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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 Sherman Oaks is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Sherman Oaks & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Sherman Oaks?

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

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

List of Qualified Financial Advisors in Sherman Oaks, California

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Peter Lauer

Creative Planning

15303 Ventura Blvd. Suite 925

Sherman Oaks, CA 91403
(310) 8925688

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Andy Medina

Creative Planning

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Los Angeles, CA 90069
(310) 4834311

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Michael Amash

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067
(310) 5562502

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Paul Taghibagi, CFP®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122323

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Brian Holmes, MS, CFP®, CMFC, AIF®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122327

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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367
(415) 7489181

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367
(415) 7489181

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Andrew Eddy AIF®, ChFC®, CLU®, CFP®

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401
(310) 4513339

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Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367
(424) 9037480

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Robert Bagarotti

Granada Capital Management, LLC

17352 Tennyson Place

Granada Hills, CA 91344
(818) 4063203

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Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale, CA 91203
(800) 5705711

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Alano Massi, CFP®

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302
(805) 7272700

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012
(650) 5561310

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Tammy Trenta

Creative Planning

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Orange County, CA 90266
(310) 5695971

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Jason Phan

Creative Planning

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Pasadena, CA 91754
(626) 4079125

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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101
(626) 7885025

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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503
(424) 9037481

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Kushal Shah, CRPC ®

Davinci Capital Partners

3788 Calle Posadas

Newbury Park, CA 91320
(805) 3417104

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806
(714) 8481837

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Phil Ricasata

Creative Planning

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Santa Barbara, CA 93004
(805) 4597975

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626
(626) 7682972

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Andrew Fuller

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3449751

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Brian Chang

Creative Planning

2030 Main Street

Irvine, CA 92614
(213) 2198464

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Cindy Sforza

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 5560272

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Jessica Roks

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 8520022

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Mike Nemzek

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 2445734

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Ryan Hook

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 5817955

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Ryan Maroney

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3977695

No Advisor found

* 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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