Wealth Management in Monterey, CA

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List of Firms

Monterey, CA Wealth Management Firms

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Fidelity Investments
3 out of 5
Location 553 Munras Ave, Monterey, CA 93940, USA
Phone (800) 224-7566
Language https://www.fidelity.com/branches/investor-center-monterey-california-93940
Directions
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Lesnick Nan S
SEC File# 801-46595
CRD# 110377
Location 2100 Garden Rd STE J, Monterey, CA 93940, USA
Phone (831) 656-0236
Language http://www.lesnickcompany.com/team/nan-s-lesnick
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Kakimoto Wealth Management
Location 2100 Garden Rd #6a, Monterey, CA 93940, USA
Phone (855) 890-1600
Directions
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Merrill Investment & Retirement Financial Center
Location 200 E Franklin St, Monterey, CA 93940, USA
Phone (831) 644-2220
Language https://locations.merrilledge.com/ca/monterey/financial-advisor-monterey-ca-8647.html
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Financial West Group
Location 30 Ragsdale Dr Suite 120, Monterey, CA 93940, USA
Phone (831) 648-8711
Directions
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Gorman Financial
Location 215 W Franklin St Ste 312, Monterey, CA 93940, USA
Phone (831) 375-2327
Language http://www.gormanfinancialservices.com/
Directions
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Del Monte Capital
Location 513 Hartnell St #A, Monterey, CA 93940, USA
Phone (831) 238-3488
Language https://delmonteinvestments.com/
Directions
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Faye Behrouz - RBC Wealth Management Financial Advisor
Location 4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, USA
Phone (415) 445-8411
Language https://us.rbcwealthmanagement.com/cydney.crampton?utm_source=GMB&utm_medium=Yext
Directions
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Stifel Nicolaus Financial Services
SEC File# 801-111055
CRD# 158043
Location 30 Ryan Ranch Rd, Monterey, CA 93940, USA
Language http://www.stifel.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Tarantino Wealth Management - UBS Financial Services Inc.
Location 200 Clock Tower Pl Suite 150, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 626-2320
Language https://advisors.ubs.com/tarantinowm/?utm_source=Yext&utm_medium=GMB&utm_campaign=172469&y_source=1_MjAwOTY5MjMtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Bleeck Financial Management
Location 7th and, San Carlos St, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 626-4011
Language http://www.bleeckfinancial.com/
Directions
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Topturn Capital
SEC File# 801-70572
CRD# 151464
Location 40 Ragsdale Dr #120, Monterey, CA 93940, USA
Phone (831) 324-0481
Language http://www.topturncapital.com/
Directions
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Christopher Boyns - Morgan Stanley
Location 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone (831) 646-6105
Language https://advisor.morganstanley.com/christopher.boyns?y_source=1_MjYxMTc3NDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Steve Keller - Morgan Stanley
Location 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone (831) 646-6115
Language https://advisor.morganstanley.com/steve.keller?y_source=1_MTEwNzg3MjMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Wealth Management in Monterey, CA

Where Wealth Management Advisors in Monterey, CA Serve

Monterey, CA is a coastal city located in the central region of California. The city boasts a rich history and is home to several landmarks such as the Monterey Bay Aquarium, Cannery Row, and Fisherman's Wharf. These attractions draw in tourists from all over the world, making tourism a major industry in the area. In addition to tourism, Monterey is also home to several top employers such as the Naval Postgraduate School, California State University Monterey Bay, and the Defense Language Institute. The city's economy is diverse, with industries ranging from education and healthcare to agriculture and technology. Major highways that run through Monterey include Highway 1 and Highway 68, providing easy access to neighboring cities and attractions. The city is also home to several notable streets such as Alvarado Street, which features a variety of shops and restaurants, and Ocean View Boulevard, which offers stunning views of the Pacific Ocean. Monterey is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monterey, CA can benefit from a bank in a multitude of ways. For one, a bank can provide financial assistance to those who need it. Monterey is a tourist destination with a thriving hospitality industry, and a bank can provide loans and financial advice to local businesses to help them grow and succeed. Additionally, a bank can offer various banking services such as checking and savings accounts, credit cards, and loans for personal use. Monterey is also home to many retirees, and a bank can offer retirement planning services to help them manage their finances and plan for the future. Furthermore, a bank can provide investment opportunities to those looking to grow their wealth. Monterey is located in an area prone to natural disasters, such as earthquakes and wildfires, and a bank can offer insurance services to help residents protect their assets. In short, a bank can provide a wide range of financial services to residents of Monterey, CA, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Monterey, CA can benefit from the services of an insurance broker in a multitude of ways. With its close proximity to the Pacific Ocean, Monterey is prone to natural disasters such as earthquakes, floods, and wildfires. An insurance broker can assist residents in obtaining policies that cover these risks and ensure that they have adequate coverage in case of an emergency. Additionally, Monterey is home to many small businesses that may require specialized insurance policies. An insurance broker can help these businesses navigate the complex world of commercial insurance and find policies that fit their unique needs. Furthermore, Monterey is a popular tourist destination, and residents who rent out their properties on platforms like Airbnb may need additional insurance coverage. An insurance broker can help these individuals understand their liability and obtain the necessary insurance coverage to protect their assets. Overall, an insurance broker can provide invaluable assistance to Monterey residents in navigating the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Monterey, CA can benefit from the expertise of a retirement planner in numerous ways. Given the high cost of living in this coastal city, many individuals may struggle to save enough for retirement. A retirement planner can provide guidance on how to maximize savings and investments to ensure a comfortable retirement. Additionally, the prevalence of tourism in Monterey can make it difficult for retirees to navigate the housing market and find affordable living arrangements. A retirement planner can provide insight into the local real estate market and help retirees find suitable living options. Furthermore, the proximity to the ocean and the potential for natural disasters, such as wildfires and earthquakes, can make retirement planning in Monterey particularly complex. A retirement planner can help retirees develop contingency plans to ensure their financial security in the face of unexpected events. Overall, the services of a retirement planner can be invaluable for residents of Monterey, CA looking to secure a stable and fulfilling retirement.

