List of Firms
Palos Verdes Estates, CA Fiduciary Financial Advisors
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Dividend Growth Partners
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Winkworth Wealth Strategies
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Financial Advisors | U.S. Bancorp Investments
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Financial Advisors | U.S. Bancorp Investments
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Arise Private Wealth
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Lee Capital Management
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John Winkworth - Raymond James
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Edward Jones - Financial Advisor: Bradford C Dickson
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Edward Jones - Financial Advisor: Vince Fierro
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Merrill Lynch Wealth Management Advisor Nathan A Lee
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Stockdale Investment Group
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Neil Fujita - RBC Wealth Management Financial Advisor
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Wells Fargo Advisors
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Edward Jones - Financial Advisor: Bryan P Hori, AAMS™
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Jeff DeLarme - Raymond James
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Merrill Lynch Wealth Management Advisor Julia Maricich Darud
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Integrated Advisors Network, LLC
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Edward Jones - Financial Advisor: Gregory A Taylor
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Lea Okamura - Financial Advisor, Ameriprise Financial Services, LLC
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DeLarme Wealth Management, Inc.
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Rob Robertshaw - RBC Wealth Management Financial Advisor
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Vincent Woo - RBC Wealth Management Branch Director
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James B Greene & Associates
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Fullcourt Funding
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Deborah Hines - Raymond James
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Branden Rubasky, CFP®
![Financial Advisors in Palos Verdes Estates, CA Financial Advisors in Palos Verdes Estates, CA](https://www.financestrategists.com/firms/assets/financial-advisor/Palos_Verdes_Estates_CA.png)
Where Certified Financial Advisors in Palos Verdes Estates, CA Serve
Palos Verdes Estates, nestled in the scenic hills of Southern California, boasts a plethora of landmarks that are sure to leave visitors in awe. From the stunning Malaga Cove Plaza to the iconic Palos Verdes Golf Club, this city is a true gem. The top employers in the area include the Palos Verdes Peninsula Unified School District and the Terranea Resort, both of which offer excellent career opportunities. Major highways and streets in the area include the Pacific Coast Highway, Hawthorne Boulevard, and Palos Verdes Drive. The neighborhoods in Palos Verdes Estates are diverse and vibrant, ranging from the luxurious Lunada Bay to the charming Valmonte. With so much to see and do, it's no wonder why Palos Verdes Estates is such a beloved destination for locals and visitors alike.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Palos Verdes Estates, CA
A financial advisor in Palos Verdes Estates, CA can offer a range of services to help clients achieve their financial goals. These may include investment management, retirement planning, tax planning, estate planning, and risk management. Palos Verdes Estates, CA is a unique area, known for its luxurious homes and high net worth residents. As such, financial advisors in this area may specialize in serving affluent clients with complex financial needs. They may also have expertise in real estate investing, given the high property values in the area. With a deep understanding of the local market and a commitment to personalized service, a financial advisor in Palos Verdes Estates, CA can help clients navigate the complexities of wealth management and achieve financial success.
Palos Verdes Estates, CA is undoubtedly the best place to get financial advising. The city's affluent community is home to some of the most reputable financial advisors in the country, offering top-notch services to residents and visitors alike. With a thriving economy and a high standard of living, Palos Verdes Estates is an ideal location for anyone seeking financial advice. In addition, the city's stunning natural beauty and serene atmosphere provide the perfect backdrop for making important financial decisions. Whether you are looking to invest in the stock market, plan for retirement, or manage your wealth, Palos Verdes Estates has a plethora of experienced and knowledgeable advisors who can guide you every step of the way. So, if you want to secure your financial future, look no further than Palos Verdes Estates, CA.
A financial planner in Palos Verdes Estates, CA is a professional who helps individuals and businesses manage their finances and investments. They offer advice and guidance on a wide range of financial matters, including retirement planning, tax planning, estate planning, and investment management. In Palos Verdes Estates, CA, a financial planner must be well-versed in the unique financial landscape of the area. This includes understanding the high cost of living and the affluent community that resides there. They must also be knowledgeable of the various investment opportunities available, such as real estate, stocks, and bonds. Additionally, they must be able to navigate the complex tax laws and regulations that apply to the area. A financial planner in Palos Verdes Estates, CA must have a keen eye for detail, exceptional analytical skills, and the ability to communicate complex financial concepts in a clear and concise manner.
Palos Verdes Estates, CA residents should consider reaching out to a financial advisor when they are looking to make significant financial decisions, such as investing in real estate or starting a business. With its affluent community and high cost of living, Palos Verdes Estates presents unique financial challenges that require expert guidance. A financial advisor can help residents navigate the complexities of the local real estate market, develop a comprehensive retirement plan, and manage their investments to maximize returns. Additionally, with the current economic uncertainty, a financial advisor can provide valuable insights and strategies to help residents weather any potential financial storms. In short, Palos Verdes Estates residents should seek the services of a financial advisor to ensure their financial well-being and achieve their long-term financial goals.
A financial advisor in Palos Verdes Estates, CA must possess several essential qualities to serve the affluent community effectively. Firstly, they must have extensive knowledge of the financial industry, including investment strategies, tax laws, and retirement planning. Secondly, they must possess excellent communication skills to explain complex financial concepts to clients in a clear and concise manner. Moreover, they should be trustworthy, ethical, and transparent in their dealings with clients, as the community values honesty and integrity. Additionally, they should be adaptable to the unique needs and preferences of clients in Palos Verdes Estates, CA, which is known for its luxurious lifestyle and high net worth individuals. Lastly, they should be proactive in keeping up with the latest trends and developments in the financial industry to provide clients with the most up-to-date advice and guidance.
Palos Verdes Estates, CA is home to several top financial advising firms that cater to the affluent community in the area. These firms offer a range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. One notable aspect of Palos Verdes Estates, CA is its stunning natural beauty, with panoramic views of the Pacific Ocean and Catalina Island. This unique feature has attracted many high-net-worth individuals to the area, seeking a luxurious lifestyle and exclusive services. The financial advising firms in Palos Verdes Estates, CA understand the needs of their discerning clientele and provide tailored solutions to help them achieve their financial goals while enjoying the breathtaking surroundings. With their expertise and attention to detail, these firms have established a reputation for excellence in the financial industry and have become trusted advisors to many affluent families in the area.
Financial advisors in Palos Verdes Estates, CA often get compensated through a variety of methods. One common way is through commission-based models, where advisors receive a percentage of the assets they manage or products they sell. Another method is through fee-based models, where advisors charge a flat fee for their services, regardless of the products or investments they recommend. Additionally, some advisors may receive a combination of both commission and fees. It's worth noting that in Palos Verdes Estates, CA, financial advisors may face unique challenges due to the area's affluent population and high cost of living. As such, they may need to tailor their compensation models to meet the specific needs and expectations of their clients.