue Financial

70 South Lake Avenue
Suite 820

Pasadena, CA 91101
866-528-3660

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Henry Lomelin - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9328

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Williams & Novak Wealth Management, LLC.

70 South Lake Avenue
Suite 700

Pasadena, CA 91101
818-629-4258

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David Escalante - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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John Frederich - Ameriprise Financial Services, LLC

462 S Marengo Ave

Pasadena, CA 91101
626-440-5990

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Hsueh-Sheng Su - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8278

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The Tidik-Friedman Wealth Management Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
818-531-0021

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Aida Babayan - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8275

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Ted He - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0734

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Roland Von Winckelmann - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8270

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Geoff Shrager - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3442

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Nita Ma - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4650

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Bonnie Dang - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3475

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Bhadresh J. Shah - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8205

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The Withers Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4625

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Anny Shen - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2488

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Sean Kennally - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9355

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The Coe Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9352

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Sam Coleman - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4620

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Richard Bratincevic - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2419

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The Barney Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4646

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Robert Lovitt - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8249

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Kathleen A. Burns, CFP, CRPC - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8251

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Naples Regan Wealth Management - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8252

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Steven W. Crawford - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8271

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Edward Y. Tom - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-4715

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David R Norris - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
661-202-3305

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Dean A Billman - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2450

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Howard Doan - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9333

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Amy Yu - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2428

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Wynne I - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8245

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Michael Co - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3467

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The Lam Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8262

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Tamara K. Brown - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3417

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Dorothy Rath - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3430

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Christine Liu - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9317

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Craig Matthew Cox - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3436

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Bryan K. Longpre - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0750

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Lisa A Davis - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2407

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John Agnew - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9308

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The Finizio Danni Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-382-5788

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Gabriel Chung Ki Lynn - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4611

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Cory Bloom - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9395

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Lee Chen - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8266

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Michael N. Willard, CFP - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8288

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Andrea Atanay - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4641

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Bertain Escobar Wealth Management - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-4710

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Jonathan McLean - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0765

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Cecil Y. Ho - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4629

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The Doolin Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-304-2411

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Glendale Group - Morgan Stanley

55 South Lake Avenue
Suite 700

Pasadena, CA 91101
626-449-1240

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Jenny Tsai - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3478

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McKee Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0737

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The Infinitee Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-449-1240

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The Babayan Group - UBS Financial Services Inc.

251 South Lake Avenue
10th Floor

Pasadena, CA 91101
626-405-8253

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Howard Wen - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9378

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Kevin Danni - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0759

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Makenzie Smith - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
661-202-3303

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Henry Chang - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9388

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Keith Morris - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0731

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Molly Sakahara - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9322

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Gemlife Financial

225 S. Lake Ave
Suite 300

Pasadena, CA 91101
888-858-6236

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Bruno Mendes - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3415

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Alan Whitman - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9313

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Kevin Yu - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9315

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The Cox Huffman Volpei Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3437

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William J Barney - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-683-4646

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Kyle Nakano - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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Kathleen A. Burns - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-584-3424

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Duc Tran - Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, CA 91105
626-799-2237

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Brandi Young Zimmerman - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
626-405-9359

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The Jewel City Group - Morgan Stanley

55 South Lake Ave
Ste 700

Pasadena, CA 91101
818-409-0750

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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