Financial Advisor

Residents of Monterey, CA could greatly benefit from the services of a financial advisor in a multitude of ways. With its thriving tourism industry and high cost of living, many residents may struggle with managing their finances. A financial advisor could assist with creating a budget that takes into account the unique expenses of living in Monterey, such as higher housing costs and the need for reliable transportation. Additionally, the area is home to many small business owners and entrepreneurs, who may require guidance on managing their business finances and investments. A financial advisor could provide valuable insight into tax planning, retirement savings, and investment strategies to help these individuals achieve their financial goals. Overall, a skilled financial advisor could offer invaluable assistance to the diverse community of Monterey, CA.

Mortgage Loan Officer

Residents of Monterey, CA would be helped by a mortgage loan officer in various ways. Firstly, the loan officer can assist them in finding the most suitable loan options that cater to their financial needs. Monterey, CA is known for its high cost of living, and a mortgage loan officer can help residents secure a loan with a lower interest rate, which can help them save money in the long run. Secondly, the loan officer can guide residents through the complex process of applying for a mortgage loan. The loan application process can be overwhelming, but with the help of a loan officer, residents can navigate through the process with ease. Lastly, the loan officer can provide valuable advice on how to improve their credit score, which is essential in securing a mortgage loan. The residents of Monterey, CA can benefit significantly from the expertise of a mortgage loan officer, and it is highly recommended that they seek professional assistance when considering a mortgage loan.

Tax Services

Residents of Monterey, CA could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding short-term rentals. Monterey is a popular tourist destination, and many residents take advantage of platforms like Airbnb to rent out their homes or rooms. However, the tax implications of these rentals can be confusing, with different rules and regulations depending on factors like the length of the rental and the number of units being rented out. A tax advisor could help residents understand their obligations and make sure they are taking advantage of all available deductions and credits. Additionally, a tax advisor could help residents who own businesses in Monterey navigate the unique tax landscape of California, which has some of the highest state taxes in the country. With their expertise and knowledge, a tax advisor could help residents of Monterey minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Monterey, CA can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Monterey, CA, where many residents own high-value properties and assets that require careful consideration in the estate planning process. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can save their loved ones time and money in the long run. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, ensuring that residents have a plan in place for their care if they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Monterey, CA, helping them protect their assets and ensure their legacy.

Monterey, CA Financial Resources

Monterey, CA Chamber of Commerce

https://www.montereychamber.com/

Monterey, CA City Hall

https://monterey.org/city_hall/index.php

Monterey, CA Public Library

https://monterey.org/library/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Monterey, CA are designed to help high-net-worth individuals achieve their financial goals. A wealth manager in Monterey can provide a range of services, including investment management, tax planning, retirement planning, estate planning, and risk management. One specific aspect of wealth management in Monterey is the focus on sustainable investing. Monterey is known for its commitment to environmental conservation, and a wealth manager in the area can help clients invest in companies that prioritize sustainability and social responsibility. This requires a deep understanding of the complexities of the financial markets and the environmental and social impact of various investment strategies. A skilled wealth manager in Monterey can navigate these complexities to help clients achieve their financial goals while also making a positive impact on the world.

Monterey, CA is undoubtedly the best place to find a wealth manager. The city's rich history and diverse economy make it a prime location for financial experts. With its stunning coastline and world-renowned attractions, Monterey attracts a significant number of high net worth individuals and businesses seeking to secure their financial future. The city's wealth management industry is home to some of the most experienced and knowledgeable professionals in the field, who have an in-depth understanding of the unique financial needs of the community. From portfolio management to estate planning, Monterey's wealth managers offer a range of services that cater to the specific requirements of each client. Furthermore, the city's proximity to Silicon Valley, one of the world's most innovative and dynamic tech hubs, provides wealth managers with access to cutting-edge financial tools and technologies. In short, if you're looking for a wealth manager who can help you achieve your financial goals, Monterey, CA is the place to be.