Wealth Management in Marina del Rey, CA

We did the hard work of finding trustworthy partners in Marina del Rey, CA. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Marina del Rey, CA Wealth Management Firms

generic_business-71
Arrowroot Capital
Location 4553 Glencoe Ave Ste #200, Marina Del Rey, CA 90292, USA
Phone (310) 566-5966
Directions
generic_business-71
310CFO
Location 13428 Maxella Ave, Marina Del Rey, CA 90292, USA
Phone (866) 431-0236
Directions
generic_business-71
New Economy Capital Management LLC
Location 3111 Vía Dolce, Marina Del Rey, CA 90292, USA
Phone (310) 899-6870
Directions
generic_business-71
The Festival Companies
3 out of 5
Location 13274 Fiji Way 2nd Floor, Marina Del Rey, CA 90292, USA
Phone (310) 665-9600
Directions
generic_business-71
One Source Fiduciary Solutions
Location 4314 Marina City Dr #116c, Marina Del Rey, CA 90292, USA
Phone (424) 243-8003
Directions
generic_business-71
The Best Investment On Earth Is Earth
Location 8117 W Manchester Ave, Playa Del Rey, CA 90293, USA
Phone (877) 243-1448
Directions
SEC File# 801-10970
CRD# 6413
Location 112 E Grand Ave, El Segundo, CA 90245, USA
Phone (310) 322-2426
Directions
generic_business-71
THE MARINA DEL REY COMPANY
Location 333 Washington Blvd Unit #319, Marina Del Rey, CA 90292, USA
Phone (424) 326-3481
Directions
generic_business-71
Sierra Investment Management, Inc.
3 out of 5
Location 3420 Ocean Park Blvd #3060, Santa Monica, CA 90405, USA
Phone (310) 452-1887
Directions
generic_business-71
Pathway Financial Services, LLC
5 out of 5
Location 13101 Washington Blvd #241, Los Angeles, CA 90066, USA
Phone (310) 432-6067
Directions
generic_business-71
Max Wealth Group
5 out of 5
Location 475 Washington Blvd, Marina Del Rey, CA 90292, USA
Phone (844) 646-7328
Directions
generic_business-71
Hawkins Capital Advisors
Location 4136 Del Rey Ave UNIT 626, Marina Del Rey, CA 90292, USA
Phone (323) 389-7171
Directions
generic_business-71
Ironwood Advisory
Location 4750 Lincoln Blvd #452, Marina Del Rey, CA 90292, USA
Phone (866) 692-1600
Directions
generic_business-71
LIASION INVESTMENT
Location 13428 Maxella Ave, Marina Del Rey, CA 90292, USA
Phone (310) 985-0508
Directions
SEC File# 801-63344
CRD# 132167
Location 4640 Admiralty Way # 1101, Marina Del Rey, CA 90292, USA
Phone (310) 448-5000
Directions
generic_business-71
Frausto Management Group
Location 4640 Admiralty Way, Marina Del Rey, CA 90292, USA
Phone (310) 496-5706
Directions
generic_business-71
Marina Capital Group Mergers & Acquisitions
Location 4640 Admiralty Way Fl 8, Marina Del Rey, CA 90292, USA
Phone (877) 777-0323
Directions
generic_business-71
Cogent Capital Group
Location 4333 Admiralty Way #11, Marina Del Rey, CA 90292, USA
Phone (310) 282-8627
Directions
SEC File# 801-111823
CRD# 289886
Location 1960 E Grand Ave, El Segundo, CA 90245, USA
Phone (310) 726-1170
Directions
generic_business-71
JAAD Partners
Location 4640 Admiralty Way #410, Marina Del Rey, CA 90292, USA
Phone (424) 288-7072
Directions
generic_business-71
Paul R Wineman & Associates
Location 4267 Marina City Dr # 1108, Marina Del Rey, CA 90292, USA
Phone (310) 823-6731
Directions
generic_business-71
Zisler Capital Associates
Location 409 Washington Blvd, Marina Del Rey, CA 90292, USA
Phone (310) 560-1192
Directions
generic_business-71
Playa Financial Advisors Inc
Location 8055 W Manchester Ave # 350, Playa Del Rey, CA 90293, USA
Phone (310) 823-4999
Directions
generic_business-71
Mann Capital Company
5 out of 5
Location 4640 Admiralty Way #500, Marina Del Rey, CA 90292, USA
Phone (310) 314-6266
Directions
generic_business-71
Impact Financial Planners
SEC File# 801-118105
CRD# 114030
5 out of 5
Location 4640 Admiralty Way #500, Marina Del Rey, CA 90292, USA
Phone (424) 358-5410
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 AM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Jarrar & Associates: Sam
5 out of 5
Location 475 Washington Blvd, Marina Del Rey, CA 90292, USA
Phone (310) 887-1313
Directions
generic_business-71
Ian Rassman
Location 4333 Marina City Dr, Marina Del Rey, CA 90292, USA
Phone (310) 466-9292
Directions
generic_business-71
Saye Capital Management
Location 4640 Admiralty Way, Marina Del Rey, CA 90292, USA
Phone (310) 496-5807
Directions
generic_business-71
Mink Condominium Management & Consulting
1 out of 5
Location 4040 Glencoe Ave, Marina Del Rey, CA 90292, USA
Phone (310) 437-4343
Directions
generic_business-71
CFO 911
5 out of 5
Location 8055 W Manchester Ave # 405, Playa Del Rey, CA 90293, USA
Phone (310) 574-9119
Directions
generic_business-71
Marina Pacific Associates
5 out of 5
Location 4500 Vía Marina, Marina Del Rey, CA 90292, USA
Phone (310) 578-5200
Directions
generic_business-71
Jeffrey B. Stoll
Location 13600 Marina Pointe Dr, Marina Del Rey, CA 90292, USA
Phone (310) 702-2225
Directions
generic_business-71
YBi Management Services
4 out of 5
Location 4712 Admiralty Way #1006, Marina Del Rey, CA 90292, USA
Phone (855) 924-6468
Directions
generic_business-71
Physicians Asset Management
Location 742 Washington Blvd, Marina Del Rey, CA 90292, USA
Phone (310) 821-3332
Directions
generic_business-71
Whalen Financial Planning
Location 13101 Washington Blvd #237, Los Angeles, CA 90066, USA
Phone (424) 258-4398
Directions
generic_business-71
TIAA Bank Home Lending
Location 475 Washington Blvd, 13, Marina Del Rey, CA 90292, USA
Phone (310) 439-3738
Directions
Wealth Management in Marina del Rey, CA

