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Find The Best Financial Advisors in Valencia, California

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

How To Find The Best Financial Advisors in Valencia, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Valencia, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in Valencia, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Valencia, California have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Valencia, California

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Ira Zito

Financial Peak

818-639-9278

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Alano Massi

Palm Capital Management

805-727-2700

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Christian Johnson

California Financial Partners

818-637-0177

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Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

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Michael Cannone

Westmount Partners

310-556-2502

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Nathan Wallace

Savvy Advisors Inc

805-285-7686

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Roy Sherman

Sherman Asset Management

805-655-5062

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Michael Lynch

Lynch Financial Advisors

916-772-3103

Top Financial Advisor Firms in Valencia, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PROSPERITAS FINANCIAL, LLC
25060 Avenue Stanford, Suite 100
Valencia, CA, 91355
315768 $221,789,751 1587 A Percentage of AUM, Hourly charges, Fixed Fees
EAGLE WEALTH MANAGEMENT GROUP INC.
28212 Kelly Johnson Parkway, Suite 175
Valencia, CA, 91355
327052 $213,952,702 1107 A Percentage of AUM
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
23822 Valencia Blvd., Suite 304
Valencia, CA, 91355
135234 $154,416,374 548 A Percentage of AUM, Hourly charges, Other (REFERRAL FEES)

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