Wealth Management in South Pasadena, CA

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List of Firms

South Pasadena, CA Wealth Management Firms

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Lumen Financial Inc
Location 1000 Mission St, South Pasadena, CA 91030, USA
Phone (626) 403-6581
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Moscaret Investment Advisory
Location 180 S Lake Ave # 315, Pasadena, CA 91101, USA
Phone (626) 577-0984
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Schnieders Capitol Management
5 out of 5
Location 201 S Lake Ave # 303, Pasadena, CA 91101, USA
Phone (626) 584-6168
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Stonnington Group, LLC
Location 600 S Lake Ave #502, Pasadena, CA 91106, USA
Phone (626) 469-8166
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Newbury Capital Management
Location 812 Fremont Ave UNIT 101, South Pasadena, CA 91030, USA
Phone (626) 796-8898
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Qubera Wealth Management
Location suite 300, 225 S Lake Ave, Pasadena, CA 91101, USA
Phone (310) 999-1095
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RBC Wealth Management Branch - Pasadena
Location 300 N Lake Ave Suite 1010, Pasadena, CA 91101, USA
Phone (626) 204-2110
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The Lam Group - UBS Financial Services Inc.
Location 251 S Lake Ave 10th Floor, Pasadena, CA 91101, USA
Phone (626) 405-8262
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Pasadena Group - Morgan Stanley
Location 55 S Lake Ave Ste 700, Pasadena, CA 91101, USA
Phone (626) 304-2400
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Whittier Trust
Location 1600 Huntington Dr, South Pasadena, CA 91030, USA
Phone (626) 441-5111
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Arroyo Investment Group
5 out of 5
Location 15 S Raymond Ave #200, Pasadena, CA 91105, USA
Phone (626) 844-1441
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LA Wealth Management
5 out of 5
Location 177 E Colorado Blvd, Pasadena, CA 91105, USA
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Wealth Management in South Pasadena, CA

Where Wealth Management Advisors in South Pasadena, CA Serve

South Pasadena, CA is a charming city located in Los Angeles County, known for its beautiful tree-lined streets and historic architecture. The city is home to several notable landmarks, including the iconic Rialto Theatre, the historic Mission West District, and the stunning Arroyo Seco Bridge. In terms of top employers, South Pasadena boasts a diverse mix of businesses, ranging from small boutique shops to large corporations. Some of the city's largest employers include the South Pasadena Unified School District, the City of South Pasadena, and the Huntington Hospital. Major highways and streets that run through South Pasadena include the 110 Freeway, which provides easy access to downtown Los Angeles, and the iconic Fair Oaks Avenue, which is lined with trendy shops, restaurants, and cafes. South Pasadena is also home to several distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include the historic Marengo District, the quaint Mission West District, and the trendy Arroyo Seco neighborhood.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of South Pasadena, CA can benefit from a bank in many ways. Firstly, a bank can provide financial services that can help residents manage their money better. For instance, a bank can offer savings accounts, checking accounts, and other investment options that can help residents grow their wealth. Additionally, a bank can provide loans and mortgages to residents who are looking to buy a home or start a business. South Pasadena, CA is a small city with a population of about 25,000 people. Therefore, having a local bank can be beneficial for residents who prefer to do their banking in person. Furthermore, a bank can help residents with financial planning and advice, especially during times of economic uncertainty. Overall, a bank can play a vital role in helping residents of South Pasadena, CA achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of South Pasadena, CA can benefit greatly from the services of an insurance broker. With the city's proximity to the San Gabriel Mountains, residents may require additional coverage for natural disasters such as wildfires and earthquakes. An insurance broker can help assess the specific risks for each individual and provide tailored coverage options. Additionally, with South Pasadena's diverse population, an insurance broker can assist in navigating the complexities of healthcare and finding the best options for each person's unique needs. Whether it's finding the right coverage for a small business or navigating the intricacies of homeowners insurance, an insurance broker can provide invaluable assistance to residents of South Pasadena.

Retirement Planning

Residents of South Pasadena, CA can greatly benefit from the services of a retirement planner. With a population of over 25,000 people, this small city is known for its charming neighborhoods, excellent schools, and vibrant community events. However, many residents may not have a clear plan for their retirement years. A retirement planner can help them navigate the complexities of retirement planning, including assessing their current financial situation, setting goals for the future, and developing a comprehensive plan to reach those goals. Specifically, South Pasadena residents may face unique challenges such as high housing costs and a competitive job market. A skilled retirement planner can help them address these challenges and create a personalized plan that takes into account their individual needs and circumstances. With the help of a retirement planner, residents of South Pasadena can enjoy peace of mind knowing that they are on track to achieve their retirement goals.

Financial Advisor

Residents of South Pasadena, CA can benefit greatly from the services of a financial advisor. With the city's median household income of $101,860, there is a need for expert advice on how to manage and grow wealth. A financial advisor can help residents understand the complexities of investing, retirement planning, and tax strategies. They can also provide guidance on how to navigate the local real estate market, which has a median home value of $1.3 million. In addition, with South Pasadena's proximity to Los Angeles and its bustling entertainment industry, a financial advisor can assist residents in managing their finances in the entertainment industry, including investments in film and television production companies. Overall, a financial advisor can provide valuable insights and strategies to help residents of South Pasadena, CA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of South Pasadena, CA could benefit from the expertise of a mortgage loan officer in a variety of ways. For example, with the median home price in South Pasadena hovering around $1.5 million, many residents may require jumbo loans to finance their dream homes. A knowledgeable loan officer can help guide residents through the intricacies of these larger loans, including the stricter credit and income requirements. Additionally, with the city's strict zoning laws and historic preservation efforts, many homes in South Pasadena may require specialized loans for renovation or restoration projects. A mortgage loan officer can help residents navigate these unique lending options and find the best solution to suit their needs. Overall, the expertise of a mortgage loan officer can be invaluable to South Pasadena residents looking to make their homeownership dreams a reality.

Tax Services

Residents of South Pasadena, CA can benefit from the expertise of a tax advisor in various ways. With the city's thriving business landscape, a tax advisor can help entrepreneurs navigate the complex tax laws and regulations, ensuring that they are in compliance and maximizing their tax savings. Additionally, with the high cost of living in South Pasadena, a tax advisor can provide guidance on tax-efficient ways to manage expenses and investments, thereby reducing the tax burden on residents. Furthermore, South Pasadena is a diverse community, and a tax advisor can assist individuals and families from different backgrounds in understanding the tax implications of their unique situations, such as international tax laws or inheritance taxes. In short, a tax advisor can be a valuable resource for South Pasadena residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of South Pasadena, CA can benefit from the expertise 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, and power of attorney. This is particularly important in South Pasadena, a city known for its historic homes and neighborhoods, where many residents may have unique assets and properties that require specialized attention. An estate planning lawyer can also help families navigate the complexities of probate court, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can assist with setting up a healthcare directive, which is crucial in a city like South Pasadena, where residents may have access to some of the best healthcare facilities in the country. Overall, working with an estate planning lawyer can provide peace of mind for South Pasadena residents and ensure that their assets and wishes are protected.

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