Where Wealth Management Advisors in Marina del Rey, CA Serve

Marina del Rey is a picturesque coastal community located in Los Angeles County, California. This charming neighborhood is home to numerous landmarks, including the iconic Marina del Rey Harbor, which boasts over 5,000 boat slips and is the largest man-made small craft harbor in the world. The area is also home to the Fisherman's Village, a popular attraction that features restaurants, shops, and live music events. Top employers in Marina del Rey include tech companies such as Google, Snapchat, and YouTube, as well as various hospitality and tourism businesses. The neighborhood is conveniently located near major highways and streets, including the Pacific Coast Highway and the 405 freeway, providing easy access to nearby cities such as Santa Monica and Venice. Marina del Rey is comprised of several unique neighborhoods, including the Marina Peninsula, Silver Strand, and Marina del Rey proper. Each area offers its own distinct charm and appeal, with a variety of housing options ranging from luxurious waterfront homes to cozy apartments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Marina del Rey, CA can benefit from a wide range of services offered by a bank. One of the most common ways that a bank can help is by providing access to financial products and services that can help residents manage their money more effectively. For example, a bank can offer savings accounts, checking accounts, and credit cards that can help residents save money, pay bills, and manage their expenses. Additionally, a bank can provide loans and mortgages that can help residents finance their homes, businesses, and other major purchases. With its proximity to the Pacific Ocean, Marina del Rey is home to many boaters and water enthusiasts, and a bank can also provide specialized services such as boat loans and insurance to help these residents pursue their passions. Overall, a bank can be an invaluable resource for residents of Marina del Rey, providing them with the financial tools and services they need to succeed in their personal and professional lives.

Insurance Broker

As a bustling coastal community, residents of Marina del Rey, CA face a unique set of risks and challenges that require specialized insurance coverage. An insurance broker can help navigate these complexities by providing tailored policies that address specific needs. For instance, Marina del Rey is home to a large boating community, and an insurance broker can help boat owners obtain comprehensive coverage that protects against theft, accidents, and liability. Additionally, the area is prone to natural disasters such as earthquakes and wildfires, and an insurance broker can help residents secure policies that cover these events. With the help of an insurance broker, residents of Marina del Rey can have peace of mind knowing they are adequately protected against the risks and uncertainties of living in a vibrant coastal community.

Retirement Planning

Residents of Marina del Rey, CA can benefit significantly from the services of a retirement planner. The city is known for its high cost of living, which can make it challenging for retirees to maintain their standard of living without proper planning. A retirement planner can help residents navigate the complex financial landscape of retirement by providing advice on investment strategies, tax planning, and estate planning. They can also help residents understand the benefits and drawbacks of different retirement plans, such as 401(k)s and IRAs, and develop a personalized retirement plan that meets their unique needs and goals. With the help of a retirement planner, residents of Marina del Rey can ensure that they have a secure and comfortable retirement, despite the challenges posed by the city's high cost of living.

Financial Advisor

Residents of Marina del Rey, CA can greatly benefit from a financial advisor in a variety of ways. One specific aspect that sets Marina del Rey apart is its high cost of living, which can put a strain on individuals' finances. A financial advisor can help residents navigate this by providing guidance on budgeting, saving, and investing. They can also assist with retirement planning, estate planning, and tax management. Additionally, with the prevalence of entrepreneurship in the area, a financial advisor can provide valuable insights on starting and growing a business, as well as managing business finances. Ultimately, a financial advisor can help residents of Marina del Rey achieve their financial goals and secure their financial future in a complex and expensive environment.

Mortgage Loan Officer

Residents of Marina del Rey, CA would greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in this affluent coastal community, many residents may struggle to secure the necessary funds to purchase a home. A mortgage loan officer can assist residents in navigating the complex loan application process, determining the best loan options for their unique financial situation, and securing the necessary funds to purchase their dream home. Additionally, with the fluctuating real estate market in Marina del Rey, a mortgage loan officer can provide valuable insight and guidance on when to buy or refinance a home, ensuring that residents are making sound financial decisions. Overall, the services of a mortgage loan officer are essential for the residents of Marina del Rey, CA, as they strive to achieve their homeownership goals in this competitive and dynamic real estate market.

Tax Services

Residents of Marina del Rey, CA could benefit greatly from the expertise of a tax advisor. With its high cost of living and proximity to Los Angeles, residents of this coastal community may face unique tax challenges. A tax advisor can help navigate the complexities of California state tax laws, including the high income tax rates and strict regulations on small business owners. Additionally, the area's large population of retirees may require specialized tax planning to maximize retirement savings and minimize tax liabilities. Furthermore, with the recent changes in federal tax laws, a tax advisor can provide guidance on how to take advantage of deductions and credits to reduce overall tax burden. Overall, a tax advisor can provide valuable insight and assistance to help residents of Marina del Rey, CA stay financially sound and compliant with tax laws.

Estate Planning Lawyer

Residents of Marina del Rey, CA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. This is especially important in Marina del Rey, CA, where many residents own valuable real estate, boats, and other assets that need to be protected and distributed according to their wishes. An estate planning lawyer can also help residents minimize their tax liability and avoid probate, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can assist in setting up charitable trusts, creating a business succession plan, and ensuring that beneficiaries receive their rightful inheritance. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for residents of Marina del Rey, CA.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs